JHLN vs QQQ

JHLN vs QQQ
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Quick Verdict

QQQ has a lower expense ratio. QQQ delivered stronger 1-year returns. JHLN offers more diversification with 196 holdings.

Lower Fees: QQQHigher Returns: QQQMore Diversified: JHLN

Side-by-Side Comparison

MetricJHLNQQQWinner
Expense Ratio0.62%0.18%
AUM$640M$496.3B
Dividend Yield4.90%0.44%
Holdings196108
YTD Return+2.08%+16.64%
1Y Return+3.31%+27.27%
3Y Return (annualized)-+25.96%
5Y Return (annualized)-+14.54%
Volatility (annualized)2.4%30.6%
Max Drawdown-1.5%-83.0%
Fund FamilyJohn Hancock Investment ManagementInvesco (US)
CategoryFixed IncomeEquity
InceptionAug 20, 2025Mar 10, 1999

JHLN vs QQQ Performance

John Hancock Global Senior Loan ETF (JHLN) 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 JHLN returned +3.31% while QQQ returned +27.27%. Year to date, JHLN is up 2.08% versus a gain of 16.64% for QQQ.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% compared with 2.4% for JHLN. 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 -1.5% for JHLN 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 0.68. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

JHLN charges 0.62% per year while QQQ charges 0.18%. On a $10,000 position that is $62 vs $18 annually, a gap of $44 per year that compounds over a long holding period. On income, JHLN currently yields 4.90% against 0.44% for QQQ.

Holdings Overlap

0.0%overlap

JHLN and QQQ share 0 holdings out of 226 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, JHLN or QQQ?

JHLN has an expense ratio of 0.62% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $44 per year of difference.

Which performed better, JHLN or QQQ?

Over the past year JHLN returned +3.31% vs +27.27% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (1 years), JHLN annualized +3.30% vs +13.03% for QQQ. Past performance does not guarantee future results.

Which is riskier, JHLN or QQQ?

QQQ has been the more volatile fund at 30.6% annualized versus 2.4% for JHLN. Worst drawdown: JHLN -1.5% vs QQQ -83.0%.

Should I hold both JHLN and QQQ?

JHLN and QQQ have a monthly-return correlation of 0.68, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between JHLN and QQQ?

JHLN and QQQ share 0 common holdings with a 0.0% weight overlap. Combined, they hold 226 unique securities.

Which pays a higher dividend, JHLN or QQQ?

JHLN yields 4.90% while QQQ yields 0.44%, so JHLN currently pays the higher dividend yield.

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