QQQ vs XJH
Invesco QQQ Trust, Series 1 vs iShares ESG Select Screened S&P Mid-Cap ETF
Quick Verdict
XJH has a lower expense ratio. QQQ delivered stronger 1-year returns. XJH offers more diversification with 361 holdings.
Side-by-Side Comparison
| Metric | QQQ | XJH | Winner |
|---|---|---|---|
| Expense Ratio | 0.18% | 0.12% | |
| AUM | $496.3B | $438M | |
| Dividend Yield | 0.44% | 1.09% | |
| Holdings | 108 | 361 | |
| YTD Return | +16.64% | +14.82% | |
| 1Y Return | +27.27% | +22.79% | |
| 3Y Return (annualized) | +25.96% | +15.55% | |
| 5Y Return (annualized) | +14.54% | +8.26% | |
| Volatility (annualized) | 30.6% | 18.4% | |
| Max Drawdown | -83.0% | -25.1% | |
| Fund Family | Invesco (US) | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Mar 10, 1999 | Sep 22, 2020 |
QQQ vs XJH Performance
Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and iShares ESG Select Screened S&P Mid-Cap ETF (XJH) is a ETF from iShares by BlackRock (US). Over the past year QQQ returned +27.27% while XJH returned +22.79%. Year to date, QQQ is up 16.64% versus a gain of 14.82% for XJH.
Over three years, QQQ compounded at +25.96% per year against +15.55% for XJH; over five years the annualized figures are +14.54% and +8.26% respectively. Across the full 6-year window we track, XJH has the edge at +14.73% 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 18.4% for XJH. 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 -25.1% for XJH. 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 0.72. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
QQQ charges 0.18% per year while XJH charges 0.12%. On a $10,000 position that is $18 vs $12 annually, a gap of $6 per year that compounds over a long holding period. On income, QQQ currently yields 0.44% against 1.09% for XJH.
Holdings Overlap
QQQ and XJH share 0 holdings out of 458 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 XJH?
QQQ has an expense ratio of 0.18% while XJH charges 0.12%. XJH is the cheaper option. On a $10,000 investment, that is $6 per year of difference.
Which performed better, QQQ or XJH?
Over the past year QQQ returned +27.27% vs +22.79% for XJH, so QQQ leads on 1-year performance. Over the longest common window we track (6 years), QQQ annualized +13.03% vs +14.73% for XJH. Past performance does not guarantee future results.
Which is riskier, QQQ or XJH?
QQQ has been the more volatile fund at 30.6% annualized versus 18.4% for XJH. Worst drawdown: QQQ -83.0% vs XJH -25.1%.
Should I hold both QQQ and XJH?
QQQ and XJH have a monthly-return correlation of 0.72, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between QQQ and XJH?
QQQ and XJH share 0 common holdings with a 0.0% weight overlap. Combined, they hold 458 unique securities.
Which pays a higher dividend, QQQ or XJH?
QQQ yields 0.44% while XJH yields 1.09%, so XJH currently pays the higher dividend yield.
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