DTH vs QQQ

DTH vs QQQ
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Quick Verdict

QQQ has a lower expense ratio. QQQ delivered stronger 1-year returns. DTH offers more diversification with 563 holdings.

Lower Fees: QQQHigher Returns: QQQMore Diversified: DTH

Side-by-Side Comparison

MetricDTHQQQWinner
Expense Ratio0.58%0.18%
AUM$659M$496.3B
Dividend Yield3.79%0.44%
Holdings563108
YTD Return+15.55%+17.07%
1Y Return+24.66%+26.39%
3Y Return (annualized)+22.34%+26.08%
5Y Return (annualized)+13.73%+15.18%
Volatility (annualized)18.1%30.6%
Max Drawdown-68.0%-83.0%
Fund FamilyWisdomTree InvestmentsInvesco (US)
CategoryEquityEquity
InceptionJun 16, 2006Mar 10, 1999

DTH vs QQQ Performance

WisdomTree International High Dividend Fund (DTH) is a ETF from WisdomTree Investments and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year DTH returned +24.66% while QQQ returned +26.39%. Year to date, DTH is up 15.55% versus a gain of 17.07% for QQQ.

Over three years, DTH compounded at +22.34% per year against +26.08% for QQQ; over five years the annualized figures are +13.73% and +15.18% respectively. Across the full 20-year window we track, QQQ has the edge at +13.05% annualized vs +2.17%. 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 18.1% for DTH. 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 -68.0% for DTH 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 0.66. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

DTH charges 0.58% per year while QQQ charges 0.18%. On a $10,000 position that is $58 vs $18 annually, a gap of $40 per year that compounds over a long holding period. On income, DTH currently yields 3.79% against 0.44% for QQQ.

Holdings Overlap

0.0%overlap

DTH and QQQ share 0 holdings out of 647 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, DTH or QQQ?

DTH has an expense ratio of 0.58% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $40 per year of difference.

Which performed better, DTH or QQQ?

Over the past year DTH returned +24.66% vs +26.39% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (20 years), DTH annualized +2.17% vs +13.05% for QQQ. Past performance does not guarantee future results.

Which is riskier, DTH or QQQ?

QQQ has been the more volatile fund at 30.6% annualized versus 18.1% for DTH. Worst drawdown: DTH -68.0% vs QQQ -83.0%.

Should I hold both DTH and QQQ?

DTH and QQQ have a monthly-return correlation of 0.66, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between DTH and QQQ?

DTH and QQQ share 0 common holdings with a 0.0% weight overlap. Combined, they hold 647 unique securities.

Which pays a higher dividend, DTH or QQQ?

DTH yields 3.79% while QQQ yields 0.44%, so DTH currently pays the higher dividend yield.

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