Comparative Analysis of QQQ and IWM ETFs
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 2h ago
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Source: Fool
- Cost and Returns: QQQ has an expense ratio of 0.2% and a one-year return of 17.16%, while IWM's expense ratio is slightly lower at 0.19% with a return of 16%, indicating similar cost and return profiles that cater to different investor needs.
- Risk and Volatility: Over the past five years, QQQ experienced a maximum drawdown of 35.12%, compared to IWM's 31.91%, suggesting that QQQ carries higher risk during market fluctuations, necessitating careful risk assessment by investors.
- Portfolio Composition: IWM holds 1,956 small-cap stocks primarily in financials, industrials, and healthcare, offering broad diversification, whereas QQQ is heavily concentrated in technology stocks, with major holdings like NVIDIA and Apple, which may lead to increased volatility.
- Market Performance Impact: Given that IWM's portfolio consists of small-cap stocks, its price can fluctuate significantly, while QQQ's reliance on a few large tech companies means that adverse events affecting these firms could substantially impact the fund's performance.
Analyst Views on BE
Wall Street analysts forecast BE stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for BE is 121.59 USD with a low forecast of 39.00 USD and a high forecast of 160.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
18 Analyst Rating
9 Buy
8 Hold
1 Sell
Moderate Buy
Current: 144.890
Low
39.00
Averages
121.59
High
160.00
Current: 144.890
Low
39.00
Averages
121.59
High
160.00
About BE
Bloom Energy Corporation is engaged in stationary fuel cell power generation by market share. The Company provides distributed energy technology solutions to customers. The Company manufactures advanced and versatile fuel cell energy platforms, supporting the commercial availability of two products: the Bloom Energy Server for generating electricity and the Bloom Electrolyzer for producing hydrogen. With approximately 1.4 gigawatts (GW) of Energy Server systems deployed in more than 1,000 locations and nine countries. Its solid oxide fuel cell technology platform is the foundation for its Energy Server system and Bloom Electrolyzer. The Bloom Energy Server system is designed to deliver reliable, resilient, clean and affordable energy for utilities and organizations alike. Its Energy Server system is designed to deliver reliable electricity. The Bloom Electrolyzer is designed to provide hydrogen solutions based on the same solid oxide platform as its Energy Server systems.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
