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QTOP vs. QTEC
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

QTOP vs. QTEC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Nasdaq Top 30 Stocks ETF (QTOP) and First Trust NASDAQ-100 Technology Sector Index Fund (QTEC). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, QTOP achieves a 12.29% return, which is significantly lower than QTEC's 29.69% return.


QTOP

1D
0.76%
1M
-3.71%
6M
10.80%
YTD
12.29%
1Y
26.03%
3Y*
5Y*
10Y*
ALL TIME*
23.79%

QTEC

1D
0.27%
1M
-5.23%
6M
26.76%
YTD
29.69%
1Y
42.45%
3Y*
23.84%
5Y*
12.98%
10Y*
21.00%
ALL TIME*
14.98%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$78.15M$73.99M$89.17M
$6.40M$5.80M$7.08M

QTOP vs. QTEC - Yearly Performance Comparison


2026 (YTD)20252024
QTOP
iShares Nasdaq Top 30 Stocks ETF
12.29%22.19%6.25%
QTEC
First Trust NASDAQ-100 Technology Sector Index Fund
29.69%22.28%-0.45%

Correlation

The correlation between QTOP and QTEC is 0.87, meaning they have usually moved in the same direction, including during past declines.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.87

Correlation (All Time)
Calculated using the full available price history since Oct 24, 2024

0.87

The correlation between QTOP and QTEC has been stable across timeframes, ranging from 0.87 to 0.87 - a consistent structural relationship.

QTOP vs. QTEC - Sectors Allocation Comparison


Sectors
QTOP
QTEC

Technology

67.0%
85.4%

Communication Services

15.2%
8.3%

Consumer Cyclical

9.1%
2.1%

Consumer Defensive

7.2%

-

Healthcare

2.9%

-

Basic Materials

1.5%

-

Industrials

0.9%
2.1%

Energy

-

-

Financial Services

-

-

Real Estate

-

-

Utilities

-

-

Technology

QTOP
67.0%
QTEC
85.4%

Communication Services

QTOP
15.2%
QTEC
8.3%

Consumer Cyclical

QTOP
9.1%
QTEC
2.1%

Consumer Defensive

QTOP
7.2%
QTEC

-

Healthcare

QTOP
2.9%
QTEC

-

Basic Materials

QTOP
1.5%
QTEC

-

Industrials

QTOP
0.9%
QTEC
2.1%

Energy

QTOP

-

QTEC

-

Financial Services

QTOP

-

QTEC

-

Real Estate

QTOP

-

QTEC

-

Utilities

QTOP

-

QTEC

-

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Return for Risk

QTOP vs. QTEC — Risk / Return Rank

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

QTOP
QTOP Risk / Return Rank: 4646
Overall Rank
QTOP Sharpe Ratio Rank: 4444
Sharpe Ratio Rank
QTOP Sortino Ratio Rank: 4343
Sortino Ratio Rank
QTOP Omega Ratio Rank: 4242
Omega Ratio Rank
QTOP Calmar Ratio Rank: 5050
Calmar Ratio Rank
QTOP Martin Ratio Rank: 4949
Martin Ratio Rank

QTEC
QTEC Risk / Return Rank: 6060
Overall Rank
QTEC Sharpe Ratio Rank: 6060
Sharpe Ratio Rank
QTEC Sortino Ratio Rank: 5656
Sortino Ratio Rank
QTEC Omega Ratio Rank: 5454
Omega Ratio Rank
QTEC Calmar Ratio Rank: 7272
Calmar Ratio Rank
QTEC Martin Ratio Rank: 5858
Martin Ratio Rank
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.

QTOP vs. QTEC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Nasdaq Top 30 Stocks ETF (QTOP) and First Trust NASDAQ-100 Technology Sector Index Fund (QTEC). 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.


