IQDG vs QQQ

IQDG vs QQQ

Which is better, IQDG or QQQ?

QQQ has been ahead.

QQQ has a lower expense ratio. QQQ led over 1Y, 3Y, 5Y and the full window.

Lower Fees: QQQHigher Returns: QQQ

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

MetricIQDGQQQ
Expense Ratio0.42%0.18%Best
AUM$675M$437.3B
Dividend Yield2.40%0.43%
Holdings558208
YTD Return+2.75%+12.98%Best
1Y Return+5.89%+11.59%Best
3Y Return (annualized)+11.63%+23.05%Best
5Y Return (annualized)+3.76%+12.74%Best
Volatility (annualized)15.9%Best18.8%
Max Drawdown-35.0%Best-35.1%
$10,000 over 5 years$12,027$18,213Best
Fund FamilyWisdomTree InvestmentsInvesco (US)
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Growth
InceptionApr 7, 2016Mar 10, 1999

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Apr 7, 2016 to Nov 11, 2026 (10.6 years).

IQDG 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 10.6 years both funds cover.

IQDG vs QQQ Performance

WisdomTree International Quality Dividend Growth Fund (IQDG) is an ETF from WisdomTree Investments and Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US). Over the past year IQDG returned +5.89% while QQQ returned +11.59%. Year to date, IQDG is up 2.75% versus a gain of 12.98% for QQQ.

Over three years, IQDG compounded at +11.63% per year against +23.05% for QQQ; over five years the annualized figures are +3.76% and +12.74% respectively. Across the full 11-year window we track, QQQ has the edge at +19.40% annualized vs +7.57%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 18.8% compared with 15.9% 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 -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 0.74. 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 2.40% against 0.43% for QQQ.

Holdings Overlap

QQQ already in IQDG0.1%

At least 0.1% of QQQ's money is in holdings IQDG also owns.

Stated as a floor: for IQDG, our book for it covers 94.5% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

We cannot see either book well enough to say how much of this pair is duplicated.

1 positions in common, counted across the 263 positions we hold weights for in IQDG and 101 in QQQ, against full books of 558 and 208.

Top Shared Holdings

StockWeight in IQDGWeight in QQQDifference
FER:ASFerrovial Se0.28%0.15%0.13%

You are not choosing between two funds in isolation.

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

IQDGQQQ

Free for up to 10 holdings. No account needed.

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, by $24 a year on a $10,000 investment.

Which performed better, IQDG or QQQ?

Over the past year IQDG returned +5.89% vs +11.59% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (11 years), IQDG annualized +7.57% vs +19.40% for QQQ. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, IQDG or QQQ?

QQQ has been the more volatile fund at 18.8% annualized versus 15.9% for IQDG. Worst drawdown: IQDG -35.0% vs QQQ -35.1%.

Should I hold both IQDG and QQQ?

IQDG and QQQ have a monthly-return correlation of 0.74, 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, IQDG or QQQ?

IQDG yields 2.40% while QQQ yields 0.43%, so IQDG currently pays the higher dividend yield.

Is QQQ better than IQDG?

QQQ has a lower expense ratio. QQQ led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.