AVDE vs QQQ

AVDE vs QQQ
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Quick Verdict

QQQ has a lower expense ratio. QQQ delivered stronger 1-year returns. AVDE offers more diversification with 3,289 holdings.

Lower Fees: QQQHigher Returns: QQQMore Diversified: AVDE

Side-by-Side Comparison

MetricAVDEQQQWinner
Expense Ratio0.23%0.18%
AUM$19.0B$496.3B
Dividend Yield2.40%0.44%
Holdings3,289108
YTD Return+14.20%+17.07%
1Y Return+25.03%+26.39%
3Y Return (annualized)+21.57%+26.08%
5Y Return (annualized)+11.24%+15.18%
Volatility (annualized)17.2%30.6%
Max Drawdown-37.0%-83.0%
Fund FamilyAvantis InvestorsInvesco (US)
CategoryEquityEquity
InceptionSep 24, 2019Mar 10, 1999

AVDE vs QQQ Performance

Avantis International Equity ETF (AVDE) is a ETF from Avantis Investors and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year AVDE returned +25.03% while QQQ returned +26.39%. Year to date, AVDE is up 14.20% versus a gain of 17.07% for QQQ.

Over three years, AVDE compounded at +21.57% per year against +26.08% for QQQ; over five years the annualized figures are +11.24% and +15.18% respectively. Across the full 7-year window we track, QQQ has the edge at +13.05% annualized vs +11.92%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% compared with 17.2% for AVDE. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -37.0% for AVDE and -83.0% for QQQ. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.66. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

AVDE charges 0.23% per year while QQQ charges 0.18%. On a $10,000 position that is $23 vs $18 annually, a gap of $5 per year that compounds over a long holding period. On income, AVDE currently yields 2.40% against 0.44% for QQQ.

Holdings Overlap

0.8%overlap

AVDE and QQQ share 4 holdings out of 1522 unique holdings combined, representing a 0.8% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in AVDEWeight in QQQDifference
ASL:AS1.48%0.68%0.80%
PANW0.01%1.30%1.29%
SHOP:CA0.12%0.77%0.65%
YNDX:ASProProPro
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Frequently Asked Questions

Which is cheaper, AVDE or QQQ?

AVDE has an expense ratio of 0.23% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $5 per year of difference.

Which performed better, AVDE or QQQ?

Over the past year AVDE returned +25.03% vs +26.39% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (7 years), AVDE annualized +11.92% vs +13.05% for QQQ. Past performance does not guarantee future results.

Which is riskier, AVDE or QQQ?

QQQ has been the more volatile fund at 30.6% annualized versus 17.2% for AVDE. Worst drawdown: AVDE -37.0% vs QQQ -83.0%.

Should I hold both AVDE and QQQ?

AVDE and QQQ have a monthly-return correlation of 0.66, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between AVDE and QQQ?

AVDE and QQQ share 4 common holdings with a 0.8% weight overlap. Combined, they hold 1522 unique securities.

Which pays a higher dividend, AVDE or QQQ?

AVDE yields 2.40% while QQQ yields 0.44%, so AVDE currently pays the higher dividend yield.

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