JADE vs QQQ

AJADE

BQQQ

Measures won1–3QQQ wins · of 6 · 5Y

$10,000 · 5Y$17,806QQQ · VTI $16,543

Lowest cost0.03%VTI · $3 on $10k

Most income2.01%JADE · $201 on $10k

Smallest drop−8.9%VTI · worst fall in 1Y

Held in common0.6%JADE and QQQ

JPMorgan Active Developing Markets Equity ETF · $28MInvesco QQQ Trust, Series 1 · $464B

[…]3 years · per year[…] · $18,779+23.4%

[…]5 years · per year[…] · $17,806+12.2%

0.65%Expense ratio$65 · $18 on $10k · lower wins0.18%

2.01%12-mo yield$201 · $45 on $10k0.45%

Cards for this view

JADE

JPMorgan Active Developing Markets Equity

[…]

QQQ

Invesco QQQ Trust

$17,806

MeasureJADEQQQ

Fee0.65%0.18%

Cost on $10k a year$65$18

Yield2.01%0.45%

5 years, per year[…]+12.2%

3 years, per year[…]+23.4%

Worst drop · 1Y−17.6%−14.8%

Volatility · 1Y25.5%21.6%

#
1	BQQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.45%	−0.3%	+12.4%	+11.2%	+23.4%	+12.2%	−14.8%	$464.0B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	−0.4%	+12.1%	+12.2%	+21.4%	+10.6%	−8.9%	$689.2B
3	AJADE	JPMorgan Active Developing Markets Equity ETFRead Desk	0.65%	2.01%	−1.9%	+13.6%	+14.5%	new	new	−17.6%	$28M

#
1	BQQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.45%	−0.3%	+12.4%	+11.2%	+23.4%	+12.2%	−14.8%	$464.0B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	−0.4%	+12.1%	+12.2%	+21.4%	+10.6%	−8.9%	$689.2B
3	AJADE	JPMorgan Active Developing Markets Equity ETFRead Desk	0.65%	2.01%	−1.9%	+13.6%	+14.5%	new	new	−17.6%	$28M

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