DVND vs QQQ

DVND vs QQQ

Which is better, DVND or QQQ?

Large Cap Value against Large Cap Growth.

QQQ has a lower expense ratio. QQQ led over 1Y, 3Y and the full window. DVND is less concentrated, with 28.2% of the fund in its ten largest positions against 46.5%.

Lower Fees: QQQHigher Returns: QQQLess Concentrated: DVND

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

MetricDVNDQQQ
Expense Ratio0.50%0.18%Best
AUM$54M$483.5B
Dividend Yield1.77%0.44%
Holdings57107
YTD Return+10.91%+17.95%Best
1Y Return+13.17%+21.77%Best
3Y Return (annualized)+16.13%+25.63%Best
5Y Return (annualized)-+15.24%
Volatility (annualized)13.2%Best18.9%
Max Drawdown-14.8%Best-22.8%
$10,000 over 4.1 years$16,643$22,682Best
Top 10 Weight28.2%Best46.5%
Fund FamilyTouchstone InvestmentsInvesco (US)
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Growth
InceptionAug 2, 2022Mar 10, 1999

Volatility and max drawdown, and the $10,000 over 4.1 years row, are measured over the window both funds cover: Aug 4, 2022 to Sep 18, 2026 (4.1 years).

DVND 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 4.1 years both funds cover.

DVND vs QQQ Performance

Touchstone Dividend Select ETF (DVND) is an ETF from Touchstone Investments and Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US). Over the past year DVND returned +13.17% while QQQ returned +21.77%. Year to date, DVND is up 10.91% versus a gain of 17.95% for QQQ.

Over three years, DVND compounded at +16.13% per year against +25.63% for QQQ. Across the full 4-year window we track, QQQ has the edge at +22.11% annualized vs +13.23%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 18.9% compared with 13.2% for DVND. 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 -14.8% for DVND and -22.8% 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 0.64. They move together some of the time, and apart the rest.

Fees and Cost Over Time

DVND charges 0.50% per year while QQQ charges 0.18%. On a $10,000 position that is $50 vs $18 annually, a gap of $32 per year that compounds over a long holding period. On income, DVND currently yields 1.77% against 0.44% for QQQ.

Holdings Overlap

DVND already in QQQ29.1%
QQQ already in DVND34.9%

29.1% of DVND's money is in holdings QQQ also owns. 34.9% of QQQ's money is in holdings DVND also owns.

The two portfolios partly overlap.

14 positions in common, counted across the 56 positions we hold weights for in DVND and 102 in QQQ, against full books of 57 and 107.

What only one of them owns

Measured across the 56 and 102 positions we hold weights for.

QQQ holds 82 positions DVND does not, 62.7% of the fund.

Largest: NVDA 8.44%, MU 4.43%, AMD 3.45%, GOOGL 3.36%, TSLA 2.56%

Top Shared Holdings

StockWeight in DVNDWeight in QQQDifference
MSFTMicrosoft Corp4.93%5.76%0.83%
AAPLApple, Inc2.94%7.27%4.33%
AVGOBroadcom Inc3.07%3.16%0.09%
AMZNAmazon.Com Inc1.33%4.67%3.34%
GOOGAlphabet Inc2.39%3.13%0.74%
METAMeta Platforms Inc2.01%2.78%0.77%
CSCOCisco Systems Inc. - Ordinary Shares1.94%2.10%0.16%
TXNTexas Instrument Inc1.45%1.12%0.33%
KLACKla Corp1.44%1.11%0.33%
PEPPepsico Inc.1.70%0.83%0.87%

34.9% of QQQ is already inside DVND.

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

DVNDQQQ

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, DVND or QQQ?

DVND has an expense ratio of 0.50% while QQQ charges 0.18%. QQQ is the cheaper option, by $32 a year on a $10,000 investment.

Which performed better, DVND or QQQ?

Over the past year DVND returned +13.17% vs +21.77% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (4 years), DVND annualized +13.23% vs +22.11% for QQQ. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, DVND or QQQ?

QQQ has been the more volatile fund at 18.9% annualized versus 13.2% for DVND. Worst drawdown: DVND -14.8% vs QQQ -22.8%.

Should I hold both DVND and QQQ?

DVND and QQQ have a monthly-return correlation of 0.64, 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 DVND and QQQ?

34.9% of QQQ's money is in holdings DVND also owns. 34.9% of QQQ's is in holdings DVND also owns. They hold 14 positions in common, counted across the 56 positions we hold weights for in DVND and 102 in QQQ.

Which pays a higher dividend, DVND or QQQ?

DVND yields 1.77% while QQQ yields 0.44%, so DVND currently pays the higher dividend yield.

Is QQQ better than DVND?

QQQ has a lower expense ratio. QQQ led over 1Y, 3Y and the full window. DVND is less concentrated, with 28.2% of the fund in its ten largest positions against 46.5%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.