IRET vs QQQ
iREIT - MarketVector Quality REIT Index 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 | IRET | QQQ | Winner |
|---|---|---|---|
| Expense Ratio | 0.60% | 0.18% | |
| AUM | $3M | $496.3B | |
| Dividend Yield | 4.17% | 0.44% | |
| Holdings | 36 | 108 | |
| YTD Return | +14.44% | +16.64% | |
| 1Y Return | +16.78% | +27.27% | |
| 3Y Return (annualized) | - | +25.96% | |
| 5Y Return (annualized) | - | +14.54% | |
| Volatility (annualized) | 15.9% | 30.6% | |
| Max Drawdown | -24.4% | -83.0% | |
| Fund Family | iREIT | Invesco (US) | |
| Category | Equity | Equity | |
| Inception | Mar 5, 2024 | Mar 10, 1999 |
IRET vs QQQ Performance
iREIT - MarketVector Quality REIT Index ETF (IRET) is a ETF from iREIT and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year IRET returned +16.78% while QQQ returned +27.27%. Year to date, IRET is up 14.44% versus a gain of 16.64% for QQQ.
Risk: Volatility and Drawdowns
QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% compared with 15.9% for IRET. 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 -24.4% for IRET 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 0.39. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
IRET charges 0.60% per year while QQQ charges 0.18%. On a $10,000 position that is $60 vs $18 annually, a gap of $42 per year that compounds over a long holding period. On income, IRET currently yields 4.17% against 0.44% for QQQ.
Holdings Overlap
IRET and QQQ share 0 holdings out of 134 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, IRET or QQQ?
IRET has an expense ratio of 0.60% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $42 per year of difference.
Which performed better, IRET or QQQ?
Over the past year IRET returned +16.78% vs +27.27% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (2 years), IRET annualized +7.00% vs +13.03% for QQQ. Past performance does not guarantee future results.
Which is riskier, IRET or QQQ?
QQQ has been the more volatile fund at 30.6% annualized versus 15.9% for IRET. Worst drawdown: IRET -24.4% vs QQQ -83.0%.
Should I hold both IRET and QQQ?
IRET and QQQ have a monthly-return correlation of 0.39, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IRET and QQQ?
IRET and QQQ share 0 common holdings with a 0.0% weight overlap. Combined, they hold 134 unique securities.
Which pays a higher dividend, IRET or QQQ?
IRET yields 4.17% while QQQ yields 0.44%, so IRET currently pays the higher dividend yield.
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