IQQQ vs QQQ

Quick Verdict

QQQ has a lower expense ratio. QQQ delivered stronger 1-year returns. IQQQ offers more diversification with 104 holdings.

Lower Fees: QQQHigher Returns: QQQMore Diversified: IQQQ

Side-by-Side Comparison

MetricIQQQQQQWinner
Expense Ratio0.55%0.18%
AUM$391M$455.8B
Dividend Yield4.47%0.41%
Holdings108108
YTD Return+14.40%+17.27%
1Y Return+25.74%+28.64%
3Y Return (annualized)-+24.88%
5Y Return (annualized)-+14.86%
Volatility (annualized)16.9%30.6%
Max Drawdown-21.5%-83.0%
Fund FamilyProSharesInvesco (US)
CategoryEquityEquity
InceptionMar 18, 2024Mar 10, 1999

IQQQ vs QQQ Performance

Proshares Nasdaq-100 High Income ETF (IQQQ) is a ETF from ProShares and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year IQQQ returned +25.74% while QQQ returned +28.64%. Year to date, IQQQ is up 14.40% versus a gain of 17.27% for QQQ.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% compared with 16.9% for IQQQ. 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 -21.5% for IQQQ 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 0.99. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

IQQQ charges 0.55% per year while QQQ charges 0.18%. On a $10,000 position that is $55 vs $18 annually, a gap of $37 per year that compounds over a long holding period. On income, IQQQ currently yields 4.47% against 0.41% for QQQ.

Holdings Overlap

83.6%overlap

IQQQ and QQQ share 101 holdings out of 106 unique holdings combined, representing a 83.6% weight overlap.

High overlap means holding both may not provide much additional diversification.

Top Shared Holdings

StockWeight in IQQQWeight in QQQDifference
NVDA6.31%7.88%1.57%
AAPL6.12%7.46%1.34%
MU4.09%4.67%0.58%
MSFTProProPro
AMZNProProPro
AMDProProPro
GOOGLProProPro
TSLAProProPro
GOOGProProPro
METAProProPro
See all 10 holdings IQQQ 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, IQQQ or QQQ?

IQQQ has an expense ratio of 0.55% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $37 per year of difference.

Which performed better, IQQQ or QQQ?

Over the past year IQQQ returned +25.74% vs +28.64% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (2 years), IQQQ annualized +18.41% vs +13.08% for QQQ. Past performance does not guarantee future results.

Which is riskier, IQQQ or QQQ?

QQQ has been the more volatile fund at 30.6% annualized versus 16.9% for IQQQ. Worst drawdown: IQQQ -21.5% vs QQQ -83.0%.

Should I hold both IQQQ and QQQ?

IQQQ and QQQ have a monthly-return correlation of 0.99, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.

What is the holdings overlap between IQQQ and QQQ?

IQQQ and QQQ share 101 common holdings with a 83.6% weight overlap. Combined, they hold 106 unique securities.

Which pays a higher dividend, IQQQ or QQQ?

IQQQ yields 4.47% while QQQ yields 0.41%, so IQQQ currently pays the higher dividend yield.

Get Full ETF Analytics

Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.

See inside every ETF you own
$29/moCancel anytime.
Try FundXLS →