QQQ vs TOK

QQQ vs TOK

Which is better, QQQ or TOK?

Large Cap Growth against Large Cap Blend.

QQQ has a lower expense ratio. QQQ led over 1Y, 3Y, 5Y and the full window. TOK is less concentrated, with 27.5% of the fund in its ten largest positions against 46.5%.

Lower Fees: QQQHigher Returns: QQQLess Concentrated: TOK

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

MetricQQQTOK
Expense Ratio0.18%Best0.25%
AUM$483.5B$246M
Dividend Yield0.44%1.27%
Holdings1071,136
YTD Return+16.87%Best+11.65%
1Y Return+22.98%Best+16.88%
3Y Return (annualized)+24.98%Best+20.46%
5Y Return (annualized)+14.39%Best+11.59%
Volatility (annualized)19.0%16.5%Best
Max Drawdown-51.3%Best-56.6%
$10,000 over 5 years$19,586Best$17,303
Top 10 Weight46.5%27.5%Best
Fund FamilyInvesco (US)iShares by BlackRock (US)
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Blend
InceptionMar 10, 1999Dec 10, 2007

Volatility and max drawdown are measured over the window both funds cover: Dec 12, 2007 to Sep 11, 2026 (18.7 years).

QQQ vs TOK 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 18.7 years both funds cover.

QQQ vs TOK Performance

Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US) and iShares MSCI Kokusai ETF (TOK) is an ETF from iShares by BlackRock (US). Over the past year QQQ returned +22.98% while TOK returned +16.88%. Year to date, QQQ is up 16.87% versus a gain of 11.65% for TOK.

Over three years, QQQ compounded at +24.98% per year against +20.46% for TOK; over five years the annualized figures are +14.39% and +11.59% respectively. Across the full 19-year window we track, QQQ has the edge at +15.23% annualized vs +6.84%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 19.0% compared with 16.5% for TOK. 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 -51.3% for QQQ and -56.6% for TOK. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.89. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

QQQ charges 0.18% per year while TOK charges 0.25%. On a $10,000 position that is $18 vs $25 annually, a gap of $7 per year that compounds over a long holding period. On income, QQQ currently yields 0.44% against 1.27% for TOK.

Holdings Overlap

QQQ already in TOK96.7%
TOK already in QQQ41.8%

96.7% of QQQ's money is in holdings TOK also owns. 41.8% of TOK's money is in holdings QQQ also owns.

Most of QQQ is already inside TOK. Owning both mostly buys the same companies twice.

94 positions in common, counted across the 102 positions we hold weights for in QQQ and 892 in TOK, against full books of 107 and 1,136.

What only one of them owns

Our book lists 363 positions for TOK that do not appear in our book for QQQ (34.2% of the fund), and 5 for QQQ that do not appear in TOK (2.2%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in QQQWeight in TOKDifference
NVDANvidia Corp.8.44%5.32%3.12%
AAPLApple, Inc7.27%5.41%1.86%
MSFTMicrosoft Corp 4.100 Feb 06 375.76%3.22%2.54%
AMZNAmazon.Com Inc4.67%2.79%1.88%
GOOGLAlphabet A Usd 0.0013.36%2.51%0.85%
MUMicron Technology, Inc.4.43%1.31%3.12%
AVGOBroadcom Inc3.16%1.98%1.18%
GOOGAlphabet Inc3.13%1.99%1.14%
AMDAdvanced Micro Devices Inc.3.45%1.06%2.39%
METAMeta Platforms, Inc.2.78%1.55%1.23%

96.7% of QQQ is already inside TOK.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

QQQTOK

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, QQQ or TOK?

QQQ has an expense ratio of 0.18% while TOK charges 0.25%. QQQ is the cheaper option, by $7 a year on a $10,000 investment.

Which performed better, QQQ or TOK?

Over the past year QQQ returned +22.98% vs +16.88% for TOK, so QQQ leads on 1-year performance. Over the longest common window we track (19 years), QQQ annualized +15.23% vs +6.84% for TOK. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, QQQ or TOK?

QQQ has been the more volatile fund at 19.0% annualized versus 16.5% for TOK. Worst drawdown: QQQ -51.3% vs TOK -56.6%.

Should I hold both QQQ and TOK?

QQQ and TOK have a monthly-return correlation of 0.89, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between QQQ and TOK?

96.7% of QQQ's money is in holdings TOK also owns. 41.8% of TOK's is in holdings QQQ also owns. They hold 94 positions in common, counted across the 102 positions we hold weights for in QQQ and 892 in TOK.

Which pays a higher dividend, QQQ or TOK?

QQQ yields 0.44% while TOK yields 1.27%, so TOK currently pays the higher dividend yield.

Is TOK better than QQQ?

QQQ has a lower expense ratio. QQQ led over 1Y, 3Y, 5Y and the full window. TOK is less concentrated, with 27.5% of the fund in its ten largest positions against 46.5%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.