FDG vs QQQ

FDG 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

MetricFDGQQQWinner
Expense Ratio0.45%0.18%
AUM$428M$496.3B
Dividend Yield0.00%0.44%
Holdings45108
YTD Return+3.97%+17.07%
1Y Return+15.16%+26.39%
3Y Return (annualized)+26.87%+26.08%
5Y Return (annualized)+9.98%+15.18%
Volatility (annualized)23.2%30.6%
Max Drawdown-43.7%-83.0%
Fund FamilyAmerican Century ETFsInvesco (US)
CategoryEquityEquity
InceptionMar 31, 2020Mar 10, 1999

FDG vs QQQ Performance

American Century Focused Dynamic Growth ETF (FDG) is a ETF from American Century ETFs and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year FDG returned +15.16% while QQQ returned +26.39%. Year to date, FDG is up 3.97% versus a gain of 17.07% for QQQ.

Over three years, FDG compounded at +26.87% per year against +26.08% for QQQ; over five years the annualized figures are +9.98% and +15.18% respectively. Across the full 6-year window we track, FDG has the edge at +21.28% annualized vs +13.05%. 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 23.2% for FDG. 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 -43.7% for FDG 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 0.93. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

FDG charges 0.45% per year while QQQ charges 0.18%. On a $10,000 position that is $45 vs $18 annually, a gap of $27 per year that compounds over a long holding period. On income, FDG currently yields 0.00% against 0.44% for QQQ.

Holdings Overlap

35.9%overlap

FDG and QQQ share 21 holdings out of 125 unique holdings combined, representing a 35.9% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in FDGWeight in QQQDifference
NVDA17.27%8.44%8.83%
GOOG16.00%3.13%12.87%
AMZN7.05%4.67%2.38%
MSFTProProPro
TSLAProProPro
METAProProPro
AVGOProProPro
CDNSProProPro
LRCXProProPro
NFLXProProPro
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Frequently Asked Questions

Which is cheaper, FDG or QQQ?

FDG has an expense ratio of 0.45% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $27 per year of difference.

Which performed better, FDG or QQQ?

Over the past year FDG returned +15.16% vs +26.39% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (6 years), FDG annualized +21.28% vs +13.05% for QQQ. Past performance does not guarantee future results.

Which is riskier, FDG or QQQ?

QQQ has been the more volatile fund at 30.6% annualized versus 23.2% for FDG. Worst drawdown: FDG -43.7% vs QQQ -83.0%.

Should I hold both FDG and QQQ?

FDG and QQQ have a monthly-return correlation of 0.93, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.

What is the holdings overlap between FDG and QQQ?

FDG and QQQ share 21 common holdings with a 35.9% weight overlap. Combined, they hold 125 unique securities.

Which pays a higher dividend, FDG or QQQ?

FDG yields 0.00% while QQQ yields 0.44%, so QQQ currently pays the higher dividend yield.

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