IFGL vs QQQ

IFGL vs QQQ

Which is better, IFGL or QQQ?

Mid Cap Blend against Large Cap Growth.

QQQ has a lower expense ratio. QQQ led over 1Y, 3Y, 5Y and the full window. IFGL is less concentrated, with 28.2% of the fund in its ten largest positions against 47.2%.

Lower Fees: QQQHigher Returns: QQQLess Concentrated: IFGL

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

MetricIFGLQQQ
Expense Ratio0.50%0.18%Best
AUM$77M$498.6B
Dividend Yield4.17%0.42%
Holdings281321
YTD Return-9.03%+22.67%Best
1Y Return-7.31%+24.33%Best
3Y Return (annualized)+7.63%+29.05%Best
5Y Return (annualized)-3.00%+17.00%Best
Volatility (annualized)19.7%18.9%Best
Max Drawdown-71.3%-51.4%Best
$10,000 over 5 years$8,587$21,924Best
Top 10 Weight28.2%Best47.2%
Fund FamilyiShares by BlackRock (US)Invesco (US)
CategoryEquityEquity
StyleMid Cap BlendLarge Cap Growth
InceptionNov 12, 2007Mar 10, 1999

Volatility and max drawdown are measured over the window both funds cover: Nov 19, 2007 to Oct 2, 2026 (18.9 years).

IFGL 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.

IFGL vs QQQ Performance

iShares International Developed Real Estate ETF (IFGL) 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 IFGL returned -7.31% while QQQ returned +24.33%. Year to date, IFGL is down 9.03% versus a gain of 22.67% for QQQ.

Over three years, IFGL compounded at +7.63% per year against +29.05% for QQQ; over five years the annualized figures are -3.00% and +17.00% respectively. Across the full 19-year window we track, QQQ has the edge at +15.67% annualized vs -3.43%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

IFGL has been the more volatile fund, with annualized monthly volatility of 19.7% compared with 18.9% for QQQ. 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 -71.3% for IFGL and -51.4% 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 0.65. They move together some of the time, and apart the rest.

Fees and Cost Over Time

IFGL 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, IFGL currently yields 4.17% against 0.42% for QQQ.

Holdings Overlap

We hold position weights for 256 holdings in IFGL and 102 in QQQ, totalling 99.0% 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 256 positions we hold weights for in IFGL and 102 in QQQ, against full books of 281 and 321.

What only one of them owns

Our book lists 96 positions for QQQ that do not appear in our book for IFGL (97.8% of the fund), and 2 for IFGL that do not appear in QQQ (0.4%).

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

IFGLQQQ

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IFGL or QQQ?

IFGL 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, IFGL or QQQ?

Over the past year IFGL returned -7.31% vs +24.33% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (19 years), IFGL annualized -3.43% vs +15.67% for QQQ. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, IFGL or QQQ?

IFGL has been the more volatile fund at 19.7% annualized versus 18.9% for QQQ. Worst drawdown: IFGL -71.3% vs QQQ -51.4%.

Should I hold both IFGL and QQQ?

IFGL and QQQ have a monthly-return correlation of 0.65, 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, IFGL or QQQ?

IFGL yields 4.17% while QQQ yields 0.42%, so IFGL currently pays the higher dividend yield.

Is QQQ better than IFGL?

QQQ has a lower expense ratio. QQQ led over 1Y, 3Y, 5Y and the full window. IFGL is less concentrated, with 28.2% of the fund in its ten largest positions against 47.2%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.