QBIG vs. IYW
Compare and contrast key facts about Invesco Top QQQ ETF (QBIG) and iShares U.S. Technology ETF (IYW).
QBIG and IYW are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. QBIG is an actively managed fund by Invesco. It was launched on Dec 4, 2024. IYW is a passively managed fund by iShares that tracks the performance of the Dow Jones U.S. Technology Index. It was launched on May 19, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: QBIG or IYW.
Correlation
The correlation between QBIG and IYW is 0.87, 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
QBIG vs. IYW - Performance Comparison
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Key characteristics
QBIG:
40.53%
IYW:
30.18%
QBIG:
-30.33%
IYW:
-81.89%
QBIG:
-9.86%
IYW:
-4.18%
Returns By Period
In the year-to-date period, QBIG achieves a -4.74% return, which is significantly lower than IYW's 0.18% return.
QBIG
-4.74%
15.99%
N/A
N/A
N/A
N/A
IYW
0.18%
16.64%
0.20%
15.41%
22.21%
20.14%
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QBIG vs. IYW - Expense Ratio Comparison
QBIG has a 0.29% expense ratio, which is lower than IYW's 0.42% expense ratio.
Risk-Adjusted Performance
QBIG vs. IYW — Risk-Adjusted Performance Rank
QBIG
IYW
QBIG vs. IYW - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Top QQQ ETF (QBIG) and iShares U.S. Technology ETF (IYW). 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.
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Dividends
QBIG vs. IYW - Dividend Comparison
QBIG has not paid dividends to shareholders, while IYW's dividend yield for the trailing twelve months is around 0.21%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
QBIG Invesco Top QQQ 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% |
IYW iShares U.S. Technology ETF | 0.21% | 0.21% | 0.53% | 0.50% | 0.31% | 0.56% | 0.72% | 0.91% | 0.82% | 1.13% | 1.12% | 1.13% |
Drawdowns
QBIG vs. IYW - Drawdown Comparison
The maximum QBIG drawdown since its inception was -30.33%, smaller than the maximum IYW drawdown of -81.89%. Use the drawdown chart below to compare losses from any high point for QBIG and IYW. For additional features, visit the drawdowns tool.
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Volatility
QBIG vs. IYW - Volatility Comparison
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