BGDV vs QQQ

Quick Verdict

QQQ has a lower expense ratio. QQQ delivered stronger 1-year returns. QQQ offers more diversification with 103 holdings.

Lower Fees: QQQHigher Returns: QQQMore Diversified: QQQ

Side-by-Side Comparison

MetricBGDVQQQWinner
Expense Ratio0.45%0.18%
AUM$810M$455.8B
Dividend Yield0.98%0.41%
Holdings54108
YTD Return+16.30%+19.68%
1Y Return+23.85%+26.75%
3Y Return (annualized)-+26.25%
5Y Return (annualized)-+15.39%
Volatility (annualized)11.4%30.6%
Max Drawdown-14.8%-83.0%
Fund FamilyBahl & GaynorInvesco (US)
CategoryEquityEquity
InceptionDec 11, 2024Mar 10, 1999

BGDV vs QQQ Performance

Bahl & Gaynor Dividend ETF (BGDV) is a ETF from Bahl & Gaynor and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year BGDV returned +23.85% while QQQ returned +26.75%. Year to date, BGDV is up 16.30% versus a gain of 19.68% for QQQ.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% compared with 11.4% for BGDV. 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 -14.8% for BGDV 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 0.63. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

BGDV charges 0.45% per year while QQQ charges 0.18%. On a $10,000 position that is $45 vs $18 annually, a gap of $27 per year that compounds over a long holding period. On income, BGDV currently yields 0.98% against 0.41% for QQQ.

Holdings Overlap

15.3%overlap

BGDV and QQQ share 10 holdings out of 142 unique holdings combined, representing a 15.3% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in BGDVWeight in QQQDifference
AVGO5.03%2.91%2.12%
MSFT2.16%4.65%2.49%
GOOGL2.96%3.29%0.33%
METAProProPro
WDCProProPro
WMTProProPro
CTASProProPro
LIN:IEProProPro
ADIProProPro
MDLZProProPro
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Frequently Asked Questions

Which is cheaper, BGDV or QQQ?

BGDV has an expense ratio of 0.45% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $27 per year of difference.

Which performed better, BGDV or QQQ?

Over the past year BGDV returned +23.85% vs +26.75% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (2 years), BGDV annualized +17.42% vs +13.15% for QQQ. Past performance does not guarantee future results.

Which is riskier, BGDV or QQQ?

QQQ has been the more volatile fund at 30.6% annualized versus 11.4% for BGDV. Worst drawdown: BGDV -14.8% vs QQQ -83.0%.

Should I hold both BGDV and QQQ?

BGDV and QQQ have a monthly-return correlation of 0.63, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between BGDV and QQQ?

BGDV and QQQ share 10 common holdings with a 15.3% weight overlap. Combined, they hold 142 unique securities.

Which pays a higher dividend, BGDV or QQQ?

BGDV yields 0.98% while QQQ yields 0.41%, so BGDV currently pays the higher dividend yield.

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