DDLS vs QQQ

DDLS vs QQQ
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Quick Verdict

QQQ has a lower expense ratio. QQQ delivered stronger 1-year returns. DDLS offers more diversification with 1,040 holdings.

Lower Fees: QQQHigher Returns: QQQMore Diversified: DDLS

Side-by-Side Comparison

MetricDDLSQQQWinner
Expense Ratio0.48%0.18%
AUM$431M$496.3B
Dividend Yield3.62%0.44%
Holdings1,040108
YTD Return+5.92%+17.07%
1Y Return+11.15%+26.39%
3Y Return (annualized)+17.73%+26.08%
5Y Return (annualized)+9.36%+15.18%
Volatility (annualized)13.4%30.6%
Max Drawdown-36.8%-83.0%
Fund FamilyWisdomTree InvestmentsInvesco (US)
CategoryEquityEquity
InceptionJan 7, 2016Mar 10, 1999

DDLS vs QQQ Performance

WisdomTree Dynamic International SmallCap Equity Fund (DDLS) is a ETF from WisdomTree Investments and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year DDLS returned +11.15% while QQQ returned +26.39%. Year to date, DDLS is up 5.92% versus a gain of 17.07% for QQQ.

Over three years, DDLS compounded at +17.73% per year against +26.08% for QQQ; over five years the annualized figures are +9.36% and +15.18% respectively. Across the full 11-year window we track, QQQ has the edge at +13.05% annualized vs +9.64%. 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 13.4% for DDLS. 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 -36.8% for DDLS 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 0.61. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

DDLS charges 0.48% per year while QQQ charges 0.18%. On a $10,000 position that is $48 vs $18 annually, a gap of $30 per year that compounds over a long holding period. On income, DDLS currently yields 3.62% against 0.44% for QQQ.

Holdings Overlap

0.0%overlap

DDLS and QQQ share 0 holdings out of 1037 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, DDLS or QQQ?

DDLS has an expense ratio of 0.48% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $30 per year of difference.

Which performed better, DDLS or QQQ?

Over the past year DDLS returned +11.15% vs +26.39% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (11 years), DDLS annualized +9.64% vs +13.05% for QQQ. Past performance does not guarantee future results.

Which is riskier, DDLS or QQQ?

QQQ has been the more volatile fund at 30.6% annualized versus 13.4% for DDLS. Worst drawdown: DDLS -36.8% vs QQQ -83.0%.

Should I hold both DDLS and QQQ?

DDLS and QQQ have a monthly-return correlation of 0.61, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between DDLS and QQQ?

DDLS and QQQ share 0 common holdings with a 0.0% weight overlap. Combined, they hold 1037 unique securities.

Which pays a higher dividend, DDLS or QQQ?

DDLS yields 3.62% while QQQ yields 0.44%, so DDLS currently pays the higher dividend yield.

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