DBEZ vs QQQ

DBEZ vs QQQ
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Quick Verdict

QQQ has a lower expense ratio. QQQ delivered stronger 1-year returns. DBEZ offers more diversification with 599 holdings.

Lower Fees: QQQHigher Returns: QQQMore Diversified: DBEZ

Side-by-Side Comparison

MetricDBEZQQQWinner
Expense Ratio0.45%0.18%
AUM$77M$496.3B
Dividend Yield1.26%0.44%
Holdings599108
YTD Return+13.04%+16.23%
1Y Return+21.17%+26.23%
3Y Return (annualized)+19.18%+25.75%
5Y Return (annualized)+12.22%+14.78%
Volatility (annualized)16.3%30.6%
Max Drawdown-38.8%-83.0%
Fund FamilyXtrackers ETFsInvesco (US)
CategoryEquityEquity
InceptionDec 10, 2014Mar 10, 1999

DBEZ vs QQQ Performance

Xtrackers MSCI Eurozone Hedged Equity ETF (DBEZ) is a ETF from Xtrackers ETFs and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year DBEZ returned +21.17% while QQQ returned +26.23%. Year to date, DBEZ is up 13.04% versus a gain of 16.23% for QQQ.

Over three years, DBEZ compounded at +19.18% per year against +25.75% for QQQ; over five years the annualized figures are +12.22% and +14.78% respectively. Across the full 12-year window we track, QQQ has the edge at +13.02% annualized vs +9.68%. 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 16.3% for DBEZ. 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 -38.8% for DBEZ 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 0.68. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

DBEZ 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, DBEZ currently yields 1.26% against 0.44% for QQQ.

Holdings Overlap

0.2%overlap

DBEZ and QQQ share 1 holdings out of 690 unique holdings combined, representing a 0.2% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in DBEZWeight in QQQDifference
YNDX:AS0.45%0.21%0.24%

Frequently Asked Questions

Which is cheaper, DBEZ or QQQ?

DBEZ 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, DBEZ or QQQ?

Over the past year DBEZ returned +21.17% vs +26.23% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (12 years), DBEZ annualized +9.68% vs +13.02% for QQQ. Past performance does not guarantee future results.

Which is riskier, DBEZ or QQQ?

QQQ has been the more volatile fund at 30.6% annualized versus 16.3% for DBEZ. Worst drawdown: DBEZ -38.8% vs QQQ -83.0%.

Should I hold both DBEZ and QQQ?

DBEZ and QQQ have a monthly-return correlation of 0.68, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between DBEZ and QQQ?

DBEZ and QQQ share 1 common holdings with a 0.2% weight overlap. Combined, they hold 690 unique securities.

Which pays a higher dividend, DBEZ or QQQ?

DBEZ yields 1.26% while QQQ yields 0.44%, so DBEZ currently pays the higher dividend yield.

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