EUSA vs QQQ

EUSA vs QQQ

Which is better, EUSA or QQQ?

Large Cap Blend against Large Cap Growth.

EUSA has a lower expense ratio. QQQ led over 1Y, 3Y, 5Y and the full window. EUSA is less concentrated, with 2.3% of the fund in its ten largest positions against 46.5%.

Lower Fees: EUSAHigher Returns: QQQLess Concentrated: EUSA

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

MetricEUSAQQQ
Expense Ratio0.09%Best0.18%
AUM$1.9B$483.5B
Dividend Yield1.42%0.44%
Holdings534107
YTD Return+10.32%+15.18%Best
1Y Return+12.93%+19.65%Best
3Y Return (annualized)+15.41%+24.60%Best
5Y Return (annualized)+7.35%+13.94%Best
Volatility (annualized)15.4%Best17.6%
Max Drawdown-39.2%-35.1%Best
$10,000 over 5 years$14,256$19,204Best
Top 10 Weight2.3%Best46.5%
Fund FamilyiShares by BlackRock (US)Invesco (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Growth
InceptionMay 5, 2010Mar 10, 1999

Volatility and max drawdown are measured over the window both funds cover: May 7, 2010 to Sep 15, 2026 (16.4 years).

EUSA vs QQQ growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 16.4 years both funds cover.

EUSA vs QQQ Performance

iShares MSCI USA Equal Weighted ETF (EUSA) is an ETF from iShares by BlackRock (US) and Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US). Over the past year EUSA returned +12.93% while QQQ returned +19.65%. Year to date, EUSA is up 10.32% versus a gain of 15.18% for QQQ.

Over three years, EUSA compounded at +15.41% per year against +24.60% for QQQ; over five years the annualized figures are +7.35% and +13.94% respectively. Across the full 16-year window we track, QQQ has the edge at +18.48% annualized vs +10.67%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 17.6% compared with 15.4% for EUSA. 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 -39.2% for EUSA 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 0.82. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

EUSA charges 0.09% per year while QQQ charges 0.18%. On a $10,000 position that is $9 vs $18 annually, a gap of $9 per year that compounds over a long holding period. On income, EUSA currently yields 1.42% against 0.44% for QQQ.

Holdings Overlap

EUSA already in QQQ17.7%
QQQ already in EUSA94.7%

17.7% of EUSA's money is in holdings QQQ also owns. 94.7% of QQQ's money is in holdings EUSA also owns.

Most of QQQ is already inside EUSA. Owning both mostly buys the same companies twice.

91 positions in common, counted across the 495 positions we hold weights for in EUSA and 102 in QQQ, against full books of 534 and 107.

What only one of them owns

Our book lists 5 positions for QQQ that do not appear in our book for EUSA (2.9% of the fund), and 390 for EUSA that do not appear in QQQ (75.5%).

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.

Top Shared Holdings

StockWeight in EUSAWeight in QQQDifference
NVDANvidia Corp0.20%8.44%8.24%
AAPLApple, Inc0.20%7.27%7.07%
MSFTMicrosoft Corp0.21%5.76%5.55%
AMZNAmazon.Com Inc0.19%4.67%4.48%
MUMicron Technology, Inc.0.20%4.43%4.23%
AMDAdvanced Micro Devices Inc0.20%3.45%3.25%
GOOGLAlphabet Inc,class A0.11%3.36%3.25%
AVGOBroadcom Inc0.20%3.16%2.96%
GOOGAlphabet Inc0.09%3.13%3.04%
METAMeta Platforms Inc0.21%2.78%2.57%

94.7% of QQQ is already inside EUSA.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

EUSAQQQ

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, EUSA or QQQ?

EUSA has an expense ratio of 0.09% while QQQ charges 0.18%. EUSA is the cheaper option, by $9 a year on a $10,000 investment.

Which performed better, EUSA or QQQ?

Over the past year EUSA returned +12.93% vs +19.65% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (16 years), EUSA annualized +10.67% vs +18.48% for QQQ. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, EUSA or QQQ?

QQQ has been the more volatile fund at 17.6% annualized versus 15.4% for EUSA. Worst drawdown: EUSA -39.2% vs QQQ -35.1%.

Should I hold both EUSA and QQQ?

EUSA and QQQ have a monthly-return correlation of 0.82, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between EUSA and QQQ?

94.7% of QQQ's money is in holdings EUSA also owns. 94.7% of QQQ's is in holdings EUSA also owns. They hold 91 positions in common, counted across the 495 positions we hold weights for in EUSA and 102 in QQQ.

Which pays a higher dividend, EUSA or QQQ?

EUSA yields 1.42% while QQQ yields 0.44%, so EUSA currently pays the higher dividend yield.

Is QQQ better than EUSA?

EUSA has a lower expense ratio. QQQ led over 1Y, 3Y, 5Y and the full window. EUSA is less concentrated, with 2.3% of the fund in its ten largest positions against 46.5%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.