DVGR vs QQQ

Quick Verdict

QQQ has a lower expense ratio. QQQ offers more diversification with 103 holdings.

Lower Fees: QQQHigher Returns: TiedMore Diversified: QQQ

Side-by-Side Comparison

MetricDVGRQQQWinner
Expense Ratio0.65%0.18%
AUM$17M$455.8B
Dividend Yield0.62%0.41%
Holdings38108
YTD Return+11.21%+18.31%
1Y Return-+25.37%
3Y Return (annualized)-+25.79%
5Y Return (annualized)-+15.20%
Volatility (annualized)-30.6%
Max Drawdown-8.2%-83.0%
Fund FamilyDividend Assets Capital, LLCInvesco (US)
CategoryEquityEquity
InceptionDec 4, 2025Mar 10, 1999

DVGR vs QQQ Performance

DAC 3D Dividend Growth ETF (DVGR) is a ETF from Dividend Assets Capital, LLC and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Year to date, DVGR is up 11.21% versus a gain of 18.31% for QQQ.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -8.2% for DVGR and -83.0% for QQQ. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

DVGR charges 0.65% per year while QQQ charges 0.18%. On a $10,000 position that is $65 vs $18 annually, a gap of $47 per year that compounds over a long holding period. On income, DVGR currently yields 0.62% against 0.41% for QQQ.

Holdings Overlap

0.9%overlap

DVGR and QQQ share 1 holdings out of 103 unique holdings combined, representing a 0.9% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in DVGRWeight in QQQDifference
AMGN3.16%0.86%2.30%

Frequently Asked Questions

Which is cheaper, DVGR or QQQ?

DVGR has an expense ratio of 0.65% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $47 per year of difference.

What is the holdings overlap between DVGR and QQQ?

DVGR and QQQ share 1 common holdings with a 0.9% weight overlap. Combined, they hold 103 unique securities.

Which pays a higher dividend, DVGR or QQQ?

DVGR yields 0.62% while QQQ yields 0.41%, so DVGR currently pays the higher dividend yield.

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