IVE vs QQQ
Comparison between ISHARES S&P 500 VALUE ETF (IVE, ETF) and Invesco QQQ Trust Series 1 (QQQ, ETF).
5-Year PerformanceQQQ has outperformed IVE, delivering a return of +15.1% compared to +11.4%
IVE vs QQQ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IVE
$48B
Winner
QQQ
$490B
Expense Ratio
IVE
0.18%
QQQ
0.18%
Max Drawdown
Winner
IVE
62.98%
QQQ
82.97%
Sharpe Ratio
Winner
IVE
1.41
QQQ
1.16
5Y Beta
Winner
IVE
0.69
QQQ
1.25
P/E Ratio
Winner
IVE
26.28
QQQ
37.55
Forward P/E
Winner
IVE
19.99
QQQ
23.24
PEG Ratio
IVE
N/A
QQQ
0.24
5Y Dividends CAGR
IVE
4.91%
Winner
QQQ
10.86%
5Y EPS CAGR
IVE
12.42%
Winner
QQQ
31.57%
Debt to Equity
IVE
66.83%
Winner
QQQ
34.35%
P/S Ratio
Winner
IVE
2.12
QQQ
6.18
P/B Ratio
Winner
IVE
3.90
QQQ
9.31
IVE vs QQQ - Holdings Comparison
IVE and QQQ have 55 common holdings. Overlap is 27.55%
IVE's top 25 holdings weight is 35.14%. QQQ's top 25 holdings weight is 70.85%.
| Rank | IVE | QQQ |
|---|---|---|
| #1 | APPLE INC (AAPL) - 7.87% | NVIDIA CORP (NVDA) - 8.16% |
| #2 | AMAZON.COM INC (AMZN) - 3.88% | APPLE INC (AAPL) - 7.63% |
| #3 | EXXONMOBIL HOLDINGS CORP (XOM) - 2.05% | MICROSOFT CORP (MSFT) - 4.66% |
| #4 | INTEL CORP (INTC) - 1.73% | MICRON TECHNOLOGY INC (MU) - 4.46% |
| #5 | WALMART INC (WMT) - 1.70% | AMAZON.COM INC (AMZN) - 4.35% |
| #6 | TESLA INC (TSLA) - 1.44% | ADVANCED MICRO DEVICES INC (AMD) - 3.78% |
| #7 | COSTCO WHOLESALE CORP (COST) - 1.39% | ALPHABET INC CLASS A (GOOGL) - 3.43% |
| #8 | BANK OF AMERICA CORP (BAC) - 1.35% | META PLATFORMS INC CLASS A (META) - 3.20% |
| #9 | UNITEDHEALTH GROUP INC (UNH) - 1.31% | ALPHABET INC CLASS C (GOOG) - 3.20% |
| #10 | CHEVRON CORP (CVX) - 1.16% | TESLA INC (TSLA) - 3.12% |
| #11 | PROCTER & GAMBLE CO (PG) - 1.16% | BROADCOM INC (AVGO) - 2.96% |
| #12 | THE HOME DEPOT INC (HD) - 1.14% | WALMART INC (WMT) - 2.40% |
| #13 | MERCK & CO INC (MRK) - 1.02% | INTEL CORP (INTC) - 2.27% |
| #14 | JPMORGAN CHASE & CO (JPM) - 1.00% | APPLIED MATERIALS INC (AMAT) - 2.01% |
| #15 | TEXAS INSTRUMENTS INC (TXN) - 0.95% | CISCO SYSTEMS INC (CSCO) - 1.93% |
| #16 | VISA INC CLASS A (V) - 0.90% | LAM RESEARCH CORP (LRCX) - 1.84% |
| #17 | WELLS FARGO & CO (WFC) - 0.89% | COSTCO WHOLESALE CORP (COST) - 1.78% |
| #18 | JOHNSON & JOHNSON (JNJ) - 0.85% | NETFLIX INC (NFLX) - 1.36% |
| #19 | LINDE PLC (LIN) - 0.82% | n/a (PLTR) - 1.34% |
| #20 | ABBVIE INC (ABBV) - 0.79% | KLA CORP (KLAC) - 1.28% |
| #21 | LOCKHEED MARTIN CORP (LMT) - 0.35% | PALO ALTO NETWORKS INC (PANW) - 1.26% |
| #22 | MEDTRONIC PLC (MDT) - 0.35% | TEXAS INSTRUMENTS INC (TXN) - 1.20% |
| #23 | MARVELL TECHNOLOGY INC (MRVL) - 0.35% | n/a (SPCX) - 1.14% |
| #24 | ORACLE CORP (ORCL) - 0.35% | SANDISK CORP ORDINARY SHARES (SNDK) - 1.05% |
| #25 | AUTOMATIC DATA PROCESSING INC (ADP) - 0.34% | LINDE PLC (LIN) - 1.04% |
| Total Holdings | 402 | 105 |
IVE vs QQQ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IVE
+1.64%
QQQ
-3.93%
3M
IVE
+5.33%
Winner
QQQ
+10.15%
6M
IVE
+7.25%
Winner
QQQ
+15.31%
1Y
IVE
+18.79%
Winner
QQQ
+26.27%
5Y(CAGR)
IVE
+11.42%
Winner
QQQ
+15.10%
10Y(CAGR)
IVE
+11.60%
Winner
QQQ
+20.99%
Max(CAGR)
IVE
+7.64%
Winner
QQQ
+10.03%
IVE vs QQQ - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | IVE | QQQ |
|---|---|---|
| 2026 | +9.19% | +15.90% |
| 2025 | +13.56% | +21.00% |
| 2024 | +11.40% | +27.74% |
| 2023 | +21.54% | +55.91% |
| 2022 | -5.84% | -33.22% |
| 2021 | +26.39% | +29.25% |
| 2020 | +0.83% | +46.18% |
| 2019 | +31.09% | +38.40% |
| 2018 | -9.66% | -1.84% |
| 2017 | +14.31% | +31.49% |
| 2016 | +18.72% | +9.41% |
| 2015 | -3.25% | +9.78% |
| 2014 | +13.14% | +20.12% |
| 2013 | +28.54% | +32.43% |
| 2012 | +15.37% | +15.89% |
| 2011 | -1.91% | +1.79% |
| 2010 | +13.12% | +18.18% |
| 2009 | +18.11% | +48.26% |
| 2008 | -38.04% | -40.84% |
| 2007 | +1.44% | +18.80% |
| 2006 | +18.64% | +4.81% |
| 2005 | +6.29% | +2.65% |
| 2004 | +15.70% | +10.83% |
| 2003 | +27.52% | +43.60% |
| 2002 | -21.10% | -39.24% |
| 2001 | -10.41% | -27.19% |
| 2000 | +7.90% | -38.39% |
| 1999 | N/A | +39.76% |
IVE vs QQQ Drawdown Comparison
The maximum drawdown for IVE was -61.33%, occurring on Mar 9, 2009. Recovery took 1362 trading sessions.
