IVW vs QQQ

Both IVW and QQQ are ETFs. IVW has a lower 5-year return than QQQ (17.78% vs 22.92%). IVW has a lower expense ratio than QQQ (0.18% vs 0.2%). Below is the comparison between IVW and QQQ.

IVW QQQ
Segment Equity: U.S. - Large Cap Growth Equity: U.S. - Large Cap
Issuer BlackRock Invesco PowerShares
Net Assets $25.3B $100.58B
Expense Ratio 0.18% 0.20%
Management Style passive (index-based) passive (index-based)
Dividend Yield 1.62% 0.74%
Underlying Index S&P 500 Growth Index NASDAQ-100 Index
YTD Return 24.26% 35.10%
1-Year Return 36.56% 53.74%
3-Year Return 19.61% 25.66%
5-Year Return 17.78% 22.92%
10-Year Return 16.46% 20.32%

IVW description

The Fund seeks investment results corresponding generally to price and yield performance, before fees and expenses, of the S&P 500/BARRA Growth Index. Uses a replication strategy to track the Index. The Index is a subset of the S&P 500 Index and consists of firms with the highest price-to-book ratios in the Index.

IVW performance & returns

YTD Return 24.26%
1-Month Return 2.46%
3-Month Return 10.91%
1-Year Return 36.56%
3-Year Return 19.61%
5-Year Return 17.78%
10-Year Return 16.46%
IVW expense ratio is 0.18%.

IVW holdings

Top 10 Holdings (43.28% of Total Assets)

Name Symbol % Assets
Microsoft Corp MSFT 10.12%
Apple Inc AAPL 9.74%
Amazon.com Inc AMZN 7.58%
Facebook Inc A FB 3.58%
Alphabet Inc A GOOGL 2.79%
Alphabet Inc Class C GOOG 2.71%
Visa Inc Class A V 2.14%
Mastercard Inc A MA 1.71%
NVIDIA Corp NVDA 1.53%
Adobe Inc ADBE 1.38%

Other relevant IVW comparisons

You may also want to check out the following IVW comparisons that investors often look for on Finny

Or use Finny Compare Wizard to create a comparison you’d like to see.

QQQ description

The Fund seeks to provide investment results that generally correspond to the price and yield performance of the Nasdaq-100 Index. The Index measures the average performance of a broadly diversified group of equity securities issued by 100 of the largest non-financial companies listed on The NASDAQ Stock Market, Inc.

QQQ performance & returns

YTD Return 35.10%
1-Month Return 2.97%
3-Month Return 9.13%
1-Year Return 53.74%
3-Year Return 25.66%
5-Year Return 22.92%
10-Year Return 20.32%
QQQ expense ratio is 0.2%.

QQQ holdings

Top 10 Holdings (58.18% of Total Assets)

Name Symbol % Assets
Apple Inc AAPL 14.28%
Amazon.com Inc AMZN 10.99%
Microsoft Corp MSFT 10.92%
Facebook Inc A FB 4.50%
Tesla Inc TSLA 3.76%
Alphabet Inc A GOOGL 3.58%
Alphabet Inc Class C GOOG 3.51%
NVIDIA Corp NVDA 2.68%
Adobe Inc ADBE 2.01%
PayPal Holdings Inc PYPL 1.95%

Other relevant QQQ comparisons

You may also want to check out the following QQQ comparisons that investors often look for on Finny

Or use Finny Compare Wizard to create a comparison you’d like to see.

You can check out all comparisons Finny users have looked for here. Feel free to the browse the list and view the comparisons that are of an interest to you.

7-day free trial: Get unlimited comparisons, and stock, ETF and mutual fund analyses for just $14.95 a month, without ads. Start a free trial. Go ad free!

Follow Us