EVUS vs QQQ
EVUS vs QQQ
ishares ESG Aware MSCI USA Value ETF vs Invesco QQQ Trust, Series 1
Quick Verdict
QQQ delivered stronger 1-year returns. EVUS offers more diversification with 223 holdings.
Side-by-Side Comparison
| Metric | EVUS | QQQ | Winner |
|---|---|---|---|
| Expense Ratio | 0.18% | 0.18% | |
| AUM | $362M | $455.8B | |
| Dividend Yield | 1.52% | 0.41% | |
| Holdings | 226 | 108 | |
| YTD Return | +15.02% | +18.34% | |
| 1Y Return | +23.69% | +28.94% | |
| 3Y Return (annualized) | +15.78% | +25.28% | |
| 5Y Return (annualized) | - | +15.22% | |
| Volatility (annualized) | 12.3% | 30.6% | |
| Max Drawdown | -15.7% | -83.0% | |
| Fund Family | iShares by BlackRock (US) | Invesco (US) | |
| Category | Equity | Equity | |
| Inception | Jan 31, 2023 | Mar 10, 1999 |
EVUS vs QQQ Performance
ishares ESG Aware MSCI USA Value ETF (EVUS) is a ETF from iShares by BlackRock (US) and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year EVUS returned +23.69% while QQQ returned +28.94%. Year to date, EVUS is up 15.02% versus a gain of 18.34% for QQQ.
Over three years, EVUS compounded at +15.78% per year against +25.28% for QQQ. Across the full 4-year window we track, EVUS has the edge at +13.33% annualized vs +13.12%. 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 12.3% for EVUS. 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 -15.7% for EVUS 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 0.51. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
EVUS charges 0.18% per year while QQQ charges 0.18%. On a $10,000 position that is $18 vs $18 annually. On income, EVUS currently yields 1.52% against 0.41% for QQQ.
Holdings Overlap
EVUS and QQQ share 36 holdings out of 290 unique holdings combined, representing a 23.9% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in EVUS | Weight in QQQ | Difference |
|---|---|---|---|
| MSFT | 7.43% | 4.65% | 2.78% |
| MU | 3.21% | 4.67% | 1.46% |
| META | 3.66% | 3.11% | 0.55% |
| INTC | Pro | Pro | Pro |
| CSCO | Pro | Pro | Pro |
| TXN | Pro | Pro | Pro |
| COST | Pro | Pro | Pro |
| LIN | Pro | Pro | Pro |
| ADI | Pro | Pro | Pro |
| AMGN | Pro | Pro | Pro |
See all 10 holdings EVUS shares with QQQ Exact weights in each fund and the difference, for every overlapping position. Get FundXLS Pro: $29/moFirst 500 subscribers, then $49/mo. Cancel anytime. | |||
Frequently Asked Questions
Which is cheaper, EVUS or QQQ?
EVUS has an expense ratio of 0.18% while QQQ charges 0.18%. They cost the same. On a $10,000 investment, that is $0 per year of difference.
Which performed better, EVUS or QQQ?
Over the past year EVUS returned +23.69% vs +28.94% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (4 years), EVUS annualized +13.33% vs +13.12% for QQQ. Past performance does not guarantee future results.
Which is riskier, EVUS or QQQ?
QQQ has been the more volatile fund at 30.6% annualized versus 12.3% for EVUS. Worst drawdown: EVUS -15.7% vs QQQ -83.0%.
Should I hold both EVUS and QQQ?
EVUS and QQQ have a monthly-return correlation of 0.51, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between EVUS and QQQ?
EVUS and QQQ share 36 common holdings with a 23.9% weight overlap. Combined, they hold 290 unique securities.
Which pays a higher dividend, EVUS or QQQ?
EVUS yields 1.52% while QQQ yields 0.41%, so EVUS currently pays the higher dividend yield.
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