QBIG vs VOO

QBIG vs VOO

Which is better, QBIG or VOO?

Large Cap Growth against Large Cap Blend.

VOO has a lower expense ratio. QBIG led over the full window, VOO over 1Y.

Lower Fees: VOOHigher Returns: split

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

MetricQBIGVOO
Expense Ratio0.29%0.03%Best
AUM$33M$997.4B
Dividend Yield0.00%1.04%
Holdings17509
YTD Return+10.41%+13.82%Best
1Y Return+12.59%+18.56%Best
3Y Return (annualized)-+23.49%
5Y Return (annualized)-+13.34%
Volatility (annualized)24.2%12.6%Best
Max Drawdown-30.3%-18.7%Best
$10,000 over 1.8 years$13,724Best$12,988
Fund FamilyInvesco (US)Vanguard (US)
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Blend
InceptionDec 4, 2024Sep 7, 2010

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 Sep 25, 2026 (1.8 years).

QBIG vs VOO 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.

QBIG vs VOO Performance

Invesco Top QQQ ETF (QBIG) is an ETF from Invesco (US) and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year QBIG returned +12.59% while VOO returned +18.56%. Year to date, QBIG is up 10.41% versus a gain of 13.82% for VOO.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

QBIG has been the more volatile fund, with annualized monthly volatility of 24.2% compared with 12.6% for VOO. 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 -18.7% for VOO. 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

QBIG charges 0.29% per year while VOO charges 0.03%. On a $10,000 position that is $29 vs $3 annually, a gap of $26 per year that compounds over a long holding period. On income, QBIG currently yields 0.00% against 1.04% for VOO.

Holdings Overlap

VOO already in QBIG34.2%

At least 34.2% of VOO'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 9 positions we hold weights for in QBIG and 494 in VOO, against full books of 17 and 509.

Top Shared Holdings

StockWeight in QBIGWeight in VOODifference
NVDANvidia Corp7.35%7.55%0.20%
AAPLApple, Inc6.40%7.05%0.65%
MSFTMicrosoft Corp5.20%5.36%0.16%
AMZNAmazon.Com Inc3.84%4.13%0.29%
GOOGLAlphabet Inc,class A2.72%3.24%0.52%
AVGOBroadcom Inc2.42%2.86%0.44%
GOOGAlphabet Inc2.52%2.62%0.10%
TSLATesla Inc2.53%1.36%1.17%

34.2% of VOO 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.

QBIGVOO

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Frequently Asked Questions

Which is cheaper, QBIG or VOO?

QBIG has an expense ratio of 0.29% while VOO charges 0.03%. VOO is the cheaper option, by $26 a year on a $10,000 investment.

Which performed better, QBIG or VOO?

Over the past year QBIG returned +12.59% vs +18.56% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (2 years), QBIG annualized +19.23% vs +15.63% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, QBIG or VOO?

QBIG has been the more volatile fund at 24.2% annualized versus 12.6% for VOO. Worst drawdown: QBIG -30.3% vs VOO -18.7%.

Should I hold both QBIG and VOO?

QBIG and VOO 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 QBIG and VOO?

At least 34.2% of VOO'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 9 positions we hold weights for in QBIG and 494 in VOO.

Which pays a higher dividend, QBIG or VOO?

QBIG yields 0.00% while VOO yields 1.04%, so VOO currently pays the higher dividend yield.

Is VOO better than QBIG?

VOO has a lower expense ratio. QBIG led over the full window, VOO over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.