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QQQM vs IWD

Invesco NASDAQ 100 ETF vs iShares Russell 1000 Value ETF

QQQM

Invesco NASDAQ 100 ETF

Annual cost

0.15%

Fund size

$96.9B

IWD

iShares Russell 1000 Value ETF

Annual cost

0.18%

Fund size

$75.6B

Key differences

Both QQQM and IWD are equity ETFs. QQQM charges 0.15% a year and IWD 0.18%. The main difference: Over the last three years, QQQM has delivered higher annualized returns.

  • Over the last three years, QQQM has delivered higher annualized returns.
  • IWD has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

QQQMIWD
Annual cost (TER)0.15%0.18%
Fund size (AUM)$96.9B$75.6B
Since20202000
Dividend yield0.42%1.50%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+36.2%+28.8%
CAGR 3Y+28.2%+18.4%
CAGR 5Y+17.3%+10.5%
Sharpe 3Y1.181.09
Volatility 1Y17.11%11.18%
Max drawdown-35.04%-38.51%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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