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
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%.
| Rank | IUSG | QQQ |
|---|---|---|
| #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 Holdings | 393 | 103 |
IUSG vs QQQ - Historical Returns
Returns include dividend reinvestment.
IUSG vs QQQ - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | IUSG | QQQ |
|---|---|---|
| 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% |
| 1999 | N/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%.
| Rank | IUSG | QQQ |
|---|---|---|
| #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.
Dividend Comparison (2000 - 2026)
IUSG vs QQQ dividend yield comparison.
| Year | IUSG | QQQ |
|---|---|---|
| 2026 | 0.10% | 0.10% |
| 2025 | 0.54% | 0.45% |
| 2024 | 0.59% | 0.56% |
| 2023 | 1.12% | 0.62% |
| 2022 | 1.07% | 0.80% |
| 2021 | 0.59% | 0.43% |
| 2020 | 0.93% | 0.55% |
| 2019 | 1.64% | 0.74% |
| 2018 | 1.32% | 0.91% |
| 2017 | 1.28% | 0.84% |
| 2016 | 1.48% | 1.06% |
| 2015 | 1.29% | 0.99% |
| 2014 | 1.21% | 1.41% |
| 2013 | 1.22% | 1.02% |
| 2012 | 1.56% | 1.26% |
| 2011 | 1.31% | 0.83% |
| 2010 | 1.17% | 0.66% |
| 2009 | 1.30% | 0.46% |
| 2008 | 1.49% | 0.47% |
| 2007 | 0.85% | 0.28% |
| 2006 | 0.82% | 0.31% |
| 2005 | 0.84% | 0.34% |
| 2004 | 1.03% | 0.95% |
| 2003 | 0.66% | 0.04% |
| 2002 | 0.81% | 0.00% |
| 2001 | 0.36% | 0.00% |
| 2000 | 0.06% | 0.00% |
Select Stocks to Compare
More Comparisons
Compare with similar stocks