FIDI vs QQQ

FIDI vs QQQ

Which is better, FIDI or QQQ?

Large Cap Value against Large Cap Growth.

FIDI led over 1Y, QQQ over 3Y, 5Y and the full window. FIDI is less concentrated, with 27.0% of the fund in its ten largest positions against 46.5%.

Lower Fees: TiedHigher Returns: splitLess Concentrated: FIDI

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricFIDIQQQ
Expense Ratio0.18%Tie0.18%Tie
AUM$362M$486.1B
Dividend Yield3.90%0.44%
Holdings107107
YTD Return+16.15%+17.33%Best
1Y Return+28.36%Best+26.50%
3Y Return (annualized)+21.39%+24.58%Best
5Y Return (annualized)+12.60%+14.15%Best
Volatility (annualized)17.3%Best20.1%
Max Drawdown-50.6%-35.1%Best
$10,000 over 5 years$18,101$19,381Best
Top 10 Weight27.0%Best46.5%
Fund FamilyFidelity Investments (US)Invesco (US)
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Growth
InceptionJan 16, 2018Mar 10, 1999

Volatility and max drawdown are measured over the window both funds cover: Jan 18, 2018 to Sep 3, 2026 (8.6 years).

FIDI vs QQQ growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 8.6 years both funds cover.

FIDI vs QQQ Performance

Fidelity International High Dividend ETF (FIDI) is an ETF from Fidelity Investments (US) and Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US). Over the past year FIDI returned +28.36% while QQQ returned +26.50%. Year to date, FIDI is up 16.15% versus a gain of 17.33% for QQQ.

Over three years, FIDI compounded at +21.39% per year against +24.58% for QQQ; over five years the annualized figures are +12.60% and +14.15% respectively. Across the full 9-year window we track, QQQ has the edge at +18.96% annualized vs +5.00%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 20.1% compared with 17.3% 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 -35.1% for QQQ. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.49. They move together some of the time, and apart the rest.

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

We hold position weights for 103 holdings in FIDI and 102 in QQQ, totalling 99.5% and 99.9% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 103 positions we hold weights for in FIDI and 102 in QQQ, against full books of 107 and 107.

What only one of them owns

Our book lists 96 positions for QQQ that do not appear in our book for FIDI (97.5% of the fund), and 3 for FIDI that do not appear in QQQ (1.9%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

You are not choosing between two funds in isolation.

Whichever of FIDI and QQQ you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

FIDIQQQ

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, FIDI or QQQ?

FIDI has an expense ratio of 0.18% while QQQ charges 0.18%. At the precision these are quoted to, they cost the same.

Which performed better, FIDI or QQQ?

Over the past year FIDI returned +28.36% vs +26.50% for QQQ, so FIDI leads on 1-year performance. Over the longest common window we track (9 years), FIDI annualized +5.00% vs +18.96% for QQQ. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, FIDI or QQQ?

QQQ has been the more volatile fund at 20.1% annualized versus 17.3% for FIDI. Worst drawdown: FIDI -50.6% vs QQQ -35.1%.

Should I hold both FIDI and QQQ?

FIDI and QQQ have a monthly-return correlation of 0.49, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

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.

Is QQQ better than FIDI?

FIDI led over 1Y, QQQ over 3Y, 5Y and the full window. FIDI is less concentrated, with 27.0% of the fund in its ten largest positions against 46.5%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.