EWA vs QQQ

EWA vs QQQ

Which is better, EWA or QQQ?

Large Cap Blend against Large Cap Growth.

QQQ has a lower expense ratio. QQQ led over 1Y, 3Y, 5Y and the full window. QQQ is less concentrated, with 46.5% of the fund in its ten largest positions against 64.5%.

Lower Fees: QQQHigher Returns: QQQLess Concentrated: 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

MetricEWAQQQ
Expense Ratio0.50%0.18%Best
AUM$1.3B$486.1B
Dividend Yield2.85%0.44%
Holdings54107
YTD Return+15.81%+17.54%Best
1Y Return+15.90%+25.59%Best
3Y Return (annualized)+14.94%+24.63%Best
5Y Return (annualized)+7.07%+14.18%Best
Volatility (annualized)21.8%Best30.6%
Max Drawdown-69.7%Best-83.0%
$10,000 over 5 years$14,071$19,407Best
Top 10 Weight64.5%46.5%Best
Fund FamilyiShares by BlackRock (US)Invesco (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Growth
InceptionMar 12, 1996Mar 10, 1999

Volatility and max drawdown are measured over the window both funds cover: Mar 10, 1999 to Sep 4, 2026 (27.5 years).

EWA 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

EWA vs QQQ Performance

iShares MSCI Australia ETF (EWA) 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 EWA returned +15.90% while QQQ returned +25.59%. Year to date, EWA is up 15.81% versus a gain of 17.54% for QQQ.

Over three years, EWA compounded at +14.94% per year against +24.63% for QQQ; over five years the annualized figures are +7.07% and +14.18% respectively. Across the full 28-year window we track, QQQ has the edge at +13.05% annualized vs +4.83%.

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 21.8% for EWA. 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 -69.7% for EWA and -83.0% 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 0.44. They move together some of the time, and apart the rest.

Fees and Cost Over Time

EWA charges 0.50% per year while QQQ charges 0.18%. On a $10,000 position that is $50 vs $18 annually, a gap of $32 per year that compounds over a long holding period. On income, EWA currently yields 2.85% against 0.44% for QQQ.

Holdings Overlap

We hold position weights for 48 holdings in EWA and 102 in QQQ, totalling 99.8% 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 48 positions we hold weights for in EWA and 102 in QQQ, against full books of 54 and 107.

What only one of them owns

Our book lists 96 positions for QQQ that do not appear in our book for EWA (97.5% of the fund), and 1 for EWA that do not appear in QQQ (0.0%).

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

EWAQQQ

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, EWA or QQQ?

EWA has an expense ratio of 0.50% while QQQ charges 0.18%. QQQ is the cheaper option, by $32 a year on a $10,000 investment.

Which performed better, EWA or QQQ?

Over the past year EWA returned +15.90% vs +25.59% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (28 years), EWA annualized +4.83% vs +13.05% for QQQ. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, EWA or QQQ?

QQQ has been the more volatile fund at 30.6% annualized versus 21.8% for EWA. Worst drawdown: EWA -69.7% vs QQQ -83.0%.

Should I hold both EWA and QQQ?

EWA and QQQ have a monthly-return correlation of 0.44, 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, EWA or QQQ?

EWA yields 2.85% while QQQ yields 0.44%, so EWA currently pays the higher dividend yield.

Is QQQ better than EWA?

QQQ has a lower expense ratio. QQQ led over 1Y, 3Y, 5Y and the full window. QQQ is less concentrated, with 46.5% of the fund in its ten largest positions against 64.5%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.