MBBB vs QQQ
VanEck Moody's Analytics BBB Corporate Bond ETF vs Invesco QQQ Trust, Series 1
Which is better, MBBB or QQQ?
QQQ has been ahead.
QQQ has a lower expense ratio. QQQ led over 1Y, 3Y, 5Y and 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 | MBBB | QQQ |
|---|---|---|
| Expense Ratio | 0.25% | 0.18%Best |
| AUM | $5M | $483.5B |
| Dividend Yield | 5.17% | 0.44% |
| Holdings | 154 | 107 |
| YTD Return | -4.64% | +17.95%Best |
| 1Y Return | -4.86% | +21.77%Best |
| 3Y Return (annualized) | +4.29% | +25.63%Best |
| 5Y Return (annualized) | -0.54% | +15.24%Best |
| Volatility (annualized) | 7.4%Best | 19.9% |
| Max Drawdown | -21.7%Best | -35.1% |
| $10,000 over 5 years | $9,733 | $20,324Best |
| Fund Family | VanEck | Invesco (US) |
| Category | Fixed Income | Equity |
| Style | - | Large Cap Growth |
| Inception | Dec 1, 2020 | Mar 10, 1999 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Dec 2, 2020 to Sep 18, 2026 (5.8 years).
MBBB 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 covers the 5.8 years both funds cover.
MBBB vs QQQ Performance
VanEck Moody's Analytics BBB Corporate Bond ETF (MBBB) is an ETF from VanEck and Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US). Over the past year MBBB returned -4.86% while QQQ returned +21.77%. Year to date, MBBB is down 4.64% versus a gain of 17.95% for QQQ.
Over three years, MBBB compounded at +4.29% per year against +25.63% for QQQ; over five years the annualized figures are -0.54% and +15.24% respectively. Across the full 6-year window we track, QQQ has the edge at +16.75% annualized vs +0.10%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
QQQ has been the more volatile fund, with annualized monthly volatility of 19.9% compared with 7.4% for MBBB. 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 -21.7% for MBBB and -35.1% 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 0.64. They move together some of the time, and apart the rest.
Fees and Cost Over Time
MBBB charges 0.25% per year while QQQ charges 0.18%. On a $10,000 position that is $25 vs $18 annually, a gap of $7 per year that compounds over a long holding period. On income, MBBB currently yields 5.17% against 0.44% for QQQ.
Holdings Overlap
At least 1.0% of QQQ's money is in holdings MBBB also owns.
Stated as a floor: for MBBB, our book for it covers 93.3% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
QQQ and MBBB share little of their money.
2 positions in common, counted across the 145 positions we hold weights for in MBBB and 102 in QQQ, against full books of 154 and 107.
You are not choosing between two funds in isolation.
Whichever of MBBB and QQQ you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, MBBB or QQQ?
MBBB has an expense ratio of 0.25% while QQQ charges 0.18%. QQQ is the cheaper option, by $7 a year on a $10,000 investment.
Which performed better, MBBB or QQQ?
Over the past year MBBB returned -4.86% vs +21.77% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (6 years), MBBB annualized +0.10% vs +16.75% for QQQ. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, MBBB or QQQ?
QQQ has been the more volatile fund at 19.9% annualized versus 7.4% for MBBB. Worst drawdown: MBBB -21.7% vs QQQ -35.1%.
Should I hold both MBBB and QQQ?
MBBB and QQQ have a monthly-return correlation of 0.64, 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 MBBB and QQQ?
At least 1.0% of QQQ's money is in holdings MBBB also owns. Our book for MBBB is partial, so the real figure is this or higher. They hold 2 positions in common, counted across the 145 positions we hold weights for in MBBB and 102 in QQQ.
Which pays a higher dividend, MBBB or QQQ?
MBBB yields 5.17% while QQQ yields 0.44%, so MBBB currently pays the higher dividend yield.
Is QQQ better than MBBB?
QQQ 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.