EAOA vs QQQ
iShares ESG Aware 80/20 Aggressive Allocation ETF vs Invesco QQQ Trust, Series 1
Quick Verdict
QQQ delivered stronger 1-year returns. QQQ offers more diversification with 108 holdings.
Side-by-Side Comparison
| Metric | EAOA | QQQ | Winner |
|---|---|---|---|
| Expense Ratio | 0.18% | 0.18% | |
| AUM | $38M | $496.3B | |
| Dividend Yield | 2.00% | 0.44% | |
| Holdings | 7 | 108 | |
| YTD Return | +10.47% | +16.64% | |
| 1Y Return | +17.03% | +27.27% | |
| 3Y Return (annualized) | +16.33% | +25.96% | |
| 5Y Return (annualized) | +8.06% | +14.54% | |
| Volatility (annualized) | 12.9% | 30.6% | |
| Max Drawdown | -25.1% | -83.0% | |
| Fund Family | iShares by BlackRock (US) | Invesco (US) | |
| Category | Allocation/Balanced | Equity | |
| Inception | Jun 12, 2020 | Mar 10, 1999 |
EAOA vs QQQ Performance
iShares ESG Aware 80/20 Aggressive Allocation ETF (EAOA) is a ETF from iShares by BlackRock (US) and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year EAOA returned +17.03% while QQQ returned +27.27%. Year to date, EAOA is up 10.47% versus a gain of 16.64% for QQQ.
Over three years, EAOA compounded at +16.33% per year against +25.96% for QQQ; over five years the annualized figures are +8.06% and +14.54% respectively. Across the full 6-year window we track, QQQ has the edge at +13.03% annualized vs +11.72%. 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 12.9% for EAOA. 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 -25.1% for EAOA 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 0.88. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
EAOA charges 0.18% per year while QQQ charges 0.18%. On a $10,000 position that is $18 vs $18 annually. On income, EAOA currently yields 2.00% against 0.44% for QQQ.
Holdings Overlap
EAOA and QQQ share 0 holdings out of 108 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, EAOA or QQQ?
EAOA has an expense ratio of 0.18% while QQQ charges 0.18%. They cost the same. On a $10,000 investment, that is $0 per year of difference.
Which performed better, EAOA or QQQ?
Over the past year EAOA returned +17.03% vs +27.27% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (6 years), EAOA annualized +11.72% vs +13.03% for QQQ. Past performance does not guarantee future results.
Which is riskier, EAOA or QQQ?
QQQ has been the more volatile fund at 30.6% annualized versus 12.9% for EAOA. Worst drawdown: EAOA -25.1% vs QQQ -83.0%.
Should I hold both EAOA and QQQ?
EAOA and QQQ have a monthly-return correlation of 0.88, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between EAOA and QQQ?
EAOA and QQQ share 0 common holdings with a 0.0% weight overlap. Combined, they hold 108 unique securities.
Which pays a higher dividend, EAOA or QQQ?
EAOA yields 2.00% while QQQ yields 0.44%, so EAOA currently pays the higher dividend yield.
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