FHDG vs QQQ

FHDG 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

MetricFHDGQQQWinner
Expense Ratio0.85%0.18%
AUM$71M$496.3B
Dividend Yield0.00%0.44%
Holdings5108
YTD Return+44.44%+16.23%
1Y Return-+26.23%
3Y Return (annualized)-+25.75%
5Y Return (annualized)-+14.78%
Volatility (annualized)-30.6%
Max Drawdown0.0%-83.0%
Fund FamilyFirst Trust Portfolios (US)Invesco (US)
CategoryAlternativeEquity
InceptionNov 15, 2024Mar 10, 1999

FHDG vs QQQ Performance

FT Vest US Equity Quarterly Dynamic Buffer ETF (FHDG) is a ETF from First Trust Portfolios (US) and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Year to date, FHDG is up 44.44% versus a gain of 16.23% for QQQ.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was 0.0% for FHDG 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

FHDG charges 0.85% per year while QQQ charges 0.18%. On a $10,000 position that is $85 vs $18 annually, a gap of $67 per year that compounds over a long holding period. On income, FHDG currently yields 0.00% against 0.44% for QQQ.

Holdings Overlap

0.0%overlap

FHDG and QQQ share 0 holdings out of 103 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, FHDG or QQQ?

FHDG has an expense ratio of 0.85% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $67 per year of difference.

What is the holdings overlap between FHDG and QQQ?

FHDG and QQQ share 0 common holdings with a 0.0% weight overlap. Combined, they hold 103 unique securities.

Which pays a higher dividend, FHDG or QQQ?

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

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