BINC vs QQQ

Quick Verdict

QQQ has a lower expense ratio. QQQ delivered stronger 1-year returns. BINC offers more diversification with 356 holdings.

Lower Fees: QQQHigher Returns: QQQMore Diversified: BINC

Side-by-Side Comparison

MetricBINCQQQWinner
Expense Ratio0.40%0.18%
AUM$16.1B$455.8B
Dividend Yield5.84%0.41%
Holdings4,738108
YTD Return+1.09%+12.48%
1Y Return+4.44%+22.35%
3Y Return (annualized)+6.68%+22.30%
5Y Return (annualized)-+14.24%
Volatility (annualized)3.2%30.6%
Max Drawdown-2.7%-83.0%
Fund FamilyBlackRock, Inc. (US)Invesco (US)
CategoryFixed IncomeEquity
InceptionMay 19, 2023Mar 10, 1999

BINC vs QQQ Performance

iShares Flexible Income Active ETF (BINC) is a ETF from BlackRock, Inc. (US) and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year BINC returned +4.44% while QQQ returned +22.35%. Year to date, BINC is up 1.09% versus a gain of 12.48% for QQQ.

Over three years, BINC compounded at +6.68% per year against +22.30% for QQQ. Across the full 3-year window we track, QQQ has the edge at +12.91% annualized vs +6.75%. 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 3.2% for BINC. 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 -2.7% for BINC 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 0.55. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

BINC charges 0.40% per year while QQQ charges 0.18%. On a $10,000 position that is $40 vs $18 annually, a gap of $22 per year that compounds over a long holding period. On income, BINC currently yields 5.84% against 0.41% for QQQ.

Holdings Overlap

0.0%overlap

BINC and QQQ share 0 holdings out of 459 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, BINC or QQQ?

BINC has an expense ratio of 0.40% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $22 per year of difference.

Which performed better, BINC or QQQ?

Over the past year BINC returned +4.44% vs +22.35% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (3 years), BINC annualized +6.75% vs +12.91% for QQQ. Past performance does not guarantee future results.

Which is riskier, BINC or QQQ?

QQQ has been the more volatile fund at 30.6% annualized versus 3.2% for BINC. Worst drawdown: BINC -2.7% vs QQQ -83.0%.

Should I hold both BINC and QQQ?

BINC and QQQ have a monthly-return correlation of 0.55, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between BINC and QQQ?

BINC and QQQ share 0 common holdings with a 0.0% weight overlap. Combined, they hold 459 unique securities.

Which pays a higher dividend, BINC or QQQ?

BINC yields 5.84% while QQQ yields 0.41%, so BINC currently pays the higher dividend yield.

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