IVV vs QBIG
iShares Core S&P 500 ETF vs Invesco Top QQQ ETF
Which is better, IVV or QBIG?
Large Cap Blend against Large Cap Growth.
IVV has a lower expense ratio. IVV led over 1Y, QBIG over the full window.
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
| Metric | IVV | QBIG |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.29% |
| AUM | $882.6B | $33M |
| Dividend Yield | 1.06% | 0.00% |
| Holdings | 508 | 17 |
| YTD Return | +12.76%Best | +9.25% |
| 1Y Return | +15.57%Best | +10.46% |
| 3Y Return (annualized) | +22.95% | - |
| 5Y Return (annualized) | +13.54% | - |
| Volatility (annualized) | 12.4%Best | 23.6% |
| Max Drawdown | -18.8%Best | -30.3% |
| $10,000 over 1.8 years | $12,836 | $13,543Best |
| Fund Family | iShares by BlackRock (US) | Invesco (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Growth |
| Inception | May 15, 2000 | Dec 4, 2024 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 1.8 years row, are measured over the window both funds cover: Dec 4, 2024 to Oct 1, 2026 (1.8 years).
IVV vs QBIG 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 covers the 1.8 years both funds cover.
IVV vs QBIG Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Invesco Top QQQ ETF (QBIG) is an ETF from Invesco (US). Over the past year IVV returned +15.57% while QBIG returned +10.46%. Year to date, IVV is up 12.76% versus a gain of 9.25% for QBIG.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
QBIG has been the more volatile fund, with annualized monthly volatility of 23.6% compared with 12.4% for IVV. 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 -18.8% for IVV and -30.3% for QBIG. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.89. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IVV charges 0.03% per year while QBIG charges 0.29%. On a $10,000 position that is $3 vs $29 annually, a gap of $26 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 0.00% for QBIG.
Holdings Overlap
At least 34.3% of IVV's money is in holdings QBIG also owns.
Stated as a floor: for QBIG, our book for it covers 88.7% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
The two portfolios partly overlap.
8 positions in common, counted across the 505 positions we hold weights for in IVV and 9 in QBIG, against full books of 508 and 17.
Top Shared Holdings
| Stock | Weight in IVV | Weight in QBIG | Difference |
|---|---|---|---|
| NVDANvidia Corp | 8.00% | 7.28% | 0.72% |
| AAPLApple, Inc | 7.39% | 6.72% | 0.67% |
| MSFTMicrosoft Corp | 5.57% | 5.07% | 0.50% |
| AMZNAmazon.Com Inc | 3.80% | 3.80% | 0.00% |
| GOOGLAlphabet Inc,class A | 3.00% | 2.71% | 0.29% |
| AVGOBroadcom Inc | 2.59% | 2.36% | 0.23% |
| GOOGAlphabet Inc. C | 2.40% | 2.52% | 0.12% |
| TSLATesla Inc | 1.56% | 2.51% | 0.95% |
34.3% of IVV is already inside QBIG.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, IVV or QBIG?
IVV has an expense ratio of 0.03% while QBIG charges 0.29%. IVV is the cheaper option, by $26 a year on a $10,000 investment.
Which performed better, IVV or QBIG?
Over the past year IVV returned +15.57% vs +10.46% for QBIG, so IVV leads on 1-year performance. Over the longest common window we track (2 years), IVV annualized +14.88% vs +18.35% for QBIG. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or QBIG?
QBIG has been the more volatile fund at 23.6% annualized versus 12.4% for IVV. Worst drawdown: IVV -18.8% vs QBIG -30.3%.
Should I hold both IVV and QBIG?
IVV and QBIG have a monthly-return correlation of 0.89, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between IVV and QBIG?
At least 34.3% of IVV's money is in holdings QBIG also owns. Our book for QBIG is partial, so the real figure is this or higher. They hold 8 positions in common, counted across the 505 positions we hold weights for in IVV and 9 in QBIG.
Which pays a higher dividend, IVV or QBIG?
IVV yields 1.06% while QBIG yields 0.00%, so IVV currently pays the higher dividend yield.
Is QBIG better than IVV?
IVV has a lower expense ratio. IVV led over 1Y, QBIG over the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.