QQQ vs USDU
Invesco QQQ Trust, Series 1 vs WisdomTree Bloomberg US Dollar Bullish Fund
Quick Verdict
QQQ has a lower expense ratio. QQQ delivered stronger 1-year returns. QQQ offers more diversification with 103 holdings.
Side-by-Side Comparison
| Metric | QQQ | USDU | Winner |
|---|---|---|---|
| Expense Ratio | 0.18% | 0.51% | |
| AUM | $455.8B | $464M | |
| Dividend Yield | 0.41% | 3.70% | |
| Holdings | 108 | 2 | |
| YTD Return | +19.68% | +2.44% | |
| 1Y Return | +26.75% | +5.00% | |
| 3Y Return (annualized) | +26.25% | +4.51% | |
| 5Y Return (annualized) | +15.39% | +5.23% | |
| Volatility (annualized) | 30.6% | 6.2% | |
| Max Drawdown | -83.0% | -14.5% | |
| Fund Family | Invesco (US) | WisdomTree Investments | |
| Category | Equity | Alternative | |
| Inception | Mar 10, 1999 | Dec 18, 2013 |
QQQ vs USDU Performance
Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and WisdomTree Bloomberg US Dollar Bullish Fund (USDU) is a ETF from WisdomTree Investments. Over the past year QQQ returned +26.75% while USDU returned +5.00%. Year to date, QQQ is up 19.68% versus a gain of 2.44% for USDU.
Over three years, QQQ compounded at +26.25% per year against +4.51% for USDU; over five years the annualized figures are +15.39% and +5.23% respectively. Across the full 13-year window we track, QQQ has the edge at +13.15% annualized vs +3.20%. 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 6.2% for USDU. 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 -14.5% for USDU. 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 -0.34. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
QQQ charges 0.18% per year while USDU charges 0.51%. On a $10,000 position that is $18 vs $51 annually, a gap of $33 per year that compounds over a long holding period. On income, QQQ currently yields 0.41% against 3.70% for USDU.
Holdings Overlap
QQQ and USDU share 0 holdings out of 104 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 USDU?
QQQ has an expense ratio of 0.18% while USDU charges 0.51%. QQQ is the cheaper option. On a $10,000 investment, that is $33 per year of difference.
Which performed better, QQQ or USDU?
Over the past year QQQ returned +26.75% vs +5.00% for USDU, so QQQ leads on 1-year performance. Over the longest common window we track (13 years), QQQ annualized +13.15% vs +3.20% for USDU. Past performance does not guarantee future results.
Which is riskier, QQQ or USDU?
QQQ has been the more volatile fund at 30.6% annualized versus 6.2% for USDU. Worst drawdown: QQQ -83.0% vs USDU -14.5%.
Should I hold both QQQ and USDU?
QQQ and USDU have a monthly-return correlation of -0.34, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between QQQ and USDU?
QQQ and USDU share 0 common holdings with a 0.0% weight overlap. Combined, they hold 104 unique securities.
Which pays a higher dividend, QQQ or USDU?
QQQ yields 0.41% while USDU yields 3.70%, so USDU currently pays the higher dividend yield.
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