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IJK vs. QQQN
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

IJK vs. QQQN - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares S&P MidCap 400 Growth ETF (IJK) and VictoryShares Nasdaq Next 50 ETF (QQQN). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


IJK

1D
-0.07%
1M
-2.82%
6M
11.34%
YTD
15.74%
1Y
22.62%
3Y*
13.85%
5Y*
7.42%
10Y*
10.87%
ALL TIME*
8.48%

QQQN

1D
0.00%
1M
0.00%
6M
YTD
1Y
3Y*
5Y*
10Y*
ALL TIME*
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$17.18M$22.70M$31.50M
$0.00$0.00$0.00

IJK vs. QQQN - Yearly Performance Comparison


IJK vs. QQQN - Sectors Allocation Comparison


Sectors
IJK
QQQN

Industrials

30.8%
8.7%

Technology

23.9%
47.3%

Healthcare

13.6%
19.9%

Consumer Cyclical

7.3%
13.7%

Financial Services

6.7%

-

Real Estate

5.2%

-

Basic Materials

4.1%
1.9%

Energy

3.0%

-

Communication Services

2.2%
5.5%

Utilities

1.8%
1.6%

Consumer Defensive

1.6%
1.4%

Industrials

IJK
30.8%
QQQN
8.7%

Technology

IJK
23.9%
QQQN
47.3%

Healthcare

IJK
13.6%
QQQN
19.9%

Consumer Cyclical

IJK
7.3%
QQQN
13.7%

Financial Services

IJK
6.7%
QQQN

-

Real Estate

IJK
5.2%
QQQN

-

Basic Materials

IJK
4.1%
QQQN
1.9%

Energy

IJK
3.0%
QQQN

-

Communication Services

IJK
2.2%
QQQN
5.5%

Utilities

IJK
1.8%
QQQN
1.6%

Consumer Defensive

IJK
1.6%
QQQN
1.4%

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Return for Risk

IJK vs. QQQN — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

IJK
IJK Risk / Return Rank: 5454
Overall Rank
IJK Sharpe Ratio Rank: 4848
Sharpe Ratio Rank
IJK Sortino Ratio Rank: 5050
Sortino Ratio Rank
IJK Omega Ratio Rank: 4646
Omega Ratio Rank
IJK Calmar Ratio Rank: 6161
Calmar Ratio Rank
IJK Martin Ratio Rank: 6464
Martin Ratio Rank

QQQN

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

IJK vs. QQQN - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares S&P MidCap 400 Growth ETF (IJK) and VictoryShares Nasdaq Next 50 ETF (QQQN). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


IJKQQQNDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.21

Calmar ratioReturn relative to maximum drawdown

2.12

Martin ratioReturn relative to average drawdown

7.75

IJK vs. QQQN - Sharpe Ratio Comparison


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Drawdowns

IJK vs. QQQN - Drawdown Comparison

The maximum IJK drawdown since its inception was -54.47%, which is greater than QQQN's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for IJK and QQQN.


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Drawdown Indicators


IJKQQQNDifference

Max Drawdown

Largest peak-to-trough decline

-54.47%

0.00%

-54.47%

Max Drawdown (1Y)

Largest decline over 1 year

-9.92%

Max Drawdown (3Y)

Largest decline over 3 years

-25.63%

Max Drawdown (5Y)

Largest decline over 5 years

-29.24%

Max Drawdown (10Y)

Largest decline over 10 years

-39.25%

Current Drawdown

Current decline from peak

-4.78%

0.00%

-4.78%

Average Drawdown

Average peak-to-trough decline

-10.75%

0.00%

-10.75%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.72%

Volatility

IJK vs. QQQN - Volatility Comparison


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Volatility by Period


IJKQQQNDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.51%

Volatility (6M)

Calculated over the trailing 6-month period

14.04%

Volatility (1Y)

Calculated over the trailing 1-year period

17.87%

0.00%

+17.87%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

20.78%

0.00%

+20.78%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

21.08%

0.00%

+21.08%

IJK vs. QQQN - Expense Ratio Comparison

IJK has a 0.17% expense ratio, which is lower than QQQN's 0.18% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Dividends

IJK vs. QQQN - Dividend Comparison

IJK's dividend yield for the trailing twelve months is around 0.54%, while QQQN has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
IJK
iShares S&P MidCap 400 Growth ETF
0.54%0.66%0.79%1.13%1.08%0.50%0.70%1.09%1.13%0.93%1.15%1.12%
QQQN
VictoryShares Nasdaq Next 50 ETF
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


On fees, IJK is cheaper at 0.17% per year. The better choice depends on whether you care most about return, fees, risk, or income.

IJK is cheaper with a 0.17% expense ratio, compared with 0.18% for QQQN.

IJK has the higher dividend yield at 0.54%, compared with 0.00% for QQQN.

IJK tracks S&P MidCap 400 Growth Index, while QQQN tracks Nasdaq Q-50 Index. They also come from different issuers: iShares and VictoryShares. Their fees differ too: 0.17% for IJK and 0.18% for QQQN.

Portfolio Optimizer

Find the right allocation for IJK and QQQN

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