JPRF vs QQQ

JPRF vs QQQ

Which is better, JPRF or QQQ?

Preferred Stock against Large Cap Growth.

QQQ has a lower expense ratio. QQQ led over 1Y.

Lower Fees: QQQHigher Returns (1Y): QQQ

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

MetricJPRFQQQ
Expense Ratio0.55%0.18%Best
AUM$2.3B$486.1B
Dividend Yield0.00%0.44%
Holdings194107
YTD Return-0.63%+17.44%Best
1Y Return-+24.69%
3Y Return (annualized)-+24.76%
5Y Return (annualized)-+14.22%
Fund FamilyJ.P. Morgan Asset ManagementInvesco (US)
CategoryAllocation/BalancedEquity
StylePreferred StockLarge Cap Growth
InceptionJul 10, 2026Mar 10, 1999

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

JPRF 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

JPRF vs QQQ Performance

JPMorgan Preferred and Income Securities ETF (JPRF) is an ETF from J.P. Morgan Asset Management and Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US). Year to date, JPRF is down 0.63% versus a gain of 17.44% for QQQ.

Past performance does not guarantee future results.

Fees and Cost Over Time

JPRF 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, JPRF currently yields 0.00% against 0.44% for QQQ.

Holdings Overlap

We hold position weights for 22 holdings in JPRF and 102 in QQQ, totalling 13.8% and 99.9% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 22 positions we hold weights for in JPRF and 102 in QQQ, against full books of 194 and 107.

You are not choosing between two funds in isolation.

Whichever of JPRF and QQQ you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

JPRFQQQ

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, JPRF or QQQ?

JPRF 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 pays a higher dividend, JPRF or QQQ?

JPRF yields 0.00% while QQQ yields 0.44%, so QQQ currently pays the higher dividend yield.

Is QQQ better than JPRF?

QQQ has a lower expense ratio. QQQ led over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.