IAPR vs QQQ

IAPR vs QQQ
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Quick Verdict

QQQ has a lower expense ratio. QQQ delivered stronger 1-year returns. QQQ offers more diversification with 108 holdings.

Lower Fees: QQQHigher Returns: QQQMore Diversified: QQQ

Side-by-Side Comparison

MetricIAPRQQQWinner
Expense Ratio0.85%0.18%
AUM$203M$496.3B
Dividend Yield0.00%0.44%
Holdings6108
YTD Return+10.37%+16.64%
1Y Return+14.72%+27.27%
3Y Return (annualized)+12.02%+25.96%
5Y Return (annualized)+5.75%+14.54%
Volatility (annualized)8.1%30.6%
Max Drawdown-17.7%-83.0%
Fund FamilyInnovator ETFs TrustInvesco (US)
CategoryAlternativeEquity
InceptionMar 31, 2021Mar 10, 1999

IAPR vs QQQ Performance

Innovator International Developed Power Buffer ETF - April (IAPR) is a ETF from Innovator ETFs Trust and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year IAPR returned +14.72% while QQQ returned +27.27%. Year to date, IAPR is up 10.37% versus a gain of 16.64% for QQQ.

Over three years, IAPR compounded at +12.02% per year against +25.96% for QQQ; over five years the annualized figures are +5.75% and +14.54% respectively. Across the full 5-year window we track, QQQ has the edge at +13.03% annualized vs +5.82%. 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 8.1% for IAPR. 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 -17.7% for IAPR 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 0.61. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

IAPR charges 0.85% per year while QQQ charges 0.18%. On a $10,000 position that is $85 vs $18 annually, a gap of $67 per year that compounds over a long holding period. On income, IAPR currently yields 0.00% against 0.44% for QQQ.

Frequently Asked Questions

Which is cheaper, IAPR or QQQ?

IAPR has an expense ratio of 0.85% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $67 per year of difference.

Which performed better, IAPR or QQQ?

Over the past year IAPR returned +14.72% vs +27.27% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (5 years), IAPR annualized +5.82% vs +13.03% for QQQ. Past performance does not guarantee future results.

Which is riskier, IAPR or QQQ?

QQQ has been the more volatile fund at 30.6% annualized versus 8.1% for IAPR. Worst drawdown: IAPR -17.7% vs QQQ -83.0%.

Should I hold both IAPR and QQQ?

IAPR and QQQ have a monthly-return correlation of 0.61, so combining them can provide real diversification depending on your allocation goals.

Which pays a higher dividend, IAPR or QQQ?

IAPR yields 0.00% while QQQ yields 0.44%, so QQQ currently pays the higher dividend yield.

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