QTOPQTECDifference
Sharpe ratioReturn per unit of total volatility

-0.31

Sortino ratioReturn per unit of downside risk

-0.35

Omega ratioGain probability vs. loss probability

1.20

1.24

-0.04

Calmar ratioReturn relative to maximum drawdown

1.79

2.46

-0.67

Martin ratioReturn relative to average drawdown

5.58

6.90

-1.31

QTOP vs. QTEC - Sharpe Ratio Comparison

The current QTOP Sharpe Ratio is 1.09, which is comparable to the QTEC Sharpe Ratio of 1.40. The chart below compares the historical Sharpe Ratios of QTOP and QTEC, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

QTOP vs. QTEC - Drawdown Comparison

The maximum QTOP drawdown since its inception was -23.28%, smaller than the maximum QTEC drawdown of -58.86%. Use the drawdown chart below to compare losses from any high point for QTOP and QTEC.


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Drawdown Indicators


QTOPQTECDifference

Max Drawdown

Largest peak-to-trough decline

-23.28%

-58.86%

+35.58%

Max Drawdown (1Y)

Largest decline over 1 year

-13.02%

-16.03%

+3.01%

Max Drawdown (3Y)

Largest decline over 3 years

-29.00%

Max Drawdown (5Y)

Largest decline over 5 years

-45.54%

Max Drawdown (10Y)

Largest decline over 10 years

-45.54%

Current Drawdown

Current decline from peak

-8.69%

-11.08%

+2.39%

Average Drawdown

Average peak-to-trough decline

-3.93%

-9.86%

+5.93%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.18%

5.72%

-1.54%

Volatility

QTOP vs. QTEC - Volatility Comparison

The current volatility for iShares Nasdaq Top 30 Stocks ETF (QTOP) is 8.33%, while First Trust NASDAQ-100 Technology Sector Index Fund (QTEC) has a volatility of 9.69%. This indicates that QTOP experiences smaller price fluctuations and is considered to be less risky than QTEC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


QTOPQTECDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.33%

9.69%

-1.36%

Volatility (6M)

Calculated over the trailing 6-month period

18.01%

23.97%

-5.96%

Volatility (1Y)

Calculated over the trailing 1-year period

21.39%

28.24%

-6.85%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

23.79%

30.05%

-6.26%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

23.79%

27.88%

-4.09%

QTOP vs. QTEC - Expense Ratio Comparison

QTOP has a 0.20% expense ratio, which is lower than QTEC's 0.57% expense ratio.


Dividends

QTOP vs. QTEC - Dividend Comparison

QTOP's dividend yield for the trailing twelve months is around 0.35%, more than QTEC's 0.01% yield.


PositionTTM20252024202320222021202020192018201720162015
QTEC
First Trust NASDAQ-100 Technology Sector Index Fund
0.01%0.00%0.02%0.14%0.15%0.02%0.44%0.68%0.91%0.80%1.29%0.99%
QTOP
iShares Nasdaq Top 30 Stocks ETF
0.35%0.38%0.11%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


QTOP and QTEC have a correlation of 0.87, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

QTEC has higher volatility (9.69%) compared to QTOP (8.33%). In terms of maximum drawdown, QTOP dropped -23.28% vs QTEC's -58.86%.

On 1-year performance, QTEC leads with 42.45% vs 26.03% for QTOP. On fees, QTOP is cheaper at 0.20% per year. On volatility, QTOP has been the lower-risk option at 8.33%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 1-year period, QTEC has performed better with a 42.45% return vs 26.03%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

QTOP is cheaper with a 0.20% expense ratio, compared with 0.57% for QTEC.

QTOP has the higher dividend yield at 0.35%, compared with 0.01% for QTEC.

QTOP tracks Nasdaq-100 Top 30 Index, while QTEC tracks NASDAQ-100 Technology Sector Index. They also come from different issuers: iShares and First Trust. Their fees differ too: 0.20% for QTOP and 0.57% for QTEC.

QTEC currently has the higher Sharpe Ratio (1.40 vs 1.09), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for QTOP and QTEC

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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