EUDG vs QQQ
WisdomTree Europe Quality Dividend Growth Fund vs Invesco QQQ Trust, Series 1
Quick Verdict
QQQ has a lower expense ratio. QQQ delivered stronger 1-year returns. EUDG offers more diversification with 228 holdings.
Side-by-Side Comparison
| Metric | EUDG | QQQ | Winner |
|---|---|---|---|
| Expense Ratio | 0.58% | 0.18% | |
| AUM | $70M | $496.3B | |
| Dividend Yield | 2.33% | 0.44% | |
| Holdings | 228 | 108 | |
| YTD Return | +7.84% | +16.23% | |
| 1Y Return | +17.27% | +26.23% | |
| 3Y Return (annualized) | +12.86% | +25.75% | |
| 5Y Return (annualized) | +5.49% | +14.78% | |
| Volatility (annualized) | 15.5% | 30.6% | |
| Max Drawdown | -33.8% | -83.0% | |
| Fund Family | WisdomTree Investments | Invesco (US) | |
| Category | Equity | Equity | |
| Inception | May 7, 2014 | Mar 10, 1999 |
EUDG vs QQQ Performance
WisdomTree Europe Quality Dividend Growth Fund (EUDG) is a ETF from WisdomTree Investments and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year EUDG returned +17.27% while QQQ returned +26.23%. Year to date, EUDG is up 7.84% versus a gain of 16.23% for QQQ.
Over three years, EUDG compounded at +12.86% per year against +25.75% for QQQ; over five years the annualized figures are +5.49% and +14.78% respectively. Across the full 12-year window we track, QQQ has the edge at +13.02% annualized vs +5.06%. 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 15.5% 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 -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 0.69. They move independently enough that combining them can meaningfully diversify a portfolio.
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 2.33% against 0.44% for QQQ.
Holdings Overlap
EUDG and QQQ share 1 holdings out of 329 unique holdings combined, representing a 0.2% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in EUDG | Weight in QQQ | Difference |
|---|---|---|---|
| FER:AS | 0.36% | 0.21% | 0.15% |
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. On a $10,000 investment, that is $40 per year of difference.
Which performed better, EUDG or QQQ?
Over the past year EUDG returned +17.27% vs +26.23% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (12 years), EUDG annualized +5.06% vs +13.02% for QQQ. Past performance does not guarantee future results.
Which is riskier, EUDG or QQQ?
QQQ has been the more volatile fund at 30.6% annualized versus 15.5% for EUDG. Worst drawdown: EUDG -33.8% vs QQQ -83.0%.
Should I hold both EUDG and QQQ?
EUDG and QQQ have a monthly-return correlation of 0.69, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between EUDG and QQQ?
EUDG and QQQ share 1 common holdings with a 0.2% weight overlap. Combined, they hold 329 unique securities.
Which pays a higher dividend, EUDG or QQQ?
EUDG yields 2.33% while QQQ yields 0.44%, so EUDG currently pays the higher dividend yield.
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