JPIB vs QQQ
JPIB vs QQQ
JPMorgan International Bond Opportunities ETF vs Invesco QQQ Trust, Series 1
Quick Verdict
QQQ has a lower expense ratio. QQQ delivered stronger 1-year returns. JPIB offers more diversification with 340 holdings.
Side-by-Side Comparison
| Metric | JPIB | QQQ | Winner |
|---|---|---|---|
| Expense Ratio | 0.50% | 0.18% | |
| AUM | $2.1B | $455.8B | |
| Dividend Yield | 4.67% | 0.41% | |
| Holdings | 993 | 108 | |
| YTD Return | +0.42% | +12.48% | |
| 1Y Return | +3.62% | +22.35% | |
| 3Y Return (annualized) | +5.80% | +22.30% | |
| 5Y Return (annualized) | +2.69% | +14.24% | |
| Volatility (annualized) | 5.0% | 30.6% | |
| Max Drawdown | -14.6% | -83.0% | |
| Fund Family | J.P. Morgan Asset Management | Invesco (US) | |
| Category | Fixed Income | Equity | |
| Inception | Apr 5, 2017 | Mar 10, 1999 |
JPIB vs QQQ Performance
JPMorgan International Bond Opportunities ETF (JPIB) is a ETF from J.P. Morgan Asset Management and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year JPIB returned +3.62% while QQQ returned +22.35%. Year to date, JPIB is up 0.42% versus a gain of 12.48% for QQQ.
Over three years, JPIB compounded at +5.80% per year against +22.30% for QQQ; over five years the annualized figures are +2.69% and +14.24% respectively. Across the full 9-year window we track, QQQ has the edge at +12.91% annualized vs +1.84%. 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 5.0% for JPIB. 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 -14.6% for JPIB 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 0.66. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
JPIB charges 0.50% per year while QQQ charges 0.18%. On a $10,000 position that is $50 vs $18 annually, a gap of $32 per year that compounds over a long holding period. On income, JPIB currently yields 4.67% against 0.41% for QQQ.
Holdings Overlap
JPIB and QQQ share 0 holdings out of 443 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, JPIB or QQQ?
JPIB has an expense ratio of 0.50% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $32 per year of difference.
Which performed better, JPIB or QQQ?
Over the past year JPIB returned +3.62% vs +22.35% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (9 years), JPIB annualized +1.84% vs +12.91% for QQQ. Past performance does not guarantee future results.
Which is riskier, JPIB or QQQ?
QQQ has been the more volatile fund at 30.6% annualized versus 5.0% for JPIB. Worst drawdown: JPIB -14.6% vs QQQ -83.0%.
Should I hold both JPIB and QQQ?
JPIB and QQQ have a monthly-return correlation of 0.66, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between JPIB and QQQ?
JPIB and QQQ share 0 common holdings with a 0.0% weight overlap. Combined, they hold 443 unique securities.
Which pays a higher dividend, JPIB or QQQ?
JPIB yields 4.67% while QQQ yields 0.41%, so JPIB currently pays the higher dividend yield.
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