DDWM vs QQQ

DDWM vs QQQ
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Quick Verdict

QQQ has a lower expense ratio. QQQ delivered stronger 1-year returns. DDWM offers more diversification with 1,462 holdings.

Lower Fees: QQQHigher Returns: QQQMore Diversified: DDWM

Side-by-Side Comparison

MetricDDWMQQQWinner
Expense Ratio0.40%0.18%
AUM$1.5B$496.3B
Dividend Yield2.52%0.44%
Holdings1,462108
YTD Return+7.86%+16.64%
1Y Return+14.38%+27.27%
3Y Return (annualized)+18.91%+25.96%
5Y Return (annualized)+12.55%+14.54%
Volatility (annualized)12.4%30.6%
Max Drawdown-35.0%-83.0%
Fund FamilyWisdomTree InvestmentsInvesco (US)
CategoryEquityEquity
InceptionJan 7, 2016Mar 10, 1999

DDWM vs QQQ Performance

WisdomTree Dynamic International Equity Fund (DDWM) is a ETF from WisdomTree Investments and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year DDWM returned +14.38% while QQQ returned +27.27%. Year to date, DDWM is up 7.86% versus a gain of 16.64% for QQQ.

Over three years, DDWM compounded at +18.91% per year against +25.96% for QQQ; over five years the annualized figures are +12.55% and +14.54% respectively. Across the full 11-year window we track, QQQ has the edge at +13.03% annualized vs +10.33%. 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 12.4% for DDWM. 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 -35.0% for DDWM 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

DDWM 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, DDWM currently yields 2.52% against 0.44% for QQQ.

Holdings Overlap

0.3%overlap

DDWM and QQQ share 2 holdings out of 1338 unique holdings combined, representing a 0.3% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in DDWMWeight in QQQDifference
FER:AS0.15%0.21%0.06%
CCEP:LN0.13%0.21%0.08%

Frequently Asked Questions

Which is cheaper, DDWM or QQQ?

DDWM has an expense ratio of 0.40% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $22 per year of difference.

Which performed better, DDWM or QQQ?

Over the past year DDWM returned +14.38% vs +27.27% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (11 years), DDWM annualized +10.33% vs +13.03% for QQQ. Past performance does not guarantee future results.

Which is riskier, DDWM or QQQ?

QQQ has been the more volatile fund at 30.6% annualized versus 12.4% for DDWM. Worst drawdown: DDWM -35.0% vs QQQ -83.0%.

Should I hold both DDWM and QQQ?

DDWM 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 DDWM and QQQ?

DDWM and QQQ share 2 common holdings with a 0.3% weight overlap. Combined, they hold 1338 unique securities.

Which pays a higher dividend, DDWM or QQQ?

DDWM yields 2.52% while QQQ yields 0.44%, so DDWM currently pays the higher dividend yield.

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