DWAW vs QQQ

DWAW 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

MetricDWAWQQQWinner
Expense Ratio1.23%0.18%
AUM$95M$496.3B
Dividend Yield0.68%0.44%
Holdings7108
YTD Return+15.26%+16.64%
1Y Return+24.55%+27.27%
3Y Return (annualized)+19.61%+25.96%
5Y Return (annualized)+7.86%+14.54%
Volatility (annualized)18.8%30.6%
Max Drawdown-31.6%-83.0%
Fund FamilyAdvisor SharesInvesco (US)
CategoryEquityEquity
InceptionDec 26, 2019Mar 10, 1999

DWAW vs QQQ Performance

Advisorshares Dorsey Wright Fsm All Cap World Etf (DWAW) is a ETF from Advisor Shares and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year DWAW returned +24.55% while QQQ returned +27.27%. Year to date, DWAW is up 15.26% versus a gain of 16.64% for QQQ.

Over three years, DWAW compounded at +19.61% per year against +25.96% for QQQ; over five years the annualized figures are +7.86% and +14.54% respectively. Across the full 7-year window we track, QQQ has the edge at +13.03% annualized vs +12.09%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% compared with 18.8% for DWAW. 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 -31.6% for DWAW 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 0.84. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

DWAW charges 1.23% per year while QQQ charges 0.18%. On a $10,000 position that is $123 vs $18 annually, a gap of $105 per year that compounds over a long holding period. On income, DWAW currently yields 0.68% against 0.44% for QQQ.

Holdings Overlap

0.0%overlap

DWAW and QQQ share 0 holdings out of 108 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, DWAW or QQQ?

DWAW has an expense ratio of 1.23% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $105 per year of difference.

Which performed better, DWAW or QQQ?

Over the past year DWAW returned +24.55% vs +27.27% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (7 years), DWAW annualized +12.09% vs +13.03% for QQQ. Past performance does not guarantee future results.

Which is riskier, DWAW or QQQ?

QQQ has been the more volatile fund at 30.6% annualized versus 18.8% for DWAW. Worst drawdown: DWAW -31.6% vs QQQ -83.0%.

Should I hold both DWAW and QQQ?

DWAW and QQQ have a monthly-return correlation of 0.84, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between DWAW and QQQ?

DWAW and QQQ share 0 common holdings with a 0.0% weight overlap. Combined, they hold 108 unique securities.

Which pays a higher dividend, DWAW or QQQ?

DWAW yields 0.68% while QQQ yields 0.44%, so DWAW currently pays the higher dividend yield.

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