QQQ vs RBUF

QQQ vs RBUF

Which is better, QQQ or RBUF?

Large Cap Growth against Multi Alternative.

QQQ has a lower expense ratio. QQQ led over 1Y and the full window.

Lower Fees: QQQHigher Returns: QQQ

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

MetricQQQRBUF
Expense Ratio0.18%Best0.79%
AUM$498.6B$102M
Dividend Yield0.42%0.00%
Holdings32118
YTD Return+22.67%Best+6.53%
1Y Return+24.33%Best+8.27%
3Y Return (annualized)+29.05%-
5Y Return (annualized)+17.00%-
Volatility (annualized)17.5%5.8%Best
Max Drawdown-22.8%-11.4%Best
$10,000 over 2.3 years$15,882Best$12,474
Fund FamilyInvesco (US)Innovator ETFs Trust
CategoryEquityAlternative
StyleLarge Cap GrowthMulti Alternative
InceptionMar 10, 1999Jul 1, 2024

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 2.3 years row, are measured over the window both funds cover: Jul 1, 2024 to Oct 2, 2026 (2.3 years).

QQQ vs RBUF 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 2.3 years both funds cover.

QQQ vs RBUF Performance

Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US) and Innovator US Small Cap 10 Buffer ETF - Quarterly (RBUF) is an ETF from Innovator ETFs Trust. Over the past year QQQ returned +24.33% while RBUF returned +8.27%. Year to date, QQQ is up 22.67% versus a gain of 6.53% for RBUF.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 17.5% compared with 5.8% for RBUF. 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 -22.8% for QQQ and -11.4% for RBUF. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.65. They move together some of the time, and apart the rest.

Fees and Cost Over Time

QQQ charges 0.18% per year while RBUF charges 0.79%. On a $10,000 position that is $18 vs $79 annually, a gap of $61 per year that compounds over a long holding period. On income, QQQ currently yields 0.42% against 0.00% for RBUF.

You are not choosing between two funds in isolation.

Whichever of QQQ and RBUF you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

QQQRBUF

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, QQQ or RBUF?

QQQ has an expense ratio of 0.18% while RBUF charges 0.79%. QQQ is the cheaper option, by $61 a year on a $10,000 investment.

Which performed better, QQQ or RBUF?

Over the past year QQQ returned +24.33% vs +8.27% for RBUF, so QQQ leads on 1-year performance. Over the longest common window we track (2 years), QQQ annualized +22.28% vs +10.09% for RBUF. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, QQQ or RBUF?

QQQ has been the more volatile fund at 17.5% annualized versus 5.8% for RBUF. Worst drawdown: QQQ -22.8% vs RBUF -11.4%.

Should I hold both QQQ and RBUF?

QQQ and RBUF have a monthly-return correlation of 0.65, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, QQQ or RBUF?

QQQ yields 0.42% while RBUF yields 0.00%, so QQQ currently pays the higher dividend yield.

Is RBUF better than QQQ?

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