QQQ vs TDV

QQQ vs TDV
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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

MetricQQQTDVWinner
Expense Ratio0.18%0.45%
AUM$496.3B$282M
Dividend Yield0.44%1.06%
Holdings10839
YTD Return+16.64%+17.04%
1Y Return+27.27%+22.90%
3Y Return (annualized)+25.96%+17.46%
5Y Return (annualized)+14.54%+11.74%
Volatility (annualized)30.6%19.1%
Max Drawdown-83.0%-32.8%
Fund FamilyInvesco (US)ProShares
CategoryEquityEquity
InceptionMar 10, 1999Nov 5, 2019

QQQ vs TDV Performance

Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and ProShares S&P Technology Dividend Aristocrats ETF (TDV) is a ETF from ProShares. Over the past year QQQ returned +27.27% while TDV returned +22.90%. Year to date, QQQ is up 16.64% versus a gain of 17.04% for TDV.

Over three years, QQQ compounded at +25.96% per year against +17.46% for TDV; over five years the annualized figures are +14.54% and +11.74% respectively. Across the full 7-year window we track, TDV has the edge at +16.02% annualized vs +13.03%. 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 19.1% for TDV. 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 -32.8% for TDV. 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 0.90. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

QQQ charges 0.18% per year while TDV charges 0.45%. On a $10,000 position that is $18 vs $45 annually, a gap of $27 per year that compounds over a long holding period. On income, QQQ currently yields 0.44% against 1.06% for TDV.

Holdings Overlap

18.0%overlap

QQQ and TDV share 14 holdings out of 126 unique holdings combined, representing a 18.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in QQQWeight in TDVDifference
AAPL7.27%2.93%4.34%
MSFT5.76%2.27%3.49%
AMAT1.86%3.75%1.89%
AVGOProProPro
CSCOProProPro
LRCXProProPro
KLACProProPro
TXNProProPro
QCOMProProPro
ADIProProPro
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Frequently Asked Questions

Which is cheaper, QQQ or TDV?

QQQ has an expense ratio of 0.18% while TDV charges 0.45%. QQQ is the cheaper option. On a $10,000 investment, that is $27 per year of difference.

Which performed better, QQQ or TDV?

Over the past year QQQ returned +27.27% vs +22.90% for TDV, so QQQ leads on 1-year performance. Over the longest common window we track (7 years), QQQ annualized +13.03% vs +16.02% for TDV. Past performance does not guarantee future results.

Which is riskier, QQQ or TDV?

QQQ has been the more volatile fund at 30.6% annualized versus 19.1% for TDV. Worst drawdown: QQQ -83.0% vs TDV -32.8%.

Should I hold both QQQ and TDV?

QQQ and TDV have a monthly-return correlation of 0.90, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.

What is the holdings overlap between QQQ and TDV?

QQQ and TDV share 14 common holdings with a 18.0% weight overlap. Combined, they hold 126 unique securities.

Which pays a higher dividend, QQQ or TDV?

QQQ yields 0.44% while TDV yields 1.06%, so TDV currently pays the higher dividend yield.

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