PABU vs QQQ

PABU vs QQQ
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Quick Verdict

PABU has a lower expense ratio. QQQ delivered stronger 1-year returns. QQQ offers more diversification with 108 holdings.

Lower Fees: PABUHigher Returns: QQQMore Diversified: QQQ

Side-by-Side Comparison

MetricPABUQQQWinner
Expense Ratio0.10%0.18%
AUM$2.6B$496.3B
Dividend Yield0.94%0.44%
Holdings97108
YTD Return+8.53%+16.64%
1Y Return+15.90%+27.27%
3Y Return (annualized)+18.80%+25.96%
5Y Return (annualized)-+14.54%
Volatility (annualized)16.6%30.6%
Max Drawdown-20.8%-83.0%
Fund FamilyiShares by BlackRock (US)Invesco (US)
CategoryEquityEquity
InceptionFeb 8, 2022Mar 10, 1999

PABU vs QQQ Performance

iShares Paris-Aligned Climate Optimized MSCI USA ETF (PABU) 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 PABU returned +15.90% while QQQ returned +27.27%. Year to date, PABU is up 8.53% versus a gain of 16.64% for QQQ.

Over three years, PABU compounded at +18.80% per year against +25.96% for QQQ. Across the full 4-year window we track, QQQ has the edge at +13.03% annualized vs +12.65%. 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 16.6% for PABU. 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 -20.8% for PABU 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 0.94. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

PABU charges 0.10% per year while QQQ charges 0.18%. On a $10,000 position that is $10 vs $18 annually, a gap of $8 per year that compounds over a long holding period. On income, PABU currently yields 0.94% against 0.44% for QQQ.

Holdings Overlap

45.3%overlap

PABU and QQQ share 30 holdings out of 165 unique holdings combined, representing a 45.3% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in PABUWeight in QQQDifference
NVDA8.59%8.44%0.15%
AAPL7.10%7.27%0.17%
MSFT5.95%5.76%0.19%
AMDProProPro
GOOGProProPro
AVGOProProPro
AMZNProProPro
TSLAProProPro
GOOGLProProPro
METAProProPro
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Frequently Asked Questions

Which is cheaper, PABU or QQQ?

PABU has an expense ratio of 0.10% while QQQ charges 0.18%. PABU is the cheaper option. On a $10,000 investment, that is $8 per year of difference.

Which performed better, PABU or QQQ?

Over the past year PABU returned +15.90% vs +27.27% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (4 years), PABU annualized +12.65% vs +13.03% for QQQ. Past performance does not guarantee future results.

Which is riskier, PABU or QQQ?

QQQ has been the more volatile fund at 30.6% annualized versus 16.6% for PABU. Worst drawdown: PABU -20.8% vs QQQ -83.0%.

Should I hold both PABU and QQQ?

PABU and QQQ have a monthly-return correlation of 0.94, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.

What is the holdings overlap between PABU and QQQ?

PABU and QQQ share 30 common holdings with a 45.3% weight overlap. Combined, they hold 165 unique securities.

Which pays a higher dividend, PABU or QQQ?

PABU yields 0.94% while QQQ yields 0.44%, so PABU currently pays the higher dividend yield.

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