IGIB vs QQQ

IGIB vs QQQ

Which is better, IGIB or QQQ?

Long Term Mid Quality against Large Cap Growth.

IGIB has a lower expense ratio. QQQ led over 1Y, 3Y, 5Y and the full window.

Lower Fees: IGIBHigher Returns: QQQ

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricIGIBQQQ
Expense Ratio0.04%Best0.18%
AUM$18.6B$483.5B
Dividend Yield4.93%0.44%
Holdings2,986107
YTD Return-1.67%+17.95%Best
1Y Return-0.76%+21.77%Best
3Y Return (annualized)+6.05%+25.63%Best
5Y Return (annualized)+0.62%+15.24%Best
Volatility (annualized)5.7%Best18.8%
Max Drawdown-20.6%Best-53.5%
$10,000 over 5 years$10,314$20,324Best
Fund FamilyiShares by BlackRock (US)Invesco (US)
CategoryFixed IncomeEquity
StyleLong Term Mid QualityLarge Cap Growth
InceptionJan 5, 2007Mar 10, 1999

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Jan 11, 2007 to Sep 18, 2026 (19.7 years).

IGIB vs QQQ growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

IGIB vs QQQ Performance

iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) is an ETF from iShares by BlackRock (US) and Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US). Over the past year IGIB returned -0.76% while QQQ returned +21.77%. Year to date, IGIB is down 1.67% versus a gain of 17.95% for QQQ.

Over three years, IGIB compounded at +6.05% per year against +25.63% for QQQ; over five years the annualized figures are +0.62% and +15.24% respectively. Across the full 20-year window we track, QQQ has the edge at +15.32% annualized vs +1.21%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 18.8% compared with 5.7% for IGIB. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -20.6% for IGIB and -53.5% for QQQ. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.46. They move together some of the time, and apart the rest.

Fees and Cost Over Time

IGIB charges 0.04% per year while QQQ charges 0.18%. On a $10,000 position that is $4 vs $18 annually, a gap of $14 per year that compounds over a long holding period. On income, IGIB currently yields 4.93% against 0.44% for QQQ.

Holdings Overlap

We hold position weights for 1,118 holdings in IGIB and 102 in QQQ, totalling 44.7% and 99.9% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 1,118 positions we hold weights for in IGIB and 102 in QQQ, against full books of 2,986 and 107.

You are not choosing between two funds in isolation.

Whichever of IGIB and QQQ you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

IGIBQQQ

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IGIB or QQQ?

IGIB has an expense ratio of 0.04% while QQQ charges 0.18%. IGIB is the cheaper option, by $14 a year on a $10,000 investment.

Which performed better, IGIB or QQQ?

Over the past year IGIB returned -0.76% vs +21.77% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (20 years), IGIB annualized +1.21% vs +15.32% for QQQ. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, IGIB or QQQ?

QQQ has been the more volatile fund at 18.8% annualized versus 5.7% for IGIB. Worst drawdown: IGIB -20.6% vs QQQ -53.5%.

Should I hold both IGIB and QQQ?

IGIB and QQQ have a monthly-return correlation of 0.46, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, IGIB or QQQ?

IGIB yields 4.93% while QQQ yields 0.44%, so IGIB currently pays the higher dividend yield.

Is QQQ better than IGIB?

IGIB has a lower expense ratio. QQQ led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.