QQQ vs SDIV

QQQ vs SDIV
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Quick Verdict

QQQ has a lower expense ratio. QQQ delivered stronger 1-year returns. SDIV offers more diversification with 139 holdings.

Lower Fees: QQQHigher Returns: QQQMore Diversified: SDIV

Side-by-Side Comparison

MetricQQQSDIVWinner
Expense Ratio0.18%0.58%
AUM$496.3B$1.2B
Dividend Yield0.44%9.10%
Holdings108139
YTD Return+17.07%+8.34%
1Y Return+26.39%+17.50%
3Y Return (annualized)+26.08%+16.11%
5Y Return (annualized)+15.18%+2.08%
Volatility (annualized)30.6%18.8%
Max Drawdown-83.0%-69.0%
Fund FamilyInvesco (US)Global X by mirae Asset
CategoryEquityEquity
InceptionMar 10, 1999Jun 8, 2011

QQQ vs SDIV Performance

Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and Global X SuperDividend ETF (SDIV) is a ETF from Global X by mirae Asset. Over the past year QQQ returned +26.39% while SDIV returned +17.50%. Year to date, QQQ is up 17.07% versus a gain of 8.34% for SDIV.

Over three years, QQQ compounded at +26.08% per year against +16.11% for SDIV; over five years the annualized figures are +15.18% and +2.08% respectively. Across the full 15-year window we track, QQQ has the edge at +13.05% annualized vs -3.28%. 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 SDIV. 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 -69.0% for SDIV. 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 0.58. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

QQQ charges 0.18% per year while SDIV charges 0.58%. On a $10,000 position that is $18 vs $58 annually, a gap of $40 per year that compounds over a long holding period. On income, QQQ currently yields 0.44% against 9.10% for SDIV.

Holdings Overlap

0.0%overlap

QQQ and SDIV share 0 holdings out of 190 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 SDIV?

QQQ has an expense ratio of 0.18% while SDIV charges 0.58%. QQQ is the cheaper option. On a $10,000 investment, that is $40 per year of difference.

Which performed better, QQQ or SDIV?

Over the past year QQQ returned +26.39% vs +17.50% for SDIV, so QQQ leads on 1-year performance. Over the longest common window we track (15 years), QQQ annualized +13.05% vs -3.28% for SDIV. Past performance does not guarantee future results.

Which is riskier, QQQ or SDIV?

QQQ has been the more volatile fund at 30.6% annualized versus 18.8% for SDIV. Worst drawdown: QQQ -83.0% vs SDIV -69.0%.

Should I hold both QQQ and SDIV?

QQQ and SDIV have a monthly-return correlation of 0.58, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between QQQ and SDIV?

QQQ and SDIV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 190 unique securities.

Which pays a higher dividend, QQQ or SDIV?

QQQ yields 0.44% while SDIV yields 9.10%, so SDIV currently pays the higher dividend yield.

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