IXC vs QQQ
iShares Global Energy ETF vs Invesco QQQ Trust, Series 1
Which is better, IXC or QQQ?
Large Cap Value against Large Cap Growth.
QQQ has a lower expense ratio. IXC led over 1Y and 5Y, QQQ over 3Y and the full window. QQQ is less concentrated, with 46.5% of the fund in its ten largest positions against 57.9%.
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 | IXC | QQQ |
|---|---|---|
| Expense Ratio | 0.37% | 0.18%Best |
| AUM | $2.9B | $483.5B |
| Dividend Yield | 2.87% | 0.44% |
| Holdings | 65 | 107 |
| YTD Return | +39.40%Best | +17.95% |
| 1Y Return | +46.08%Best | +21.77% |
| 3Y Return (annualized) | +16.33% | +25.63%Best |
| 5Y Return (annualized) | +24.15%Best | +15.24% |
| Volatility (annualized) | 22.8% | 19.4%Best |
| Max Drawdown | -76.1% | -53.5%Best |
| $10,000 over 5 years | $29,494Best | $20,324 |
| Top 10 Weight | 57.9% | 46.5%Best |
| Fund Family | iShares by BlackRock (US) | Invesco (US) |
| Category | Equity | Equity |
| Style | Large Cap Value | Large Cap Growth |
| Inception | Nov 12, 2001 | Mar 10, 1999 |
Volatility and max drawdown are measured over the window both funds cover: Nov 16, 2001 to Sep 18, 2026 (24.8 years).
IXC 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 24.8 years both funds cover.
IXC vs QQQ Performance
iShares Global Energy ETF (IXC) 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 IXC returned +46.08% while QQQ returned +21.77%. Year to date, IXC is up 39.40% versus a gain of 17.95% for QQQ.
Over three years, IXC compounded at +16.33% per year against +25.63% for QQQ; over five years the annualized figures are +24.15% and +15.24% respectively. Across the full 25-year window we track, QQQ has the edge at +12.57% annualized vs +6.52%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IXC has been the more volatile fund, with annualized monthly volatility of 22.8% compared with 19.4% 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 -76.1% for IXC 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 0.40. They move together some of the time, and apart the rest.
Fees and Cost Over Time
IXC 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, IXC currently yields 2.87% against 0.44% for QQQ.
Holdings Overlap
2.7% of IXC's money is in holdings QQQ also owns. 0.5% of QQQ's money is in holdings IXC also owns.
IXC and QQQ share little of their money.
2 positions in common, counted across the 51 positions we hold weights for in IXC and 102 in QQQ, against full books of 65 and 107.
What only one of them owns
Our book lists 94 positions for QQQ that do not appear in our book for IXC (97.0% of the fund), and 24 for IXC that do not appear in QQQ (66.6%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
You are not choosing between two funds in isolation.
Whichever of IXC 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, IXC or QQQ?
IXC 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, IXC or QQQ?
Over the past year IXC returned +46.08% vs +21.77% for QQQ, so IXC leads on 1-year performance. Over the longest common window we track (25 years), IXC annualized +6.52% vs +12.57% for QQQ. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IXC or QQQ?
IXC has been the more volatile fund at 22.8% annualized versus 19.4% for QQQ. Worst drawdown: IXC -76.1% vs QQQ -53.5%.
Should I hold both IXC and QQQ?
IXC and QQQ have a monthly-return correlation of 0.40, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between IXC and QQQ?
2.7% of IXC's money is in holdings QQQ also owns. 0.5% of QQQ's is in holdings IXC also owns. They hold 2 positions in common, counted across the 51 positions we hold weights for in IXC and 102 in QQQ.
Which pays a higher dividend, IXC or QQQ?
IXC yields 2.87% while QQQ yields 0.44%, so IXC currently pays the higher dividend yield.
Is QQQ better than IXC?
QQQ has a lower expense ratio. IXC led over 1Y and 5Y, QQQ over 3Y and the full window. QQQ is less concentrated, with 46.5% of the fund in its ten largest positions against 57.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.