BHYB vs QQQ

Quick Verdict

QQQ has a lower expense ratio. QQQ delivered stronger 1-year returns. BHYB offers more diversification with 1219 holdings.

Lower Fees: QQQHigher Returns: QQQMore Diversified: BHYB

Side-by-Side Comparison

MetricBHYBQQQWinner
Expense Ratio0.20%0.18%
AUM$2.6B$455.8B
Dividend Yield6.32%0.41%
Holdings1,464108
YTD Return+0.45%+18.34%
1Y Return+3.83%+28.94%
3Y Return (annualized)-+25.28%
5Y Return (annualized)-+15.22%
Volatility (annualized)3.4%30.6%
Max Drawdown-4.2%-83.0%
Fund FamilyXtrackers ETFsInvesco (US)
CategoryFixed IncomeEquity
InceptionOct 27, 2023Mar 10, 1999

BHYB vs QQQ Performance

Xtrackers USD High Yield BB-B ex Financials ETF (BHYB) is a ETF from Xtrackers ETFs and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year BHYB returned +3.83% while QQQ returned +28.94%. Year to date, BHYB is up 0.45% versus a gain of 18.34% for QQQ.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% compared with 3.4% for BHYB. 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 -4.2% for BHYB 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 0.51. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

BHYB charges 0.20% per year while QQQ charges 0.18%. On a $10,000 position that is $20 vs $18 annually, a gap of $2 per year that compounds over a long holding period. On income, BHYB currently yields 6.32% against 0.41% for QQQ.

Holdings Overlap

0.0%overlap

BHYB and QQQ share 0 holdings out of 1322 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, BHYB or QQQ?

BHYB has an expense ratio of 0.20% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $2 per year of difference.

Which performed better, BHYB or QQQ?

Over the past year BHYB returned +3.83% vs +28.94% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (3 years), BHYB annualized +7.24% vs +13.12% for QQQ. Past performance does not guarantee future results.

Which is riskier, BHYB or QQQ?

QQQ has been the more volatile fund at 30.6% annualized versus 3.4% for BHYB. Worst drawdown: BHYB -4.2% vs QQQ -83.0%.

Should I hold both BHYB and QQQ?

BHYB and QQQ have a monthly-return correlation of 0.51, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between BHYB and QQQ?

BHYB and QQQ share 0 common holdings with a 0.0% weight overlap. Combined, they hold 1322 unique securities.

Which pays a higher dividend, BHYB or QQQ?

BHYB yields 6.32% while QQQ yields 0.41%, so BHYB currently pays the higher dividend yield.

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