QQQ vs TMDV

QQQ vs TMDV
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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

MetricQQQTMDVWinner
Expense Ratio0.18%0.35%
AUM$496.3B$5M
Dividend Yield0.44%2.46%
Holdings10866
YTD Return+16.64%+14.15%
1Y Return+27.27%+11.57%
3Y Return (annualized)+25.96%+7.48%
5Y Return (annualized)+14.54%+4.23%
Volatility (annualized)30.6%16.3%
Max Drawdown-83.0%-33.4%
Fund FamilyInvesco (US)ProShares
CategoryEquityEquity
InceptionMar 10, 1999Nov 5, 2019

QQQ vs TMDV Performance

Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and ProShares Russell US Dividend Growers ETF (TMDV) is a ETF from ProShares. Over the past year QQQ returned +27.27% while TMDV returned +11.57%. Year to date, QQQ is up 16.64% versus a gain of 14.15% for TMDV.

Over three years, QQQ compounded at +25.96% per year against +7.48% for TMDV; over five years the annualized figures are +14.54% and +4.23% respectively. Across the full 7-year window we track, QQQ has the edge at +13.03% annualized vs +6.71%. 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 16.3% for TMDV. 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 -33.4% for TMDV. 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 0.56. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

QQQ charges 0.18% per year while TMDV charges 0.35%. On a $10,000 position that is $18 vs $35 annually, a gap of $17 per year that compounds over a long holding period. On income, QQQ currently yields 0.44% against 2.46% for TMDV.

Holdings Overlap

2.7%overlap

QQQ and TMDV share 3 holdings out of 164 unique holdings combined, representing a 2.7% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in QQQWeight in TMDVDifference
WMT2.41%1.38%1.03%
PEP0.83%1.50%0.67%
ADP0.47%1.59%1.12%

Frequently Asked Questions

Which is cheaper, QQQ or TMDV?

QQQ has an expense ratio of 0.18% while TMDV charges 0.35%. QQQ is the cheaper option. On a $10,000 investment, that is $17 per year of difference.

Which performed better, QQQ or TMDV?

Over the past year QQQ returned +27.27% vs +11.57% for TMDV, so QQQ leads on 1-year performance. Over the longest common window we track (7 years), QQQ annualized +13.03% vs +6.71% for TMDV. Past performance does not guarantee future results.

Which is riskier, QQQ or TMDV?

QQQ has been the more volatile fund at 30.6% annualized versus 16.3% for TMDV. Worst drawdown: QQQ -83.0% vs TMDV -33.4%.

Should I hold both QQQ and TMDV?

QQQ and TMDV have a monthly-return correlation of 0.56, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between QQQ and TMDV?

QQQ and TMDV share 3 common holdings with a 2.7% weight overlap. Combined, they hold 164 unique securities.

Which pays a higher dividend, QQQ or TMDV?

QQQ yields 0.44% while TMDV yields 2.46%, so TMDV currently pays the higher dividend yield.

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