IDVY vs QQQ

IDVY vs QQQ
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Quick Verdict

QQQ has a lower expense ratio. IDVY offers more diversification with 156 holdings.

Lower Fees: QQQHigher Returns: TiedMore Diversified: IDVY

Side-by-Side Comparison

MetricIDVYQQQWinner
Expense Ratio0.60%0.18%
AUM$1M$496.3B
Dividend Yield0.76%0.44%
Holdings156108
YTD Return+7.33%+16.64%
1Y Return-+27.27%
3Y Return (annualized)-+25.96%
5Y Return (annualized)-+14.54%
Volatility (annualized)-30.6%
Max Drawdown-13.5%-83.0%
Fund FamilyFirst Trust Portfolios (US)Invesco (US)
CategoryEquityEquity
InceptionFeb 10, 2026Mar 10, 1999

IDVY vs QQQ Performance

First Trust International Rising Dividend Achievers ETF (IDVY) is a ETF from First Trust Portfolios (US) and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Year to date, IDVY is up 7.33% versus a gain of 16.64% for QQQ.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -13.5% for IDVY 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

IDVY charges 0.60% per year while QQQ charges 0.18%. On a $10,000 position that is $60 vs $18 annually, a gap of $42 per year that compounds over a long holding period. On income, IDVY currently yields 0.76% against 0.44% for QQQ.

Holdings Overlap

0.0%overlap

IDVY and QQQ share 0 holdings out of 254 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, IDVY or QQQ?

IDVY has an expense ratio of 0.60% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $42 per year of difference.

What is the holdings overlap between IDVY and QQQ?

IDVY and QQQ share 0 common holdings with a 0.0% weight overlap. Combined, they hold 254 unique securities.

Which pays a higher dividend, IDVY or QQQ?

IDVY yields 0.76% while QQQ yields 0.44%, so IDVY currently pays the higher dividend yield.

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