EIS vs QQQ

EIS vs QQQ
See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
X-ray my portfolio free

Quick Verdict

QQQ has a lower expense ratio. EIS delivered stronger 1-year returns. EIS offers more diversification with 129 holdings.

Lower Fees: QQQHigher Returns: EISMore Diversified: EIS

Side-by-Side Comparison

MetricEISQQQWinner
Expense Ratio0.59%0.18%
AUM$912M$496.3B
Dividend Yield1.56%0.44%
Holdings129108
YTD Return+10.50%+17.07%
1Y Return+37.36%+26.39%
3Y Return (annualized)+32.79%+26.08%
5Y Return (annualized)+13.74%+15.18%
Volatility (annualized)20.5%30.6%
Max Drawdown-51.9%-83.0%
Fund FamilyiShares by BlackRock (US)Invesco (US)
CategoryEquityEquity
InceptionMar 26, 2008Mar 10, 1999

EIS vs QQQ Performance

iShares MSCI Israel ETF (EIS) 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 EIS returned +37.36% while QQQ returned +26.39%. Year to date, EIS is up 10.50% versus a gain of 17.07% for QQQ.

Over three years, EIS compounded at +32.79% per year against +26.08% for QQQ; over five years the annualized figures are +13.74% and +15.18% respectively. Across the full 18-year window we track, QQQ has the edge at +13.05% annualized vs +5.40%. 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 20.5% for EIS. 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 -51.9% for EIS 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 0.72. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

EIS charges 0.59% per year while QQQ charges 0.18%. On a $10,000 position that is $59 vs $18 annually, a gap of $41 per year that compounds over a long holding period. On income, EIS currently yields 1.56% against 0.44% for QQQ.

Holdings Overlap

0.0%overlap

EIS and QQQ share 0 holdings out of 224 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, EIS or QQQ?

EIS has an expense ratio of 0.59% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $41 per year of difference.

Which performed better, EIS or QQQ?

Over the past year EIS returned +37.36% vs +26.39% for QQQ, so EIS leads on 1-year performance. Over the longest common window we track (18 years), EIS annualized +5.40% vs +13.05% for QQQ. Past performance does not guarantee future results.

Which is riskier, EIS or QQQ?

QQQ has been the more volatile fund at 30.6% annualized versus 20.5% for EIS. Worst drawdown: EIS -51.9% vs QQQ -83.0%.

Should I hold both EIS and QQQ?

EIS and QQQ have a monthly-return correlation of 0.72, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between EIS and QQQ?

EIS and QQQ share 0 common holdings with a 0.0% weight overlap. Combined, they hold 224 unique securities.

Which pays a higher dividend, EIS or QQQ?

EIS yields 1.56% while QQQ yields 0.44%, so EIS currently pays the higher dividend yield.

Get Full ETF Analytics

Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.

See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
X-ray my portfolio free