JANU vs QQQ

JANU vs QQQ
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Quick Verdict

QQQ has a lower expense ratio. QQQ delivered stronger 1-year returns. QQQ offers more diversification with 108 holdings.

Lower Fees: QQQHigher Returns: QQQMore Diversified: QQQ

Side-by-Side Comparison

MetricJANUQQQWinner
Expense Ratio0.74%0.18%
AUM$85M$496.3B
Dividend Yield0.00%0.44%
Holdings4108
YTD Return+10.08%+19.52%
1Y Return+15.52%+26.68%
3Y Return (annualized)-+26.64%
5Y Return (annualized)-+15.36%
Volatility (annualized)9.2%30.6%
Max Drawdown-11.8%-83.0%
Fund FamilyAllianzIMInvesco (US)
CategoryAlternativeEquity
InceptionDec 31, 2024Mar 10, 1999

JANU vs QQQ Performance

AllianzIM US Equity Buffer15 Uncapped Jan ETF (JANU) is a ETF from AllianzIM and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year JANU returned +15.52% while QQQ returned +26.68%. Year to date, JANU is up 10.08% versus a gain of 19.52% for QQQ.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% compared with 9.2% for JANU. 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 -11.8% for JANU 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 0.95. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

JANU charges 0.74% per year while QQQ charges 0.18%. On a $10,000 position that is $74 vs $18 annually, a gap of $56 per year that compounds over a long holding period. On income, JANU currently yields 0.00% against 0.44% for QQQ.

Frequently Asked Questions

Which is cheaper, JANU or QQQ?

JANU has an expense ratio of 0.74% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $56 per year of difference.

Which performed better, JANU or QQQ?

Over the past year JANU returned +15.52% vs +26.68% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (2 years), JANU annualized +14.33% vs +13.14% for QQQ. Past performance does not guarantee future results.

Which is riskier, JANU or QQQ?

QQQ has been the more volatile fund at 30.6% annualized versus 9.2% for JANU. Worst drawdown: JANU -11.8% vs QQQ -83.0%.

Should I hold both JANU and QQQ?

JANU and QQQ have a monthly-return correlation of 0.95, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.

Which pays a higher dividend, JANU or QQQ?

JANU yields 0.00% while QQQ yields 0.44%, so QQQ currently pays the higher dividend yield.

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