QQQ vs TDI

QQQ vs TDI
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Quick Verdict

QQQ has a lower expense ratio. TDI delivered stronger 1-year returns. TDI offers more diversification with 120 holdings.

Lower Fees: QQQHigher Returns: TDIMore Diversified: TDI

Side-by-Side Comparison

MetricQQQTDIWinner
Expense Ratio0.18%0.65%
AUM$496.3B$435M
Dividend Yield0.44%1.64%
Holdings108120
YTD Return+16.64%+20.81%
1Y Return+27.27%+35.24%
3Y Return (annualized)+25.96%-
5Y Return (annualized)+14.54%-
Volatility (annualized)30.6%12.7%
Max Drawdown-83.0%-15.0%
Fund FamilyInvesco (US)Touchstone Investments
CategoryEquityEquity
InceptionMar 10, 1999Dec 8, 2023

QQQ vs TDI Performance

Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and Touchstone Dynamic International ETF (TDI) is a ETF from Touchstone Investments. Over the past year QQQ returned +27.27% while TDI returned +35.24%. Year to date, QQQ is up 16.64% versus a gain of 20.81% for TDI.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% compared with 12.7% for TDI. 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 -15.0% for TDI. 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 0.46. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

QQQ charges 0.18% per year while TDI charges 0.65%. On a $10,000 position that is $18 vs $65 annually, a gap of $47 per year that compounds over a long holding period. On income, QQQ currently yields 0.44% against 1.64% for TDI.

Holdings Overlap

0.6%overlap

QQQ and TDI share 1 holdings out of 209 unique holdings combined, representing a 0.6% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in QQQWeight in TDIDifference
SHOP:CA0.77%0.56%0.21%

Frequently Asked Questions

Which is cheaper, QQQ or TDI?

QQQ has an expense ratio of 0.18% while TDI charges 0.65%. QQQ is the cheaper option. On a $10,000 investment, that is $47 per year of difference.

Which performed better, QQQ or TDI?

Over the past year QQQ returned +27.27% vs +35.24% for TDI, so TDI leads on 1-year performance. Over the longest common window we track (3 years), QQQ annualized +13.03% vs +27.95% for TDI. Past performance does not guarantee future results.

Which is riskier, QQQ or TDI?

QQQ has been the more volatile fund at 30.6% annualized versus 12.7% for TDI. Worst drawdown: QQQ -83.0% vs TDI -15.0%.

Should I hold both QQQ and TDI?

QQQ and TDI have a monthly-return correlation of 0.46, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between QQQ and TDI?

QQQ and TDI share 1 common holdings with a 0.6% weight overlap. Combined, they hold 209 unique securities.

Which pays a higher dividend, QQQ or TDI?

QQQ yields 0.44% while TDI yields 1.64%, so TDI currently pays the higher dividend yield.

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