DODGX vs QQQ

DODGX vs QQQ
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Quick Verdict

QQQ has a lower expense ratio. QQQ delivered stronger 1-year returns. QQQ offers more diversification with 108 holdings.

Lower Fees: QQQHigher Returns: QQQMore Diversified: QQQ

Side-by-Side Comparison

MetricDODGXQQQWinner
Expense Ratio0.51%0.18%
AUM$79.3B$496.3B
Dividend Yield8.73%0.44%
Holdings91108
YTD Return+8.92%+16.64%
1Y Return-93.37%+27.27%
3Y Return (annualized)-57.11%+25.96%
5Y Return (annualized)-40.50%+14.54%
Volatility (annualized)45.0%30.6%
Max Drawdown-94.5%-83.0%
Fund FamilyDodge & Cox FundsInvesco (US)
CategoryEquityEquity
InceptionJan 4, 1965Mar 10, 1999

DODGX vs QQQ Performance

Dodge & Cox Stock Fund (DODGX) is a mutual fund from Dodge & Cox Funds and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year DODGX returned -93.37% while QQQ returned +27.27%. Year to date, DODGX is up 8.92% versus a gain of 16.64% for QQQ.

Over three years, DODGX compounded at -57.11% per year against +25.96% for QQQ; over five years the annualized figures are -40.50% and +14.54% respectively. Across the full 5-year window we track, QQQ has the edge at +13.03% annualized vs -40.50%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

DODGX has been the more volatile fund, with annualized monthly volatility of 45.0% compared with 30.6% for QQQ. 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 -94.5% for DODGX 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 0.14. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

DODGX charges 0.51% per year while QQQ charges 0.18%. On a $10,000 position that is $51 vs $18 annually, a gap of $33 per year that compounds over a long holding period. On income, DODGX currently yields 8.73% against 0.44% for QQQ.

Holdings Overlap

12.7%overlap

DODGX and QQQ share 16 holdings out of 172 unique holdings combined, representing a 12.7% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in DODGXWeight in QQQDifference
MSFT2.47%5.76%3.29%
AMZN1.77%4.67%2.90%
GOOG2.09%3.13%1.04%
METAProProPro
GILDProProPro
BKNGProProPro
REGNProProPro
CMCSAProProPro
BKRProProPro
TMUSProProPro
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Frequently Asked Questions

Which is cheaper, DODGX or QQQ?

DODGX has an expense ratio of 0.51% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $33 per year of difference.

Which performed better, DODGX or QQQ?

Over the past year DODGX returned -93.37% vs +27.27% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (5 years), DODGX annualized -40.50% vs +13.03% for QQQ. Past performance does not guarantee future results.

Which is riskier, DODGX or QQQ?

DODGX has been the more volatile fund at 45.0% annualized versus 30.6% for QQQ. Worst drawdown: DODGX -94.5% vs QQQ -83.0%.

Should I hold both DODGX and QQQ?

DODGX and QQQ have a monthly-return correlation of 0.14, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between DODGX and QQQ?

DODGX and QQQ share 16 common holdings with a 12.7% weight overlap. Combined, they hold 172 unique securities.

Which pays a higher dividend, DODGX or QQQ?

DODGX yields 8.73% while QQQ yields 0.44%, so DODGX currently pays the higher dividend yield.

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