IHF vs QQQ
iShares US Health Care Providers ETF vs Invesco QQQ Trust, Series 1
Which is better, IHF or QQQ?
Large Cap Blend against Large Cap Growth.
QQQ has a lower expense ratio. QQQ led over 1Y, 3Y, 5Y and the full window. QQQ is less concentrated, with 46.5% of the fund in its ten largest positions against 71.8%.
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
| Metric | IHF | QQQ |
|---|---|---|
| Expense Ratio | 0.37% | 0.18%Best |
| AUM | $1.2B | $483.5B |
| Dividend Yield | 0.92% | 0.44% |
| Holdings | 64 | 107 |
| YTD Return | +17.66%Best | +15.86% |
| 1Y Return | +19.13% | +22.63%Best |
| 3Y Return (annualized) | +5.51% | +24.15%Best |
| 5Y Return (annualized) | +2.36% | +14.16%Best |
| Volatility (annualized) | 19.5% | 18.6%Best |
| Max Drawdown | -58.8% | -53.5%Best |
| $10,000 over 5 years | $11,237 | $19,390Best |
| Top 10 Weight | 71.8% | 46.5%Best |
| Fund Family | iShares by BlackRock (US) | Invesco (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Growth |
| Inception | May 1, 2006 | Mar 10, 1999 |
Volatility and max drawdown are measured over the window both funds cover: May 5, 2006 to Sep 10, 2026 (20.4 years).
IHF 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 covers the 20.4 years both funds cover.
IHF vs QQQ Performance
iShares US Health Care Providers ETF (IHF) 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 IHF returned +19.13% while QQQ returned +22.63%. Year to date, IHF is up 17.66% versus a gain of 15.86% for QQQ.
Over three years, IHF compounded at +5.51% per year against +24.15% for QQQ; over five years the annualized figures are +2.36% and +14.16% respectively. Across the full 20-year window we track, QQQ has the edge at +15.06% annualized vs +9.26%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IHF has been the more volatile fund, with annualized monthly volatility of 19.5% compared with 18.6% 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 -58.8% for IHF and -53.5% 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 0.57. They move together some of the time, and apart the rest.
Fees and Cost Over Time
IHF charges 0.37% per year while QQQ charges 0.18%. On a $10,000 position that is $37 vs $18 annually, a gap of $19 per year that compounds over a long holding period. On income, IHF currently yields 0.92% against 0.44% for QQQ.
Holdings Overlap
We hold position weights for 60 holdings in IHF and 102 in QQQ, totalling 100.0% 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 60 positions we hold weights for in IHF and 102 in QQQ, against full books of 64 and 107.
What only one of them owns
Measured across the 60 and 102 positions we hold weights for.
QQQ holds 95 positions IHF does not, 97.0% of the fund.
Largest: NVDA 8.44%, AAPL 7.27%, MSFT 5.76%, AMZN 4.67%, MU 4.43%
You are not choosing between two funds in isolation.
Whichever of IHF and QQQ you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, IHF or QQQ?
IHF has an expense ratio of 0.37% while QQQ charges 0.18%. QQQ is the cheaper option, by $19 a year on a $10,000 investment.
Which performed better, IHF or QQQ?
Over the past year IHF returned +19.13% vs +22.63% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (20 years), IHF annualized +9.26% vs +15.06% for QQQ. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IHF or QQQ?
IHF has been the more volatile fund at 19.5% annualized versus 18.6% for QQQ. Worst drawdown: IHF -58.8% vs QQQ -53.5%.
Should I hold both IHF and QQQ?
IHF and QQQ have a monthly-return correlation of 0.57, 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, IHF or QQQ?
IHF yields 0.92% while QQQ yields 0.44%, so IHF currently pays the higher dividend yield.
Is QQQ better than IHF?
QQQ has a lower expense ratio. QQQ led over 1Y, 3Y, 5Y and the full window. QQQ is less concentrated, with 46.5% of the fund in its ten largest positions against 71.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.