JHHY vs QQQ

JHHY vs QQQ
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Quick Verdict

QQQ has a lower expense ratio. QQQ delivered stronger 1-year returns. JHHY offers more diversification with 566 holdings.

Lower Fees: QQQHigher Returns: QQQMore Diversified: JHHY

Side-by-Side Comparison

MetricJHHYQQQWinner
Expense Ratio0.52%0.18%
AUM$96M$496.3B
Dividend Yield7.02%0.44%
Holdings566108
YTD Return+2.76%+16.19%
1Y Return+5.48%+25.22%
3Y Return (annualized)-+25.47%
5Y Return (annualized)-+14.34%
Volatility (annualized)3.3%30.6%
Max Drawdown-5.0%-83.0%
Fund FamilyJohn Hancock Investment ManagementInvesco (US)
CategoryFixed IncomeEquity
InceptionMay 1, 2024Mar 10, 1999

JHHY vs QQQ Performance

John Hancock High Yield ETF (JHHY) is a ETF from John Hancock Investment Management and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year JHHY returned +5.48% while QQQ returned +25.22%. Year to date, JHHY is up 2.76% versus a gain of 16.19% for QQQ.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% compared with 3.3% for JHHY. 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 -5.0% for JHHY 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 0.52. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

JHHY charges 0.52% per year while QQQ charges 0.18%. On a $10,000 position that is $52 vs $18 annually, a gap of $34 per year that compounds over a long holding period. On income, JHHY currently yields 7.02% against 0.44% for QQQ.

Holdings Overlap

0.0%overlap

JHHY and QQQ share 0 holdings out of 498 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, JHHY or QQQ?

JHHY has an expense ratio of 0.52% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $34 per year of difference.

Which performed better, JHHY or QQQ?

Over the past year JHHY returned +5.48% vs +25.22% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (2 years), JHHY annualized +8.19% vs +13.01% for QQQ. Past performance does not guarantee future results.

Which is riskier, JHHY or QQQ?

QQQ has been the more volatile fund at 30.6% annualized versus 3.3% for JHHY. Worst drawdown: JHHY -5.0% vs QQQ -83.0%.

Should I hold both JHHY and QQQ?

JHHY and QQQ have a monthly-return correlation of 0.52, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between JHHY and QQQ?

JHHY and QQQ share 0 common holdings with a 0.0% weight overlap. Combined, they hold 498 unique securities.

Which pays a higher dividend, JHHY or QQQ?

JHHY yields 7.02% while QQQ yields 0.44%, so JHHY currently pays the higher dividend yield.

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