IWD vs QQQM
Comparison between ISHARES RUSSELL 1000 VALUE ETF (IWD, ETF) and INVESCO NASDAQ 100 ETF (QQQM, ETF).
5-Year PerformanceQQQM has outperformed IWD, delivering a return of +17.1% compared to +9.8%
IWD vs QQQM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IWD
$70B
QQQM
$69B
Expense Ratio
IWD
0.18%
Winner
QQQM
0.15%
Max Drawdown
IWD
61.91%
Winner
QQQM
35.57%
Sharpe Ratio
IWD
2.04
Winner
QQQM
2.25
5Y Beta
Winner
IWD
0.73
QQQM
1.21
P/E Ratio
Winner
IWD
23.06
QQQM
37.11
Forward P/E
Winner
IWD
17.35
QQQM
24.30
PEG Ratio
IWD
N/A
QQQM
0.46
5Y Dividends CAGR
IWD
9.32%
Winner
QQQM
34.26%
5Y EPS CAGR
IWD
13.73%
Winner
QQQM
31.05%
Debt to Equity
Winner
IWD
15.73%
QQQM
35.13%
P/S Ratio
Winner
IWD
2.26
QQQM
5.81
P/B Ratio
Winner
IWD
3.08
QQQM
8.89
IWD vs QQQM - Holdings Comparison
IWD and QQQM have 60 common holdings. Overlap is 22.98%
IWD's top 25 holdings weight is 32.17%. QQQM's top 25 holdings weight is 71.70%.
| Rank | IWD | QQQM |
|---|---|---|
| #1 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.69% | NVIDIA CORP (NVDA) - 9.24% |
| #2 | JPMORGAN CHASE & CO (JPM) - 2.65% | APPLE INC (AAPL) - 7.09% |
| #3 | ALPHABET INC CLASS A (GOOGL) - 2.14% | MICROSOFT CORP (MSFT) - 5.69% |
| #4 | AMAZON.COM INC (AMZN) - 2.06% | AMAZON.COM INC (AMZN) - 4.97% |
| #5 | EXXON MOBIL CORP (XOM) - 1.95% | ALPHABET INC CLASS A (GOOGL) - 3.63% |
| #6 | ALPHABET INC CLASS C (GOOG) - 1.73% | META PLATFORMS INC CLASS A (META) - 3.53% |
| #7 | JOHNSON & JOHNSON (JNJ) - 1.70% | BROADCOM INC (AVGO) - 3.38% |
| #8 | WALMART INC (WMT) - 1.58% | ALPHABET INC CLASS C (GOOG) - 3.37% |
| #9 | MICRON TECHNOLOGY INC (MU) - 1.57% | TESLA INC (TSLA) - 3.35% |
| #10 | CISCO SYSTEMS INC (CSCO) - 1.11% | WALMART INC (WMT) - 3.07% |
| #11 | CHEVRON CORP (CVX) - 1.09% | MICRON TECHNOLOGY INC (MU) - 2.80% |
| #12 | PROCTER & GAMBLE CO (PG) - 1.04% | ADVANCED MICRO DEVICES INC (AMD) - 2.60% |
| #13 | CATERPILLAR INC (CAT) - 1.01% | COSTCO WHOLESALE CORP (COST) - 2.17% |
| #14 | BANK OF AMERICA CORP (BAC) - 1.01% | INTEL CORP (INTC) - 2.08% |
| #15 | UNITEDHEALTH GROUP INC (UNH) - 0.98% | NETFLIX INC (NFLX) - 1.92% |
| #16 | INTEL CORP (INTC) - 0.91% | CISCO SYSTEMS INC (CSCO) - 1.69% |
| #17 | MERCK & CO INC (MRK) - 0.87% | n/a (PLTR) - 1.59% |
| #18 | META PLATFORMS INC CLASS A (META) - 0.81% | LAM RESEARCH CORP (LRCX) - 1.55% |
| #19 | THE GOLDMAN SACHS GROUP INC (GS) - 0.80% | APPLIED MATERIALS INC (AMAT) - 1.49% |
| #20 | WELLS FARGO & CO (WFC) - 0.79% | TEXAS INSTRUMENTS INC (TXN) - 1.18% |
| #21 | RTX CORP (RTX) - 0.78% | KLA CORP (KLAC) - 1.17% |
| #22 | PHILIP MORRIS INTERNATIONAL INC (PM) - 0.74% | LINDE PLC (LIN) - 1.16% |
| #23 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 0.74% | PEPSICO INC (PEP) - 1.05% |
| #24 | LINDE PLC (LIN) - 0.72% | T-MOBILE US INC (TMUS) - 1.01% |
| #25 | APPLIED MATERIALS INC (AMAT) - 0.70% | ANALOG DEVICES INC (ADI) - 0.92% |
| Total Holdings | 864 | 105 |
IWD vs QQQM - Historical Returns
Returns include dividend reinvestment.
