Both ITOT and QQQ are ETFs. ITOT has a lower 5-year return than QQQ (17.67% vs 26.8%). ITOT has a lower expense ratio than QQQ (0.03% vs 0.2%). Below is the comparison between ITOT and QQQ.
ITOT | QQQ | |
---|---|---|
Security Type | ETF | ETF |
Finny Score | 83 | 83 |
Category | N/A | Large Growth |
Family | BlackRock | Invesco PowerShares |
Net Assets | N/A | N/A |
Expense Ratio | 0.03% | 0.20% |
Management Style | passive (index-based) | passive (index-based) |
Dividend Yield | 1.47% | 0.55% |
Underlying Index | S&P Total Market Index | NASDAQ-100 Index |
YTD Return | 11.31% | 5.36% |
1-Year Return | 53.96% | 54.35% |
3-Year Return | 18.34% | 27.03% |
5-Year Return | 17.67% | 26.80% |
10-Year Return | 14.16% | 20.09% |
ITOT
ITOT description
iShares Trust - iShares Core S&P Total U.S. Stock Market ETF is an exchange traded fund launched by BlackRock, Inc. The fund is managed by BlackRock Fund Advisors. The fund invests in public equity markets of the United States. It invests in stocks of companies operating across diversified sectors. The fund invests in growth and value stocks of companies across diversified market capitalization. The fund seeks to track the performance of the S&P Total Market Index, by using representative sampling technique. iShares Trust - iShares Core S&P Total U.S. Stock Market ETF was formed on January 20, 2004 and is domiciled in the United States.
ITOT performance & returns
YTD Return | 11.31% |
1-Month Return | 3.13% |
3-Month Return | 6.77% |
1-Year Return | 53.96% |
3-Year Return | 18.34% |
5-Year Return | 17.67% |
10-Year Return | 14.16% |
ITOT holdings
Top 10 Holdings (21.50% of Total Assets)
ITOT pros
The following are ITOT strengths from our perspective:
- ITOT 3-year return is 18.34%, which is higher than the 3-year return of the benchmark index (S&P 500 TR USD), 10.12%.
- ITOT 5-year return is 17.67%, which is higher than the 5-year return of the benchmark index (S&P 500 TR USD), 10.51%.
- ITOT 10-year return is 14.16%, which is higher than the 10-year return of the benchmark index (S&P 500 TR USD), 12.76%.
- ITOT 15-year return is 7.93%, which is in line with the 15-year return of the benchmark index (S&P 500 TR USD), 8.17%.
- ITOT expense ratio is 0.03%, which is considered low. Nice job picking a low-cost fund.
ITOT cons
The following are ITOT weaknesses from our perspective:
- ITOT net assets are $0.00 million. This fund is not a popular choice with retail investors.
Other relevant ITOT comparisons
You may also want to check out the following ITOT comparisons that investors often look for on Finny
- ITOT vs VTI
- ITOT vs IVV
- ITOT vs VOO
- ITOT vs SPY
- ITOT vs FSKAX
- ITOT vs QQQ
- ITOT vs SPTM
- ITOT vs DGRO
- ITOT vs DGRW
- ITOT vs DSI
- ITOT vs DTD
- ITOT vs DEF
- ITOT vs BFOR
- ITOT vs CSD
- ITOT vs HUSE
- ITOT vs ESGU
- ITOT vs VSMV
QQQ
QQQ description
Invesco QQQ Trust, Series 1 is an exchange traded fund launched by Invesco Ltd. The fund is managed by Invesco Capital Management LLC. The fund invests in public equity markets of global region. The fund invests in stocks of companies operating across energy, real estate, materials, industrials, consumer discretionary, consumer staples, health care, information technology, communication services, utilities sectors. It invests in growth and value stocks of large-cap companies. It seeks to track the performance of the NASDAQ-100 Index, by using full replication technique. Invesco QQQ Trust, Series 1 was formed on March 10, 1999 and is domiciled in the United States.
QQQ performance & returns
YTD Return | 5.36% |
1-Month Return | 1.72% |
3-Month Return | 0.09% |
1-Year Return | 54.35% |
3-Year Return | 27.03% |
5-Year Return | 26.80% |
10-Year Return | 20.09% |
QQQ holdings
Top 10 Holdings (50.95% of Total Assets)
QQQ pros
The following are QQQ strengths from our perspective:
- QQQ 3-year return is 27.03%, which is higher than the 3-year return of the benchmark index (S&P 500 TR USD), 10.12%.
- QQQ 5-year return is 26.8%, which is higher than the 5-year return of the benchmark index (S&P 500 TR USD), 10.51%.
- QQQ 10-year return is 20.09%, which is higher than the 10-year return of the benchmark index (S&P 500 TR USD), 12.76%.
- QQQ 15-year return is 13.32%, which is higher than the 15-year return of the benchmark index (S&P 500 TR USD), 8.17%.
- QQQ expense ratio is 0.2%, which is considered low. Nice job picking a low-cost fund.
QQQ cons
The following are QQQ weaknesses from our perspective:
- QQQ net assets are $0.00 million. This fund is not a popular choice with retail investors.
Other relevant QQQ comparisons
You may also want to check out the following QQQ comparisons that investors often look for on Finny
- QQQ vs SPY
- QQQ vs VOO
- QQQ vs VGT
- QQQ vs VUG
- QQQ vs TQQQ
- QQQ vs VTI
- QQQ vs ONEQ
- QQQ vs DIA
- QQQ vs DLN
- QQQ vs FMK
- QQQ vs CDC
- QQQ vs CFO
- QQQ vs CFA
- QQQ vs CSM
- QQQ vs DJD
- QQQ vs CAPE
- QQQ vs DTN