FDND vs QQQ

FDND 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

MetricFDNDQQQWinner
Expense Ratio0.75%0.18%
AUM$10M$496.3B
Dividend Yield8.11%0.44%
Holdings43108
YTD Return+3.05%+16.64%
1Y Return+0.94%+27.27%
3Y Return (annualized)-+25.96%
5Y Return (annualized)-+14.54%
Volatility (annualized)18.3%30.6%
Max Drawdown-24.1%-83.0%
Fund FamilyFirst Trust Portfolios (US)Invesco (US)
CategoryEquityEquity
InceptionMar 20, 2024Mar 10, 1999

FDND vs QQQ Performance

FT Vest Dow Jones Internet & Target Income ETF (FDND) is a ETF from First Trust Portfolios (US) and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year FDND returned +0.94% while QQQ returned +27.27%. Year to date, FDND is up 3.05% versus a gain of 16.64% for QQQ.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% compared with 18.3% for FDND. 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 -24.1% for FDND 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 0.71. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

FDND charges 0.75% per year while QQQ charges 0.18%. On a $10,000 position that is $75 vs $18 annually, a gap of $57 per year that compounds over a long holding period. On income, FDND currently yields 8.11% against 0.44% for QQQ.

Holdings Overlap

19.8%overlap

FDND and QQQ share 14 holdings out of 129 unique holdings combined, representing a 19.8% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in FDNDWeight in QQQDifference
AMZN9.89%4.67%5.22%
META10.57%2.78%7.79%
CSCO8.45%2.10%6.35%
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Frequently Asked Questions

Which is cheaper, FDND or QQQ?

FDND has an expense ratio of 0.75% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $57 per year of difference.

Which performed better, FDND or QQQ?

Over the past year FDND returned +0.94% vs +27.27% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (2 years), FDND annualized +10.82% vs +13.03% for QQQ. Past performance does not guarantee future results.

Which is riskier, FDND or QQQ?

QQQ has been the more volatile fund at 30.6% annualized versus 18.3% for FDND. Worst drawdown: FDND -24.1% vs QQQ -83.0%.

Should I hold both FDND and QQQ?

FDND and QQQ have a monthly-return correlation of 0.71, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between FDND and QQQ?

FDND and QQQ share 14 common holdings with a 19.8% weight overlap. Combined, they hold 129 unique securities.

Which pays a higher dividend, FDND or QQQ?

FDND yields 8.11% while QQQ yields 0.44%, so FDND currently pays the higher dividend yield.

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