FIDI vs QQQ

Quick Verdict

QQQ delivered stronger 1-year returns. FIDI offers more diversification with 119 holdings.

Lower Fees: TiedHigher Returns: QQQMore Diversified: FIDI

Side-by-Side Comparison

MetricFIDIQQQWinner
Expense Ratio0.18%0.18%
AUM$362M$496.3B
Dividend Yield3.90%0.44%
Holdings119108
YTD Return+15.19%+19.52%
1Y Return+25.99%+26.68%
3Y Return (annualized)+21.48%+26.64%
5Y Return (annualized)+12.34%+15.36%
Volatility (annualized)17.4%30.6%
Max Drawdown-50.6%-83.0%
Fund FamilyFidelity Investments (US)Invesco (US)
CategoryEquityEquity
InceptionJan 16, 2018Mar 10, 1999

FIDI vs QQQ Performance

Fidelity International High Dividend ETF (FIDI) is a ETF from Fidelity Investments (US) and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year FIDI returned +25.99% while QQQ returned +26.68%. Year to date, FIDI is up 15.19% versus a gain of 19.52% for QQQ.

Over three years, FIDI compounded at +21.48% per year against +26.64% for QQQ; over five years the annualized figures are +12.34% and +15.36% respectively. Across the full 9-year window we track, QQQ has the edge at +13.14% annualized vs +4.94%. 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 17.4% for FIDI. 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 -50.6% for FIDI 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 0.49. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

FIDI charges 0.18% per year while QQQ charges 0.18%. On a $10,000 position that is $18 vs $18 annually. On income, FIDI currently yields 3.90% against 0.44% for QQQ.

Holdings Overlap

0.0%overlap

FIDI and QQQ share 0 holdings out of 205 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, FIDI or QQQ?

FIDI has an expense ratio of 0.18% while QQQ charges 0.18%. They cost the same. On a $10,000 investment, that is $0 per year of difference.

Which performed better, FIDI or QQQ?

Over the past year FIDI returned +25.99% vs +26.68% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (9 years), FIDI annualized +4.94% vs +13.14% for QQQ. Past performance does not guarantee future results.

Which is riskier, FIDI or QQQ?

QQQ has been the more volatile fund at 30.6% annualized versus 17.4% for FIDI. Worst drawdown: FIDI -50.6% vs QQQ -83.0%.

Should I hold both FIDI and QQQ?

FIDI and QQQ have a monthly-return correlation of 0.49, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between FIDI and QQQ?

FIDI and QQQ share 0 common holdings with a 0.0% weight overlap. Combined, they hold 205 unique securities.

Which pays a higher dividend, FIDI or QQQ?

FIDI yields 3.90% while QQQ yields 0.44%, so FIDI currently pays the higher dividend yield.

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