$725.20+1.05% today
- 5Y
- +97.69%
- $10K became
- $19,769
QQQ vs IWM
Total return with dividends reinvested · 5Y
QQQ
IWM
$276.48+0.25% today
- 5Y
- +28.17%
- $10K became
- $12,817
Return and risk 5Y
| Ticker | $10K became | Total | Per year | Volatility | Worst drop | Off high now | Best year | Worst year | Years up | Corr. with QQQ |
|---|---|---|---|---|---|---|---|---|---|---|
| QQQ | $19,769 | +97.69% | +14.64% | 23.0% | -35.12% | -4.54% | +55.91% 2023 | -33.22% 2022 | 75% | — |
| IWM | $12,817 | +28.17% | +5.10% | 22.4% | -31.90% | -9.14% | +17.49% 2023 | -21.49% 2022 | 75% | 0.78 |
QQQ
- $10K became
- $19,769
- Total
- +97.69%
- Per year
- +14.64%
- Volatility
- 23.0%
- Worst drop
- -35.12%
- Off high now
- -4.54%
- Best year
- +55.91% 2023
- Worst year
- -33.22% 2022
IWM
- $10K became
- $12,817
- Total
- +28.17%
- Per year
- +5.10%
- Volatility
- 22.4%
- Worst drop
- -31.90%
- Off high now
- -9.14%
- Best year
- +17.49% 2023
- Worst year
- -21.49% 2022
Per year is the compound annual growth rate and needs a year of history. Volatility is the yearly spread of daily returns. Best and worst years count full calendar years only.
Drawdown from peak 5Y
0%-20%-40%
2021-102026-10
Correlation of daily returns
QQQIWMQQQ1.000.78IWM0.781.00
1 moves together, 0 unrelated, negative moves opposite. Lower correlation means more diversification.
Trailing returns up to 5 years
| Ticker | 1Y | 2Y | 3Y | 5Y |
|---|---|---|---|---|
| QQQ | — | — | — | — |
| IWM | — | — | — | — |
Calendar-year returns best each year in bold
| Year | QQQ | IWM |
|---|---|---|
| No full years in this range yet. | ||
More comparisons
About this comparison
Invesco QQQ Trust, Series 1 (QQQ) vs iShares Russell 2000 ETF (IWM) total return over 5Y: QQQ +97.69%, IWM +28.17%. As of Oct 21, 2026. Research only.
Invesco QQQ Trust (QQQ) closed at $729.0, off 1.97% as of 2026‑10‑14. Over the past five years the ETF delivered a total‑return gain of +101.5%, reflecting the strong performance of the Nasdaq‑100 constituents. The overlay signals a BUY direction with a score of ‑3, a BULL market regime lasting 51 days, and a composite performance reading of 55.30. Quality metrics sit at 52.20, and the fund is classified as a Balanced archetype – see the full overlay page for methodology details. iShares Russell 2000 ETF (IWM) finished at $271.4, down 1.93% as of 2026‑10‑14. Its five‑year total‑return stands at +28.3%, trailing the larger‑cap counterpart. The signal card flags a SELL direction, score ‑5, a BEAR regime of 31 days, and a composite performance of ‑7.80. Quality is measured at 42.70, also under a Balanced archetype – the stock page provides the complete overlay. The contrast underscores QQQ’s markedly higher five‑year
What does the QQQ vs IWM overlay show?
LOPJLB overlays QQQ vs IWM as total return (dividends and splits) from the first adjusted close in the selected 5Y window. Each path starts at 0% so you can read relative holding performance, not raw tape price.
Is this holding return or tape close?
Holding return. The series uses split- and dividend-adjusted close (Yahoo-style backward adjustment) when dividend coverage is sufficient, otherwise it falls back to tape close. Candles and technical overlays on /chart stay tape.
Which windows are public?
Public visitors can share 1M, 3M, 6M, YTD, 1Y, and 5Y. MAX is Research+. Direction and regime in the table follow the desk ladder: SPY25 on Free, full book on Essential+.
How do I read the drawdown, period, and annual tables?
Drawdowns are current and worst peak-to-trough on the visible range. Periods are calendar lookbacks (1Y / 2Y / 3Y / 5Y, plus 10Y on MAX) from the last bar. Annual is calendar-year holding return, with the latest year labeled YTD.
How has QQQ vs IWM performed on a normalized basis?
QQQ vs IWM holding-return overlay: 5Y QQQ +97.69% · IWM +28.17%; worst drawdown QQQ -35.12% · IWM -31.90%; YTD QQQ +18.68% · IWM +11.89%. Numbers update from the live compare-series book.
Is ticker compare investment advice?
No. The overlay is research context only — not a recommendation to buy or sell any security.