QBIG vs QQQ
Invesco Top QQQ ETF vs Invesco QQQ Trust, Series 1
Quick Verdict
QQQ has a lower expense ratio. QQQ delivered stronger 1-year returns. QQQ offers more diversification with 108 holdings.
Side-by-Side Comparison
| Metric | QBIG | QQQ | Winner |
|---|---|---|---|
| Expense Ratio | 0.29% | 0.18% | |
| AUM | $35M | $496.3B | |
| Dividend Yield | 0.00% | 0.44% | |
| Holdings | 17 | 108 | |
| YTD Return | +6.72% | +16.64% | |
| 1Y Return | +17.96% | +27.27% | |
| 3Y Return (annualized) | - | +25.96% | |
| 5Y Return (annualized) | - | +14.54% | |
| Volatility (annualized) | 24.8% | 30.6% | |
| Max Drawdown | -30.3% | -83.0% | |
| Fund Family | Invesco (US) | Invesco (US) | |
| Category | Equity | Equity | |
| Inception | Dec 4, 2024 | Mar 10, 1999 |
QBIG vs QQQ Performance
Invesco Top QQQ ETF (QBIG) is a ETF from Invesco (US) and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year QBIG returned +17.96% while QQQ returned +27.27%. Year to date, QBIG is up 6.72% versus a gain of 16.64% for QQQ.
Risk: Volatility and Drawdowns
QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% compared with 24.8% for QBIG. 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 -30.3% for QBIG 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 0.84. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
QBIG charges 0.29% per year while QQQ charges 0.18%. On a $10,000 position that is $29 vs $18 annually, a gap of $11 per year that compounds over a long holding period. On income, QBIG currently yields 0.00% against 0.44% for QQQ.
Holdings Overlap
QBIG and QQQ share 8 holdings out of 104 unique holdings combined, representing a 34.4% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, QBIG or QQQ?
QBIG has an expense ratio of 0.29% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $11 per year of difference.
Which performed better, QBIG or QQQ?
Over the past year QBIG returned +17.96% vs +27.27% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (2 years), QBIG annualized +18.04% vs +13.03% for QQQ. Past performance does not guarantee future results.
Which is riskier, QBIG or QQQ?
QQQ has been the more volatile fund at 30.6% annualized versus 24.8% for QBIG. Worst drawdown: QBIG -30.3% vs QQQ -83.0%.
Should I hold both QBIG and QQQ?
QBIG and QQQ have a monthly-return correlation of 0.84, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between QBIG and QQQ?
QBIG and QQQ share 8 common holdings with a 34.4% weight overlap. Combined, they hold 104 unique securities.
Which pays a higher dividend, QBIG or QQQ?
QBIG yields 0.00% while QQQ yields 0.44%, so QQQ currently pays the higher dividend yield.
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