IVV vs QQQJ
iShares Core S&P 500 ETF vs Invesco NASDAQ Next Gen 100 ETF
Quick Verdict
IVV has a lower expense ratio. QQQJ delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | IVV | QQQJ | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.15% | |
| AUM | $907.0B | $1.2B | |
| Dividend Yield | 1.10% | 0.56% | |
| Holdings | 508 | 107 | |
| YTD Return | +12.71% | +22.83% | |
| 1Y Return | +21.89% | +36.03% | |
| 3Y Return (annualized) | +22.08% | +22.77% | |
| 5Y Return (annualized) | +12.96% | +7.25% | |
| Volatility (annualized) | 15.1% | 19.6% | |
| Max Drawdown | -56.5% | -39.6% | |
| Fund Family | iShares by BlackRock (US) | Invesco (US) | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Oct 13, 2020 |
IVV vs QQQJ Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Invesco NASDAQ Next Gen 100 ETF (QQQJ) is a ETF from Invesco (US). Over the past year IVV returned +21.89% while QQQJ returned +36.03%. Year to date, IVV is up 12.71% versus a gain of 22.83% for QQQJ.
Over three years, IVV compounded at +22.08% per year against +22.77% for QQQJ; over five years the annualized figures are +12.96% and +7.25% respectively. Across the full 6-year window we track, QQQJ has the edge at +10.47% annualized vs +7.00%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
QQQJ has been the more volatile fund, with annualized monthly volatility of 19.6% compared with 15.1% for IVV. 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 -56.5% for IVV and -39.6% for QQQJ. 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 0.89. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IVV charges 0.03% per year while QQQJ charges 0.15%. On a $10,000 position that is $3 vs $15 annually, a gap of $12 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 0.56% for QQQJ.
Holdings Overlap
IVV and QQQJ share 43 holdings out of 567 unique holdings combined, representing a 1.3% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, IVV or QQQJ?
IVV has an expense ratio of 0.03% while QQQJ charges 0.15%. IVV is the cheaper option. On a $10,000 investment, that is $12 per year of difference.
Which performed better, IVV or QQQJ?
Over the past year IVV returned +21.89% vs +36.03% for QQQJ, so QQQJ leads on 1-year performance. Over the longest common window we track (6 years), IVV annualized +7.00% vs +10.47% for QQQJ. Past performance does not guarantee future results.
Which is riskier, IVV or QQQJ?
QQQJ has been the more volatile fund at 19.6% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs QQQJ -39.6%.
Should I hold both IVV and QQQJ?
IVV and QQQJ have a monthly-return correlation of 0.89, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and QQQJ?
IVV and QQQJ share 43 common holdings with a 1.3% weight overlap. Combined, they hold 567 unique securities.
Which pays a higher dividend, IVV or QQQJ?
IVV yields 1.10% while QQQJ yields 0.56%, so IVV currently pays the higher dividend yield.
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