EUDG vs QQQ
WisdomTree Europe Quality Dividend Growth Fund vs Invesco QQQ Trust, Series 1
Which is better, EUDG or QQQ?
QQQ has been ahead.
QQQ has a lower expense ratio. QQQ led over 1Y, 3Y, 5Y and the full window. EUDG is less concentrated, with 35.2% of the fund in its ten largest positions against 46.5%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | EUDG | QQQ |
|---|---|---|
| Expense Ratio | 0.58% | 0.18%Best |
| AUM | $70M | $483.5B |
| Dividend Yield | 2.31% | 0.44% |
| Holdings | 237 | 107 |
| YTD Return | +4.76% | +16.87%Best |
| 1Y Return | +12.48% | +22.98%Best |
| 3Y Return (annualized) | +11.91% | +24.98%Best |
| 5Y Return (annualized) | +5.01% | +14.39%Best |
| Volatility (annualized) | 15.4%Best | 18.3% |
| Max Drawdown | -33.8%Best | -35.1% |
| $10,000 over 5 years | $12,769 | $19,586Best |
| Top 10 Weight | 35.2%Best | 46.5% |
| Fund Family | WisdomTree Investments | Invesco (US) |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Growth |
| Inception | May 7, 2014 | Mar 10, 1999 |
Volatility and max drawdown are measured over the window both funds cover: May 7, 2014 to Sep 11, 2026 (12.3 years).
EUDG vs QQQ growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 12.3 years both funds cover.
EUDG vs QQQ Performance
WisdomTree Europe Quality Dividend Growth Fund (EUDG) is an ETF from WisdomTree Investments and Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US). Over the past year EUDG returned +12.48% while QQQ returned +22.98%. Year to date, EUDG is up 4.76% versus a gain of 16.87% for QQQ.
Over three years, EUDG compounded at +11.91% per year against +24.98% for QQQ; over five years the annualized figures are +5.01% and +14.39% respectively. Across the full 12-year window we track, QQQ has the edge at +18.96% annualized vs +4.79%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
QQQ has been the more volatile fund, with annualized monthly volatility of 18.3% compared with 15.4% for EUDG. 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 -33.8% for EUDG and -35.1% for QQQ. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.69. They move together some of the time, and apart the rest.
Fees and Cost Over Time
EUDG charges 0.58% per year while QQQ charges 0.18%. On a $10,000 position that is $58 vs $18 annually, a gap of $40 per year that compounds over a long holding period. On income, EUDG currently yields 2.31% against 0.44% for QQQ.
Holdings Overlap
2.9% of EUDG's money is in holdings QQQ also owns. 0.9% of QQQ's money is in holdings EUDG also owns.
EUDG and QQQ share little of their money.
2 positions in common, counted across the 227 positions we hold weights for in EUDG and 102 in QQQ, against full books of 237 and 107.
What only one of them owns
Our book lists 95 positions for QQQ that do not appear in our book for EUDG (97.0% of the fund), and 7 for EUDG that do not appear in QQQ (6.5%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
You are not choosing between two funds in isolation.
Whichever of EUDG and QQQ you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, EUDG or QQQ?
EUDG has an expense ratio of 0.58% while QQQ charges 0.18%. QQQ is the cheaper option, by $40 a year on a $10,000 investment.
Which performed better, EUDG or QQQ?
Over the past year EUDG returned +12.48% vs +22.98% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (12 years), EUDG annualized +4.79% vs +18.96% for QQQ. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, EUDG or QQQ?
QQQ has been the more volatile fund at 18.3% annualized versus 15.4% for EUDG. Worst drawdown: EUDG -33.8% vs QQQ -35.1%.
Should I hold both EUDG and QQQ?
EUDG and QQQ have a monthly-return correlation of 0.69, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between EUDG and QQQ?
2.9% of EUDG's money is in holdings QQQ also owns. 0.9% of QQQ's is in holdings EUDG also owns. They hold 2 positions in common, counted across the 227 positions we hold weights for in EUDG and 102 in QQQ.
Which pays a higher dividend, EUDG or QQQ?
EUDG yields 2.31% while QQQ yields 0.44%, so EUDG currently pays the higher dividend yield.
Is QQQ better than EUDG?
QQQ has a lower expense ratio. QQQ led over 1Y, 3Y, 5Y and the full window. EUDG is less concentrated, with 35.2% of the fund in its ten largest positions against 46.5%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.