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EQAL vs QBIG

Invesco Russell 1000 Equal Weight ETF vs Invesco Top QQQ ETF

EQAL

Invesco Russell 1000 Equal Weight ETF

Invesco

Annual cost

0.20%

Fund size

$797M

QBIG

Invesco Top QQQ ETF

Invesco

Annual cost

0.29%

Fund size

$36M

Key differences

  • EQAL costs 0.09% less per year.
  • EQAL is significantly larger than QBIG — larger funds tend to be more liquid and less likely to close.
  • EQAL follows a index tracking strategy; QBIG uses active selection.
  • EQAL has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

EQALQBIG
Annual cost (TER)0.20%0.29%
Fund size (AUM)$797M$36M
Since20142024
Dividend yield1.66%0.00%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+25.5%+41.4%
CAGR 3Y+15.7%N/A
CAGR 5Y+7.1%N/A
Sharpe 3Y0.81N/A
Volatility 1Y12.41%19.60%
Max drawdown-40.44%-30.33%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to EQAL and QBIG