QQQ vs TOK

Quick Verdict

QQQ has a lower expense ratio. QQQ delivered stronger 1-year returns. TOK offers more diversification with 892 holdings.

Lower Fees: QQQHigher Returns: QQQMore Diversified: TOK

Side-by-Side Comparison

MetricQQQTOKWinner
Expense Ratio0.18%0.25%
AUM$455.8B$247M
Dividend Yield0.41%1.31%
Holdings1081,136
YTD Return+18.20%+13.34%
1Y Return+27.63%+23.35%
3Y Return (annualized)+25.54%+20.68%
5Y Return (annualized)+15.12%+12.00%
Volatility (annualized)30.6%16.5%
Max Drawdown-83.0%-56.6%
Fund FamilyInvesco (US)iShares by BlackRock (US)
CategoryEquityEquity
InceptionMar 10, 1999Dec 10, 2007

QQQ vs TOK Performance

Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and iShares MSCI Kokusai ETF (TOK) is a ETF from iShares by BlackRock (US). Over the past year QQQ returned +27.63% while TOK returned +23.35%. Year to date, QQQ is up 18.20% versus a gain of 13.34% for TOK.

Over three years, QQQ compounded at +25.54% per year against +20.68% for TOK; over five years the annualized figures are +15.12% and +12.00% respectively. Across the full 19-year window we track, QQQ has the edge at +13.11% annualized vs +6.96%. 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 16.5% for TOK. 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 -56.6% for TOK. 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 0.89. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

QQQ charges 0.18% per year while TOK charges 0.25%. On a $10,000 position that is $18 vs $25 annually, a gap of $7 per year that compounds over a long holding period. On income, QQQ currently yields 0.41% against 1.31% for TOK.

Holdings Overlap

41.5%overlap

QQQ and TOK share 95 holdings out of 900 unique holdings combined, representing a 41.5% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in QQQWeight in TOKDifference
NVDA7.88%5.32%2.56%
AAPL7.46%5.41%2.05%
MSFT4.65%3.22%1.43%
AMZNProProPro
MUProProPro
GOOGLProProPro
GOOGProProPro
AMDProProPro
AVGOProProPro
METAProProPro
See all 10 holdings QQQ shares with TOK
Exact weights in each fund and the difference, for every overlapping position.
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Frequently Asked Questions

Which is cheaper, QQQ or TOK?

QQQ has an expense ratio of 0.18% while TOK charges 0.25%. QQQ is the cheaper option. On a $10,000 investment, that is $7 per year of difference.

Which performed better, QQQ or TOK?

Over the past year QQQ returned +27.63% vs +23.35% for TOK, so QQQ leads on 1-year performance. Over the longest common window we track (19 years), QQQ annualized +13.11% vs +6.96% for TOK. Past performance does not guarantee future results.

Which is riskier, QQQ or TOK?

QQQ has been the more volatile fund at 30.6% annualized versus 16.5% for TOK. Worst drawdown: QQQ -83.0% vs TOK -56.6%.

Should I hold both QQQ and TOK?

QQQ and TOK have a monthly-return correlation of 0.89, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between QQQ and TOK?

QQQ and TOK share 95 common holdings with a 41.5% weight overlap. Combined, they hold 900 unique securities.

Which pays a higher dividend, QQQ or TOK?

QQQ yields 0.41% while TOK yields 1.31%, so TOK currently pays the higher dividend yield.

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