DBAW vs QQQ

DBAW vs QQQ

Which is better, DBAW or QQQ?

Large Cap Blend against Large Cap Growth.

QQQ has a lower expense ratio. DBAW led over 1Y, QQQ over 3Y, 5Y and the full window.

Lower Fees: QQQHigher Returns: split

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

MetricDBAWQQQ
Expense Ratio0.40%0.18%Best
AUM$323M$486.1B
Dividend Yield1.73%0.44%
Holdings1,782107
YTD Return+15.61%+17.44%Best
1Y Return+28.07%Best+24.69%
3Y Return (annualized)+20.93%+24.76%Best
5Y Return (annualized)+12.27%+14.22%Best
Volatility (annualized)12.1%Best18.2%
Max Drawdown-31.4%Best-35.1%
$10,000 over 5 years$17,837$19,441Best
Fund FamilyXtrackers ETFsInvesco (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Growth
InceptionJan 22, 2014Mar 10, 1999

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Jan 27, 2014 to Sep 8, 2026 (12.6 years).

DBAW 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 12.6 years both funds cover.

DBAW vs QQQ Performance

Xtrackers MSCI All World ex US Hedged Equity ETF (DBAW) is an ETF from Xtrackers ETFs and Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US). Over the past year DBAW returned +28.07% while QQQ returned +24.69%. Year to date, DBAW is up 15.61% versus a gain of 17.44% for QQQ.

Over three years, DBAW compounded at +20.93% per year against +24.76% for QQQ; over five years the annualized figures are +12.27% and +14.22% respectively. Across the full 13-year window we track, QQQ has the edge at +18.64% annualized vs +7.65%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 18.2% compared with 12.1% for DBAW. 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 -31.4% for DBAW and -35.1% 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 0.75. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

DBAW charges 0.40% per year while QQQ charges 0.18%. On a $10,000 position that is $40 vs $18 annually, a gap of $22 per year that compounds over a long holding period. On income, DBAW currently yields 1.73% against 0.44% for QQQ.

Holdings Overlap

QQQ already in DBAW2.3%

At least 2.3% of QQQ's money is in holdings DBAW also owns.

Stated as a floor: for DBAW, our book for it covers 94.2% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

QQQ and DBAW share little of their money.

6 positions in common, counted across the 1,750 positions we hold weights for in DBAW and 102 in QQQ, against full books of 1,782 and 107.

Top Shared Holdings

StockWeight in DBAWWeight in QQQDifference
ASML:ASAsml Holding Nv Unsponsored Adr Ordinary Shares1.85%0.68%1.17%
SHOP:CAShopify Inc Class A0.38%0.77%0.39%
PDD:IEPdd Holdings Inc0.12%0.27%0.15%
YNDX:ASNebius Group N.V. Class A Common Stock0.10%0.21%0.11%
CCEP:LNCoca-Cola Europacific Partne0.06%0.21%0.15%
TRI:CAThomson Reuters Corp.0.03%0.17%0.14%

You are not choosing between two funds in isolation.

Whichever of DBAW and QQQ you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

DBAWQQQ

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, DBAW or QQQ?

DBAW has an expense ratio of 0.40% while QQQ charges 0.18%. QQQ is the cheaper option, by $22 a year on a $10,000 investment.

Which performed better, DBAW or QQQ?

Over the past year DBAW returned +28.07% vs +24.69% for QQQ, so DBAW leads on 1-year performance. Over the longest common window we track (13 years), DBAW annualized +7.65% vs +18.64% for QQQ. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, DBAW or QQQ?

QQQ has been the more volatile fund at 18.2% annualized versus 12.1% for DBAW. Worst drawdown: DBAW -31.4% vs QQQ -35.1%.

Should I hold both DBAW and QQQ?

DBAW and QQQ have a monthly-return correlation of 0.75, 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 DBAW and QQQ?

At least 2.3% of QQQ's money is in holdings DBAW also owns. Our book for DBAW is partial, so the real figure is this or higher. They hold 6 positions in common, counted across the 1,750 positions we hold weights for in DBAW and 102 in QQQ.

Which pays a higher dividend, DBAW or QQQ?

DBAW yields 1.73% while QQQ yields 0.44%, so DBAW currently pays the higher dividend yield.

Is QQQ better than DBAW?

QQQ has a lower expense ratio. DBAW led over 1Y, QQQ over 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.