The maximum drawdown for QQQ was -82.97%, occurring on Oct 9, 2002. Recovery took 3748 trading sessions.
The current IVE drawdown is -0.77%. The current QQQ drawdown is -4.88%.
| Rank | IVE | QQQ |
|---|---|---|
| #1 | -61.33% Oct 9, 2007 - Mar 8, 2013 | -82.97% Mar 27, 2000 - Feb 20, 2015 |
| #2 | -44.22% Feb 1, 2001 - Dec 21, 2004 | -35.12% Dec 27, 2021 - Dec 13, 2023 |
| #3 | -37.04% Feb 12, 2020 - Jan 6, 2021 | -28.56% Feb 19, 2020 - Jun 3, 2020 |
| #4 | -19.24% Jan 26, 2018 - May 3, 2019 | -22.79% Aug 29, 2018 - Apr 12, 2019 |
| #5 | -18.03% Apr 20, 2022 - Feb 1, 2023 | -22.77% Feb 19, 2025 - Jun 24, 2025 |
| #6 | -17.58% Nov 29, 2024 - Aug 22, 2025 | -16.10% Dec 1, 2015 - Jul 27, 2016 |
| #7 | -15.03% May 21, 2015 - Jun 7, 2016 | -15.46% Jan 3, 2000 - Jan 19, 2000 |
| #8 | -10.98% Jul 31, 2023 - Dec 1, 2023 | -13.94% Jul 20, 2015 - Oct 28, 2015 |
| #9 | -10.18% Jul 13, 2007 - Oct 9, 2007 | -13.56% Jul 10, 2024 - Nov 6, 2024 |
| #10 | -9.57% Feb 2, 2023 - Jun 13, 2023 | -12.62% Sep 2, 2020 - Dec 1, 2020 |
| #11 | -7.86% Sep 11, 2000 - Oct 31, 2000 | -11.97% Oct 29, 2025 - Apr 15, 2026 |
| #12 | -7.84% May 9, 2006 - Sep 20, 2006 | -10.98% May 3, 2019 - Jul 3, 2019 |
| #13 | -7.64% May 3, 2019 - Jul 1, 2019 | -10.85% Feb 12, 2021 - Apr 9, 2021 |
| #14 | -7.51% Mar 7, 2005 - Jun 17, 2005 | -10.65% Jan 21, 2000 - Feb 3, 2000 |
| #15 | -7.29% Jan 12, 2022 - Apr 20, 2022 | -10.52% Mar 9, 2000 - Mar 23, 2000 |
Correlation
Correlation between IVE and QQQ is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2000 - 2026)
IVE vs QQQ dividend yield comparison.
| Year | IVE | QQQ |
|---|---|---|
| 2026 | 0.73% | 0.22% |
| 2025 | 1.61% | 0.45% |
| 2024 | 2.04% | 0.56% |
| 2023 | 1.65% | 0.62% |
| 2022 | 2.10% | 0.80% |
| 2021 | 1.81% | 0.43% |
| 2020 | 2.37% | 0.55% |
| 2019 | 2.11% | 0.74% |
| 2018 | 2.74% | 0.91% |
| 2017 | 2.12% | 0.84% |
| 2016 | 2.26% | 1.06% |
| 2015 | 2.44% | 0.99% |
| 2014 | 2.14% | 1.41% |
| 2013 | 2.04% | 1.02% |
| 2012 | 2.34% | 1.26% |
| 2011 | 2.29% | 0.83% |
| 2010 | 2.08% | 0.66% |
| 2009 | 2.56% | 0.46% |
| 2008 | 4.26% | 0.47% |
| 2007 | 2.32% | 0.28% |
| 2006 | 1.91% | 0.31% |
| 2005 | 2.02% | 0.34% |
| 2004 | 1.62% | 0.95% |
| 2003 | 1.60% | 0.04% |
| 2002 | 1.92% | 0.00% |
| 2001 | 1.50% | 0.00% |
| 2000 | 0.94% | 0.00% |
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