JRS vs QQQ
Nuveen Real Estate Income Fund vs Invesco QQQ Trust, Series 1
Which is better, JRS or QQQ?
Mid Cap Blend against Large Cap Growth.
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 | JRS | QQQ |
|---|---|---|
| Expense Ratio | - | 0.18% |
| AUM | - | $483.5B |
| Dividend Yield | 7.40% | 0.44% |
| Holdings | 87 | 107 |
| YTD Return | +10.76% | +16.87%Best |
| 1Y Return | +5.73% | +22.98%Best |
| 3Y Return (annualized) | +13.70% | +24.98%Best |
| 5Y Return (annualized) | +1.32% | +14.39%Best |
| Volatility (annualized) | 28.2% | 19.4%Best |
| Max Drawdown | -90.7% | -53.5%Best |
| $10,000 over 5 years | $10,678 | $19,586Best |
| Fund Family | Nuveen | Invesco (US) |
| Category | Equity | Equity |
| Style | Mid Cap Blend | Large Cap Growth |
| Inception | Nov 15, 2001 | Mar 10, 1999 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Nov 16, 2001 to Sep 11, 2026 (24.8 years).
JRS 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.
JRS vs QQQ Performance
Nuveen Real Estate Income Fund (JRS) is an ETF from Nuveen and Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US). Over the past year JRS returned +5.73% while QQQ returned +22.98%. Year to date, JRS is up 10.76% versus a gain of 16.87% for QQQ.
Over three years, JRS compounded at +13.70% per year against +24.98% for QQQ; over five years the annualized figures are +1.32% and +14.39% respectively. Across the full 25-year window we track, QQQ has the edge at +12.54% annualized vs -0.71%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
JRS has been the more volatile fund, with annualized monthly volatility of 28.2% compared with 19.4% 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 -90.7% for JRS and -53.5% 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 0.51. They move together some of the time, and apart the rest.
Holdings Overlap
We hold position weights for 53 holdings in JRS and 102 in QQQ, totalling 82.2% and 99.9% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
The two holdings books were reported 127 days apart, JRS as of Mar 31, 2026 and QQQ as of Aug 5, 2026, so some of the difference between them is the time between the two reports rather than the funds.
0 positions in common, counted across the 53 positions we hold weights for in JRS and 102 in QQQ, against full books of 87 and 107.
You are not choosing between two funds in isolation.
Whichever of JRS 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 performed better, JRS or QQQ?
Over the past year JRS returned +5.73% vs +22.98% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (25 years), JRS annualized -0.71% vs +12.54% for QQQ. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, JRS or QQQ?
JRS has been the more volatile fund at 28.2% annualized versus 19.4% for QQQ. Worst drawdown: JRS -90.7% vs QQQ -53.5%.
Should I hold both JRS and QQQ?
JRS and QQQ have a monthly-return correlation of 0.51, 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, JRS or QQQ?
JRS yields 7.40% while QQQ yields 0.44%, so JRS currently pays the higher dividend yield.
Is QQQ better than JRS?
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.