DWWN vs QQQ

DWWN vs QQQ
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Quick Verdict

QQQ has a lower expense ratio. QQQ offers more diversification with 108 holdings.

Lower Fees: QQQHigher Returns: TiedMore Diversified: QQQ

Side-by-Side Comparison

MetricDWWNQQQWinner
Expense Ratio0.19%0.18%
AUM$11M$496.3B
Dividend Yield0.52%0.44%
Holdings56108
YTD Return-4.09%+16.64%
1Y Return-+27.27%
3Y Return (annualized)-+25.96%
5Y Return (annualized)-+14.54%
Volatility (annualized)-30.6%
Max Drawdown-11.9%-83.0%
Fund FamilyPrincipal FundsInvesco (US)
CategoryFixed IncomeEquity
InceptionMay 21, 2026Mar 10, 1999

DWWN vs QQQ Performance

Principal Long Duration ETF (DWWN) is a ETF from Principal Funds and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Year to date, DWWN is down 4.09% versus a gain of 16.64% for QQQ.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -11.9% for DWWN and -83.0% for QQQ. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

DWWN charges 0.19% per year while QQQ charges 0.18%. On a $10,000 position that is $19 vs $18 annually, a gap of $1 per year that compounds over a long holding period. On income, DWWN currently yields 0.52% against 0.44% for QQQ.

Holdings Overlap

0.0%overlap

DWWN and QQQ share 0 holdings out of 158 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, DWWN or QQQ?

DWWN has an expense ratio of 0.19% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $1 per year of difference.

What is the holdings overlap between DWWN and QQQ?

DWWN and QQQ share 0 common holdings with a 0.0% weight overlap. Combined, they hold 158 unique securities.

Which pays a higher dividend, DWWN or QQQ?

DWWN yields 0.52% while QQQ yields 0.44%, so DWWN currently pays the higher dividend yield.

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