IAI vs. QQQ
Compare and contrast key facts about iShares U.S. Broker-Dealers & Securities Exchanges ETF (IAI) and Invesco QQQ (QQQ).
IAI and QQQ are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IAI is a passively managed fund by iShares that tracks the performance of the DJ US Select / Investment Services. It was launched on May 1, 2006. QQQ is a passively managed fund by Invesco that tracks the performance of the NASDAQ-100 Index. It was launched on Mar 10, 1999. Both IAI and QQQ are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IAI or QQQ.
Correlation
The correlation between IAI and QQQ is 0.80, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
IAI vs. QQQ - Performance Comparison
Key characteristics
IAI:
1.09
QQQ:
0.48
IAI:
1.60
QQQ:
0.83
IAI:
1.23
QQQ:
1.12
IAI:
1.15
QQQ:
0.53
IAI:
4.30
QQQ:
1.76
IAI:
6.22%
QQQ:
6.79%
IAI:
24.42%
QQQ:
25.19%
IAI:
-75.33%
QQQ:
-82.98%
IAI:
-10.98%
QQQ:
-10.59%
Returns By Period
In the year-to-date period, IAI achieves a -1.59% return, which is significantly higher than QQQ's -5.64% return. Over the past 10 years, IAI has underperformed QQQ with an annualized return of 14.57%, while QQQ has yielded a comparatively higher 16.95% annualized return.
IAI
-1.59%
0.63%
7.24%
27.66%
22.47%
14.57%
QQQ
-5.64%
1.90%
-0.14%
14.97%
18.56%
16.95%
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IAI vs. QQQ - Expense Ratio Comparison
IAI has a 0.41% expense ratio, which is higher than QQQ's 0.20% expense ratio.
Risk-Adjusted Performance
IAI vs. QQQ — Risk-Adjusted Performance Rank
IAI
QQQ
IAI vs. QQQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares U.S. Broker-Dealers & Securities Exchanges ETF (IAI) and Invesco QQQ (QQQ). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
IAI vs. QQQ - Dividend Comparison
IAI's dividend yield for the trailing twelve months is around 1.15%, more than QQQ's 0.62% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IAI iShares U.S. Broker-Dealers & Securities Exchanges ETF | 1.15% | 1.05% | 1.80% | 2.14% | 1.31% | 1.55% | 1.52% | 1.58% | 1.37% | 1.48% | 1.31% | 1.13% |
QQQ Invesco QQQ | 0.62% | 0.56% | 0.62% | 0.80% | 0.43% | 0.55% | 0.74% | 0.91% | 0.84% | 1.06% | 0.99% | 1.41% |
Drawdowns
IAI vs. QQQ - Drawdown Comparison
The maximum IAI drawdown since its inception was -75.33%, smaller than the maximum QQQ drawdown of -82.98%. Use the drawdown chart below to compare losses from any high point for IAI and QQQ. For additional features, visit the drawdowns tool.
Volatility
IAI vs. QQQ - Volatility Comparison
The current volatility for iShares U.S. Broker-Dealers & Securities Exchanges ETF (IAI) is 15.82%, while Invesco QQQ (QQQ) has a volatility of 16.67%. This indicates that IAI experiences smaller price fluctuations and is considered to be less risky than QQQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.