MJSC vs QQQ
MUFG Japan Small Cap Active ETF vs Invesco QQQ Trust, Series 1
Which is better, MJSC or QQQ?
Small Cap Blend against Large Cap Growth.
QQQ has a lower expense ratio. MJSC led over 1Y, QQQ over the full window. MJSC is less concentrated, with 19.4% 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 | MJSC | QQQ |
|---|---|---|
| Expense Ratio | 0.85% | 0.18%Best |
| AUM | $23M | $506.1B |
| Dividend Yield | 0.53% | 0.42% |
| Holdings | 97 | 321 |
| YTD Return | +21.68%Best | +19.30% |
| 1Y Return | +29.65%Best | +22.47% |
| 3Y Return (annualized) | - | +26.18% |
| 5Y Return (annualized) | - | +15.42% |
| Volatility (annualized) | 21.0%Best | 21.2% |
| Max Drawdown | -12.6% | -12.0%Best |
| $10,000 over 1.1 years | $12,371 | $12,496Best |
| Top 10 Weight | 19.4%Best | 46.7% |
| Fund Family | Mitsubishi UFJ Trust | Invesco (US) |
| Category | Equity | Equity |
| Style | Small Cap Blend | Large Cap Growth |
| Inception | Sep 16, 2025 | Mar 10, 1999 |
Volatility and max drawdown, and the $10,000 over 1.1 years row, are measured over the window both funds cover: Sep 17, 2025 to Oct 14, 2026 (1.1 years).
MJSC 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 1.1 years both funds cover.
MJSC vs QQQ Performance
MUFG Japan Small Cap Active ETF (MJSC) is an ETF from Mitsubishi UFJ Trust and Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US). Over the past year MJSC returned +29.65% while QQQ returned +22.47%. Year to date, MJSC is up 21.68% 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 21.2% compared with 21.0% for MJSC. 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 -12.6% for MJSC and -12.0% 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 0.48. They move together some of the time, and apart the rest.
Fees and Cost Over Time
MJSC charges 0.85% per year while QQQ charges 0.18%. On a $10,000 position that is $85 vs $18 annually, a gap of $67 per year that compounds over a long holding period. On income, MJSC currently yields 0.53% against 0.42% for QQQ.
Holdings Overlap
We hold position weights for 96 holdings in MJSC and 101 in QQQ, totalling 99.1% and 99.6% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 96 positions we hold weights for in MJSC and 101 in QQQ, against full books of 97 and 321.
What only one of them owns
Our book lists 93 positions for QQQ that do not appear in our book for MJSC (96.3% of the fund), and 0 for MJSC that do not appear in QQQ (0.0%).
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.
You are not choosing between two funds in isolation.
Whichever of MJSC and QQQ you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, MJSC or QQQ?
MJSC has an expense ratio of 0.85% while QQQ charges 0.18%. QQQ is the cheaper option, by $67 a year on a $10,000 investment.
Which performed better, MJSC or QQQ?
Over the past year MJSC returned +29.65% vs +22.47% for QQQ, so MJSC leads on 1-year performance. Over the longest common window we track (1 years), MJSC annualized +21.34% vs +22.45% for QQQ. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, MJSC or QQQ?
QQQ has been the more volatile fund at 21.2% annualized versus 21.0% for MJSC. Worst drawdown: MJSC -12.6% vs QQQ -12.0%.
Should I hold both MJSC and QQQ?
MJSC and QQQ have a monthly-return correlation of 0.48, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, MJSC or QQQ?
MJSC yields 0.53% while QQQ yields 0.42%, so MJSC currently pays the higher dividend yield.
Is QQQ better than MJSC?
QQQ has a lower expense ratio. MJSC led over 1Y, QQQ over the full window. MJSC is less concentrated, with 19.4% 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.