QQQ vs SDEM

QQQ vs SDEM
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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

MetricQQQSDEMWinner
Expense Ratio0.18%0.66%
AUM$496.3B$44M
Dividend Yield0.44%4.88%
Holdings10866
YTD Return+16.64%+14.14%
1Y Return+27.27%+25.88%
3Y Return (annualized)+25.96%+21.63%
5Y Return (annualized)+14.54%+6.97%
Volatility (annualized)30.6%18.8%
Max Drawdown-83.0%-57.2%
Fund FamilyInvesco (US)Global X by mirae Asset
CategoryEquityEquity
InceptionMar 10, 1999Mar 16, 2015

QQQ vs SDEM Performance

Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and Global X MSCI SuperDividend Emerging Markets ETF (SDEM) is a ETF from Global X by mirae Asset. Over the past year QQQ returned +27.27% while SDEM returned +25.88%. Year to date, QQQ is up 16.64% versus a gain of 14.14% for SDEM.

Over three years, QQQ compounded at +25.96% per year against +21.63% for SDEM; over five years the annualized figures are +14.54% and +6.97% respectively. Across the full 11-year window we track, QQQ has the edge at +13.03% annualized vs +0.89%. 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 18.8% for SDEM. 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 -83.0% for QQQ and -57.2% for SDEM. 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 0.45. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

QQQ charges 0.18% per year while SDEM charges 0.66%. On a $10,000 position that is $18 vs $66 annually, a gap of $48 per year that compounds over a long holding period. On income, QQQ currently yields 0.44% against 4.88% for SDEM.

Holdings Overlap

0.0%overlap

QQQ and SDEM share 0 holdings out of 158 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, QQQ or SDEM?

QQQ has an expense ratio of 0.18% while SDEM charges 0.66%. QQQ is the cheaper option. On a $10,000 investment, that is $48 per year of difference.

Which performed better, QQQ or SDEM?

Over the past year QQQ returned +27.27% vs +25.88% for SDEM, so QQQ leads on 1-year performance. Over the longest common window we track (11 years), QQQ annualized +13.03% vs +0.89% for SDEM. Past performance does not guarantee future results.

Which is riskier, QQQ or SDEM?

QQQ has been the more volatile fund at 30.6% annualized versus 18.8% for SDEM. Worst drawdown: QQQ -83.0% vs SDEM -57.2%.

Should I hold both QQQ and SDEM?

QQQ and SDEM have a monthly-return correlation of 0.45, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between QQQ and SDEM?

QQQ and SDEM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 158 unique securities.

Which pays a higher dividend, QQQ or SDEM?

QQQ yields 0.44% while SDEM yields 4.88%, so SDEM currently pays the higher dividend yield.

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