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QQMG vs SUSA

Invesco ESG NASDAQ 100 ETF vs iShares ESG Optimized MSCI USA ETF

QQMG

Invesco ESG NASDAQ 100 ETF

Invesco

Annual cost

0.20%

Fund size

$187M

SUSA

iShares ESG Optimized MSCI USA ETF

iShares

Annual cost

0.25%

Fund size

$3.8B

Key differences

  • SUSA is significantly larger than QQMG — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, QQMG has delivered higher annualized returns.
  • SUSA has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

QQMGSUSA
Annual cost (TER)0.20%0.25%
Fund size (AUM)$187M$3.8B
Since20212005
Dividend yield0.38%0.88%
Asset classequityequity
Regionnorth america
Strategyindex trackingindex tracking
CAGR 1Y+42.9%+26.3%
CAGR 3Y+31.2%+21.3%
CAGR 5YN/A+11.9%
Sharpe 3Y1.261.13
Volatility 1Y16.91%12.47%
Max drawdown-35.43%-32.93%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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