1M
IWD
+5.38%
Winner
QQQM
+17.34%
3M
IWD
+4.53%
Winner
QQQM
+15.93%
6M
IWD
+15.41%
Winner
QQQM
+16.94%
1Y
IWD
+28.60%
Winner
QQQM
+46.43%
5Y(CAGR)
IWD
+9.75%
Winner
QQQM
+17.06%
10Y(CAGR)
IWD
+11.28%
QQQM
N/A
Max(CAGR)
IWD
+8.05%
Winner
QQQM
+17.93%
IWD vs QQQM - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IWD | QQQM |
|---|---|---|
| 2026 | +10.64% | +16.15% |
| 2025 | +15.91% | +21.07% |
| 2024 | +13.78% | +27.84% |
| 2023 | +11.40% | +56.12% |
| 2022 | -8.06% | -33.21% |
| 2021 | +26.65% | +29.28% |
| 2020 | +2.31% | +6.67% |
| 2019 | +26.15% | N/A |
| 2018 | -8.84% | N/A |
| 2017 | +12.65% | N/A |
| 2016 | +18.65% | N/A |
| 2015 | -3.99% | N/A |
| 2014 | +14.25% | N/A |
| 2013 | +28.94% | N/A |
| 2012 | +15.55% | N/A |
| 2011 | -1.00% | N/A |
| 2010 | +13.28% | N/A |
| 2009 | +16.61% | N/A |
| 2008 | -35.73% | N/A |
| 2007 | -0.33% | N/A |
| 2006 | +20.13% | N/A |
| 2005 | +7.79% | N/A |
| 2004 | +16.44% | N/A |
| 2003 | +25.72% | N/A |
| 2002 | -16.22% | N/A |
| 2001 | -4.66% | N/A |
| 2000 | +8.98% | N/A |
IWD vs QQQM Drawdown Comparison
The maximum drawdown for IWD was -60.09%, occurring on Mar 9, 2009. Recovery took 1424 trading sessions.
The maximum drawdown for QQQM was -35.05%, occurring on Nov 3, 2022. Recovery took 517 trading sessions.
The current IWD drawdown is -0.25%.
| Rank | IWD | QQQM |
|---|---|---|
| #1 | -60.09% Jun 4, 2007 - Jan 29, 2013 | -35.05% Nov 19, 2021 - Dec 12, 2023 |
| #2 | -38.51% Feb 13, 2020 - Dec 4, 2020 | -22.71% Feb 19, 2025 - Jun 24, 2025 |
| #3 | -34.08% May 21, 2001 - Dec 29, 2003 | -13.56% Jul 10, 2024 - Nov 6, 2024 |
| #4 | -19.03% Jan 12, 2022 - Dec 14, 2023 | -11.96% Oct 29, 2025 - Apr 15, 2026 |
| #5 | -18.31% Jan 26, 2018 - Apr 30, 2019 | -10.88% Feb 12, 2021 - Apr 9, 2021 |
| #6 | -16.16% May 21, 2015 - Jun 8, 2016 | -8.42% Oct 13, 2020 - Nov 25, 2020 |
| #7 | -15.71% Nov 29, 2024 - Jul 3, 2025 | -7.56% Sep 7, 2021 - Oct 28, 2021 |
| #8 | -12.19% Feb 12, 2001 - May 16, 2001 | -7.35% Apr 16, 2021 - Jun 14, 2021 |
| #9 | -7.85% Sep 18, 2014 - Nov 5, 2014 | -7.06% Mar 22, 2024 - May 15, 2024 |
| #10 | -7.59% Mar 5, 2004 - Sep 7, 2004 | -5.99% Dec 16, 2024 - Feb 14, 2025 |
| #11 | -7.25% May 10, 2006 - Aug 16, 2006 | -4.20% Jan 26, 2021 - Feb 4, 2021 |
| #12 | -6.79% Feb 27, 2026 - Apr 14, 2026 | -3.68% Dec 27, 2023 - Jan 18, 2024 |
| #13 | -6.77% Mar 4, 2005 - Jun 17, 2005 | -3.59% Oct 8, 2025 - Oct 20, 2025 |
| #14 | -6.74% Jul 26, 2019 - Sep 12, 2019 | -3.44% Nov 8, 2024 - Dec 2, 2024 |
| #15 | -6.50% Sep 16, 2005 - Nov 21, 2005 | -2.93% Aug 13, 2025 - Sep 9, 2025 |
Correlation
Correlation between IWD and QQQM is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2000 - 2026)
IWD vs QQQM dividend yield comparison.
| Year | IWD | QQQM |
|---|---|---|
| 2026 | 0.35% | 0.11% |
| 2025 | 1.69% | 0.50% |
| 2024 | 1.87% | 0.61% |
| 2023 | 2.02% | 0.65% |
| 2022 | 2.15% | 0.84% |
| 2021 | 1.62% | 0.40% |
| 2020 | 2.05% | 0.16% |
| 2019 | 2.45% | 0.00% |
| 2018 | 2.71% | 0.00% |
| 2017 | 2.09% | 0.00% |
| 2016 | 2.25% | 0.00% |
| 2015 | 2.47% | 0.00% |
| 2014 | 2.00% | 0.00% |
| 2013 | 1.95% | 0.00% |
| 2012 | 2.30% | 0.00% |
| 2011 | 2.30% | 0.00% |
| 2010 | 1.98% | 0.00% |
| 2009 | 2.36% | 0.00% |
| 2008 | 3.70% | 0.00% |
| 2007 | 2.40% | 0.00% |
| 2006 | 2.05% | 0.00% |
| 2005 | 2.46% | 0.00% |
| 2004 | 1.96% | 0.00% |
| 2003 | 1.91% | 0.00% |
| 2002 | 2.14% | 0.00% |
| 2001 | 1.56% | 0.00% |
| 2000 | 0.74% | 0.00% |
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