Sovereign

ETF comparison

IWDA vs EQQQ

iShares MSCI World UCITS ETF (BlackRock) against Invesco EQQQ NASDAQ-100 UCITS ETF (Invesco). Compare fee drag, CAGR, dividend yield, and sector concentration.

BlackRock

iShares MSCI World UCITS ETF

IWDA · MSCI World Market Cap Weighted

Ireland

Accumulating

Expense ratio

0.20%

5Y CAGR

10.1%

Dividend yield

1.5%

Fund size

$65.8B

Top holdings

AppleMicrosoftNVIDIAAmazonMeta

Invesco

Invesco EQQQ NASDAQ-100 UCITS ETF

EQQQ · NASDAQ-100 Index Tracking

Ireland

Distributing

Expense ratio

0.30%

5Y CAGR

15.1%

Dividend yield

0.6%

Fund size

$5.3B

Top holdings

AppleMicrosoftNVIDIAAmazonMeta

Scenario

1,000 per month · 15 years

IWDA balance

$418,297

EQQQ balance

$675,177

Fee drag delta

0.10%

Inflation assumption

2.0%

Use cases

Allocation notes

  • IWDA acts as global core beta with `Accumulating` distribution, ideal for automated savings plans.
  • EQQQ offers concentrated growth exposure. Pair with a global core to avoid overweighting mega-cap tech.

Related ETF comparisons

FAQ

Which ETF has the lower expense ratio: IWDA or EQQQ?

IWDA charges 0.20% while EQQQ charges 0.30%. The fee delta compounds significantly over 15 years.

FAQ

How do projected balances compare with 1,000 USD monthly?

Investing $1,000 per month for 15 years yields $418,297 with IWDA versus $675,177 with EQQQ.

FAQ

Which fund suits long-term core allocation?

iShares MSCI World UCITS ETF targets MSCI World Market Cap Weighted, whereas Invesco EQQQ NASDAQ-100 UCITS ETF focuses on NASDAQ-100 Index Tracking. Choose the fund whose coverage and volatility profile align with your broader portfolio construction.

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