BIGY vs QQQ
BIGY vs QQQ
YieldMax Target 12 Big 50 Option Income ETF vs Invesco QQQ Trust, Series 1
Quick Verdict
QQQ has a lower expense ratio. QQQ delivered stronger 1-year returns. QQQ offers more diversification with 103 holdings.
Side-by-Side Comparison
| Metric | BIGY | QQQ | Winner |
|---|---|---|---|
| Expense Ratio | 1.09% | 0.18% | |
| AUM | $54M | $455.8B | |
| Dividend Yield | 11.95% | 0.41% | |
| Holdings | 160 | 108 | |
| YTD Return | +7.61% | +18.34% | |
| 1Y Return | +18.67% | +28.94% | |
| 3Y Return (annualized) | - | +25.28% | |
| 5Y Return (annualized) | - | +15.22% | |
| Volatility (annualized) | 12.3% | 30.6% | |
| Max Drawdown | -18.9% | -83.0% | |
| Fund Family | YieldMax ETF | Invesco (US) | |
| Category | Equity | Equity | |
| Inception | Nov 20, 2024 | Mar 10, 1999 |
BIGY vs QQQ Performance
YieldMax Target 12 Big 50 Option Income ETF (BIGY) is a ETF from YieldMax ETF and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year BIGY returned +18.67% while QQQ returned +28.94%. Year to date, BIGY is up 7.61% 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 12.3% for BIGY. 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 -18.9% for BIGY 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 0.91. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
BIGY charges 1.09% per year while QQQ charges 0.18%. On a $10,000 position that is $109 vs $18 annually, a gap of $91 per year that compounds over a long holding period. On income, BIGY currently yields 11.95% against 0.41% for QQQ.
Holdings Overlap
BIGY and QQQ share 21 holdings out of 133 unique holdings combined, representing a 49.2% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in BIGY | Weight in QQQ | Difference |
|---|---|---|---|
| AAPL | 6.88% | 7.46% | 0.58% |
| NVDA | 6.26% | 7.88% | 1.62% |
| AMZN | 4.86% | 4.26% | 0.60% |
| GOOGL | Pro | Pro | Pro |
| AMD | Pro | Pro | Pro |
| MSFT | Pro | Pro | Pro |
| META | Pro | Pro | Pro |
| AVGO | Pro | Pro | Pro |
| TSLA | Pro | Pro | Pro |
| WMT | Pro | Pro | Pro |
See all 10 holdings BIGY shares with QQQ Exact weights in each fund and the difference, for every overlapping position. Get FundXLS Pro: $29/moFirst 500 subscribers, then $49/mo. Cancel anytime. | |||
Frequently Asked Questions
Which is cheaper, BIGY or QQQ?
BIGY has an expense ratio of 1.09% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $91 per year of difference.
Which performed better, BIGY or QQQ?
Over the past year BIGY returned +18.67% vs +28.94% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (2 years), BIGY annualized +15.74% vs +13.12% for QQQ. Past performance does not guarantee future results.
Which is riskier, BIGY or QQQ?
QQQ has been the more volatile fund at 30.6% annualized versus 12.3% for BIGY. Worst drawdown: BIGY -18.9% vs QQQ -83.0%.
Should I hold both BIGY and QQQ?
BIGY and QQQ have a monthly-return correlation of 0.91, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between BIGY and QQQ?
BIGY and QQQ share 21 common holdings with a 49.2% weight overlap. Combined, they hold 133 unique securities.
Which pays a higher dividend, BIGY or QQQ?
BIGY yields 11.95% while QQQ yields 0.41%, so BIGY currently pays the higher dividend yield.
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