DJUL vs QQQ
FT Vest US Equity Deep Buffer ETF - July vs Invesco QQQ Trust, Series 1
Which is better, DJUL or QQQ?
Option Writing 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 | DJUL | QQQ |
|---|---|---|
| Expense Ratio | 0.85% | 0.18%Best |
| AUM | $480M | $483.5B |
| Dividend Yield | 0.00% | 0.44% |
| Holdings | 10 | 107 |
| YTD Return | +7.51% | +17.95%Best |
| 1Y Return | +9.77% | +21.77%Best |
| 3Y Return (annualized) | +13.79% | +25.63%Best |
| 5Y Return (annualized) | +9.35% | +15.24%Best |
| Volatility (annualized) | 7.6%Best | 20.4% |
| Max Drawdown | -12.5%Best | -35.1% |
| $10,000 over 5 years | $15,635 | $20,324Best |
| Fund Family | First Trust Portfolios (US) | Invesco (US) |
| Category | Alternative | Equity |
| Style | Option Writing | Large Cap Growth |
| Inception | Jul 16, 2020 | Mar 10, 1999 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Jul 20, 2020 to Sep 18, 2026 (6.2 years).
DJUL 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 6.2 years both funds cover.
DJUL vs QQQ Performance
FT Vest US Equity Deep Buffer ETF - July (DJUL) is an ETF from First Trust Portfolios (US) and Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US). Over the past year DJUL returned +9.77% while QQQ returned +21.77%. Year to date, DJUL is up 7.51% versus a gain of 17.95% for QQQ.
Over three years, DJUL compounded at +13.79% per year against +25.63% for QQQ; over five years the annualized figures are +9.35% and +15.24% respectively. Across the full 6-year window we track, QQQ has the edge at +18.14% annualized vs +8.81%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
QQQ has been the more volatile fund, with annualized monthly volatility of 20.4% compared with 7.6% for DJUL. 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 -12.5% for DJUL 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 0.85. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
DJUL charges 0.85% per year while QQQ charges 0.18%. On a $10,000 position that is $85 vs $18 annually, a gap of $67 per year that compounds over a long holding period. On income, DJUL currently yields 0.00% against 0.44% for QQQ.
You are not choosing between two funds in isolation.
Whichever of DJUL and QQQ you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, DJUL or QQQ?
DJUL has an expense ratio of 0.85% while QQQ charges 0.18%. QQQ is the cheaper option, by $67 a year on a $10,000 investment.
Which performed better, DJUL or QQQ?
Over the past year DJUL returned +9.77% vs +21.77% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (6 years), DJUL annualized +8.81% vs +18.14% for QQQ. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, DJUL or QQQ?
QQQ has been the more volatile fund at 20.4% annualized versus 7.6% for DJUL. Worst drawdown: DJUL -12.5% vs QQQ -35.1%.
Should I hold both DJUL and QQQ?
DJUL and QQQ have a monthly-return correlation of 0.85, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, DJUL or QQQ?
DJUL yields 0.00% while QQQ yields 0.44%, so QQQ currently pays the higher dividend yield.
Is QQQ better than DJUL?
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.