IQDG vs QQQ
WisdomTree International Quality Dividend Growth Fund vs Invesco QQQ Trust, Series 1
Quick Verdict
QQQ has a lower expense ratio. QQQ delivered stronger 1-year returns. IQDG offers more diversification with 262 holdings.
Side-by-Side Comparison
| Metric | IQDG | QQQ | Winner |
|---|---|---|---|
| Expense Ratio | 0.42% | 0.18% | |
| AUM | $731M | $496.3B | |
| Dividend Yield | 2.36% | 0.44% | |
| Holdings | 262 | 108 | |
| YTD Return | +6.94% | +16.64% | |
| 1Y Return | +15.67% | +27.27% | |
| 3Y Return (annualized) | +12.12% | +25.96% | |
| 5Y Return (annualized) | +4.22% | +14.54% | |
| Volatility (annualized) | 16.0% | 30.6% | |
| Max Drawdown | -35.0% | -83.0% | |
| Fund Family | WisdomTree Investments | Invesco (US) | |
| Category | Equity | Equity | |
| Inception | Apr 7, 2016 | Mar 10, 1999 |
IQDG vs QQQ Performance
WisdomTree International Quality Dividend Growth Fund (IQDG) is a ETF from WisdomTree Investments and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year IQDG returned +15.67% while QQQ returned +27.27%. Year to date, IQDG is up 6.94% versus a gain of 16.64% for QQQ.
Over three years, IQDG compounded at +12.12% per year against +25.96% for QQQ; over five years the annualized figures are +4.22% and +14.54% respectively. Across the full 10-year window we track, QQQ has the edge at +13.03% annualized vs +8.15%. 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 16.0% for IQDG. 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 -35.0% for IQDG 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 0.75. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IQDG charges 0.42% per year while QQQ charges 0.18%. On a $10,000 position that is $42 vs $18 annually, a gap of $24 per year that compounds over a long holding period. On income, IQDG currently yields 2.36% against 0.44% for QQQ.
Holdings Overlap
IQDG and QQQ share 0 holdings out of 360 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, IQDG or QQQ?
IQDG has an expense ratio of 0.42% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $24 per year of difference.
Which performed better, IQDG or QQQ?
Over the past year IQDG returned +15.67% vs +27.27% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (10 years), IQDG annualized +8.15% vs +13.03% for QQQ. Past performance does not guarantee future results.
Which is riskier, IQDG or QQQ?
QQQ has been the more volatile fund at 30.6% annualized versus 16.0% for IQDG. Worst drawdown: IQDG -35.0% vs QQQ -83.0%.
Should I hold both IQDG and QQQ?
IQDG and QQQ have a monthly-return correlation of 0.75, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IQDG and QQQ?
IQDG and QQQ share 0 common holdings with a 0.0% weight overlap. Combined, they hold 360 unique securities.
Which pays a higher dividend, IQDG or QQQ?
IQDG yields 2.36% while QQQ yields 0.44%, so IQDG currently pays the higher dividend yield.
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