ENOR vs QQQ

ENOR 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. ENOR delivered stronger 1-year returns. QQQ offers more diversification with 108 holdings.

Lower Fees: QQQHigher Returns: ENORMore Diversified: QQQ

Side-by-Side Comparison

MetricENORQQQWinner
Expense Ratio0.53%0.18%
AUM$87M$496.3B
Dividend Yield5.32%0.44%
Holdings67108
YTD Return+23.87%+16.23%
1Y Return+32.18%+26.23%
3Y Return (annualized)+20.82%+25.75%
5Y Return (annualized)+9.69%+14.78%
Volatility (annualized)28.7%30.6%
Max Drawdown-70.2%-83.0%
Fund FamilyiShares by BlackRock (US)Invesco (US)
CategoryEquityEquity
InceptionJan 23, 2012Mar 10, 1999

ENOR vs QQQ Performance

iShares MSCI Norway ETF (ENOR) 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 ENOR returned +32.18% while QQQ returned +26.23%. Year to date, ENOR is up 23.87% versus a gain of 16.23% for QQQ.

Over three years, ENOR compounded at +20.82% per year against +25.75% for QQQ; over five years the annualized figures are +9.69% and +14.78% respectively. Across the full 15-year window we track, QQQ has the edge at +13.02% annualized vs +5.77%. 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 28.7% for ENOR. 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 -70.2% for ENOR 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 0.40. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

ENOR charges 0.53% per year while QQQ charges 0.18%. On a $10,000 position that is $53 vs $18 annually, a gap of $35 per year that compounds over a long holding period. On income, ENOR currently yields 5.32% against 0.44% for QQQ.

Holdings Overlap

0.0%overlap

ENOR and QQQ share 0 holdings out of 163 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, ENOR or QQQ?

ENOR has an expense ratio of 0.53% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $35 per year of difference.

Which performed better, ENOR or QQQ?

Over the past year ENOR returned +32.18% vs +26.23% for QQQ, so ENOR leads on 1-year performance. Over the longest common window we track (15 years), ENOR annualized +5.77% vs +13.02% for QQQ. Past performance does not guarantee future results.

Which is riskier, ENOR or QQQ?

QQQ has been the more volatile fund at 30.6% annualized versus 28.7% for ENOR. Worst drawdown: ENOR -70.2% vs QQQ -83.0%.

Should I hold both ENOR and QQQ?

ENOR and QQQ have a monthly-return correlation of 0.40, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between ENOR and QQQ?

ENOR and QQQ share 0 common holdings with a 0.0% weight overlap. Combined, they hold 163 unique securities.

Which pays a higher dividend, ENOR or QQQ?

ENOR yields 5.32% while QQQ yields 0.44%, so ENOR 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