IPKW vs QQQ

Quick Verdict

QQQ has a lower expense ratio. QQQ delivered stronger 1-year returns. IPKW offers more diversification with 159 holdings.

Lower Fees: QQQHigher Returns: QQQMore Diversified: IPKW

Side-by-Side Comparison

MetricIPKWQQQWinner
Expense Ratio0.55%0.18%
AUM$539M$455.8B
Dividend Yield3.62%0.41%
Holdings178108
YTD Return+11.78%+17.85%
1Y Return+25.56%+26.45%
3Y Return (annualized)+24.65%+26.07%
5Y Return (annualized)+11.60%+15.16%
Volatility (annualized)16.5%30.6%
Max Drawdown-50.3%-83.0%
Fund FamilyInvesco (US)Invesco (US)
CategoryEquityEquity
InceptionFeb 24, 2014Mar 10, 1999

IPKW vs QQQ Performance

Invesco International BuyBack Achievers ETF (IPKW) is a ETF from Invesco (US) and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year IPKW returned +25.56% while QQQ returned +26.45%. Year to date, IPKW is up 11.78% versus a gain of 17.85% for QQQ.

Over three years, IPKW compounded at +24.65% per year against +26.07% for QQQ; over five years the annualized figures are +11.60% and +15.16% respectively. Across the full 12-year window we track, QQQ has the edge at +13.09% annualized vs +9.53%. 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 16.5% for IPKW. 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 -50.3% for IPKW 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 0.61. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

IPKW charges 0.55% per year while QQQ charges 0.18%. On a $10,000 position that is $55 vs $18 annually, a gap of $37 per year that compounds over a long holding period. On income, IPKW currently yields 3.62% against 0.41% for QQQ.

Holdings Overlap

0.0%overlap

IPKW and QQQ share 0 holdings out of 262 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, IPKW or QQQ?

IPKW has an expense ratio of 0.55% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $37 per year of difference.

Which performed better, IPKW or QQQ?

Over the past year IPKW returned +25.56% vs +26.45% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (12 years), IPKW annualized +9.53% vs +13.09% for QQQ. Past performance does not guarantee future results.

Which is riskier, IPKW or QQQ?

QQQ has been the more volatile fund at 30.6% annualized versus 16.5% for IPKW. Worst drawdown: IPKW -50.3% vs QQQ -83.0%.

Should I hold both IPKW and QQQ?

IPKW and QQQ have a monthly-return correlation of 0.61, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between IPKW and QQQ?

IPKW and QQQ share 0 common holdings with a 0.0% weight overlap. Combined, they hold 262 unique securities.

Which pays a higher dividend, IPKW or QQQ?

IPKW yields 3.62% while QQQ yields 0.41%, so IPKW currently pays the higher dividend yield.

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