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IUSG vs QQQ

Comparison between ISHARES CORE S&P U.S. GROWTH ETF (IUSG, ETF) and Invesco QQQ Trust Series 1 (QQQ, ETF).

5-Year PerformanceQQQ has outperformed IUSG, delivering a return of +16.7% compared to +14.8%

IUSG vs QQQ - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IUSG
$30B
Winner
QQQ
$440B
Expense Ratio
Winner
IUSG
0.04%
QQQ
0.18%
Max Drawdown
Winner
IUSG
65.79%
QQQ
82.97%
Sharpe Ratio
IUSG
1.41
Winner
QQQ
1.62
5Y Beta
Winner
IUSG
1.20
QQQ
1.23
P/E Ratio
Winner
IUSG
33.13
QQQ
38.69
Forward P/E
Winner
IUSG
25.62
QQQ
25.83
PEG Ratio
IUSG
N/A
QQQ
0.33
5Y Dividends CAGR
IUSG
5.51%
Winner
QQQ
10.60%
5Y EPS CAGR
Winner
IUSG
35.47%
QQQ
30.80%
Debt to Equity
Winner
IUSG
21.93%
QQQ
35.72%
P/S Ratio
IUSG
7.47
Winner
QQQ
6.07
P/B Ratio
Winner
IUSG
8.86
QQQ
9.39

IUSG vs QQQ - Holdings Comparison

IUSG and QQQ have 48 common holdings. Overlap is 53.87%

IUSG's top 25 holdings weight is 74.43%. QQQ's top 25 holdings weight is 72.34%.

RankIUSGQQQ
#1
NVIDIA CORP (NVDA) - 14.19%
NVIDIA CORP (NVDA) - 8.38%
#2
MICROSOFT CORP (MSFT) - 8.43%
APPLE INC (AAPL) - 7.27%
#3
APPLE INC (AAPL) - 6.15%
MICROSOFT CORP (MSFT) - 4.96%
#4
ALPHABET INC CLASS A (GOOGL) - 6.05%
AMAZON.COM INC (AMZN) - 4.57%
#5
BROADCOM INC (AVGO) - 5.33%
MICRON TECHNOLOGY INC (MU) - 4.47%
#6
ALPHABET INC CLASS C (GOOG) - 4.81%
ADVANCED MICRO DEVICES INC (AMD) - 3.64%
#7
AMAZON.COM INC (AMZN) - 3.74%
ALPHABET INC CLASS A (GOOGL) - 3.64%
#8
META PLATFORMS INC CLASS A (META) - 3.62%
TESLA INC (TSLA) - 3.48%
#9
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.42%
ALPHABET INC CLASS C (GOOG) - 3.36%
#10
ELI LILLY AND CO (LLY) - 2.29%
BROADCOM INC (AVGO) - 3.21%
#11
MICRON TECHNOLOGY INC (MU) - 2.29%
META PLATFORMS INC CLASS A (META) - 2.90%
#12
ADVANCED MICRO DEVICES INC (AMD) - 2.07%
INTEL CORP (INTC) - 2.74%
#13
TESLA INC (TSLA) - 2.02%
WALMART INC (WMT) - 2.57%
#14
JPMORGAN CHASE & CO (JPM) - 1.52%
CISCO SYSTEMS INC (CSCO) - 2.07%
#15
CATERPILLAR INC (CAT) - 1.11%
COSTCO WHOLESALE CORP (COST) - 1.97%
#16
LAM RESEARCH CORP (LRCX) - 1.03%
LAM RESEARCH CORP (LRCX) - 1.79%
#17
NETFLIX INC (NFLX) - 1.01%
NETFLIX INC (NFLX) - 1.64%
#18
APPLIED MATERIALS INC (AMAT) - 0.93%
APPLIED MATERIALS INC (AMAT) - 1.60%
#19
JOHNSON & JOHNSON (JNJ) - 0.90%
n/a (PLTR) - 1.39%
#20
n/a (PLTR) - 0.85%
TEXAS INSTRUMENTS INC (TXN) - 1.31%
#21
VISA INC CLASS A (V) - 0.82%
QUALCOMM INC (QCOM) - 1.18%
#22
GE VERNOVA INC (GEV) - 0.76%
KLA CORP (KLAC) - 1.17%
#23
MASTERCARD INC CLASS A (MA) - 0.74%
LINDE PLC (LIN) - 1.06%
#24
CISCO SYSTEMS INC (CSCO) - 0.68%
SANDISK CORP ORDINARY SHARES (SNDK) - 1.04%
#25
KLA CORP (KLAC) - 0.67%
T-MOBILE US INC (TMUS) - 0.93%
Total Holdings393103

IUSG vs QQQ - Historical Returns

Returns include dividend reinvestment.

