EAOK vs QQQ

EAOK vs QQQ

Which is better, EAOK or QQQ?

Debt-oriented balanced against Large Cap Growth.

QQQ led over 1Y and the full window.

Lower Fees: TiedHigher Returns: QQQ

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

MetricEAOKQQQ
Expense Ratio0.18%Tie0.18%Tie
AUM$8M$483.5B
Dividend Yield3.21%0.44%
Holdings7107
Volatility (annualized)7.9%Best20.5%
Max Drawdown-19.9%Best-35.1%
$10,000 over 6.1 years$12,651$30,332Best
Top 10 Weight-46.5%
Fund FamilyiShares by BlackRock (US)Invesco (US)
CategoryAllocation/BalancedEquity
StyleDebt-oriented balancedLarge Cap Growth
InceptionJun 12, 2020Mar 10, 1999

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized).

The two price series end 37 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. EAOK has data through Aug 12, 2026 and QQQ through Sep 18, 2026.

Volatility and max drawdown, and the $10,000 over 6.1 years row, are measured over the window both funds cover: Jun 18, 2020 to Aug 12, 2026 (6.1 years).

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 20.5% compared with 7.9% for EAOK. 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 -19.9% for EAOK and -35.1% 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 0.81. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

EAOK charges 0.18% per year while QQQ charges 0.18%. On a $10,000 position that is $18 vs $18 annually. On income, EAOK currently yields 3.21% against 0.44% for QQQ.

Holdings Overlap

We hold position weights for 6 holdings in EAOK and 102 in QQQ, totalling 100.0% and 99.9% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 6 positions we hold weights for in EAOK and 102 in QQQ, against full books of 7 and 107.

What only one of them owns

Our book lists 96 positions for QQQ that do not appear in our book for EAOK (97.5% of the fund), and 6 for EAOK that do not appear in QQQ (100.0%).

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.

You are not choosing between two funds in isolation.

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

EAOKQQQ

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, EAOK or QQQ?

EAOK has an expense ratio of 0.18% while QQQ charges 0.18%. At the precision these are quoted to, they cost the same.

Which is riskier, EAOK or QQQ?

QQQ has been the more volatile fund at 20.5% annualized versus 7.9% for EAOK. Worst drawdown: EAOK -19.9% vs QQQ -35.1%.

Should I hold both EAOK and QQQ?

EAOK and QQQ have a monthly-return correlation of 0.81, 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, EAOK or QQQ?

EAOK yields 3.21% while QQQ yields 0.44%, so EAOK currently pays the higher dividend yield.

Is QQQ better than EAOK?

QQQ led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.