JIVE vs QQQ
JPMorgan International Value ETF vs Invesco QQQ Trust, Series 1
Quick Verdict
QQQ has a lower expense ratio. JIVE delivered stronger 1-year returns. JIVE offers more diversification with 387 holdings.
Side-by-Side Comparison
| Metric | JIVE | QQQ | Winner |
|---|---|---|---|
| Expense Ratio | 0.55% | 0.18% | |
| AUM | $3.9B | $486.1B | |
| Dividend Yield | 0.99% | 0.44% | |
| Holdings | 387 | 107 | |
| YTD Return | +20.59% | +15.69% | |
| 1Y Return | +38.18% | +25.71% | |
| 3Y Return (annualized) | +29.15% | +24.04% | |
| 5Y Return (annualized) | +29.15% | +13.89% | |
| Volatility (annualized) | 279.5% | 30.6% | |
| Max Drawdown | -89.1% | -83.0% | |
| Fund Family | J.P. Morgan Asset Management | Invesco (US) | |
| Category | Equity | Equity | |
| Inception | Sep 13, 2023 | Mar 10, 1999 |
JIVE vs QQQ Performance
JPMorgan International Value ETF (JIVE) 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 JIVE returned +38.18% while QQQ returned +25.71%. Year to date, JIVE is up 20.59% versus a gain of 15.69% for QQQ.
Over three years, JIVE compounded at +29.15% per year against +24.04% for QQQ; over five years the annualized figures are +29.15% and +13.89% respectively. Across the full 15-year window we track, JIVE has the edge at +14.02% annualized vs +12.98%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
JIVE has been the more volatile fund, with annualized monthly volatility of 279.5% compared with 30.6% for QQQ. 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 -89.1% for JIVE 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 -0.12. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
JIVE 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, JIVE currently yields 0.99% against 0.44% for QQQ.
Holdings Overlap
JIVE and QQQ share 0 holdings out of 458 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, JIVE or QQQ?
JIVE 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, JIVE or QQQ?
Over the past year JIVE returned +38.18% vs +25.71% for QQQ, so JIVE leads on 1-year performance. Over the longest common window we track (15 years), JIVE annualized +14.02% vs +12.98% for QQQ. Past performance does not guarantee future results.
Which is riskier, JIVE or QQQ?
JIVE has been the more volatile fund at 279.5% annualized versus 30.6% for QQQ. Worst drawdown: JIVE -89.1% vs QQQ -83.0%.
Should I hold both JIVE and QQQ?
JIVE and QQQ have a monthly-return correlation of -0.12, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between JIVE and QQQ?
JIVE and QQQ share 0 common holdings with a 0.0% weight overlap. Combined, they hold 458 unique securities.
Which pays a higher dividend, JIVE or QQQ?
JIVE yields 0.99% while QQQ yields 0.44%, so JIVE currently pays the higher dividend yield.
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