JDIV vs QQQ
JPMorgan Dividend Leaders 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 107 holdings.
Side-by-Side Comparison
| Metric | JDIV | QQQ | Winner |
|---|---|---|---|
| Expense Ratio | 0.47% | 0.18% | |
| AUM | $13M | $486.1B | |
| Dividend Yield | 1.56% | 0.44% | |
| Holdings | 98 | 107 | |
| YTD Return | +8.55% | +17.18% | |
| 1Y Return | +13.47% | +27.33% | |
| 3Y Return (annualized) | - | +24.55% | |
| 5Y Return (annualized) | - | +14.22% | |
| Volatility (annualized) | 10.4% | 30.6% | |
| Max Drawdown | -13.3% | -83.0% | |
| Fund Family | J.P. Morgan Asset Management | Invesco (US) | |
| Category | Equity | Equity | |
| Inception | Sep 25, 2024 | Mar 10, 1999 |
JDIV vs QQQ Performance
JPMorgan Dividend Leaders ETF (JDIV) is a ETF from J.P. Morgan Asset Management and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year JDIV returned +13.47% while QQQ returned +27.33%. Year to date, JDIV is up 8.55% versus a gain of 17.18% for QQQ.
Risk: Volatility and Drawdowns
QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% compared with 10.4% for JDIV. 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 -13.3% for JDIV 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 0.58. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
JDIV charges 0.47% per year while QQQ charges 0.18%. On a $10,000 position that is $47 vs $18 annually, a gap of $29 per year that compounds over a long holding period. On income, JDIV currently yields 1.56% against 0.44% for QQQ.
Holdings Overlap
JDIV and QQQ share 11 holdings out of 177 unique holdings combined, representing a 14.4% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, JDIV or QQQ?
JDIV has an expense ratio of 0.47% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $29 per year of difference.
Which performed better, JDIV or QQQ?
Over the past year JDIV returned +13.47% vs +27.33% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (2 years), JDIV annualized +11.45% vs +13.04% for QQQ. Past performance does not guarantee future results.
Which is riskier, JDIV or QQQ?
QQQ has been the more volatile fund at 30.6% annualized versus 10.4% for JDIV. Worst drawdown: JDIV -13.3% vs QQQ -83.0%.
Should I hold both JDIV and QQQ?
JDIV and QQQ have a monthly-return correlation of 0.58, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between JDIV and QQQ?
JDIV and QQQ share 11 common holdings with a 14.4% weight overlap. Combined, they hold 177 unique securities.
Which pays a higher dividend, JDIV or QQQ?
JDIV yields 1.56% while QQQ yields 0.44%, so JDIV currently pays the higher dividend yield.
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