XT vs. QQQ
Compare and contrast key facts about iShares Exponential Technologies ETF (XT) and Invesco QQQ ETF (QQQ).
XT and QQQ are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XT is a passively managed fund by iShares that tracks the performance of the Morningstar Exponential Technologies Index. It was launched on Mar 19, 2015. 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 XT 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.
Performance
XT vs. QQQ - Performance Comparison
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XT vs. QQQ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
XT iShares Exponential Technologies ETF | -2.28% | 26.28% | 0.29% | 27.02% | -27.83% | 16.43% | 35.10% | 30.74% | -4.93% | 33.71% |
QQQ Invesco QQQ ETF | -5.93% | 20.77% | 25.58% | 54.86% | -32.58% | 27.42% | 48.62% | 38.96% | -0.13% | 32.66% |
Returns By Period
In the year-to-date period, XT achieves a -2.28% return, which is significantly higher than QQQ's -5.93% return. Over the past 10 years, XT has underperformed QQQ with an annualized return of 12.76%, while QQQ has yielded a comparatively higher 18.85% annualized return.
XT
- 1D
- 3.61%
- 1M
- -6.01%
- YTD
- -2.28%
- 6M
- 2.00%
- 1Y
- 27.90%
- 3Y*
- 12.19%
- 5Y*
- 4.63%
- 10Y*
- 12.76%
QQQ
- 1D
- 3.39%
- 1M
- -4.84%
- YTD
- -5.93%
- 6M
- -3.62%
- 1Y
- 23.68%
- 3Y*
- 22.32%
- 5Y*
- 12.88%
- 10Y*
- 18.85%
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XT vs. QQQ - Expense Ratio Comparison
XT has a 0.47% expense ratio, which is higher than QQQ's 0.18% expense ratio.
Return for Risk
XT vs. QQQ — Risk / Return Rank
XT
QQQ
XT vs. QQQ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Exponential Technologies ETF (XT) and Invesco QQQ ETF (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.
| XT | QQQ | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.34 | 1.05 | +0.29 |
Sortino ratioReturn per unit of downside risk | 1.97 | 1.63 | +0.34 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.23 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.92 | 1.88 | +0.04 |
Martin ratioReturn relative to average drawdown | 9.06 | 6.95 | +2.11 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| XT | QQQ | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.34 | 1.05 | +0.29 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.23 | 0.58 | -0.35 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.64 | 0.85 | -0.21 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.37 | +0.19 |
Correlation
The correlation between XT and QQQ 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.
Dividends
XT vs. QQQ - Dividend Comparison
XT's dividend yield for the trailing twelve months is around 8.13%, more than QQQ's 0.49% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XT iShares Exponential Technologies ETF | 8.13% | 7.95% | 0.66% | 0.41% | 0.78% | 0.84% | 0.77% | 1.55% | 1.40% | 0.97% | 1.37% | 1.34% |
QQQ Invesco QQQ ETF | 0.49% | 0.45% | 0.56% | 0.62% | 0.80% | 0.43% | 0.55% | 0.74% | 0.91% | 0.84% | 1.06% | 0.99% |
Drawdowns
XT vs. QQQ - Drawdown Comparison
The maximum XT drawdown since its inception was -34.41%, smaller than the maximum QQQ drawdown of -82.97%. Use the drawdown chart below to compare losses from any high point for XT and QQQ.
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Drawdown Indicators
| XT | QQQ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.41% | -82.97% | +48.56% |
Max Drawdown (1Y)Largest decline over 1 year | -14.11% | -12.62% | -1.49% |
Max Drawdown (5Y)Largest decline over 5 years | -34.41% | -35.12% | +0.71% |
Max Drawdown (10Y)Largest decline over 10 years | -34.41% | -35.12% | +0.71% |
Current DrawdownCurrent decline from peak | -7.22% | -8.98% | +1.76% |
Average DrawdownAverage peak-to-trough decline | -7.50% | -32.99% | +25.49% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.99% | 3.41% | -0.42% |
Volatility
XT vs. QQQ - Volatility Comparison
iShares Exponential Technologies ETF (XT) has a higher volatility of 7.04% compared to Invesco QQQ ETF (QQQ) at 6.51%. This indicates that XT's price experiences larger fluctuations and is considered to be riskier than QQQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| XT | QQQ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.04% | 6.51% | +0.53% |
Volatility (6M)Calculated over the trailing 6-month period | 12.38% | 12.77% | -0.39% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.87% | 22.67% | -1.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.68% | 22.39% | -1.71% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.02% | 22.25% | -2.23% |