IHD vs QQQ

Quick Verdict

QQQ has a lower expense ratio. IHD delivered stronger 1-year returns. IHD offers more diversification with 306 holdings.

Lower Fees: QQQHigher Returns: IHDMore Diversified: IHD

Side-by-Side Comparison

MetricIHDQQQWinner
Expense Ratio0.77%0.18%
AUM$108M$455.8B
Dividend Yield8.24%0.41%
Holdings627108
YTD Return+22.91%+18.31%
1Y Return+37.97%+25.37%
3Y Return (annualized)+26.82%+25.79%
5Y Return (annualized)+12.11%+15.20%
Volatility (annualized)19.4%30.6%
Max Drawdown-76.8%-83.0%
Fund FamilyVoya Investment ManagementInvesco (US)
CategoryEquityEquity
InceptionApr 26, 2011Mar 10, 1999

IHD vs QQQ Performance

Voya Emerging Markets High Dividend Equity Fund (IHD) is a ETF from Voya Investment Management and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year IHD returned +37.97% while QQQ returned +25.37%. Year to date, IHD is up 22.91% versus a gain of 18.31% for QQQ.

Over three years, IHD compounded at +26.82% per year against +25.79% for QQQ; over five years the annualized figures are +12.11% and +15.20% respectively. Across the full 15-year window we track, QQQ has the edge at +13.10% annualized vs -2.40%. 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 19.4% for IHD. 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 -76.8% for IHD 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 0.58. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

IHD charges 0.77% per year while QQQ charges 0.18%. On a $10,000 position that is $77 vs $18 annually, a gap of $59 per year that compounds over a long holding period. On income, IHD currently yields 8.24% against 0.41% for QQQ.

Holdings Overlap

0.0%overlap

IHD and QQQ share 0 holdings out of 409 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, IHD or QQQ?

IHD has an expense ratio of 0.77% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $59 per year of difference.

Which performed better, IHD or QQQ?

Over the past year IHD returned +37.97% vs +25.37% for QQQ, so IHD leads on 1-year performance. Over the longest common window we track (15 years), IHD annualized -2.40% vs +13.10% for QQQ. Past performance does not guarantee future results.

Which is riskier, IHD or QQQ?

QQQ has been the more volatile fund at 30.6% annualized versus 19.4% for IHD. Worst drawdown: IHD -76.8% vs QQQ -83.0%.

Should I hold both IHD and QQQ?

IHD and QQQ have a monthly-return correlation of 0.58, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between IHD and QQQ?

IHD and QQQ share 0 common holdings with a 0.0% weight overlap. Combined, they hold 409 unique securities.

Which pays a higher dividend, IHD or QQQ?

IHD yields 8.24% while QQQ yields 0.41%, so IHD currently pays the higher dividend yield.

Get Full ETF Analytics

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