DVXC vs QQQ

DVXC vs QQQ
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Quick Verdict

QQQ has a lower expense ratio. QQQ delivered stronger 1-year returns. QQQ offers more diversification with 108 holdings.

Lower Fees: QQQHigher Returns: QQQMore Diversified: QQQ

Side-by-Side Comparison

MetricDVXCQQQWinner
Expense Ratio0.89%0.18%
AUM$120,303$496.3B
Dividend Yield0.00%0.44%
Holdings4108
YTD Return-17.47%+16.23%
1Y Return-4.55%+26.23%
3Y Return (annualized)-+25.75%
5Y Return (annualized)-+14.78%
Volatility (annualized)27.8%30.6%
Max Drawdown-26.0%-83.0%
Fund FamilyWEBs InvestmentsInvesco (US)
CategoryEquityEquity
InceptionJul 22, 2025Mar 10, 1999

DVXC vs QQQ Performance

WEBs Communication Services XLC Defined Volatility ETF (DVXC) is a ETF from WEBs Investments and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year DVXC returned -4.55% while QQQ returned +26.23%. Year to date, DVXC is down 17.47% versus a gain of 16.23% for QQQ.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% compared with 27.8% for DVXC. 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 -26.0% for DVXC 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

DVXC 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, DVXC currently yields 0.00% against 0.44% for QQQ.

Holdings Overlap

0.0%overlap

DVXC and QQQ share 0 holdings out of 103 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, DVXC or QQQ?

DVXC 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, DVXC or QQQ?

Over the past year DVXC returned -4.55% vs +26.23% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (1 years), DVXC annualized -2.67% vs +13.02% for QQQ. Past performance does not guarantee future results.

Which is riskier, DVXC or QQQ?

QQQ has been the more volatile fund at 30.6% annualized versus 27.8% for DVXC. Worst drawdown: DVXC -26.0% vs QQQ -83.0%.

Should I hold both DVXC and QQQ?

DVXC 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 DVXC and QQQ?

DVXC and QQQ share 0 common holdings with a 0.0% weight overlap. Combined, they hold 103 unique securities.

Which pays a higher dividend, DVXC or QQQ?

DVXC yields 0.00% while QQQ yields 0.44%, so QQQ currently pays the higher dividend yield.

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