JGH vs QQQ
Nuveen Global High Income Fund vs Invesco QQQ Trust, Series 1
Which is better, JGH or QQQ?
High Yield Bond against Large Cap Growth.
QQQ has a lower expense ratio. QQQ led over 1Y, 3Y, 5Y and the full window.
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 | JGH | QQQ |
|---|---|---|
| Expense Ratio | 3.73% | 0.18%Best |
| AUM | - | $483.5B |
| Dividend Yield | 9.13% | 0.44% |
| Holdings | 386 | 107 |
| YTD Return | +1.42% | +17.95%Best |
| 1Y Return | -3.21% | +21.77%Best |
| 3Y Return (annualized) | +11.41% | +25.63%Best |
| 5Y Return (annualized) | +4.32% | +15.24%Best |
| Volatility (annualized) | 16.1%Best | 18.6% |
| Max Drawdown | -48.9% | -35.1%Best |
| $10,000 over 5 years | $12,355 | $20,324Best |
| Fund Family | Nuveen | Invesco (US) |
| Category | Fixed Income | Equity |
| Style | High Yield Bond | Large Cap Growth |
| Inception | Nov 24, 2014 | Mar 10, 1999 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Nov 24, 2014 to Sep 18, 2026 (11.8 years).
JGH 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
JGH vs QQQ Performance
Nuveen Global High Income Fund (JGH) is an ETF from Nuveen and Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US). Over the past year JGH returned -3.21% while QQQ returned +21.77%. Year to date, JGH is up 1.42% versus a gain of 17.95% for QQQ.
Over three years, JGH compounded at +11.41% per year against +25.63% for QQQ; over five years the annualized figures are +4.32% and +15.24% respectively. Across the full 12-year window we track, QQQ has the edge at +18.07% annualized vs +1.06%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
QQQ has been the more volatile fund, with annualized monthly volatility of 18.6% compared with 16.1% for JGH. 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 -48.9% for JGH and -35.1% 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 0.65. They move together some of the time, and apart the rest.
Fees and Cost Over Time
JGH charges 3.73% per year while QQQ charges 0.18%. On a $10,000 position that is $373 vs $18 annually, a gap of $355 per year that compounds over a long holding period. On income, JGH currently yields 9.13% against 0.44% for QQQ.
You are not choosing between two funds in isolation.
Whichever of JGH 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, JGH or QQQ?
JGH has an expense ratio of 3.73% while QQQ charges 0.18%. QQQ is the cheaper option, by $355 a year on a $10,000 investment.
Which performed better, JGH or QQQ?
Over the past year JGH returned -3.21% vs +21.77% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (12 years), JGH annualized +1.06% vs +18.07% for QQQ. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, JGH or QQQ?
QQQ has been the more volatile fund at 18.6% annualized versus 16.1% for JGH. Worst drawdown: JGH -48.9% vs QQQ -35.1%.
Should I hold both JGH and QQQ?
JGH and QQQ have a monthly-return correlation of 0.65, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, JGH or QQQ?
JGH yields 9.13% while QQQ yields 0.44%, so JGH currently pays the higher dividend yield.
Is QQQ better than JGH?
QQQ has a lower expense ratio. QQQ led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.