JHI vs QQQ
JHI vs QQQ
John Hancock Investors Trust vs Invesco QQQ Trust, Series 1
Quick Verdict
QQQ has a lower expense ratio. QQQ delivered stronger 1-year returns. JHI offers more diversification with 317 holdings.
Side-by-Side Comparison
| Metric | JHI | QQQ | Winner |
|---|---|---|---|
| Expense Ratio | 2.35% | 0.18% | |
| AUM | $130M | $455.8B | |
| Dividend Yield | 8.58% | 0.41% | |
| Holdings | 435 | 108 | |
| YTD Return | +1.10% | +12.48% | |
| 1Y Return | +3.06% | +22.35% | |
| 3Y Return (annualized) | +9.19% | +22.30% | |
| 5Y Return (annualized) | +0.83% | +14.24% | |
| Volatility (annualized) | 13.0% | 30.6% | |
| Max Drawdown | -58.5% | -83.0% | |
| Fund Family | John Hancock Investment Management | Invesco (US) | |
| Category | Fixed Income | Equity | |
| Inception | Jan 29, 1971 | Mar 10, 1999 |
JHI vs QQQ Performance
John Hancock Investors Trust (JHI) is a ETF from John Hancock Investment Management and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year JHI returned +3.06% while QQQ returned +22.35%. Year to date, JHI is up 1.10% versus a gain of 12.48% for QQQ.
Over three years, JHI compounded at +9.19% per year against +22.30% for QQQ; over five years the annualized figures are +0.83% and +14.24% respectively. Across the full 27-year window we track, QQQ has the edge at +12.91% annualized vs -0.09%. 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 13.0% for JHI. 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 -58.5% for JHI 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 0.25. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
JHI charges 2.35% per year while QQQ charges 0.18%. On a $10,000 position that is $235 vs $18 annually, a gap of $217 per year that compounds over a long holding period. On income, JHI currently yields 8.58% against 0.41% for QQQ.
Holdings Overlap
JHI and QQQ share 0 holdings out of 420 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, JHI or QQQ?
JHI has an expense ratio of 2.35% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $217 per year of difference.
Which performed better, JHI or QQQ?
Over the past year JHI returned +3.06% vs +22.35% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (27 years), JHI annualized -0.09% vs +12.91% for QQQ. Past performance does not guarantee future results.
Which is riskier, JHI or QQQ?
QQQ has been the more volatile fund at 30.6% annualized versus 13.0% for JHI. Worst drawdown: JHI -58.5% vs QQQ -83.0%.
Should I hold both JHI and QQQ?
JHI and QQQ have a monthly-return correlation of 0.25, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between JHI and QQQ?
JHI and QQQ share 0 common holdings with a 0.0% weight overlap. Combined, they hold 420 unique securities.
Which pays a higher dividend, JHI or QQQ?
JHI yields 8.58% while QQQ yields 0.41%, so JHI currently pays the higher dividend yield.
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