QBIG vs VYM
Invesco Top QQQ ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 616 holdings.
Side-by-Side Comparison
| Metric | QBIG | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.29% | 0.04% | |
| AUM | $35M | $81.6B | |
| Dividend Yield | 0.00% | 2.24% | |
| Holdings | 17 | 616 | |
| YTD Return | +8.22% | +16.42% | |
| 1Y Return | +14.85% | +24.22% | |
| 3Y Return (annualized) | - | +19.03% | |
| 5Y Return (annualized) | - | +12.21% | |
| Volatility (annualized) | 24.8% | 14.6% | |
| Max Drawdown | -30.3% | -58.8% | |
| Fund Family | Invesco (US) | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Dec 4, 2024 | Nov 10, 2006 |
QBIG vs VYM Performance
Invesco Top QQQ ETF (QBIG) is a ETF from Invesco (US) and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year QBIG returned +14.85% while VYM returned +24.22%. Year to date, QBIG is up 8.22% versus a gain of 16.42% for VYM.
Risk: Volatility and Drawdowns
QBIG has been the more volatile fund, with annualized monthly volatility of 24.8% compared with 14.6% for VYM. 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 -58.8% for VYM. 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 0.49. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
QBIG charges 0.29% per year while VYM charges 0.04%. On a $10,000 position that is $29 vs $4 annually, a gap of $25 per year that compounds over a long holding period. On income, QBIG currently yields 0.00% against 2.24% for VYM.
Holdings Overlap
QBIG and VYM share 1 holdings out of 612 unique holdings combined, representing a 2.9% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in QBIG | Weight in VYM | Difference |
|---|---|---|---|
| AVGO | 2.91% | 7.29% | 4.38% |
Frequently Asked Questions
Which is cheaper, QBIG or VYM?
QBIG has an expense ratio of 0.29% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $25 per year of difference.
Which performed better, QBIG or VYM?
Over the past year QBIG returned +14.85% vs +24.22% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (2 years), QBIG annualized +19.24% vs +7.10% for VYM. Past performance does not guarantee future results.
Which is riskier, QBIG or VYM?
QBIG has been the more volatile fund at 24.8% annualized versus 14.6% for VYM. Worst drawdown: QBIG -30.3% vs VYM -58.8%.
Should I hold both QBIG and VYM?
QBIG and VYM have a monthly-return correlation of 0.49, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between QBIG and VYM?
QBIG and VYM share 1 common holdings with a 2.9% weight overlap. Combined, they hold 612 unique securities.
Which pays a higher dividend, QBIG or VYM?
QBIG yields 0.00% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.
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