DEHP vs QQQ

DEHP vs QQQ
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Quick Verdict

QQQ has a lower expense ratio. DEHP delivered stronger 1-year returns. DEHP offers more diversification with 803 holdings.

Lower Fees: QQQHigher Returns: DEHPMore Diversified: DEHP

Side-by-Side Comparison

MetricDEHPQQQWinner
Expense Ratio0.41%0.18%
AUM$448M$496.3B
Dividend Yield1.42%0.44%
Holdings803108
YTD Return+21.86%+17.30%
1Y Return+39.18%+24.93%
3Y Return (annualized)+23.17%+26.19%
5Y Return (annualized)-+15.34%
Volatility (annualized)19.4%30.6%
Max Drawdown-22.9%-83.0%
Fund FamilyDimensionalInvesco (US)
CategoryEquityEquity
InceptionApr 26, 2022Mar 10, 1999

DEHP vs QQQ Performance

Dimensional Emerging Markets High Profitability ETF (DEHP) is a ETF from Dimensional and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year DEHP returned +39.18% while QQQ returned +24.93%. Year to date, DEHP is up 21.86% versus a gain of 17.30% for QQQ.

Over three years, DEHP compounded at +23.17% per year against +26.19% for QQQ. Across the full 4-year window we track, DEHP has the edge at +13.98% annualized vs +13.06%. 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 19.4% for DEHP. 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 -22.9% for DEHP 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 0.69. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

DEHP charges 0.41% per year while QQQ charges 0.18%. On a $10,000 position that is $41 vs $18 annually, a gap of $23 per year that compounds over a long holding period. On income, DEHP currently yields 1.42% against 0.44% for QQQ.

Holdings Overlap

0.3%overlap

DEHP and QQQ share 1 holdings out of 853 unique holdings combined, representing a 0.3% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in DEHPWeight in QQQDifference
PDD:IE0.93%0.27%0.66%

Frequently Asked Questions

Which is cheaper, DEHP or QQQ?

DEHP has an expense ratio of 0.41% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $23 per year of difference.

Which performed better, DEHP or QQQ?

Over the past year DEHP returned +39.18% vs +24.93% for QQQ, so DEHP leads on 1-year performance. Over the longest common window we track (4 years), DEHP annualized +13.98% vs +13.06% for QQQ. Past performance does not guarantee future results.

Which is riskier, DEHP or QQQ?

QQQ has been the more volatile fund at 30.6% annualized versus 19.4% for DEHP. Worst drawdown: DEHP -22.9% vs QQQ -83.0%.

Should I hold both DEHP and QQQ?

DEHP and QQQ have a monthly-return correlation of 0.69, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between DEHP and QQQ?

DEHP and QQQ share 1 common holdings with a 0.3% weight overlap. Combined, they hold 853 unique securities.

Which pays a higher dividend, DEHP or QQQ?

DEHP yields 1.42% while QQQ yields 0.44%, so DEHP currently pays the higher dividend yield.

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