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QBIG vs EQAL

Invesco Top QQQ ETF vs Invesco Russell 1000 Equal Weight ETF

QBIG

Invesco Top QQQ ETF

Invesco

Annual cost

0.29%

Fund size

$36M

EQAL

Invesco Russell 1000 Equal Weight ETF

Invesco

Annual cost

0.20%

Fund size

$797M

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.
  • QBIG follows a active selection strategy; EQAL uses index tracking.
  • EQAL has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

QBIGEQAL
Annual cost (TER)0.29%0.20%
Fund size (AUM)$36M$797M
Since20242014
Dividend yield0.00%1.66%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+41.4%+25.5%
CAGR 3YN/A+15.7%
CAGR 5YN/A+7.1%
Sharpe 3YN/A0.81
Volatility 1Y19.60%12.41%
Max drawdown-30.33%-40.44%

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

Similar to QBIG and EQAL