QQQE vs IAI
Comparison between DIREXION NASDAQ-100(R) EQUAL WEIGHTED INDEX SHARES (QQQE, ETF) and ISHARES U.S. BROKER-DEALERS & SECURITIES EXCHANGES ETF (IAI, ETF).
5-Year PerformanceIAI has outperformed QQQE, delivering a return of +14.4% compared to +9.1%
QQQE vs IAI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
QQQE
$1.40B
IAI
$1.40B
Expense Ratio
Winner
QQQE
0.35%
IAI
0.38%
Max Drawdown
Winner
QQQE
34.83%
IAI
75.80%
Sharpe Ratio
Winner
QQQE
1.33
IAI
0.77
5Y Beta
QQQE
1.06
Winner
IAI
1.06
P/E Ratio
QQQE
38.75
Winner
IAI
21.75
Forward P/E
QQQE
21.69
Winner
IAI
19.31
PEG Ratio
Winner
QQQE
0.13
IAI
0.52
5Y Dividends CAGR
QQQE
10.31%
Winner
IAI
12.58%
5Y EPS CAGR
Winner
QQQE
18.22%
IAI
13.72%
Debt to Equity
Winner
QQQE
41.87%
IAI
72.19%
P/S Ratio
QQQE
4.28
Winner
IAI
3.26
P/B Ratio
QQQE
5.79
Winner
IAI
3.76
QQQE vs IAI - Holdings Comparison
QQQE and IAI have 1 common holdings. Overlap is -0.13%
QQQE's top 25 holdings weight is 38.52%. IAI's top 25 holdings weight is 97.46%.
| Rank | QQQE | IAI |
|---|---|---|
| #1 | MARVELL TECHNOLOGY INC (MRVL) - 2.60% | THE GOLDMAN SACHS GROUP INC (GS) - 20.81% |
| #2 | ARM HOLDINGS PLC ADR (ARM) - 2.45% | MORGAN STANLEY (MS) - 17.09% |
| #3 | INTEL CORP (INTC) - 2.18% | CHARLES SCHWAB CORP (SCHW) - 9.97% |
| #4 | ADVANCED MICRO DEVICES INC (AMD) - 2.06% | ROBINHOOD MARKETS INC CLASS A (HOOD) - 5.28% |
| #5 | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 2.05% | MOODYS CORP (MCO) - 4.04% |
| #6 | MICRON TECHNOLOGY INC (MU) - 1.98% | MSCI INC (MSCI) - 4.00% |
| #7 | WESTERN DIGITAL CORP (WDC) - 1.90% | INTERACTIVE BROKERS GROUP INC CLASS A (IBKR) - 3.86% |
| #8 | SANDISK CORP ORDINARY SHARES (SNDK) - 1.61% | S&P GLOBAL INC (SPGI) - 3.85% |
| #9 | DATADOG INC CLASS A (DDOG) - 1.51% | NASDAQ INC (NDAQ) - 3.41% |
| #10 | FORTINET INC (FTNT) - 1.48% | INTERCONTINENTAL EXCHANGE INC (ICE) - 3.39% |
| #11 | PALO ALTO NETWORKS INC (PANW) - 1.41% | CME GROUP INC CLASS A (CME) - 3.29% |
| #12 | CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 1.36% | COINBASE GLOBAL INC ORDINARY SHARES CLASS A (COIN) - 3.28% |
| #13 | QUALCOMM INC (QCOM) - 1.35% | RAYMOND JAMES FINANCIAL INC (RJF) - 2.54% |
| #14 | TEXAS INSTRUMENTS INC (TXN) - 1.34% | CBOE GLOBAL MARKETS INC (CBOE) - 2.43% |
| #15 | LAM RESEARCH CORP (LRCX) - 1.32% | LPL FINANCIAL HOLDINGS INC (LPLA) - 2.22% |
| #16 | NXP SEMICONDUCTORS NV (NXPI) - 1.30% | EVERCORE INC CLASS A (EVR) - 1.29% |
| #17 | APPLIED MATERIALS INC (AMAT) - 1.30% | TRADEWEB MARKETS INC (TW) - 1.06% |
| #18 | KLA CORP (KLAC) - 1.30% | STIFEL FINANCIAL CORP (SF) - 1.02% |
| #19 | CISCO SYSTEMS INC (CSCO) - 1.26% | JEFFERIES FINANCIAL GROUP INC (JEF) - 0.93% |
| #20 | MICROCHIP TECHNOLOGY INC (MCHP) - 1.24% | STONEX GROUP INC (SNEX) - 0.85% |
| #21 | MONOLITHIC POWER SYSTEMS INC (MPWR) - 1.15% | FACTSET RESEARCH SYSTEMS INC (FDS) - 0.77% |
| #22 | CADENCE DESIGN SYSTEMS INC (CDNS) - 1.12% | HOULIHAN LOKEY INC CLASS A (HLI) - 0.70% |
| #23 | ASML HOLDING NV ADR (ASML) - 1.12% | PIPER SANDLER COS (PIPR) - 0.50% |
| #24 | ANALOG DEVICES INC (ADI) - 1.10% | MOELIS & CO CLASS A (MC) - 0.44% |
| #25 | MONSTER BEVERAGE CORP (MNST) - 1.03% | LAZARD INC (LAZ) - 0.44% |
| Total Holdings | 103 | 38 |
QQQE vs IAI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
