BRHY vs QQQ
BRHY vs QQQ
iShares High Yield Active ETF vs Invesco QQQ Trust, Series 1
Quick Verdict
QQQ has a lower expense ratio. QQQ delivered stronger 1-year returns. BRHY offers more diversification with 614 holdings.
Side-by-Side Comparison
| Metric | BRHY | QQQ | Winner |
|---|---|---|---|
| Expense Ratio | 0.45% | 0.18% | |
| AUM | $134M | $455.8B | |
| Dividend Yield | 7.85% | 0.41% | |
| Holdings | 876 | 108 | |
| YTD Return | +1.78% | +14.45% | |
| 1Y Return | +5.58% | +24.70% | |
| 3Y Return (annualized) | - | +24.19% | |
| 5Y Return (annualized) | - | +14.49% | |
| Volatility (annualized) | 3.4% | 30.6% | |
| Max Drawdown | -4.4% | -83.0% | |
| Fund Family | BlackRock, Inc. (US) | Invesco (US) | |
| Category | Fixed Income | Equity | |
| Inception | Jun 17, 2024 | Mar 10, 1999 |
BRHY vs QQQ Performance
iShares High Yield Active ETF (BRHY) is a ETF from BlackRock, Inc. (US) and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year BRHY returned +5.58% while QQQ returned +24.70%. Year to date, BRHY is up 1.78% versus a gain of 14.45% 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 BRHY. 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 -4.4% for BRHY 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
BRHY charges 0.45% per year while QQQ charges 0.18%. On a $10,000 position that is $45 vs $18 annually, a gap of $27 per year that compounds over a long holding period. On income, BRHY currently yields 7.85% against 0.41% for QQQ.
Holdings Overlap
BRHY and QQQ share 1 holdings out of 716 unique holdings combined, representing a 0.1% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in BRHY | Weight in QQQ | Difference |
|---|---|---|---|
| MCHP | 0.11% | 0.20% | 0.09% |
Frequently Asked Questions
Which is cheaper, BRHY or QQQ?
BRHY has an expense ratio of 0.45% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $27 per year of difference.
Which performed better, BRHY or QQQ?
Over the past year BRHY returned +5.58% vs +24.70% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (2 years), BRHY annualized +8.50% vs +12.98% for QQQ. Past performance does not guarantee future results.
Which is riskier, BRHY or QQQ?
QQQ has been the more volatile fund at 30.6% annualized versus 3.4% for BRHY. Worst drawdown: BRHY -4.4% vs QQQ -83.0%.
Should I hold both BRHY and QQQ?
BRHY 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 BRHY and QQQ?
BRHY and QQQ share 1 common holdings with a 0.1% weight overlap. Combined, they hold 716 unique securities.
Which pays a higher dividend, BRHY or QQQ?
BRHY yields 7.85% while QQQ yields 0.41%, so BRHY currently pays the higher dividend yield.
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