DCMT vs QQQ

DCMT vs QQQ
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Quick Verdict

QQQ has a lower expense ratio. DCMT delivered stronger 1-year returns. QQQ offers more diversification with 108 holdings.

Lower Fees: QQQHigher Returns: DCMTMore Diversified: QQQ

Side-by-Side Comparison

MetricDCMTQQQWinner
Expense Ratio0.66%0.18%
AUM$39M$496.3B
Dividend Yield2.88%0.44%
Holdings12108
YTD Return+36.36%+16.23%
1Y Return+41.07%+26.23%
3Y Return (annualized)-+25.75%
5Y Return (annualized)-+14.78%
Volatility (annualized)16.4%30.6%
Max Drawdown-16.0%-83.0%
Fund FamilyDoubleLine FundsInvesco (US)
CategoryCommodityEquity
InceptionJan 31, 2024Mar 10, 1999

DCMT vs QQQ Performance

DoubleLine Commodity Strategy ETF (DCMT) is a ETF from DoubleLine Funds and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year DCMT returned +41.07% while QQQ returned +26.23%. Year to date, DCMT is up 36.36% versus a gain of 16.23% for QQQ.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% compared with 16.4% for DCMT. 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 -16.0% for DCMT 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 -0.12. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

DCMT charges 0.66% per year while QQQ charges 0.18%. On a $10,000 position that is $66 vs $18 annually, a gap of $48 per year that compounds over a long holding period. On income, DCMT currently yields 2.88% against 0.44% for QQQ.

Holdings Overlap

0.0%overlap

DCMT and QQQ share 0 holdings out of 104 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, DCMT or QQQ?

DCMT has an expense ratio of 0.66% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $48 per year of difference.

Which performed better, DCMT or QQQ?

Over the past year DCMT returned +41.07% vs +26.23% for QQQ, so DCMT leads on 1-year performance. Over the longest common window we track (3 years), DCMT annualized +17.15% vs +13.02% for QQQ. Past performance does not guarantee future results.

Which is riskier, DCMT or QQQ?

QQQ has been the more volatile fund at 30.6% annualized versus 16.4% for DCMT. Worst drawdown: DCMT -16.0% vs QQQ -83.0%.

Should I hold both DCMT and QQQ?

DCMT and QQQ have a monthly-return correlation of -0.12, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between DCMT and QQQ?

DCMT and QQQ share 0 common holdings with a 0.0% weight overlap. Combined, they hold 104 unique securities.

Which pays a higher dividend, DCMT or QQQ?

DCMT yields 2.88% while QQQ yields 0.44%, so DCMT currently pays the higher dividend yield.

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