QQQE
+1.93%
IAI
+1.09%
3M
Winner
QQQE
+20.30%
IAI
+11.05%
6M
Winner
QQQE
+14.74%
IAI
-0.72%
1Y
Winner
QQQE
+22.99%
IAI
+12.28%
5Y(CAGR)
QQQE
+9.15%
Winner
IAI
+14.38%
10Y(CAGR)
QQQE
+15.78%
Winner
IAI
+19.55%
Max(CAGR)
Winner
QQQE
+14.52%
IAI
+8.11%
QQQE vs IAI - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | QQQE | IAI |
|---|---|---|
| 2026 | +16.32% | +0.44% |
| 2025 | +14.64% | +25.49% |
| 2024 | +8.39% | +35.52% |
| 2023 | +34.41% | +14.79% |
| 2022 | -24.35% | -11.75% |
| 2021 | +19.60% | +41.17% |
| 2020 | +35.80% | +17.15% |
| 2019 | +35.57% | +23.36% |
| 2018 | -6.99% | -9.42% |
| 2017 | +25.17% | +27.80% |
| 2016 | +9.35% | +24.66% |
| 2015 | +2.74% | -0.96% |
| 2014 | +20.36% | +12.35% |
| 2013 | +36.82% | +61.82% |
| 2012 | -3.99% | +13.26% |
| 2011 | N/A | -28.09% |
| 2010 | N/A | +2.58% |
| 2009 | N/A | +39.54% |
| 2008 | N/A | -59.22% |
| 2007 | N/A | -5.34% |
| 2006 | N/A | +5.67% |
QQQE vs IAI Drawdown Comparison
The maximum drawdown for QQQE was -32.11%, occurring on Oct 14, 2022. Recovery took 545 trading sessions.
The maximum drawdown for IAI was -75.46%, occurring on Nov 20, 2008. Recovery took 2385 trading sessions.
The current QQQE drawdown is -3.14%. The current IAI drawdown is -4.09%.
| Rank | QQQE | IAI |
|---|---|---|
| #1 | -32.11% Nov 16, 2021 - Jan 19, 2024 | -75.46% Jun 20, 2007 - Dec 7, 2016 |
| #2 | -30.90% Feb 19, 2020 - Jun 5, 2020 | -40.38% Feb 20, 2020 - Nov 23, 2020 |
| #3 | -21.38% Feb 18, 2025 - Jun 30, 2025 | -28.84% Nov 2, 2021 - Mar 4, 2024 |
| #4 | -20.05% Aug 29, 2018 - Mar 19, 2019 | -23.98% Mar 12, 2018 - Nov 25, 2019 |
| #5 | -18.76% Jun 22, 2015 - Jul 28, 2016 | -23.14% Feb 18, 2025 - Jun 18, 2025 |
| #6 | -13.46% Mar 26, 2012 - Jan 11, 2013 | -19.73% May 9, 2006 - Oct 5, 2006 |
| #7 | -10.48% Jul 16, 2024 - Oct 14, 2024 | -16.52% Jan 15, 2026 - Mar 27, 2026 |
| #8 | -10.31% Feb 12, 2021 - Apr 15, 2021 | -12.16% Feb 7, 2007 - Jun 15, 2007 |
| #9 | -10.24% May 3, 2019 - Jul 3, 2019 | -9.18% Jan 12, 2021 - Feb 16, 2021 |
| #10 | -10.22% Jan 26, 2018 - Mar 12, 2018 | -8.41% Mar 1, 2017 - Jun 28, 2017 |
| #11 | -9.41% Jan 28, 2026 - Apr 17, 2026 | -8.12% Feb 1, 2018 - Mar 6, 2018 |
| #12 | -9.40% Sep 2, 2020 - Oct 12, 2020 | -7.77% Nov 27, 2024 - Jan 21, 2025 |
| #13 | -9.12% Mar 12, 2018 - Jul 12, 2018 | -7.07% Aug 27, 2021 - Oct 15, 2021 |
| #14 | -8.59% Sep 8, 2014 - Oct 31, 2014 | -7.01% Jul 26, 2024 - Aug 16, 2024 |
| #15 | -8.33% Jul 24, 2019 - Nov 1, 2019 | -6.97% Nov 12, 2025 - Dec 9, 2025 |
Correlation
Correlation between QQQE and IAI is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2006 - 2026)
QQQE vs IAI dividend yield comparison.
| Year | QQQE | IAI |
|---|---|---|
| 2026 | 0.30% | 0.64% |
| 2025 | 0.52% | 0.95% |
| 2024 | 0.86% | 1.05% |
| 2023 | 0.79% | 1.80% |
| 2022 | 0.98% | 2.14% |
| 2021 | 3.83% | 1.31% |
| 2020 | 0.54% | 1.55% |
| 2019 | 0.74% | 1.52% |
| 2018 | 0.80% | 1.58% |
| 2017 | 0.65% | 1.37% |
| 2016 | 1.17% | 1.49% |
| 2015 | 0.57% | 1.31% |
| 2014 | 1.36% | 1.13% |
| 2013 | 0.38% | 1.13% |
| 2012 | 1.30% | 2.97% |
| 2011 | 0.00% | 1.25% |
| 2010 | 0.00% | 1.62% |
| 2009 | 0.00% | 0.57% |
| 2008 | 0.00% | 2.28% |
| 2007 | 0.00% | 0.68% |
| 2006 | 0.00% | 0.20% |
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