BBCB vs QQQ
BBCB vs QQQ
JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF vs Invesco QQQ Trust, Series 1
Quick Verdict
BBCB has a lower expense ratio. QQQ delivered stronger 1-year returns. BBCB offers more diversification with 1138 holdings.
Side-by-Side Comparison
| Metric | BBCB | QQQ | Winner |
|---|---|---|---|
| Expense Ratio | 0.04% | 0.18% | |
| AUM | $46M | $455.8B | |
| Dividend Yield | 4.98% | 0.41% | |
| Holdings | 1,290 | 108 | |
| YTD Return | +0.51% | +18.20% | |
| 1Y Return | +2.74% | +27.63% | |
| 3Y Return (annualized) | +5.24% | +25.54% | |
| 5Y Return (annualized) | +0.02% | +15.12% | |
| Volatility (annualized) | 7.8% | 30.6% | |
| Max Drawdown | -23.9% | -83.0% | |
| Fund Family | J.P. Morgan Asset Management | Invesco (US) | |
| Category | Fixed Income | Equity | |
| Inception | Dec 12, 2018 | Mar 10, 1999 |
BBCB vs QQQ Performance
JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF (BBCB) is a ETF from J.P. Morgan Asset Management and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year BBCB returned +2.74% while QQQ returned +27.63%. Year to date, BBCB is up 0.51% versus a gain of 18.20% for QQQ.
Over three years, BBCB compounded at +5.24% per year against +25.54% for QQQ; over five years the annualized figures are +0.02% and +15.12% respectively. Across the full 8-year window we track, QQQ has the edge at +13.11% annualized vs +1.63%. 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 7.8% for BBCB. 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 -23.9% for BBCB and -83.0% for QQQ. 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 0.63. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
BBCB charges 0.04% per year while QQQ charges 0.18%. On a $10,000 position that is $4 vs $18 annually, a gap of $14 per year that compounds over a long holding period. On income, BBCB currently yields 4.98% against 0.41% for QQQ.
Holdings Overlap
BBCB and QQQ share 0 holdings out of 1241 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, BBCB or QQQ?
BBCB has an expense ratio of 0.04% while QQQ charges 0.18%. BBCB is the cheaper option. On a $10,000 investment, that is $14 per year of difference.
Which performed better, BBCB or QQQ?
Over the past year BBCB returned +2.74% vs +27.63% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (8 years), BBCB annualized +1.63% vs +13.11% for QQQ. Past performance does not guarantee future results.
Which is riskier, BBCB or QQQ?
QQQ has been the more volatile fund at 30.6% annualized versus 7.8% for BBCB. Worst drawdown: BBCB -23.9% vs QQQ -83.0%.
Should I hold both BBCB and QQQ?
BBCB and QQQ have a monthly-return correlation of 0.63, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BBCB and QQQ?
BBCB and QQQ share 0 common holdings with a 0.0% weight overlap. Combined, they hold 1241 unique securities.
Which pays a higher dividend, BBCB or QQQ?
BBCB yields 4.98% while QQQ yields 0.41%, so BBCB currently pays the higher dividend yield.
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