IWB vs QQQ: Complete Comparison

iShares Russell 1000 ETF vs Invesco QQQ Trust โ€” overlap, correlation, performance & risk analysis

Holdings Overlap
51.75%
Moderate Overlap
Shared Holdings
77 of 100
Complete portfolio analysis
Calculation Method
Min Weight
Weighted intersection

Visual Overlap

IWB
QQQ
51.8%
IWB Only
Overlap
QQQ Only

Price Performance

Historical price comparison over 3M

IWB Return
+8.28%
QQQ Return
+9.87%
Winner
QQQ
+1.59%
Max Drawdown
IWB: -5.2%
QQQ: -7.9%
IWB Volatility (annualized)11.54%
QQQ Volatility (annualized)15.94%

๐Ÿ“ˆ Comparison

Metric
IWB
QQQ
1 Year Return
+25.5%
+28.2%โœ“
3 Year Return
+9.8%
+12.5%โœ“
5 Year Return
+15.2%
+20.1%โœ“
Volatility
18.80%โœ“
22.50%
Expense Ratio
0.20%
0.20%
โš ๏ธ Past performance does not guarantee future results. Data may be delayed.

โš ๏ธRisk Metrics

Metric
IWB
QQQ
Volatility
18.80%โœ“
22.50%
Sharpe Ratio
0.78
0.88โœ“
Sortino Ratio
1.05
1.22โœ“
Max Drawdown
-34.20%โœ“
-35.20%
Beta
1.01
1.18

Interpretation:

  • ๐Ÿ“Š Lower volatility = smoother ride
  • โšก Higher Sharpe/Sortino = better risk-adjusted returns
  • โš ๏ธ Smaller max drawdown = less worst-case pain
  • ๐Ÿ“ˆ Beta > 1 = more volatile than S&P 500

โš”๏ธ Comparison

7 - 8

๐Ÿ† QQQ wins this comparison

Key Factors

๐Ÿ’ฐ Expense Ratio
IWB:0.20%
vs
QQQ:0.20%
๐ŸŽฏ Number of Holdings
IWB:1,003 holdingsโœ“
vs
QQQ:101 holdingsโœ“
๐Ÿ“ˆ 5-Year Return
IWB:+15.2%โœ“
vs
QQQ:+20.1%โœ“
โ–ถAdditional Metrics (5)
โš–๏ธ Concentration Risk
IWB: 36.5% in top 10โœ“
QQQ: 49.6% in top 10
๐Ÿ“Š Assets Under Management
IWB: $30B
QQQ: $220B โœ“โœ“
โšก Sharpe Ratio
IWB: 0.78
QQQ: 0.88
๐Ÿ“‰ Volatility
IWB: 18.8%โœ“
QQQ: 22.5%
๐Ÿ” Uniqueness vs SPY
IWB: 19.7% unique
QQQ: 48.3% uniqueโœ“

Bottom line: QQQ wins with better 5-year return. Both have the same expense ratio, so cost isn't a differentiator. Consider QQQ for your portfolio, but IWB is still a solid choice if you prefer its specific advantages.

Detailed Overlap Analysis

77 shared holdings representing 51.8% portfolio overlap

Top Shared Holdings

#StockIWB WeightQQQ WeightOverlap
1
NVDA
NVDA
6.89%8.99%6.89%
2
AAPL
AAPL
6.43%7.94%6.43%
3
MSFT
MSFT
5.78%7.12%5.78%
4
AMZN
AMZN
3.45%4.87%3.45%
5
AVGO
AVGO
2.94%3.24%2.94%
6
GOOGL
GOOGL
2.89%3.58%2.89%
7
GOOG
GOOG
2.36%3.35%2.36%
8
META
META
2.31%3.85%2.31%
9
TSLA
TSLA
1.96%4.21%1.96%
10
NFLX
NFLX
0.65%2.15%0.65%

Overlap by Sector

Technology
14 stocks ยท 30.89% overlap
Consumer Discretionary
3 stocks ยท 5.56% overlap
Other
50 stocks ยท 4.61% overlap
Communication Services
3 stocks ยท 0.95% overlap
Healthcare
3 stocks ยท 0.69% overlap

Showing top 5 sectors by overlap contribution

77
Shared Stocks
51.8%
Total Overlap
5
Sectors Represented

Top Holdings Only in IWB

Unique to IWB

โ†Scroll horizontally to see all dataโ†’
SymbolNameWeight
BRK-BBRK-B1.46%
JPMJPM1.39%
LLYLLY1.27%
VV0.88%
XOMXOM0.80%

Top Holdings Only in QQQ

Unique to QQQ

โ†Scroll horizontally to see all dataโ†’
SymbolNameWeight
PLTRPLTR2.40%
AMDAMD1.90%
MUMU1.75%
CSCOCSCO1.67%
LRCXLRCX1.21%

Price Correlation

How We Calculate Overlap

We use the minimum weight method with normalization to calculate portfolio overlap:

Overlap = ฮฃ min(weightA, weightB) for each shared holding

Normalization: Holdings weights are normalized to sum to 100% before comparison. This ensures accurate overlap calculations even when analyzing partial holdings data (e.g., top 50 positions).

Conservative approach: We consider only the smaller allocation for each shared position, giving you a realistic view of true portfolio overlap.

๐Ÿ“Š This analysis is based on publicly available holdings data. For the most current and complete holdings information, please visit the official ETF provider websites.

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