CGDV vs QQQ

CGDV vs QQQ

Which is better, CGDV or QQQ?

Large Cap Value against Large Cap Growth.

QQQ has a lower expense ratio. QQQ led over 1Y, 3Y and the full window. CGDV is less concentrated, with 42.2% of the fund in its ten largest positions against 46.5%.

Lower Fees: QQQHigher Returns: QQQLess Concentrated: CGDV

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricCGDVQQQ
Expense Ratio0.33%0.18%Best
AUM$38.7B$483.5B
Dividend Yield1.17%0.44%
Holdings58107
YTD Return+11.98%+17.95%Best
1Y Return+18.21%+21.77%Best
3Y Return (annualized)+23.40%+25.63%Best
5Y Return (annualized)-+15.24%
Volatility (annualized)15.1%Best20.9%
Max Drawdown-21.8%Best-29.6%
$10,000 over 4.6 years$21,395$21,917Best
Top 10 Weight42.2%Best46.5%
Fund FamilyCapital Group (US)Invesco (US)
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Growth
InceptionFeb 22, 2022Mar 10, 1999

Volatility and max drawdown, and the $10,000 over 4.6 years row, are measured over the window both funds cover: Feb 24, 2022 to Sep 18, 2026 (4.6 years).

CGDV vs QQQ growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 4.6 years both funds cover.

CGDV vs QQQ Performance

Capital Group Dividend Value ETF (CGDV) is an ETF from Capital Group (US) and Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US). Over the past year CGDV returned +18.21% while QQQ returned +21.77%. Year to date, CGDV is up 11.98% versus a gain of 17.95% for QQQ.

Over three years, CGDV compounded at +23.40% per year against +25.63% for QQQ.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 20.9% compared with 15.1% for CGDV. 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 -21.8% for CGDV and -29.6% for QQQ. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.76. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

CGDV charges 0.33% per year while QQQ charges 0.18%. On a $10,000 position that is $33 vs $18 annually, a gap of $15 per year that compounds over a long holding period. On income, CGDV currently yields 1.17% against 0.44% for QQQ.

Holdings Overlap

CGDV already in QQQ46.8%
QQQ already in CGDV49.9%

46.8% of CGDV's money is in holdings QQQ also owns. 49.9% of QQQ's money is in holdings CGDV also owns.

The two portfolios partly overlap.

18 positions in common, counted across the 53 positions we hold weights for in CGDV and 102 in QQQ, against full books of 58 and 107.

What only one of them owns

Our book lists 78 positions for QQQ that do not appear in our book for CGDV (47.6% of the fund), and 29 for CGDV that do not appear in QQQ (43.8%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in CGDVWeight in QQQDifference
NVDANvidia Corp6.57%8.44%1.87%
MSFTMicrosoft Corp7.50%5.76%1.74%
AAPLApple, Inc2.22%7.27%5.05%
AVGOBroadcom Inc4.50%3.16%1.34%
METAMeta Platforms Inc4.59%2.78%1.81%
GOOGLAlphabet Inc,class A3.53%3.36%0.17%
AMZNAmazon.Com Inc1.98%4.67%2.69%
MUMicron Technology, Inc.0.85%4.43%3.58%
CSCOCisco Systems Inc. - Ordinary Shares2.56%2.10%0.46%
AMATApplied Materials, Inc.1.83%1.86%0.03%

49.9% of QQQ is already inside CGDV.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

CGDVQQQ

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, CGDV or QQQ?

CGDV has an expense ratio of 0.33% while QQQ charges 0.18%. QQQ is the cheaper option, by $15 a year on a $10,000 investment.

Which performed better, CGDV or QQQ?

Over the past year CGDV returned +18.21% vs +21.77% for QQQ, so QQQ leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, CGDV or QQQ?

QQQ has been the more volatile fund at 20.9% annualized versus 15.1% for CGDV. Worst drawdown: CGDV -21.8% vs QQQ -29.6%.

Should I hold both CGDV and QQQ?

CGDV and QQQ have a monthly-return correlation of 0.76, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between CGDV and QQQ?

49.9% of QQQ's money is in holdings CGDV also owns. 49.9% of QQQ's is in holdings CGDV also owns. They hold 18 positions in common, counted across the 53 positions we hold weights for in CGDV and 102 in QQQ.

Which pays a higher dividend, CGDV or QQQ?

CGDV yields 1.17% while QQQ yields 0.44%, so CGDV currently pays the higher dividend yield.

Is QQQ better than CGDV?

QQQ has a lower expense ratio. QQQ led over 1Y, 3Y and the full window. CGDV is less concentrated, with 42.2% of the fund in its ten largest positions against 46.5%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.