JUNT vs QQQ
AllianzIM US Equity Buffer10 Jun ETF vs Invesco QQQ Trust, Series 1
Quick Verdict
QQQ has a lower expense ratio. QQQ delivered stronger 1-year returns. QQQ offers more diversification with 108 holdings.
Side-by-Side Comparison
| Metric | JUNT | QQQ | Winner |
|---|---|---|---|
| Expense Ratio | 0.74% | 0.18% | |
| AUM | $118M | $496.3B | |
| Dividend Yield | 0.00% | 0.44% | |
| Holdings | 5 | 108 | |
| YTD Return | +5.85% | +16.64% | |
| 1Y Return | +10.98% | +27.27% | |
| 3Y Return (annualized) | +13.99% | +25.96% | |
| 5Y Return (annualized) | - | +14.54% | |
| Volatility (annualized) | 7.2% | 30.6% | |
| Max Drawdown | -12.8% | -83.0% | |
| Fund Family | AllianzIM | Invesco (US) | |
| Category | Alternative | Equity | |
| Inception | May 31, 2023 | Mar 10, 1999 |
JUNT vs QQQ Performance
AllianzIM US Equity Buffer10 Jun ETF (JUNT) is a ETF from AllianzIM and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year JUNT returned +10.98% while QQQ returned +27.27%. Year to date, JUNT is up 5.85% versus a gain of 16.64% for QQQ.
Over three years, JUNT compounded at +13.99% per year against +25.96% for QQQ. Across the full 3-year window we track, JUNT has the edge at +14.08% annualized vs +13.03%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% compared with 7.2% for JUNT. 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 -12.8% for JUNT 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 0.83. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
JUNT charges 0.74% per year while QQQ charges 0.18%. On a $10,000 position that is $74 vs $18 annually, a gap of $56 per year that compounds over a long holding period. On income, JUNT currently yields 0.00% against 0.44% for QQQ.
Frequently Asked Questions
Which is cheaper, JUNT or QQQ?
JUNT has an expense ratio of 0.74% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $56 per year of difference.
Which performed better, JUNT or QQQ?
Over the past year JUNT returned +10.98% vs +27.27% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (3 years), JUNT annualized +14.08% vs +13.03% for QQQ. Past performance does not guarantee future results.
Which is riskier, JUNT or QQQ?
QQQ has been the more volatile fund at 30.6% annualized versus 7.2% for JUNT. Worst drawdown: JUNT -12.8% vs QQQ -83.0%.
Should I hold both JUNT and QQQ?
JUNT and QQQ have a monthly-return correlation of 0.83, so combining them can provide real diversification depending on your allocation goals.
Which pays a higher dividend, JUNT or QQQ?
JUNT yields 0.00% while QQQ yields 0.44%, so QQQ currently pays the higher dividend yield.
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