QQQ vs SBIO
Invesco QQQ Trust, Series 1 vs ALPS Medical Breakthroughs ETF
Quick Verdict
QQQ has a lower expense ratio. SBIO delivered stronger 1-year returns. QQQ offers more diversification with 108 holdings.
Side-by-Side Comparison
| Metric | QQQ | SBIO | Winner |
|---|---|---|---|
| Expense Ratio | 0.18% | 0.50% | |
| AUM | $496.3B | $221M | |
| Dividend Yield | 0.44% | 0.00% | |
| Holdings | 108 | 107 | |
| YTD Return | +16.23% | +36.68% | |
| 1Y Return | +26.23% | +101.44% | |
| 3Y Return (annualized) | +25.75% | +33.83% | |
| 5Y Return (annualized) | +14.78% | +10.71% | |
| Volatility (annualized) | 30.6% | 29.6% | |
| Max Drawdown | -83.0% | -63.1% | |
| Fund Family | Invesco (US) | ALPS Advisors | |
| Category | Equity | Equity | |
| Inception | Mar 10, 1999 | Dec 30, 2014 |
QQQ vs SBIO Performance
Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and ALPS Medical Breakthroughs ETF (SBIO) is a ETF from ALPS Advisors. Over the past year QQQ returned +26.23% while SBIO returned +101.44%. Year to date, QQQ is up 16.23% versus a gain of 36.68% for SBIO.
Over three years, QQQ compounded at +25.75% per year against +33.83% for SBIO; over five years the annualized figures are +14.78% and +10.71% respectively. Across the full 12-year window we track, QQQ has the edge at +13.02% annualized vs +9.90%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% compared with 29.6% for SBIO. 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 -63.1% for SBIO. 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 0.50. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
QQQ charges 0.18% per year while SBIO charges 0.50%. On a $10,000 position that is $18 vs $50 annually, a gap of $32 per year that compounds over a long holding period. On income, QQQ currently yields 0.44% against 0.00% for SBIO.
Holdings Overlap
QQQ and SBIO share 0 holdings out of 207 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 SBIO?
QQQ has an expense ratio of 0.18% while SBIO charges 0.50%. QQQ is the cheaper option. On a $10,000 investment, that is $32 per year of difference.
Which performed better, QQQ or SBIO?
Over the past year QQQ returned +26.23% vs +101.44% for SBIO, so SBIO leads on 1-year performance. Over the longest common window we track (12 years), QQQ annualized +13.02% vs +9.90% for SBIO. Past performance does not guarantee future results.
Which is riskier, QQQ or SBIO?
QQQ has been the more volatile fund at 30.6% annualized versus 29.6% for SBIO. Worst drawdown: QQQ -83.0% vs SBIO -63.1%.
Should I hold both QQQ and SBIO?
QQQ and SBIO have a monthly-return correlation of 0.50, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between QQQ and SBIO?
QQQ and SBIO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 207 unique securities.
Which pays a higher dividend, QQQ or SBIO?
QQQ yields 0.44% while SBIO yields 0.00%, so QQQ currently pays the higher dividend yield.
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