IDV vs QQQ

Quick Verdict

QQQ has a lower expense ratio. QQQ delivered stronger 1-year returns. QQQ offers more diversification with 103 holdings.

Lower Fees: QQQHigher Returns: QQQMore Diversified: QQQ

Side-by-Side Comparison

MetricIDVQQQWinner
Expense Ratio0.50%0.18%
AUM$8.2B$455.8B
Dividend Yield5.50%0.41%
Holdings125108
YTD Return+11.33%+18.31%
1Y Return+24.89%+25.37%
3Y Return (annualized)+25.28%+25.79%
5Y Return (annualized)+12.57%+15.20%
Volatility (annualized)22.6%30.6%
Max Drawdown-76.3%-83.0%
Fund FamilyiShares by BlackRock (US)Invesco (US)
CategoryEquityEquity
InceptionJun 11, 2007Mar 10, 1999

IDV vs QQQ Performance

iShares International Select Dividend ETF (IDV) is a ETF from iShares by BlackRock (US) and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year IDV returned +24.89% while QQQ returned +25.37%. Year to date, IDV is up 11.33% versus a gain of 18.31% for QQQ.

Over three years, IDV compounded at +25.28% per year against +25.79% for QQQ; over five years the annualized figures are +12.57% and +15.20% respectively. Across the full 19-year window we track, QQQ has the edge at +13.10% annualized vs +1.03%. 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 22.6% for IDV. 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 -76.3% for IDV 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 0.57. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

IDV 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, IDV currently yields 5.50% against 0.41% for QQQ.

Holdings Overlap

0.0%overlap

IDV and QQQ share 0 holdings out of 201 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, IDV or QQQ?

IDV 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, IDV or QQQ?

Over the past year IDV returned +24.89% vs +25.37% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (19 years), IDV annualized +1.03% vs +13.10% for QQQ. Past performance does not guarantee future results.

Which is riskier, IDV or QQQ?

QQQ has been the more volatile fund at 30.6% annualized versus 22.6% for IDV. Worst drawdown: IDV -76.3% vs QQQ -83.0%.

Should I hold both IDV and QQQ?

IDV and QQQ have a monthly-return correlation of 0.57, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between IDV and QQQ?

IDV and QQQ share 0 common holdings with a 0.0% weight overlap. Combined, they hold 201 unique securities.

Which pays a higher dividend, IDV or QQQ?

IDV yields 5.50% while QQQ yields 0.41%, so IDV currently pays the higher dividend yield.

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