QBIG vs. QQQ
Compare and contrast key facts about Invesco Top QQQ ETF (QBIG) and Invesco QQQ (QQQ).
QBIG and QQQ are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. QBIG is an actively managed fund by Invesco. It was launched on Dec 4, 2024. QQQ is a passively managed fund by Invesco that tracks the performance of the NASDAQ-100 Index. It was launched on Mar 10, 1999.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: QBIG or QQQ.
Correlation
The correlation between QBIG and QQQ is 0.87, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
QBIG vs. QQQ - Performance Comparison
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Key characteristics
QBIG:
40.35%
QQQ:
25.46%
QBIG:
-30.33%
QQQ:
-82.98%
QBIG:
-9.81%
QQQ:
-3.19%
Returns By Period
In the year-to-date period, QBIG achieves a -4.68% return, which is significantly lower than QQQ's 2.16% return.
QBIG
-4.68%
22.27%
N/A
N/A
N/A
N/A
QQQ
2.16%
17.43%
5.35%
16.14%
18.86%
17.81%
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QBIG vs. QQQ - Expense Ratio Comparison
QBIG has a 0.29% expense ratio, which is higher than QQQ's 0.20% expense ratio.
Risk-Adjusted Performance
QBIG vs. QQQ — Risk-Adjusted Performance Rank
QBIG
QQQ
QBIG vs. QQQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Top QQQ ETF (QBIG) and Invesco QQQ (QQQ). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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Dividends
QBIG vs. QQQ - Dividend Comparison
QBIG has not paid dividends to shareholders, while QQQ's dividend yield for the trailing twelve months is around 0.57%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
QBIG Invesco Top QQQ ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
QQQ Invesco QQQ | 0.57% | 0.56% | 0.62% | 0.80% | 0.43% | 0.55% | 0.74% | 0.91% | 0.84% | 1.06% | 0.99% | 1.41% |
Drawdowns
QBIG vs. QQQ - Drawdown Comparison
The maximum QBIG drawdown since its inception was -30.33%, smaller than the maximum QQQ drawdown of -82.98%. Use the drawdown chart below to compare losses from any high point for QBIG and QQQ. For additional features, visit the drawdowns tool.
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Volatility
QBIG vs. QQQ - Volatility Comparison
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