QQQ vs TRBF

QQQ vs TRBF

Which is better, QQQ or TRBF?

Large Cap Growth against Intermediate Term Bond.

QQQ has a lower expense ratio. QQQ led over 1Y.

Lower Fees: QQQHigher Returns (1Y): 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

MetricQQQTRBF
Expense Ratio0.18%Best0.44%
AUM$483.5B$50M
Dividend Yield0.44%4.38%
Holdings107298
YTD Return+15.86%Best-0.57%
1Y Return+22.63%Best+0.17%
3Y Return (annualized)+24.15%-
5Y Return (annualized)+14.16%-
Fund FamilyInvesco (US)Angel Oak Capital Advisors
CategoryEquityFixed Income
StyleLarge Cap GrowthIntermediate Term Bond
InceptionMar 10, 1999Oct 7, 2025

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

QQQ vs TRBF 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

QQQ vs TRBF Performance

Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US) and Angel Oak Total Return ETF (TRBF) is an ETF from Angel Oak Capital Advisors. Over the past year QQQ returned +22.63% while TRBF returned +0.17%. Year to date, QQQ is up 15.86% versus a loss of 0.57% for TRBF.

Past performance does not guarantee future results.

Fees and Cost Over Time

QQQ charges 0.18% per year while TRBF charges 0.44%. On a $10,000 position that is $18 vs $44 annually, a gap of $26 per year that compounds over a long holding period. On income, QQQ currently yields 0.44% against 4.38% for TRBF.

Holdings Overlap

We hold position weights for 102 holdings in QQQ and 210 in TRBF, totalling 99.9% and 52.6% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 102 positions we hold weights for in QQQ and 210 in TRBF, against full books of 107 and 298.

You are not choosing between two funds in isolation.

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

QQQTRBF

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, QQQ or TRBF?

QQQ has an expense ratio of 0.18% while TRBF charges 0.44%. QQQ is the cheaper option, by $26 a year on a $10,000 investment.

Which performed better, QQQ or TRBF?

Over the past year QQQ returned +22.63% vs +0.17% for TRBF, so QQQ leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which pays a higher dividend, QQQ or TRBF?

QQQ yields 0.44% while TRBF yields 4.38%, so TRBF currently pays the higher dividend yield.

Is TRBF better than QQQ?

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