AAXJ vs QQQ

AAXJ vs QQQ

Which is better, AAXJ or QQQ?

Large Cap Blend against Large Cap Growth.

QQQ has a lower expense ratio. AAXJ led over 1Y, QQQ over 3Y, 5Y and the full window. AAXJ is less concentrated, with 41.9% of the fund in its ten largest positions against 46.5%.

Lower Fees: QQQHigher Returns: splitLess Concentrated: AAXJ

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricAAXJQQQ
Expense Ratio0.72%0.18%Best
AUM$3.9B$483.5B
Dividend Yield1.32%0.44%
Holdings959107
YTD Return+23.82%Best+21.71%
1Y Return+32.90%Best+25.89%
3Y Return (annualized)+25.77%+28.80%Best
5Y Return (annualized)+8.61%+15.67%Best
Volatility (annualized)20.4%18.8%Best
Max Drawdown-49.4%-46.9%Best
$10,000 over 5 years$15,113$20,706Best
Top 10 Weight41.9%Best46.5%
Fund FamilyiShares by BlackRock (US)Invesco (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Growth
InceptionAug 13, 2008Mar 10, 1999

Volatility and max drawdown are measured over the window both funds cover: Aug 15, 2008 to Sep 25, 2026 (18.1 years).

AAXJ vs QQQ growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 18.1 years both funds cover.

AAXJ vs QQQ Performance

iShares MSCI All Country Asia ex Japan ETF (AAXJ) is an ETF from iShares by BlackRock (US) and Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US). Over the past year AAXJ returned +32.90% while QQQ returned +25.89%. Year to date, AAXJ is up 23.82% versus a gain of 21.71% for QQQ.

Over three years, AAXJ compounded at +25.77% per year against +28.80% for QQQ; over five years the annualized figures are +8.61% and +15.67% respectively. Across the full 18-year window we track, QQQ has the edge at +16.53% annualized vs +5.43%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

AAXJ has been the more volatile fund, with annualized monthly volatility of 20.4% compared with 18.8% for QQQ. 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 -49.4% for AAXJ and -46.9% for QQQ. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.71. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

AAXJ charges 0.72% per year while QQQ charges 0.18%. On a $10,000 position that is $72 vs $18 annually, a gap of $54 per year that compounds over a long holding period. On income, AAXJ currently yields 1.32% against 0.44% for QQQ.

Holdings Overlap

AAXJ already in QQQ0.4%
QQQ already in AAXJ0.3%

0.4% of AAXJ's money is in holdings QQQ also owns. 0.3% of QQQ's money is in holdings AAXJ also owns.

We cannot see either book well enough to say how much of this pair is duplicated.

1 positions in common, counted across the 840 positions we hold weights for in AAXJ and 102 in QQQ, against full books of 959 and 107.

What only one of them owns

Our book lists 96 positions for QQQ that do not appear in our book for AAXJ (97.5% of the fund), and 8 for AAXJ that do not appear in QQQ (9.0%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in AAXJWeight in QQQDifference
PDD:IEPdd Holdings Inc.0.39%0.27%0.12%

You are not choosing between two funds in isolation.

Whichever of AAXJ and QQQ you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

AAXJQQQ

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, AAXJ or QQQ?

AAXJ has an expense ratio of 0.72% while QQQ charges 0.18%. QQQ is the cheaper option, by $54 a year on a $10,000 investment.

Which performed better, AAXJ or QQQ?

Over the past year AAXJ returned +32.90% vs +25.89% for QQQ, so AAXJ leads on 1-year performance. Over the longest common window we track (18 years), AAXJ annualized +5.43% vs +16.53% for QQQ. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, AAXJ or QQQ?

AAXJ has been the more volatile fund at 20.4% annualized versus 18.8% for QQQ. Worst drawdown: AAXJ -49.4% vs QQQ -46.9%.

Should I hold both AAXJ and QQQ?

AAXJ and QQQ have a monthly-return correlation of 0.71, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, AAXJ or QQQ?

AAXJ yields 1.32% while QQQ yields 0.44%, so AAXJ currently pays the higher dividend yield.

Is QQQ better than AAXJ?

QQQ has a lower expense ratio. AAXJ led over 1Y, QQQ over 3Y, 5Y and the full window. AAXJ is less concentrated, with 41.9% of the fund in its ten largest positions against 46.5%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.