EGUS vs QQQ
ishares ESG Aware MSCI USA Growth 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 | EGUS | QQQ | Winner |
|---|---|---|---|
| Expense Ratio | 0.18% | 0.18% | |
| AUM | $29M | $496.3B | |
| Dividend Yield | 0.22% | 0.44% | |
| Holdings | 97 | 108 | |
| YTD Return | +10.68% | +16.64% | |
| 1Y Return | +20.65% | +27.27% | |
| 3Y Return (annualized) | +24.90% | +25.96% | |
| 5Y Return (annualized) | - | +14.54% | |
| Volatility (annualized) | 16.9% | 30.6% | |
| Max Drawdown | -24.9% | -83.0% | |
| Fund Family | iShares by BlackRock (US) | Invesco (US) | |
| Category | Equity | Equity | |
| Inception | Jan 31, 2023 | Mar 10, 1999 |
EGUS vs QQQ Performance
ishares ESG Aware MSCI USA Growth ETF (EGUS) 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 EGUS returned +20.65% while QQQ returned +27.27%. Year to date, EGUS is up 10.68% versus a gain of 16.64% for QQQ.
Over three years, EGUS compounded at +24.90% per year against +25.96% for QQQ. Across the full 4-year window we track, EGUS has the edge at +25.11% annualized vs +13.03%. 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 16.9% for EGUS. 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 -24.9% for EGUS 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 0.96. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
EGUS charges 0.18% per year while QQQ charges 0.18%. On a $10,000 position that is $18 vs $18 annually. On income, EGUS currently yields 0.22% against 0.44% for QQQ.
Holdings Overlap
EGUS and QQQ share 36 holdings out of 160 unique holdings combined, representing a 48.7% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, EGUS or QQQ?
EGUS 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, EGUS or QQQ?
Over the past year EGUS returned +20.65% vs +27.27% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (4 years), EGUS annualized +25.11% vs +13.03% for QQQ. Past performance does not guarantee future results.
Which is riskier, EGUS or QQQ?
QQQ has been the more volatile fund at 30.6% annualized versus 16.9% for EGUS. Worst drawdown: EGUS -24.9% vs QQQ -83.0%.
Should I hold both EGUS and QQQ?
EGUS and QQQ have a monthly-return correlation of 0.96, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between EGUS and QQQ?
EGUS and QQQ share 36 common holdings with a 48.7% weight overlap. Combined, they hold 160 unique securities.
Which pays a higher dividend, EGUS or QQQ?
EGUS yields 0.22% while QQQ yields 0.44%, so QQQ currently pays the higher dividend yield.
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