1M
IUSG
+2.44%
Winner
QQQ
+3.44%
3M
IUSG
+12.30%
Winner
QQQ
+15.93%
6M
IUSG
+8.82%
Winner
QQQ
+13.01%
1Y
IUSG
+29.45%
Winner
QQQ
+35.00%
5Y(CAGR)
IUSG
+14.80%
Winner
QQQ
+16.70%
10Y(CAGR)
IUSG
+17.39%
Winner
QQQ
+21.25%
Max(CAGR)
IUSG
+8.13%
Winner
QQQ
+10.05%

IUSG vs QQQ - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearIUSGQQQ
2026+9.62%+15.14%
2025+21.33%+21.00%
2024+36.86%+27.74%
2023+30.83%+55.91%
2022-29.33%-33.22%
2021+33.12%+29.25%
2020+31.02%+46.18%
2019+30.94%+38.40%
2018-1.58%-1.84%
2017+25.94%+31.49%
2016+9.35%+9.41%
2015+5.40%+9.78%
2014+13.35%+20.12%
2013+30.64%+32.43%
2012+13.49%+15.89%
2011+0.87%+1.79%
2010+15.79%+18.18%
2009+32.45%+48.26%
2008-37.63%-40.84%
2007+11.12%+18.80%
2006+7.90%+4.81%
2005+5.85%+2.65%
2004+6.64%+10.83%
2003+26.11%+43.60%
2002-28.32%-39.24%
2001-14.40%-27.19%
2000-19.48%-38.39%
1999N/A+39.76%

IUSG vs QQQ Drawdown Comparison

The maximum drawdown for IUSG was -63.40%, occurring on Mar 9, 2009. Recovery took 3246 trading sessions.

The maximum drawdown for QQQ was -82.97%, occurring on Oct 9, 2002. Recovery took 3748 trading sessions.

The current IUSG drawdown is -4.73%. The current QQQ drawdown is -5.51%.

RankIUSGQQQ
#1-63.40%
Sep 1, 2000 - Aug 1, 2013
-82.97%
Mar 27, 2000 - Feb 20, 2015
#2-32.35%
Feb 19, 2020 - Jul 6, 2020
-35.12%
Dec 27, 2021 - Dec 13, 2023
#3-32.21%
Dec 27, 2021 - Feb 29, 2024
-28.56%
Feb 19, 2020 - Jun 3, 2020
#4-22.28%
Jan 23, 2025 - Jun 24, 2025
-22.79%
Aug 29, 2018 - Apr 12, 2019
#5-20.69%
Oct 1, 2018 - Apr 23, 2019
-22.77%
Feb 19, 2025 - Jun 24, 2025
#6-14.84%
Jul 20, 2015 - Jul 11, 2016
-16.10%
Dec 1, 2015 - Jul 27, 2016
#7-13.07%
Oct 29, 2025 - Apr 15, 2026
-15.46%
Jan 3, 2000 - Jan 19, 2000
#8-12.54%
Jul 10, 2024 - Oct 11, 2024
-13.94%
Jul 20, 2015 - Oct 28, 2015
#9-10.96%
Sep 2, 2020 - Dec 1, 2020
-13.56%
Jul 10, 2024 - Nov 6, 2024
#10-9.87%
Jan 26, 2018 - Jun 5, 2018
-12.62%
Sep 2, 2020 - Dec 1, 2020
#11-8.61%
Feb 12, 2021 - Apr 5, 2021
-11.97%
Oct 29, 2025 - Apr 15, 2026
#12-7.30%
Sep 2, 2014 - Oct 31, 2014
-10.98%
May 3, 2019 - Jul 3, 2019
#13-7.18%
Sep 3, 2021 - Oct 26, 2021
-10.85%
Feb 12, 2021 - Apr 9, 2021
#14-6.73%
Mar 22, 2024 - May 14, 2024
-10.65%
Jan 21, 2000 - Feb 3, 2000
#15-6.41%
Apr 29, 2019 - Jun 19, 2019
-10.52%
Mar 9, 2000 - Mar 23, 2000

Correlation

Correlation between IUSG and QQQ is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.

1.00
-101

Dividend Comparison (2000 - 2026)

IUSG vs QQQ dividend yield comparison.

YearIUSGQQQ
20260.10%0.10%
20250.54%0.45%
20240.59%0.56%
20231.12%0.62%
20221.07%0.80%
20210.59%0.43%
20200.93%0.55%
20191.64%0.74%
20181.32%0.91%
20171.28%0.84%
20161.48%1.06%
20151.29%0.99%
20141.21%1.41%
20131.22%1.02%
20121.56%1.26%
20111.31%0.83%
20101.17%0.66%
20091.30%0.46%
20081.49%0.47%
20070.85%0.28%
20060.82%0.31%
20050.84%0.34%
20041.03%0.95%
20030.66%0.04%
20020.81%0.00%
20010.36%0.00%
20000.06%0.00%

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