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ISIN
US46090E1038
CUSIP
46090E103
Issuer
Invesco
Inception Date
Mar 101999
Region
North America (U.S.)
Category
Nasdaq-100
Leveraged
1x (No leverage)
Index Tracked
NASDAQ-100 Index
Domicile
United States
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Large-Cap
Asset Class Style
Growth
Assets Under Management
$468B

Share Price Chart


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Performance

QQQ Performance Chart

Invesco QQQ ETF (QQQ) is up 15.6% since the beginning of the year. QQQ is currently trading at $709 per share. Investors who bought $1,000 worth of QQQ shares 5 years ago would now be looking at an investment worth $2,238.


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S&P 500 Index

Returns By Period

Invesco QQQ ETF (QQQ) has returned 15.55% so far this year and 36.60% over the past 12 months. Looking at the last ten yearsQQQ has achieved an annualized return of 21.87%outperforming the S&P 500 Index benchmarkwhich averaged 13.73% per year.


Invesco QQQ ETF

1D
-1.51%
1M
9.26%
YTD
15.55%
6M
16.73%
1Y
36.60%
3Y*
30.16%
5Y*
17.48%
10Y*
21.87%

Benchmark (S&P 500 Index)

1D
-1.24%
1M
3.96%
YTD
8.22%
6M
10.01%
1Y
24.34%
3Y*
21.70%
5Y*
12.16%
10Y*
13.73%
*Multi-year figures are annualized to reflect compound growth (CAGR)

QQQ Monthly Returns History

Based on dividend-adjusted daily data since Mar 101999QQQ's average daily return is +0.06%while the average monthly return is +1.09%. At this ratean investment would double in approximately 5.3 years.

Historically60% of months were positive and 40% were negative. The best month was Dec 1999 with a return of +23.5%while the worst month was Feb 2001 at -26.2%. The longest winning streak lasted 8 consecutive monthsand the longest losing streak was 6 months.

On a daily basisQQQ closed higher 55% of trading days. The best single day was Jan 32001 with a return of +16.8%while the worst single day was Mar 162020 at -12.0%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20261.23%-2.34%-4.84%15.69%6.17%15.55%
20252.16%-2.70%-7.59%1.40%9.18%6.39%2.42%0.95%5.38%4.78%-1.56%-0.67%20.77%
20241.82%5.28%1.28%-4.37%6.15%6.47%-1.68%1.10%2.62%-0.86%5.35%0.45%25.58%
202310.64%-0.36%9.49%0.51%7.88%6.30%3.86%-1.48%-5.08%-2.07%10.82%5.59%54.86%
2022-8.75%-4.48%4.67%-13.60%-1.59%-8.91%12.55%-5.13%-10.54%4.00%5.54%-9.01%-32.58%
20210.26%-0.13%1.72%5.91%-1.20%6.26%2.86%4.22%-5.68%7.86%2.00%1.15%27.42%

Benchmark Metrics

Invesco QQQ ETF has an annualized alpha of 4.20%beta of 1.18and R2 of 0.71 versus S&P 500 Index. Calculated based on daily prices since March 111999.

  • This ETF captured 146.88% of S&P 500 Index gains and 120.43% of its losses - amplifying both gains and lossesbut participating more in upside than downside.
  • This ETF generated an annualized alpha of 4.20% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.

Alpha
4.20%
Beta
1.18
0.71
Upside Capture
146.88%
Downside Capture
120.43%

Expense Ratio

QQQ has an expense ratio of 0.18%which is considered low.


Return for Risk

Risk / Return Rank

QQQ ranks 74 for risk / return — better than 74% of ETFs on our site. You're getting solid returns for the risk taken. A good signespecially for investors who want growth without excessive volatility.


QQQ Risk / Return Rank: 7474
Overall Rank
QQQ Sharpe Ratio Rank: 8080
Sharpe Ratio Rank
QQQ Sortino Ratio Rank: 7676
Sortino Ratio Rank
QQQ Omega Ratio Rank: 7575
Omega Ratio Rank
QQQ Calmar Ratio Rank: 6969
Calmar Ratio Rank
QQQ Martin Ratio Rank: 7171
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of datacombining SharpeSortinoand other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Invesco QQQ ETF (QQQ) and compare them to S&P 500 Index.


QQQBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

2.33

2.09

+0.24

Sortino ratio

Return per unit of downside risk

3.10

2.89

+0.21

Omega ratio

Gain probability vs. loss probability

1.40

1.38

+0.02

Calmar ratio

Return relative to maximum drawdown

3.12

2.83

+0.29

Martin ratio

Return relative to average drawdown

12.01

13.01

-0.99

Dividends

Dividend History

Invesco QQQ ETF provided a 0.40% dividend yield over the last twelve monthswith an annual payout of $2.81 per share.


0.40%0.50%0.60%0.70%0.80%0.90%1.00%1.10%$0.00$0.50$1.00$1.50$2.00$2.50$3.0020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$2.81$2.79$2.85$2.54$2.14$1.70$1.74$1.58$1.41$1.30$1.25$1.10

Dividend yield

0.40%0.45%0.56%0.62%0.80%0.43%0.55%0.74%0.91%0.84%1.06%0.99%

Monthly Dividends

The table displays the monthly dividend distributions for Invesco QQQ ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.73$0.00$0.00$0.73
2025$0.00$0.00$0.72$0.00$0.00$0.59$0.00$0.00$0.69$0.00$0.00$0.79$2.79
2024$0.00$0.00$0.57$0.00$0.00$0.76$0.00$0.00$0.68$0.00$0.00$0.83$2.85
2023$0.00$0.00$0.47$0.00$0.00$0.50$0.00$0.00$0.54$0.00$0.00$1.02$2.54
2022$0.00$0.00$0.43$0.00$0.00$0.53$0.00$0.00$0.52$0.00$0.00$0.66$2.14
2021$0.00$0.00$0.39$0.00$0.00$0.40$0.00$0.00$0.41$0.00$0.00$0.49$1.70

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paidif any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Invesco QQQ ETF. A maximum drawdown is a measure of riskindicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Invesco QQQ ETF was 82.97%occurring on Oct 92002. Recovery took 3112 trading sessions.

The current Invesco QQQ ETF drawdown is 1.51%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-82.97%Mar 282000636Oct 920023112Feb 2020153748
-35.12%Dec 282021216Nov 32022278Dec 132023494
-28.56%Feb 20202018Mar 16202055Jun 3202073
-22.8%Aug 30201880Dec 24201875Apr 122019155
-22.77%Feb 20202534Apr 8202552Jun 24202586

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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