JSTC vs QQQ

JSTC vs QQQ

Which is better, JSTC or QQQ?

Large Cap Blend against Large Cap Growth.

QQQ has a lower expense ratio. QQQ led over 1Y, 3Y, 5Y and the full window.

Lower Fees: QQQHigher Returns: 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

MetricJSTCQQQ
Expense Ratio0.89%0.18%Best
AUM$297M$498.6B
Dividend Yield1.20%0.42%
Holdings615321
YTD Return+11.52%+22.67%Best
1Y Return+12.12%+24.33%Best
3Y Return (annualized)+15.91%+29.05%Best
5Y Return (annualized)+6.98%+17.00%Best
Volatility (annualized)14.1%Best19.8%
Max Drawdown-26.8%Best-35.1%
$10,000 over 5 years$14,012$21,924Best
Fund FamilyAdasina ETF Social CapitalInvesco (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Growth
InceptionDec 8, 2020Mar 10, 1999

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Dec 10, 2020 to Oct 2, 2026 (5.8 years).

JSTC 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 5.8 years both funds cover.

JSTC vs QQQ Performance

Adasina Social Justice All Cap Global ETF (JSTC) is an ETF from Adasina ETF Social Capital and Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US). Over the past year JSTC returned +12.12% while QQQ returned +24.33%. Year to date, JSTC is up 11.52% versus a gain of 22.67% for QQQ.

Over three years, JSTC compounded at +15.91% per year against +29.05% for QQQ; over five years the annualized figures are +6.98% and +17.00% respectively. Across the full 6-year window we track, QQQ has the edge at +17.58% annualized vs +8.32%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 19.8% compared with 14.1% for JSTC. 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 -26.8% for JSTC 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 0.79. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

JSTC charges 0.89% per year while QQQ charges 0.18%. On a $10,000 position that is $89 vs $18 annually, a gap of $71 per year that compounds over a long holding period. On income, JSTC currently yields 1.20% against 0.42% for QQQ.

Holdings Overlap

We hold position weights for 1 holding in JSTC and 102 in QQQ, totalling 0.4% 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 1 positions we hold weights for in JSTC and 102 in QQQ, against full books of 615 and 321.

You are not choosing between two funds in isolation.

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

JSTCQQQ

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, JSTC or QQQ?

JSTC has an expense ratio of 0.89% while QQQ charges 0.18%. QQQ is the cheaper option, by $71 a year on a $10,000 investment.

Which performed better, JSTC or QQQ?

Over the past year JSTC returned +12.12% vs +24.33% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (6 years), JSTC annualized +8.32% vs +17.58% for QQQ. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, JSTC or QQQ?

QQQ has been the more volatile fund at 19.8% annualized versus 14.1% for JSTC. Worst drawdown: JSTC -26.8% vs QQQ -35.1%.

Should I hold both JSTC and QQQ?

JSTC and QQQ have a monthly-return correlation of 0.79, 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, JSTC or QQQ?

JSTC yields 1.20% while QQQ yields 0.42%, so JSTC currently pays the higher dividend yield.

Is QQQ better than JSTC?

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.