ETF Versus

IWD vs QQQ

iShares Russell 1000 Value ETF vs Invesco QQQ Trust

Last updated: 2026-04-02

IWD

iShares Russell 1000 Value ETF (IWD) is an exchange-traded fund that provides exposure to large-cap U.S. value stocks trading at below-market valuations. Launched in 2000, the fund has a 26-year track record.

AUM: N/A ER: N/A Yield: N/A Since: 2000-05-26
QQQ

Invesco QQQ Trust (QQQ) is an exchange-traded fund that provides exposure to large-cap U.S. growth stocks with above-average earnings potential. Launched in 1999, the fund has a 27-year track record.

AUM: N/A ER: N/A Yield: N/A Since: 1999-03-10

Quick Verdict

Over the past year, QQQ has significantly outperformed with a 22.7% return vs 13.7%.

Key Metrics

Metric IWD QQQ
Expense Ratio N/A N/A
Dividend Yield N/A N/A
Fund Family N/A N/A
Category US Large Cap Value US Large Cap Growth

Performance Chart

Indexed to 100 at start (5-year comparison)

75 99 123 147 171 195 2021-04 2022-06 2023-09 2024-12 2026-04
IWD +39.4%
QQQ +76.5%

Performance Comparison

Period IWD QQQ Difference
1 Month -3.30% -2.87% -0.43%
3 Months +1.29% -4.70% +5.99%
6 Months +4.74% -3.85% +8.59%
YTD +1.29% -4.70% +5.99%
1 Year +13.65% +22.72% -9.07%
3 Years +40.40% +82.51% -42.11%
5 Years +39.38% +76.50% -37.12%

Fee Impact Over Time

Estimated fee cost difference assuming 8% annual returns

Investment Period IWD Fees QQQ Fees You Save
$10,000 10 years $0 $0 $0
$10,000 20 years $0 $0 $0
$10,000 30 years $0 $0 $0
$50,000 10 years $0 $0 $0
$50,000 30 years $0 $0 $0
$100,000 30 years $0 $0 $0

Risk Metrics

Based on 5 years of daily returns

Metric IWD QQQ
Annualized Volatility 14.9% 22.4%
Max Drawdown -20.3% -35.6%
Sharpe Ratio 0.22 0.42

Dividend Comparison

Metric IWD QQQ
Annual Dividend (per share) $3.58 $2.81
Dividend Yield 1.67% 0.48%
Distribution Frequency Quarterly Quarterly

Which One Should You Choose?

Choose QQQ if...

recent performance momentum matters to your strategy. Note that past performance doesn't guarantee future results.

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