EWJV vs QQQ
iShares MSCI Japan Value ETF vs Invesco QQQ Trust, Series 1
Quick Verdict
EWJV has a lower expense ratio. EWJV delivered stronger 1-year returns. EWJV offers more diversification with 115 holdings.
Side-by-Side Comparison
| Metric | EWJV | QQQ | Winner |
|---|---|---|---|
| Expense Ratio | 0.15% | 0.18% | |
| AUM | $783M | $496.3B | |
| Dividend Yield | 4.74% | 0.44% | |
| Holdings | 115 | 108 | |
| YTD Return | +17.77% | +16.23% | |
| 1Y Return | +27.23% | +26.23% | |
| 3Y Return (annualized) | +25.00% | +25.75% | |
| 5Y Return (annualized) | +15.42% | +14.78% | |
| Volatility (annualized) | 14.6% | 30.6% | |
| Max Drawdown | -31.5% | -83.0% | |
| Fund Family | iShares by BlackRock (US) | Invesco (US) | |
| Category | Equity | Equity | |
| Inception | Mar 5, 2019 | Mar 10, 1999 |
EWJV vs QQQ Performance
iShares MSCI Japan Value ETF (EWJV) 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 EWJV returned +27.23% while QQQ returned +26.23%. Year to date, EWJV is up 17.77% versus a gain of 16.23% for QQQ.
Over three years, EWJV compounded at +25.00% per year against +25.75% for QQQ; over five years the annualized figures are +15.42% and +14.78% respectively. Across the full 8-year window we track, QQQ has the edge at +13.02% annualized vs +11.80%. 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 14.6% for EWJV. 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 -31.5% for EWJV 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 0.44. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
EWJV charges 0.15% per year while QQQ charges 0.18%. On a $10,000 position that is $15 vs $18 annually, a gap of $3 per year that compounds over a long holding period. On income, EWJV currently yields 4.74% against 0.44% for QQQ.
Holdings Overlap
EWJV and QQQ share 0 holdings out of 212 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, EWJV or QQQ?
EWJV has an expense ratio of 0.15% while QQQ charges 0.18%. EWJV is the cheaper option. On a $10,000 investment, that is $3 per year of difference.
Which performed better, EWJV or QQQ?
Over the past year EWJV returned +27.23% vs +26.23% for QQQ, so EWJV leads on 1-year performance. Over the longest common window we track (8 years), EWJV annualized +11.80% vs +13.02% for QQQ. Past performance does not guarantee future results.
Which is riskier, EWJV or QQQ?
QQQ has been the more volatile fund at 30.6% annualized versus 14.6% for EWJV. Worst drawdown: EWJV -31.5% vs QQQ -83.0%.
Should I hold both EWJV and QQQ?
EWJV and QQQ have a monthly-return correlation of 0.44, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between EWJV and QQQ?
EWJV and QQQ share 0 common holdings with a 0.0% weight overlap. Combined, they hold 212 unique securities.
Which pays a higher dividend, EWJV or QQQ?
EWJV yields 4.74% while QQQ yields 0.44%, so EWJV currently pays the higher dividend yield.
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