IDRV vs QQQ

IDRV 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

MetricIDRVQQQWinner
Expense Ratio0.48%0.18%
AUM$138M$496.3B
Dividend Yield1.76%0.44%
Holdings74108
YTD Return-2.01%+16.64%
1Y Return+9.86%+27.27%
3Y Return (annualized)+1.22%+25.96%
5Y Return (annualized)-3.39%+14.54%
Volatility (annualized)28.0%30.6%
Max Drawdown-53.0%-83.0%
Fund FamilyiShares by BlackRock (US)Invesco (US)
CategoryEquityEquity
InceptionApr 16, 2019Mar 10, 1999

IDRV vs QQQ Performance

iShares Self-Driving EV and Tech ETF (IDRV) 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 IDRV returned +9.86% while QQQ returned +27.27%. Year to date, IDRV is down 2.01% versus a gain of 16.64% for QQQ.

Over three years, IDRV compounded at +1.22% per year against +25.96% for QQQ; over five years the annualized figures are -3.39% and +14.54% respectively. Across the full 7-year window we track, QQQ has the edge at +13.03% annualized vs +6.66%. 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 28.0% for IDRV. 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 -53.0% for IDRV 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 0.75. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

IDRV charges 0.48% per year while QQQ charges 0.18%. On a $10,000 position that is $48 vs $18 annually, a gap of $30 per year that compounds over a long holding period. On income, IDRV currently yields 1.76% against 0.44% for QQQ.

Holdings Overlap

2.6%overlap

IDRV and QQQ share 1 holdings out of 155 unique holdings combined, representing a 2.6% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in IDRVWeight in QQQDifference
TSLA3.72%2.56%1.16%

Frequently Asked Questions

Which is cheaper, IDRV or QQQ?

IDRV has an expense ratio of 0.48% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $30 per year of difference.

Which performed better, IDRV or QQQ?

Over the past year IDRV returned +9.86% vs +27.27% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (7 years), IDRV annualized +6.66% vs +13.03% for QQQ. Past performance does not guarantee future results.

Which is riskier, IDRV or QQQ?

QQQ has been the more volatile fund at 30.6% annualized versus 28.0% for IDRV. Worst drawdown: IDRV -53.0% vs QQQ -83.0%.

Should I hold both IDRV and QQQ?

IDRV and QQQ have a monthly-return correlation of 0.75, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between IDRV and QQQ?

IDRV and QQQ share 1 common holdings with a 2.6% weight overlap. Combined, they hold 155 unique securities.

Which pays a higher dividend, IDRV or QQQ?

IDRV yields 1.76% while QQQ yields 0.44%, so IDRV currently pays the higher dividend yield.

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