IHAK vs QQQ
iShares Cybersecurity and Tech ETF vs Invesco QQQ Trust, Series 1
Quick Verdict
QQQ has a lower expense ratio. QQQ delivered stronger 1-year returns. QQQ offers more diversification with 108 holdings.
Side-by-Side Comparison
| Metric | IHAK | QQQ | Winner |
|---|---|---|---|
| Expense Ratio | 0.47% | 0.18% | |
| AUM | $1.1B | $496.3B | |
| Dividend Yield | 0.07% | 0.44% | |
| Holdings | 49 | 108 | |
| YTD Return | +34.02% | +16.64% | |
| 1Y Return | +25.53% | +27.27% | |
| 3Y Return (annualized) | +18.99% | +25.96% | |
| 5Y Return (annualized) | +7.98% | +14.54% | |
| Volatility (annualized) | 20.8% | 30.6% | |
| Max Drawdown | -34.4% | -83.0% | |
| Fund Family | iShares by BlackRock (US) | Invesco (US) | |
| Category | Equity | Equity | |
| Inception | Jun 11, 2019 | Mar 10, 1999 |
IHAK vs QQQ Performance
iShares Cybersecurity and Tech ETF (IHAK) 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 IHAK returned +25.53% while QQQ returned +27.27%. Year to date, IHAK is up 34.02% versus a gain of 16.64% for QQQ.
Over three years, IHAK compounded at +18.99% per year against +25.96% for QQQ; over five years the annualized figures are +7.98% and +14.54% respectively. Across the full 7-year window we track, IHAK has the edge at +13.85% annualized vs +13.03%. 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 20.8% for IHAK. 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 -34.4% for IHAK 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 0.73. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IHAK charges 0.47% per year while QQQ charges 0.18%. On a $10,000 position that is $47 vs $18 annually, a gap of $29 per year that compounds over a long holding period. On income, IHAK currently yields 0.07% against 0.44% for QQQ.
Holdings Overlap
IHAK and QQQ share 3 holdings out of 134 unique holdings combined, representing a 2.8% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, IHAK or QQQ?
IHAK has an expense ratio of 0.47% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $29 per year of difference.
Which performed better, IHAK or QQQ?
Over the past year IHAK returned +25.53% vs +27.27% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (7 years), IHAK annualized +13.85% vs +13.03% for QQQ. Past performance does not guarantee future results.
Which is riskier, IHAK or QQQ?
QQQ has been the more volatile fund at 30.6% annualized versus 20.8% for IHAK. Worst drawdown: IHAK -34.4% vs QQQ -83.0%.
Should I hold both IHAK and QQQ?
IHAK and QQQ have a monthly-return correlation of 0.73, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IHAK and QQQ?
IHAK and QQQ share 3 common holdings with a 2.8% weight overlap. Combined, they hold 134 unique securities.
Which pays a higher dividend, IHAK or QQQ?
IHAK yields 0.07% while QQQ yields 0.44%, so QQQ currently pays the higher dividend yield.
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