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Source document· July 6, 2026

Which Is the Better Long-Term Buy: iShares' Small-Cap IWM or Invesco's Tech-Heavy QQQ?

View original at nasdaq.com
Which Is the Better Long-Term Buy: iShares' Small-Cap IWM or Invesco's Tech-Heavy QQQ? Key Points iShares Russell 2000 ETF targets small-cap growth and value stocks, while Invesco QQQ Trust, Series 1 focuses on the largest non-financial leaders on the Nasdaq…
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  • iShares Russell 2000 ETF has delivered higher 1-year total returns, though Invesco QQQ Trust, Series 1 shows superior growth of a $1,000 investment over five years.

    60% confidence
  • For long-term investors building a core portfolio, QQQ's track record and lower cost make it the stronger foundation today.

    60% confidence
  • IWM works best as a complement for those who want small-cap exposure alongside an existing large-cap core and are prepared for a rougher ride in exchange for higher potential upside.

    60% confidence
  • Invesco QQQ Trust, Series 1 carries a slightly lower expense ratio of 0.18% compared to 0.19% for iShares Russell 2000 ETF.

    60% confidence
  • Stock Advisor's total average return is 918%, a market-crushing outperformance compared to 208% for the S&P 500.

    60% confidence
  • The Motley Fool Stock Advisor analyst team identified 10 best stocks for investors to buy now, and iShares Trust - iShares Russell 2000 ETF wasn't one of them.

    60% confidence

Data points we hold from this source

Apple Podcasts · portfolio weight in qqq7.33 percent
What we know · the intelligence behind this page
Live from the substrate
What we're seeing
Biotech Catalyst Wave: Late-2026 Clinical Readouts, PDUFA Dates and Capital Restructuring
A dense cluster of Q4 2026 to Q1 2027 clinical and regulatory catalysts spans hepatitis delta (Vir's ECLIPSE/SOLSTICE), hypertension and sleep apnea (Mineralys' lorundrostat, PDUFA 2026-12-22), severe hypertriglyceridemia (plozasiran), oncology (ivonescimab BLA, PDUFA 2026-11-14) and gene therapy (Krystal). Positive data flow from AASLD and AHA presentations is offset by cost-cutting guidance, milestones slipping into 2027, and a delisting process that signals capital-market stress for some issuers. Near-term value hinges on binary FDA decisions and Phase 3 topline readouts in Q1 2027.
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Signals we're tracking
EPKINLY Regulatory-Clinical Success Cascade
High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.
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Where sources disagree
Ford Motor Company
Both facts give cash for Ford Motor Company at the same point in time (2025-12-31; FY 2025 year-end and Q4 2025 year-end are the same date). Both are labelled USD, but the values are 23,356,000,000 and 23.356, which cannot both be true in USD. The two numbers agree once the second is read as billions (23.356 bn = 23,356,000,000), so the economic content is consistent and the conflict is a unit/scale error in the Q4 2025 record. The period is not the reason for the conflict: a Q4 and an FY figure at the same year-end date should match.
We flag conflicts openly ›
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