May 9, 2026
The Invesco QQQ Trust, Series 1 and the iShares Russell 2000 ETF are two widely followed funds that offer contrasting strategies for growth-oriented investors, according to a recent analysis.
Both funds share nearly identical expense ratios, making them cost-efficient options. However, the iShares fund provides a dividend yield that is more than double that of the Invesco fund. Over the trailing twelve months, the iShares fund had a total return of 47.32%, while the Invesco fund returned 45.22%.
The Invesco fund is heavily concentrated in the technology sector, which accounts for approximately 54% of its assets. It holds just 102 stocks, with its top three holdings representing nearly 21% of the portfolio. Its largest positions include Nvidia, Apple, and Microsoft. Launched in 1999, the fund paid $2.81 per share over the trailing…
