DURA vs QQQ

DURA vs QQQ

Which is better, DURA or QQQ?

Large Cap Value against Large Cap Growth.

QQQ has a lower expense ratio. QQQ led over 1Y, 3Y, 5Y and the full window. QQQ is less concentrated, with 46.5% of the fund in its ten largest positions against 48.4%.

Lower Fees: QQQHigher Returns: QQQLess Concentrated: QQQ

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

MetricDURAQQQ
Expense Ratio0.30%0.18%Best
AUM$39M$483.5B
Dividend Yield3.10%0.44%
Holdings70107
YTD Return+15.25%+17.21%Best
1Y Return+16.60%+22.10%Best
3Y Return (annualized)+10.34%+25.27%Best
5Y Return (annualized)+7.58%+14.60%Best
Volatility (annualized)14.4%Best20.4%
Max Drawdown-35.3%-35.1%Best
$10,000 over 5 years$14,410$19,766Best
Top 10 Weight48.4%46.5%Best
Fund FamilyVanEckInvesco (US)
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Growth
InceptionOct 30, 2018Mar 10, 1999

Volatility and max drawdown are measured over the window both funds cover: Oct 31, 2018 to Sep 17, 2026 (7.9 years).

DURA 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 7.9 years both funds cover.

DURA vs QQQ Performance

VanEck Durable High Dividend ETF (DURA) is an ETF from VanEck and Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US). Over the past year DURA returned +16.60% while QQQ returned +22.10%. Year to date, DURA is up 15.25% versus a gain of 17.21% for QQQ.

Over three years, DURA compounded at +10.34% per year against +25.27% for QQQ; over five years the annualized figures are +7.58% and +14.60% respectively. Across the full 8-year window we track, QQQ has the edge at +20.55% annualized vs +8.76%.

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 14.4% for DURA. 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 -35.3% for DURA 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 0.54. They move together some of the time, and apart the rest.

Fees and Cost Over Time

DURA charges 0.30% per year while QQQ charges 0.18%. On a $10,000 position that is $30 vs $18 annually, a gap of $12 per year that compounds over a long holding period. On income, DURA currently yields 3.10% against 0.44% for QQQ.

Holdings Overlap

DURA already in QQQ21.4%
QQQ already in DURA6.3%

21.4% of DURA's money is in holdings QQQ also owns. 6.3% of QQQ's money is in holdings DURA also owns.

DURA and QQQ share little of their money.

11 positions in common, counted across the 69 positions we hold weights for in DURA and 102 in QQQ, against full books of 70 and 107.

What only one of them owns

Our book lists 85 positions for QQQ that do not appear in our book for DURA (91.3% of the fund), and 57 for DURA that do not appear in QQQ (78.1%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in DURAWeight in QQQDifference
TXNTexas Instrument Inc3.70%1.12%2.58%
PEPPepsico Inc.3.78%0.83%2.95%
AMGNAmgen Inc.3.42%0.97%2.45%
QCOMQualcomm Inc.2.57%0.73%1.84%
GILDGilead Sciences2.27%0.72%1.55%
SBUXStarbucks Corp1.69%0.53%1.16%
MDLZMondelez International Inc Com A Npv1.51%0.35%1.16%
HONHoneywell International Inc.0.74%0.35%0.39%
NXPINxp Semiconductors N.V0.60%0.26%0.34%
MCHPMicrochip Technology Inc.0.61%0.19%0.42%

21.4% of DURA is already inside QQQ.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

DURAQQQ

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, DURA or QQQ?

DURA has an expense ratio of 0.30% while QQQ charges 0.18%. QQQ is the cheaper option, by $12 a year on a $10,000 investment.

Which performed better, DURA or QQQ?

Over the past year DURA returned +16.60% vs +22.10% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (8 years), DURA annualized +8.76% vs +20.55% for QQQ. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, DURA or QQQ?

QQQ has been the more volatile fund at 20.4% annualized versus 14.4% for DURA. Worst drawdown: DURA -35.3% vs QQQ -35.1%.

Should I hold both DURA and QQQ?

DURA and QQQ have a monthly-return correlation of 0.54, 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 DURA and QQQ?

21.4% of DURA's money is in holdings QQQ also owns. 6.3% of QQQ's is in holdings DURA also owns. They hold 11 positions in common, counted across the 69 positions we hold weights for in DURA and 102 in QQQ.

Which pays a higher dividend, DURA or QQQ?

DURA yields 3.10% while QQQ yields 0.44%, so DURA currently pays the higher dividend yield.

Is QQQ better than DURA?

QQQ has a lower expense ratio. QQQ led over 1Y, 3Y, 5Y and the full window. QQQ is less concentrated, with 46.5% of the fund in its ten largest positions against 48.4%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.