JIG vs QQQ
JPMorgan International Growth ETF vs Invesco QQQ Trust, Series 1
Which is better, JIG or QQQ?
Mid Cap Growth 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 | JIG | QQQ |
|---|---|---|
| Expense Ratio | 0.55% | 0.18%Best |
| AUM | $522M | $483.5B |
| Dividend Yield | 1.94% | 0.44% |
| Holdings | 106 | 107 |
| YTD Return | +11.31% | +15.94%Best |
| 1Y Return | +13.70% | +20.44%Best |
| 3Y Return (annualized) | +16.25% | +24.86%Best |
| 5Y Return (annualized) | +1.93% | +14.26%Best |
| Volatility (annualized) | 17.7%Best | 20.3% |
| Max Drawdown | -43.8% | -35.1%Best |
| $10,000 over 5 years | $11,003 | $19,475Best |
| Fund Family | J.P. Morgan Asset Management | Invesco (US) |
| Category | Equity | Equity |
| Style | Mid Cap Growth | Large Cap Growth |
| Inception | May 20, 2020 | Mar 10, 1999 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: May 21, 2020 to Sep 14, 2026 (6.3 years).
JIG 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 covers the 6.3 years both funds cover.
JIG vs QQQ Performance
JPMorgan International Growth ETF (JIG) is an ETF from J.P. Morgan Asset Management and Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US). Over the past year JIG returned +13.70% while QQQ returned +20.44%. Year to date, JIG is up 11.31% versus a gain of 15.94% for QQQ.
Over three years, JIG compounded at +16.25% per year against +24.86% for QQQ; over five years the annualized figures are +1.93% and +14.26% respectively. Across the full 6-year window we track, QQQ has the edge at +20.22% annualized vs +9.18%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
QQQ has been the more volatile fund, with annualized monthly volatility of 20.3% compared with 17.7% 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 -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 0.81. 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 1.94% against 0.44% for QQQ.
Holdings Overlap
At least 1.0% of QQQ's money is in holdings JIG also owns.
Stated as a floor: for JIG, our book for it covers 94.2% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
We cannot see either book well enough to say how much of this pair is duplicated.
2 positions in common, counted across the 85 positions we hold weights for in JIG and 102 in QQQ, against full books of 106 and 107.
You are not choosing between two funds in isolation.
Whichever of JIG 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, JIG or QQQ?
JIG has an expense ratio of 0.55% while QQQ charges 0.18%. QQQ is the cheaper option, by $37 a year on a $10,000 investment.
Which performed better, JIG or QQQ?
Over the past year JIG returned +13.70% vs +20.44% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (6 years), JIG annualized +9.18% vs +20.22% for QQQ. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, JIG or QQQ?
QQQ has been the more volatile fund at 20.3% annualized versus 17.7% for JIG. Worst drawdown: JIG -43.8% vs QQQ -35.1%.
Should I hold both JIG and QQQ?
JIG and QQQ have a monthly-return correlation of 0.81, 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, JIG or QQQ?
JIG yields 1.94% while QQQ yields 0.44%, so JIG currently pays the higher dividend yield.
Is QQQ better than JIG?
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.