DGRW vs QQQ
WisdomTree US Quality Dividend Growth Fund vs Invesco QQQ Trust, Series 1
Which is better, DGRW or QQQ?
Large Cap Blend against Large Cap Growth.
QQQ has a lower expense ratio. QQQ led over 1Y, 3Y, 5Y and the full window.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | DGRW | QQQ |
|---|---|---|
| Expense Ratio | 0.28% | 0.18%Best |
| AUM | $16.9B | $498.6B |
| Dividend Yield | 1.21% | 0.42% |
| Holdings | 398 | 321 |
| YTD Return | +10.35% | +22.67%Best |
| 1Y Return | +11.58% | +24.33%Best |
| 3Y Return (annualized) | +17.99% | +29.05%Best |
| 5Y Return (annualized) | +12.65% | +17.00%Best |
| Volatility (annualized) | 13.4%Best | 17.8% |
| Max Drawdown | -32.2%Best | -35.1% |
| $10,000 over 5 years | $18,141 | $21,924Best |
| Fund Family | WisdomTree Investments | Invesco (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Growth |
| Inception | May 22, 2013 | Mar 10, 1999 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: May 22, 2013 to Oct 2, 2026 (13.4 years).
DGRW vs QQQ growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 13.4 years both funds cover.
DGRW vs QQQ Performance
WisdomTree US Quality Dividend Growth Fund (DGRW) is an ETF from WisdomTree Investments and Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US). Over the past year DGRW returned +11.58% while QQQ returned +24.33%. Year to date, DGRW is up 10.35% versus a gain of 22.67% for QQQ.
Over three years, DGRW compounded at +17.99% per year against +29.05% for QQQ; over five years the annualized figures are +12.65% and +17.00% respectively. Across the full 13-year window we track, QQQ has the edge at +19.26% annualized vs +11.64%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
QQQ has been the more volatile fund, with annualized monthly volatility of 17.8% compared with 13.4% for DGRW. 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 -32.2% for DGRW and -35.1% for QQQ. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.82. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
DGRW charges 0.28% per year while QQQ charges 0.18%. On a $10,000 position that is $28 vs $18 annually, a gap of $10 per year that compounds over a long holding period. On income, DGRW currently yields 1.21% against 0.42% for QQQ.
Holdings Overlap
At least 47.9% of QQQ's money is in holdings DGRW also owns.
Stated as a floor: for DGRW, our book for it covers 94.6% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
The two portfolios partly overlap.
31 positions in common, counted across the 194 positions we hold weights for in DGRW and 102 in QQQ, against full books of 398 and 321.
Top Shared Holdings
| Stock | Weight in DGRW | Weight in QQQ | Difference |
|---|---|---|---|
| NVDANvidia Corp | 8.14% | 8.45% | 0.31% |
| MSFTMicrosoft Corp | 7.56% | 5.88% | 1.68% |
| AAPLApple, Inc | 4.32% | 7.80% | 3.48% |
| METAMeta Platforms Inc | 3.41% | 3.07% | 0.34% |
| AVGOBroadcom Inc | 2.08% | 2.74% | 0.66% |
| CSCOCisco Systems Inc. - Ordinary Shares | 1.31% | 1.95% | 0.64% |
| WMTWalmart, Inc. | 0.87% | 2.31% | 1.44% |
| AMATApplied Materials, Inc. | 0.98% | 1.60% | 0.62% |
| COSTCostco Wholesale Corp. | 0.80% | 1.77% | 0.97% |
| TMUST-Mobile Usa Inc Esrw Usd Npv Ref Sm#585558 | 1.56% | 0.87% | 0.69% |
47.9% of QQQ is already inside DGRW.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, DGRW or QQQ?
DGRW has an expense ratio of 0.28% while QQQ charges 0.18%. QQQ is the cheaper option, by $10 a year on a $10,000 investment.
Which performed better, DGRW or QQQ?
Over the past year DGRW returned +11.58% vs +24.33% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (13 years), DGRW annualized +11.64% vs +19.26% for QQQ. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, DGRW or QQQ?
QQQ has been the more volatile fund at 17.8% annualized versus 13.4% for DGRW. Worst drawdown: DGRW -32.2% vs QQQ -35.1%.
Should I hold both DGRW and QQQ?
DGRW and QQQ have a monthly-return correlation of 0.82, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between DGRW and QQQ?
At least 47.9% of QQQ's money is in holdings DGRW also owns. Our book for DGRW is partial, so the real figure is this or higher. They hold 31 positions in common, counted across the 194 positions we hold weights for in DGRW and 102 in QQQ.
Which pays a higher dividend, DGRW or QQQ?
DGRW yields 1.21% while QQQ yields 0.42%, so DGRW currently pays the higher dividend yield.
Is QQQ better than DGRW?
QQQ has a lower expense ratio. QQQ led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.