DVXE vs QQQ
WEBs Energy XLE Defined Volatility ETF vs Invesco QQQ Trust, Series 1
Quick Verdict
QQQ has a lower expense ratio. DVXE delivered stronger 1-year returns. QQQ offers more diversification with 103 holdings.
Side-by-Side Comparison
| Metric | DVXE | QQQ | Winner |
|---|---|---|---|
| Expense Ratio | 0.89% | 0.18% | |
| AUM | $587,553 | $455.8B | |
| Dividend Yield | 0.00% | 0.41% | |
| Holdings | 4 | 108 | |
| YTD Return | +49.88% | +18.31% | |
| 1Y Return | +76.53% | +25.37% | |
| 3Y Return (annualized) | - | +25.79% | |
| 5Y Return (annualized) | - | +15.20% | |
| Volatility (annualized) | 32.7% | 30.6% | |
| Max Drawdown | -21.8% | -83.0% | |
| Fund Family | WEBs Investments | Invesco (US) | |
| Category | Equity | Equity | |
| Inception | Jul 22, 2025 | Mar 10, 1999 |
DVXE vs QQQ Performance
WEBs Energy XLE Defined Volatility ETF (DVXE) is a ETF from WEBs Investments and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year DVXE returned +76.53% while QQQ returned +25.37%. Year to date, DVXE is up 49.88% versus a gain of 18.31% for QQQ.
Risk: Volatility and Drawdowns
DVXE has been the more volatile fund, with annualized monthly volatility of 32.7% compared with 30.6% for QQQ. 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 -21.8% for DVXE 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 -0.72. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
DVXE 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, DVXE currently yields 0.00% against 0.41% for QQQ.
Holdings Overlap
DVXE 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, DVXE or QQQ?
DVXE 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, DVXE or QQQ?
Over the past year DVXE returned +76.53% vs +25.37% for QQQ, so DVXE leads on 1-year performance. Over the longest common window we track (1 years), DVXE annualized +64.23% vs +13.10% for QQQ. Past performance does not guarantee future results.
Which is riskier, DVXE or QQQ?
DVXE has been the more volatile fund at 32.7% annualized versus 30.6% for QQQ. Worst drawdown: DVXE -21.8% vs QQQ -83.0%.
Should I hold both DVXE and QQQ?
DVXE and QQQ have a monthly-return correlation of -0.72, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between DVXE and QQQ?
DVXE and QQQ share 0 common holdings with a 0.0% weight overlap. Combined, they hold 104 unique securities.
Which pays a higher dividend, DVXE or QQQ?
DVXE yields 0.00% while QQQ yields 0.41%, so QQQ currently pays the higher dividend yield.
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