QQQ vs XIJN

QQQ vs XIJN
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Quick Verdict

QQQ has a lower expense ratio. QQQ delivered stronger 1-year returns. QQQ offers more diversification with 108 holdings.

Lower Fees: QQQHigher Returns: QQQMore Diversified: QQQ

Side-by-Side Comparison

MetricQQQXIJNWinner
Expense Ratio0.18%0.85%
AUM$496.3B$52M
Dividend Yield0.44%6.97%
Holdings10817
YTD Return+16.23%-0.10%
1Y Return+26.23%+1.83%
3Y Return (annualized)+25.75%-
5Y Return (annualized)+14.78%-
Volatility (annualized)30.6%1.8%
Max Drawdown-83.0%-4.7%
Fund FamilyInvesco (US)First Trust Portfolios (US)
CategoryEquityAlternative
InceptionMar 10, 1999Jun 21, 2024

QQQ vs XIJN Performance

Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and FT Vest US Equity Buffer & Premium Income ETF - June (XIJN) is a ETF from First Trust Portfolios (US). Over the past year QQQ returned +26.23% while XIJN returned +1.83%. Year to date, QQQ is up 16.23% versus a loss of 0.10% for XIJN.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% compared with 1.8% for XIJN. 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 -83.0% for QQQ and -4.7% for XIJN. 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 0.30. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

QQQ charges 0.18% per year while XIJN charges 0.85%. On a $10,000 position that is $18 vs $85 annually, a gap of $67 per year that compounds over a long holding period. On income, QQQ currently yields 0.44% against 6.97% for XIJN.

Holdings Overlap

0.0%overlap

QQQ and XIJN share 0 holdings out of 107 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, QQQ or XIJN?

QQQ has an expense ratio of 0.18% while XIJN charges 0.85%. QQQ is the cheaper option. On a $10,000 investment, that is $67 per year of difference.

Which performed better, QQQ or XIJN?

Over the past year QQQ returned +26.23% vs +1.83% for XIJN, so QQQ leads on 1-year performance. Over the longest common window we track (2 years), QQQ annualized +13.02% vs +4.92% for XIJN. Past performance does not guarantee future results.

Which is riskier, QQQ or XIJN?

QQQ has been the more volatile fund at 30.6% annualized versus 1.8% for XIJN. Worst drawdown: QQQ -83.0% vs XIJN -4.7%.

Should I hold both QQQ and XIJN?

QQQ and XIJN have a monthly-return correlation of 0.30, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between QQQ and XIJN?

QQQ and XIJN share 0 common holdings with a 0.0% weight overlap. Combined, they hold 107 unique securities.

Which pays a higher dividend, QQQ or XIJN?

QQQ yields 0.44% while XIJN yields 6.97%, so XIJN currently pays the higher dividend yield.

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