DVIN vs QQQ
WEBs Industrials XLI Defined Volatility ETF vs Invesco QQQ Trust, Series 1
Quick Verdict
QQQ has a lower expense ratio. DVIN delivered stronger 1-year returns. QQQ offers more diversification with 103 holdings.
Side-by-Side Comparison
| Metric | DVIN | QQQ | Winner |
|---|---|---|---|
| Expense Ratio | 0.89% | 0.18% | |
| AUM | $311,216 | $455.8B | |
| Dividend Yield | 0.00% | 0.41% | |
| Holdings | 2 | 108 | |
| YTD Return | +17.99% | +19.68% | |
| 1Y Return | +28.75% | +26.75% | |
| 3Y Return (annualized) | - | +26.25% | |
| 5Y Return (annualized) | - | +15.39% | |
| Volatility (annualized) | 23.7% | 30.6% | |
| Max Drawdown | -18.5% | -83.0% | |
| Fund Family | WEBs Investments | Invesco (US) | |
| Category | Equity | Equity | |
| Inception | Jul 22, 2025 | Mar 10, 1999 |
DVIN vs QQQ Performance
WEBs Industrials XLI Defined Volatility ETF (DVIN) is a ETF from WEBs Investments and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year DVIN returned +28.75% while QQQ returned +26.75%. Year to date, DVIN is up 17.99% versus a gain of 19.68% for QQQ.
Risk: Volatility and Drawdowns
QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% compared with 23.7% for DVIN. 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 -18.5% for DVIN 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 0.38. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
DVIN charges 0.89% per year while QQQ charges 0.18%. On a $10,000 position that is $89 vs $18 annually, a gap of $71 per year that compounds over a long holding period. On income, DVIN currently yields 0.00% against 0.41% for QQQ.
Holdings Overlap
DVIN and QQQ share 0 holdings out of 104 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, DVIN or QQQ?
DVIN has an expense ratio of 0.89% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $71 per year of difference.
Which performed better, DVIN or QQQ?
Over the past year DVIN returned +28.75% vs +26.75% for QQQ, so DVIN leads on 1-year performance. Over the longest common window we track (1 years), DVIN annualized +24.68% vs +13.15% for QQQ. Past performance does not guarantee future results.
Which is riskier, DVIN or QQQ?
QQQ has been the more volatile fund at 30.6% annualized versus 23.7% for DVIN. Worst drawdown: DVIN -18.5% vs QQQ -83.0%.
Should I hold both DVIN and QQQ?
DVIN and QQQ have a monthly-return correlation of 0.38, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between DVIN and QQQ?
DVIN and QQQ share 0 common holdings with a 0.0% weight overlap. Combined, they hold 104 unique securities.
Which pays a higher dividend, DVIN or QQQ?
DVIN yields 0.00% while QQQ yields 0.41%, so QQQ currently pays the higher dividend yield.
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