BUXX vs QQQ
BUXX vs QQQ
Strive Enhanced Income Short Maturity ETF vs Invesco QQQ Trust, Series 1
Quick Verdict
QQQ has a lower expense ratio. QQQ delivered stronger 1-year returns. BUXX offers more diversification with 134 holdings.
Side-by-Side Comparison
| Metric | BUXX | QQQ | Winner |
|---|---|---|---|
| Expense Ratio | 0.26% | 0.18% | |
| AUM | $488M | $455.8B | |
| Dividend Yield | 5.11% | 0.41% | |
| Holdings | 337 | 108 | |
| YTD Return | +2.37% | +18.20% | |
| 1Y Return | +4.01% | +27.63% | |
| 3Y Return (annualized) | +5.24% | +25.54% | |
| 5Y Return (annualized) | - | +15.12% | |
| Volatility (annualized) | 0.7% | 30.6% | |
| Max Drawdown | -0.6% | -83.0% | |
| Fund Family | Strive Asset Management | Invesco (US) | |
| Category | Fixed Income | Equity | |
| Inception | Aug 10, 2023 | Mar 10, 1999 |
BUXX vs QQQ Performance
Strive Enhanced Income Short Maturity ETF (BUXX) is a ETF from Strive Asset Management and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year BUXX returned +4.01% while QQQ returned +27.63%. Year to date, BUXX is up 2.37% versus a gain of 18.20% for QQQ.
Over three years, BUXX compounded at +5.24% per year against +25.54% for QQQ. Across the full 3-year window we track, QQQ has the edge at +13.11% annualized vs +5.24%. 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 0.7% for BUXX. 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 -0.6% for BUXX 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 0.10. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
BUXX charges 0.26% per year while QQQ charges 0.18%. On a $10,000 position that is $26 vs $18 annually, a gap of $8 per year that compounds over a long holding period. On income, BUXX currently yields 5.11% against 0.41% for QQQ.
Holdings Overlap
BUXX and QQQ share 0 holdings out of 237 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, BUXX or QQQ?
BUXX has an expense ratio of 0.26% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $8 per year of difference.
Which performed better, BUXX or QQQ?
Over the past year BUXX returned +4.01% vs +27.63% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (3 years), BUXX annualized +5.24% vs +13.11% for QQQ. Past performance does not guarantee future results.
Which is riskier, BUXX or QQQ?
QQQ has been the more volatile fund at 30.6% annualized versus 0.7% for BUXX. Worst drawdown: BUXX -0.6% vs QQQ -83.0%.
Should I hold both BUXX and QQQ?
BUXX and QQQ have a monthly-return correlation of 0.10, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BUXX and QQQ?
BUXX and QQQ share 0 common holdings with a 0.0% weight overlap. Combined, they hold 237 unique securities.
Which pays a higher dividend, BUXX or QQQ?
BUXX yields 5.11% while QQQ yields 0.41%, so BUXX currently pays the higher dividend yield.
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