PBUS vs QQQ

Quick Verdict

PBUS has a lower expense ratio. QQQ delivered stronger 1-year returns. PBUS offers more diversification with 501 holdings.

Lower Fees: PBUSHigher Returns: QQQMore Diversified: PBUS

Side-by-Side Comparison

MetricPBUSQQQWinner
Expense Ratio0.04%0.18%
AUM$11.3B$455.8B
Dividend Yield1.02%0.41%
Holdings540108
YTD Return+13.12%+18.20%
1Y Return+22.35%+27.63%
3Y Return (annualized)+21.24%+25.54%
5Y Return (annualized)+12.77%+15.12%
Volatility (annualized)16.1%30.6%
Max Drawdown-33.2%-83.0%
Fund FamilyInvesco (US)Invesco (US)
CategoryEquityEquity
InceptionSep 22, 2017Mar 10, 1999

PBUS vs QQQ Performance

Invesco MSCI USA ETF (PBUS) is a ETF from Invesco (US) and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year PBUS returned +22.35% while QQQ returned +27.63%. Year to date, PBUS is up 13.12% versus a gain of 18.20% for QQQ.

Over three years, PBUS compounded at +21.24% per year against +25.54% for QQQ; over five years the annualized figures are +12.77% and +15.12% respectively. Across the full 9-year window we track, PBUS has the edge at +15.25% annualized vs +13.11%. 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 16.1% for PBUS. 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 -33.2% for PBUS 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 0.92. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

PBUS charges 0.04% per year while QQQ charges 0.18%. On a $10,000 position that is $4 vs $18 annually, a gap of $14 per year that compounds over a long holding period. On income, PBUS currently yields 1.02% against 0.41% for QQQ.

Holdings Overlap

51.7%overlap

PBUS and QQQ share 93 holdings out of 511 unique holdings combined, representing a 51.7% weight overlap.

High overlap means holding both may not provide much additional diversification.

Top Shared Holdings

StockWeight in PBUSWeight in QQQDifference
NVDA7.02%7.88%0.86%
AAPL6.45%7.46%1.01%
MSFT4.06%4.65%0.59%
AMZNProProPro
MUProProPro
GOOGLProProPro
GOOGProProPro
AVGOProProPro
METAProProPro
TSLAProProPro
See all 10 holdings PBUS 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, PBUS or QQQ?

PBUS has an expense ratio of 0.04% while QQQ charges 0.18%. PBUS is the cheaper option. On a $10,000 investment, that is $14 per year of difference.

Which performed better, PBUS or QQQ?

Over the past year PBUS returned +22.35% vs +27.63% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (9 years), PBUS annualized +15.25% vs +13.11% for QQQ. Past performance does not guarantee future results.

Which is riskier, PBUS or QQQ?

QQQ has been the more volatile fund at 30.6% annualized versus 16.1% for PBUS. Worst drawdown: PBUS -33.2% vs QQQ -83.0%.

Should I hold both PBUS and QQQ?

PBUS and QQQ have a monthly-return correlation of 0.92, 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 PBUS and QQQ?

PBUS and QQQ share 93 common holdings with a 51.7% weight overlap. Combined, they hold 511 unique securities.

Which pays a higher dividend, PBUS or QQQ?

PBUS yields 1.02% while QQQ yields 0.41%, so PBUS currently pays the higher dividend yield.

Get Full ETF Analytics

Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.

See inside every ETF you own
$29/moCancel anytime.
Try FundXLS →