DVQQ vs VTI

DVQQ vs VTI
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Quick Verdict

VTI has a lower expense ratio. DVQQ delivered stronger 1-year returns. VTI offers more diversification with 3,543 holdings.

Lower Fees: VTIHigher Returns: DVQQMore Diversified: VTI

Side-by-Side Comparison

MetricDVQQVTIWinner
Expense Ratio0.94%0.03%
AUM$2M$666.9B
Dividend Yield0.03%1.07%
Holdings43,543
YTD Return+14.55%+12.65%
1Y Return+26.35%+21.39%
3Y Return (annualized)-+21.54%
5Y Return (annualized)-+12.11%
Volatility (annualized)23.4%15.3%
Max Drawdown-25.1%-56.6%
Fund FamilyWEBs InvestmentsVanguard (US)
CategoryEquityEquity
InceptionDec 16, 2024May 24, 2001

DVQQ vs VTI Performance

WEBs QQQ Defined Volatility ETF (DVQQ) is a ETF from WEBs Investments and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year DVQQ returned +26.35% while VTI returned +21.39%. Year to date, DVQQ is up 14.55% versus a gain of 12.65% for VTI.

Risk: Volatility and Drawdowns

DVQQ has been the more volatile fund, with annualized monthly volatility of 23.4% compared with 15.3% for VTI. 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 -25.1% for DVQQ and -56.6% for VTI. 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 0.91. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

DVQQ charges 0.94% per year while VTI charges 0.03%. On a $10,000 position that is $94 vs $3 annually, a gap of $91 per year that compounds over a long holding period. On income, DVQQ currently yields 0.03% against 1.07% for VTI.

Holdings Overlap

0.0%overlap

DVQQ and VTI share 0 holdings out of 2788 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, DVQQ or VTI?

DVQQ has an expense ratio of 0.94% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $91 per year of difference.

Which performed better, DVQQ or VTI?

Over the past year DVQQ returned +26.35% vs +21.39% for VTI, so DVQQ leads on 1-year performance. Over the longest common window we track (2 years), DVQQ annualized +13.93% vs +8.07% for VTI. Past performance does not guarantee future results.

Which is riskier, DVQQ or VTI?

DVQQ has been the more volatile fund at 23.4% annualized versus 15.3% for VTI. Worst drawdown: DVQQ -25.1% vs VTI -56.6%.

Should I hold both DVQQ and VTI?

DVQQ and VTI have a monthly-return correlation of 0.91, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.

What is the holdings overlap between DVQQ and VTI?

DVQQ and VTI share 0 common holdings with a 0.0% weight overlap. Combined, they hold 2788 unique securities.

Which pays a higher dividend, DVQQ or VTI?

DVQQ yields 0.03% while VTI yields 1.07%, so VTI currently pays the higher dividend yield.

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