JIG vs QQQ

JIG 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

MetricJIGQQQWinner
Expense Ratio0.55%0.18%
AUM$516M$496.3B
Dividend Yield2.03%0.44%
Holdings107108
YTD Return+13.39%+16.23%
1Y Return+20.23%+26.23%
3Y Return (annualized)+17.14%+25.75%
5Y Return (annualized)+3.20%+14.78%
Volatility (annualized)17.8%30.6%
Max Drawdown-43.8%-83.0%
Fund FamilyJ.P. Morgan Asset ManagementInvesco (US)
CategoryEquityEquity
InceptionMay 20, 2020Mar 10, 1999

JIG vs QQQ Performance

JPMorgan International Growth ETF (JIG) 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 JIG returned +20.23% while QQQ returned +26.23%. Year to date, JIG is up 13.39% versus a gain of 16.23% for QQQ.

Over three years, JIG compounded at +17.14% per year against +25.75% for QQQ; over five years the annualized figures are +3.20% and +14.78% respectively. Across the full 6-year window we track, QQQ has the edge at +13.02% annualized vs +9.61%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% compared with 17.8% for JIG. 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 -43.8% for JIG 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 0.81. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

JIG charges 0.55% per year while QQQ charges 0.18%. On a $10,000 position that is $55 vs $18 annually, a gap of $37 per year that compounds over a long holding period. On income, JIG currently yields 2.03% against 0.44% for QQQ.

Holdings Overlap

1.0%overlap

JIG and QQQ share 2 holdings out of 187 unique holdings combined, representing a 1.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in JIGWeight in QQQDifference
SHOP:CA1.66%0.77%0.89%
YNDX:AS1.57%0.21%1.36%

Frequently Asked Questions

Which is cheaper, JIG or QQQ?

JIG has an expense ratio of 0.55% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $37 per year of difference.

Which performed better, JIG or QQQ?

Over the past year JIG returned +20.23% vs +26.23% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (6 years), JIG annualized +9.61% vs +13.02% for QQQ. Past performance does not guarantee future results.

Which is riskier, JIG or QQQ?

QQQ has been the more volatile fund at 30.6% annualized versus 17.8% for JIG. Worst drawdown: JIG -43.8% vs QQQ -83.0%.

Should I hold both JIG and QQQ?

JIG and QQQ have a monthly-return correlation of 0.81, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between JIG and QQQ?

JIG and QQQ share 2 common holdings with a 1.0% weight overlap. Combined, they hold 187 unique securities.

Which pays a higher dividend, JIG or QQQ?

JIG yields 2.03% while QQQ yields 0.44%, so JIG currently pays the higher dividend yield.

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