QQQ vs ZJUN

QQQ vs ZJUN
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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

MetricQQQZJUNWinner
Expense Ratio0.18%0.79%
AUM$496.3B$162M
Dividend Yield0.44%0.00%
Holdings1086
YTD Return+17.07%+3.12%
1Y Return+26.39%+5.37%
3Y Return (annualized)+26.08%-
5Y Return (annualized)+15.18%-
Volatility (annualized)30.6%1.5%
Max Drawdown-83.0%-1.1%
Fund FamilyInvesco (US)Innovator ETFs Trust
CategoryEquityAlternative
InceptionMar 10, 1999Jun 2, 2025

QQQ vs ZJUN Performance

Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and Innovator Equity Defined Protection ETF - 1 Yr June (ZJUN) is a ETF from Innovator ETFs Trust. Over the past year QQQ returned +26.39% while ZJUN returned +5.37%. Year to date, QQQ is up 17.07% versus a gain of 3.12% for ZJUN.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% compared with 1.5% for ZJUN. 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 -1.1% for ZJUN. 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 ZJUN charges 0.79%. On a $10,000 position that is $18 vs $79 annually, a gap of $61 per year that compounds over a long holding period. On income, QQQ currently yields 0.44% against 0.00% for ZJUN.

Holdings Overlap

0.0%overlap

QQQ and ZJUN share 0 holdings out of 103 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 ZJUN?

QQQ has an expense ratio of 0.18% while ZJUN charges 0.79%. QQQ is the cheaper option. On a $10,000 investment, that is $61 per year of difference.

Which performed better, QQQ or ZJUN?

Over the past year QQQ returned +26.39% vs +5.37% for ZJUN, so QQQ leads on 1-year performance. Over the longest common window we track (1 years), QQQ annualized +13.05% vs +5.93% for ZJUN. Past performance does not guarantee future results.

Which is riskier, QQQ or ZJUN?

QQQ has been the more volatile fund at 30.6% annualized versus 1.5% for ZJUN. Worst drawdown: QQQ -83.0% vs ZJUN -1.1%.

Should I hold both QQQ and ZJUN?

QQQ and ZJUN 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 ZJUN?

QQQ and ZJUN share 0 common holdings with a 0.0% weight overlap. Combined, they hold 103 unique securities.

Which pays a higher dividend, QQQ or ZJUN?

QQQ yields 0.44% while ZJUN yields 0.00%, so QQQ currently pays the higher dividend yield.

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