GXDW vs QQQ

GXDW 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

MetricGXDWQQQWinner
Expense Ratio0.50%0.18%
AUM$7M$496.3B
Dividend Yield1.55%0.44%
Holdings7108
YTD Return-3.09%+16.19%
1Y Return-7.97%+25.22%
3Y Return (annualized)+0.52%+25.47%
5Y Return (annualized)-13.18%+14.34%
Volatility (annualized)28.4%30.6%
Max Drawdown-67.8%-83.0%
Fund FamilyGlobal X by mirae AssetInvesco (US)
CategoryEquityEquity
InceptionOct 25, 2019Mar 10, 1999

GXDW vs QQQ Performance

Global X Dorsey Wright Thematic ETF (GXDW) is a ETF from Global X by mirae Asset and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year GXDW returned -7.97% while QQQ returned +25.22%. Year to date, GXDW is down 3.09% versus a gain of 16.19% for QQQ.

Over three years, GXDW compounded at +0.52% per year against +25.47% for QQQ; over five years the annualized figures are -13.18% and +14.34% respectively. Across the full 7-year window we track, QQQ has the edge at +13.01% annualized vs -0.13%. 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 28.4% for GXDW. 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 -67.8% for GXDW 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 0.82. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

GXDW charges 0.50% per year while QQQ charges 0.18%. On a $10,000 position that is $50 vs $18 annually, a gap of $32 per year that compounds over a long holding period. On income, GXDW currently yields 1.55% against 0.44% for QQQ.

Holdings Overlap

0.0%overlap

GXDW and QQQ share 0 holdings out of 107 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, GXDW or QQQ?

GXDW has an expense ratio of 0.50% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $32 per year of difference.

Which performed better, GXDW or QQQ?

Over the past year GXDW returned -7.97% vs +25.22% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (7 years), GXDW annualized -0.13% vs +13.01% for QQQ. Past performance does not guarantee future results.

Which is riskier, GXDW or QQQ?

QQQ has been the more volatile fund at 30.6% annualized versus 28.4% for GXDW. Worst drawdown: GXDW -67.8% vs QQQ -83.0%.

Should I hold both GXDW and QQQ?

GXDW and QQQ have a monthly-return correlation of 0.82, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between GXDW and QQQ?

GXDW and QQQ share 0 common holdings with a 0.0% weight overlap. Combined, they hold 107 unique securities.

Which pays a higher dividend, GXDW or QQQ?

GXDW yields 1.55% while QQQ yields 0.44%, so GXDW currently pays the higher dividend yield.

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