IAGG vs QQQ

Quick Verdict

IAGG has a lower expense ratio. QQQ delivered stronger 1-year returns. IAGG offers more diversification with 384 holdings.

Lower Fees: IAGGHigher Returns: QQQMore Diversified: IAGG

Side-by-Side Comparison

MetricIAGGQQQWinner
Expense Ratio0.07%0.18%
AUM$10.9B$455.8B
Dividend Yield3.63%0.41%
Holdings8,021108
YTD Return-0.28%+18.31%
1Y Return-2.31%+25.37%
3Y Return (annualized)+3.22%+25.79%
5Y Return (annualized)-0.04%+15.20%
Volatility (annualized)4.1%30.6%
Max Drawdown-13.9%-83.0%
Fund FamilyiShares by BlackRock (US)Invesco (US)
CategoryFixed IncomeEquity
InceptionNov 10, 2015Mar 10, 1999

IAGG vs QQQ Performance

iShares Core International Aggregate Bond ETF (IAGG) 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 IAGG returned -2.31% while QQQ returned +25.37%. Year to date, IAGG is down 0.28% versus a gain of 18.31% for QQQ.

Over three years, IAGG compounded at +3.22% per year against +25.79% for QQQ; over five years the annualized figures are -0.04% and +15.20% respectively. Across the full 11-year window we track, QQQ has the edge at +13.10% annualized vs +2.01%. 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 4.1% for IAGG. 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 -13.9% for IAGG 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 0.45. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

IAGG charges 0.07% per year while QQQ charges 0.18%. On a $10,000 position that is $7 vs $18 annually, a gap of $11 per year that compounds over a long holding period. On income, IAGG currently yields 3.63% against 0.41% for QQQ.

Holdings Overlap

0.0%overlap

IAGG and QQQ share 0 holdings out of 487 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, IAGG or QQQ?

IAGG has an expense ratio of 0.07% while QQQ charges 0.18%. IAGG is the cheaper option. On a $10,000 investment, that is $11 per year of difference.

Which performed better, IAGG or QQQ?

Over the past year IAGG returned -2.31% vs +25.37% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (11 years), IAGG annualized +2.01% vs +13.10% for QQQ. Past performance does not guarantee future results.

Which is riskier, IAGG or QQQ?

QQQ has been the more volatile fund at 30.6% annualized versus 4.1% for IAGG. Worst drawdown: IAGG -13.9% vs QQQ -83.0%.

Should I hold both IAGG and QQQ?

IAGG and QQQ have a monthly-return correlation of 0.45, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between IAGG and QQQ?

IAGG and QQQ share 0 common holdings with a 0.0% weight overlap. Combined, they hold 487 unique securities.

Which pays a higher dividend, IAGG or QQQ?

IAGG yields 3.63% while QQQ yields 0.41%, so IAGG currently pays the higher dividend yield.

Get Full ETF Analytics

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