DIVN vs QQQ

Quick Verdict

QQQ has a lower expense ratio. QQQ delivered stronger 1-year returns. DIVN offers more diversification with 124 holdings.

Lower Fees: QQQHigher Returns: QQQMore Diversified: DIVN

Side-by-Side Comparison

MetricDIVNQQQWinner
Expense Ratio0.70%0.18%
AUM$201M$455.8B
Dividend Yield3.47%0.41%
Holdings129108
YTD Return+13.86%+18.31%
1Y Return+18.78%+25.37%
3Y Return (annualized)-+25.79%
5Y Return (annualized)-+15.20%
Volatility (annualized)9.2%30.6%
Max Drawdown-5.5%-83.0%
Fund FamilyHorizon FundsInvesco (US)
CategoryEquityEquity
InceptionJun 25, 2025Mar 10, 1999

DIVN vs QQQ Performance

Horizon Dividend Income ETF (DIVN) is a ETF from Horizon Funds and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year DIVN returned +18.78% while QQQ returned +25.37%. Year to date, DIVN is up 13.86% versus a gain of 18.31% for QQQ.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% compared with 9.2% for DIVN. 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 -5.5% for DIVN 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 0.00. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

DIVN charges 0.70% per year while QQQ charges 0.18%. On a $10,000 position that is $70 vs $18 annually, a gap of $52 per year that compounds over a long holding period. On income, DIVN currently yields 3.47% against 0.41% for QQQ.

Holdings Overlap

12.9%overlap

DIVN and QQQ share 16 holdings out of 211 unique holdings combined, representing a 12.9% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in DIVNWeight in QQQDifference
QCOM3.78%0.86%2.92%
AMAT2.06%2.02%0.04%
LRCX1.68%1.82%0.14%
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AMGNProProPro
GILDProProPro
ADIProProPro
PEPProProPro
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Frequently Asked Questions

Which is cheaper, DIVN or QQQ?

DIVN has an expense ratio of 0.70% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $52 per year of difference.

Which performed better, DIVN or QQQ?

Over the past year DIVN returned +18.78% vs +25.37% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (1 years), DIVN annualized +19.28% vs +13.10% for QQQ. Past performance does not guarantee future results.

Which is riskier, DIVN or QQQ?

QQQ has been the more volatile fund at 30.6% annualized versus 9.2% for DIVN. Worst drawdown: DIVN -5.5% vs QQQ -83.0%.

Should I hold both DIVN and QQQ?

DIVN and QQQ have a monthly-return correlation of 0.00, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between DIVN and QQQ?

DIVN and QQQ share 16 common holdings with a 12.9% weight overlap. Combined, they hold 211 unique securities.

Which pays a higher dividend, DIVN or QQQ?

DIVN yields 3.47% while QQQ yields 0.41%, so DIVN currently pays the higher dividend yield.

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