QQQ vs RBIL

Quick Verdict

RBIL has a lower expense ratio. QQQ delivered stronger 1-year returns. QQQ offers more diversification with 103 holdings.

Lower Fees: RBILHigher Returns: QQQMore Diversified: QQQ

Side-by-Side Comparison

MetricQQQRBILWinner
Expense Ratio0.18%0.17%
AUM$455.8B$153M
Dividend Yield0.41%4.38%
Holdings1086
YTD Return+19.68%+2.64%
1Y Return+26.75%+3.85%
3Y Return (annualized)+26.25%-
5Y Return (annualized)+15.39%-
Volatility (annualized)30.6%1.0%
Max Drawdown-83.0%-0.6%
Fund FamilyInvesco (US)US Benchmark Series
CategoryEquityFixed Income
InceptionMar 10, 1999Feb 24, 2025

QQQ vs RBIL Performance

Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and F/m Ultrashort Treasury Inflation-Protected Security (TIPS) ETF (RBIL) is a ETF from US Benchmark Series. Over the past year QQQ returned +26.75% while RBIL returned +3.85%. Year to date, QQQ is up 19.68% versus a gain of 2.64% for RBIL.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% compared with 1.0% for RBIL. 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 -83.0% for QQQ and -0.6% for RBIL. 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 -0.32. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

QQQ charges 0.18% per year while RBIL charges 0.17%. On a $10,000 position that is $18 vs $17 annually, a gap of $1 per year that compounds over a long holding period. On income, QQQ currently yields 0.41% against 4.38% for RBIL.

Holdings Overlap

0.0%overlap

QQQ and RBIL share 0 holdings out of 108 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, QQQ or RBIL?

QQQ has an expense ratio of 0.18% while RBIL charges 0.17%. RBIL is the cheaper option. On a $10,000 investment, that is $1 per year of difference.

Which performed better, QQQ or RBIL?

Over the past year QQQ returned +26.75% vs +3.85% for RBIL, so QQQ leads on 1-year performance. Over the longest common window we track (2 years), QQQ annualized +13.15% vs +4.15% for RBIL. Past performance does not guarantee future results.

Which is riskier, QQQ or RBIL?

QQQ has been the more volatile fund at 30.6% annualized versus 1.0% for RBIL. Worst drawdown: QQQ -83.0% vs RBIL -0.6%.

Should I hold both QQQ and RBIL?

QQQ and RBIL have a monthly-return correlation of -0.32, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between QQQ and RBIL?

QQQ and RBIL share 0 common holdings with a 0.0% weight overlap. Combined, they hold 108 unique securities.

Which pays a higher dividend, QQQ or RBIL?

QQQ yields 0.41% while RBIL yields 4.38%, so RBIL currently pays the higher dividend yield.

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