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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
  • 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
  • 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

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
AI Funding Surge: Capital Floods Fintech, Foundation Models, and Autonomous Systems
A concentrated burst of AI-linked funding on 2026-08-28 pushed well over $1.5B into companies spanning fraud/identity fintech (Socure, which also acquired Fravity), foundation models (Stability AI), AI agents and enterprise tooling (Instinct, Generalist AI, Emerald AI, Owner), and AI-adjacent autonomous/aerospace ventures (Gatik, Regent Craft). The breadth and simultaneity of these rounds signal that investor appetite for AI is not concentrated in a single vertical but is broadening into applied and infrastructure-adjacent domains, with consolidation (Socure-Fravity) beginning alongside fresh capital formation.
Our read on the data ›
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
Morgan Stanley & Co. LLC
The same metric (eps) for the same entity (Morgan Stanley & Co. LLC) reported for the identical fiscal period (Q1 2026) and observation date (2026-03-31) has two conflicting values: 3.43 USD_per_share vs 3.08 USD. This is not a temporal change — both observations claim to measure the same point in time. The ~10% discrepancy (0.35 USD difference) is material for a financial metric.
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