IGLB vs QQQ
iShares 10+ Year Investment Grade Corporate Bond ETF vs Invesco QQQ Trust, Series 1
Quick Verdict
IGLB has a lower expense ratio. QQQ delivered stronger 1-year returns. IGLB offers more diversification with 1393 holdings.
Side-by-Side Comparison
| Metric | IGLB | QQQ | Winner |
|---|---|---|---|
| Expense Ratio | 0.04% | 0.18% | |
| AUM | $2.6B | $455.8B | |
| Dividend Yield | 5.23% | 0.41% | |
| Holdings | 3,825 | 108 | |
| YTD Return | -2.43% | +18.31% | |
| 1Y Return | -0.05% | +25.37% | |
| 3Y Return (annualized) | +4.11% | +25.79% | |
| 5Y Return (annualized) | -3.02% | +15.20% | |
| Volatility (annualized) | 10.5% | 30.6% | |
| Max Drawdown | -34.7% | -83.0% | |
| Fund Family | iShares by BlackRock (US) | Invesco (US) | |
| Category | Fixed Income | Equity | |
| Inception | Dec 8, 2009 | Mar 10, 1999 |
IGLB vs QQQ Performance
iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) is a ETF from iShares by BlackRock (US) and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year IGLB returned -0.05% while QQQ returned +25.37%. Year to date, IGLB is down 2.43% versus a gain of 18.31% for QQQ.
Over three years, IGLB compounded at +4.11% per year against +25.79% for QQQ; over five years the annualized figures are -3.02% and +15.20% respectively. Across the full 17-year window we track, QQQ has the edge at +13.10% annualized vs +1.13%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% compared with 10.5% for IGLB. 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 -34.7% for IGLB and -83.0% for QQQ. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.42. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
IGLB 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, IGLB currently yields 5.23% against 0.41% for QQQ.
Holdings Overlap
IGLB and QQQ share 0 holdings out of 1496 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, IGLB or QQQ?
IGLB has an expense ratio of 0.04% while QQQ charges 0.18%. IGLB is the cheaper option. On a $10,000 investment, that is $14 per year of difference.
Which performed better, IGLB or QQQ?
Over the past year IGLB returned -0.05% vs +25.37% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (17 years), IGLB annualized +1.13% vs +13.10% for QQQ. Past performance does not guarantee future results.
Which is riskier, IGLB or QQQ?
QQQ has been the more volatile fund at 30.6% annualized versus 10.5% for IGLB. Worst drawdown: IGLB -34.7% vs QQQ -83.0%.
Should I hold both IGLB and QQQ?
IGLB and QQQ have a monthly-return correlation of 0.42, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IGLB and QQQ?
IGLB and QQQ share 0 common holdings with a 0.0% weight overlap. Combined, they hold 1496 unique securities.
Which pays a higher dividend, IGLB or QQQ?
IGLB yields 5.23% while QQQ yields 0.41%, so IGLB currently pays the higher dividend yield.
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