JDIV vs QQQ
JPMorgan Dividend Leaders ETF vs Invesco QQQ Trust, Series 1
Which is better, JDIV or QQQ?
QQQ has been ahead.
QQQ has a lower expense ratio. QQQ led over 1Y and the full window. JDIV is less concentrated, with 30.7% of the fund in its ten largest positions against 46.7%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | JDIV | QQQ |
|---|---|---|
| Expense Ratio | 0.47% | 0.18%Best |
| AUM | $13M | $506.1B |
| Dividend Yield | 1.56% | 0.42% |
| Holdings | 98 | 321 |
| YTD Return | +5.43% | +19.30%Best |
| 1Y Return | +7.36% | +22.47%Best |
| 3Y Return (annualized) | - | +26.18% |
| 5Y Return (annualized) | - | +15.42% |
| Volatility (annualized) | 10.3%Best | 18.3% |
| Max Drawdown | -13.3%Best | -22.8% |
| $10,000 over 2 years | $11,920 | $14,901Best |
| Top 10 Weight | 30.7%Best | 46.7% |
| Fund Family | J.P. Morgan Asset Management | Invesco (US) |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Growth |
| Inception | Sep 25, 2024 | Mar 10, 1999 |
Volatility and max drawdown, and the $10,000 over 2 years row, are measured over the window both funds cover: Sep 26, 2024 to Oct 14, 2026 (2 years).
JDIV vs QQQ growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 2 years both funds cover.
JDIV vs QQQ Performance
JPMorgan Dividend Leaders ETF (JDIV) is an ETF from J.P. Morgan Asset Management and Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US). Over the past year JDIV returned +7.36% while QQQ returned +22.47%. Year to date, JDIV is up 5.43% versus a gain of 19.30% for QQQ.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
QQQ has been the more volatile fund, with annualized monthly volatility of 18.3% compared with 10.3% for JDIV. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -13.3% for JDIV and -22.8% for QQQ. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.55. They move together some of the time, and apart the rest.
Fees and Cost Over Time
JDIV charges 0.47% per year while QQQ charges 0.18%. On a $10,000 position that is $47 vs $18 annually, a gap of $29 per year that compounds over a long holding period. On income, JDIV currently yields 1.56% against 0.42% for QQQ.
Holdings Overlap
21.3% of JDIV's money is in holdings QQQ also owns. 24.8% of QQQ's money is in holdings JDIV also owns.
QQQ and JDIV share little of their money.
12 positions in common, counted across the 87 positions we hold weights for in JDIV and 101 in QQQ, against full books of 98 and 321.
What only one of them owns
Our book lists 82 positions for QQQ that do not appear in our book for JDIV (72.2% of the fund), and 40 for JDIV that do not appear in QQQ (41.8%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in JDIV | Weight in QQQ | Difference |
|---|---|---|---|
| MSFTMicrosoft Corp_None_0 | 7.04% | 5.76% | 1.28% |
| NVDANvidia Corp. | 2.87% | 8.33% | 5.46% |
| GOOGAlphabet, Inc.- Cl C | 2.03% | 2.85% | 0.82% |
| AVGOBroadcom Inc | 0.70% | 2.53% | 1.83% |
| LRCXLam Research Corporation | 1.12% | 1.72% | 0.60% |
| ASML:ASASML HOLDING NV | 1.89% | 0.71% | 1.18% |
| STXSeagate Technology Holdings Plc | 1.02% | 0.87% | 0.15% |
| NXPINxp Semiconductors N.V. Common Stock | 1.60% | 0.25% | 1.35% |
| BKRBaker Hughes A Ge Co Cl A | 1.46% | 0.23% | 1.23% |
| PEPPepsi Co Inc | 0.55% | 0.72% | 0.17% |
24.8% of QQQ is already inside JDIV.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, JDIV or QQQ?
JDIV has an expense ratio of 0.47% while QQQ charges 0.18%. QQQ is the cheaper option, by $29 a year on a $10,000 investment.
Which performed better, JDIV or QQQ?
Over the past year JDIV returned +7.36% vs +22.47% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (2 years), JDIV annualized +9.18% vs +22.07% for QQQ. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, JDIV or QQQ?
QQQ has been the more volatile fund at 18.3% annualized versus 10.3% for JDIV. Worst drawdown: JDIV -13.3% vs QQQ -22.8%.
Should I hold both JDIV and QQQ?
JDIV and QQQ have a monthly-return correlation of 0.55, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between JDIV and QQQ?
24.8% of QQQ's money is in holdings JDIV also owns. 24.8% of QQQ's is in holdings JDIV also owns. They hold 12 positions in common, counted across the 87 positions we hold weights for in JDIV and 101 in QQQ.
Which pays a higher dividend, JDIV or QQQ?
JDIV yields 1.56% while QQQ yields 0.42%, so JDIV currently pays the higher dividend yield.
Is QQQ better than JDIV?
QQQ has a lower expense ratio. QQQ led over 1Y and the full window. JDIV is less concentrated, with 30.7% of the fund in its ten largest positions against 46.7%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.