QQQ vs VWID

Quick Verdict

QQQ has a lower expense ratio. VWID delivered stronger 1-year returns. VWID offers more diversification with 142 holdings.

Lower Fees: QQQHigher Returns: VWIDMore Diversified: VWID

Side-by-Side Comparison

MetricQQQVWIDWinner
Expense Ratio0.18%0.49%
AUM$455.8B$13M
Dividend Yield0.41%3.68%
Holdings108158
YTD Return+17.85%+7.80%
1Y Return+26.45%+49.28%
3Y Return (annualized)+26.07%+18.67%
5Y Return (annualized)+15.16%+11.86%
Volatility (annualized)30.6%25.9%
Max Drawdown-83.0%-52.4%
Fund FamilyInvesco (US)Virtus Investment Partners
CategoryEquityEquity
InceptionMar 10, 1999Oct 10, 2017

QQQ vs VWID Performance

Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and Virtus WMC International Dividend ETF (VWID) is a ETF from Virtus Investment Partners. Over the past year QQQ returned +26.45% while VWID returned +49.28%. Year to date, QQQ is up 17.85% versus a gain of 7.80% for VWID.

Over three years, QQQ compounded at +26.07% per year against +18.67% for VWID; over five years the annualized figures are +15.16% and +11.86% respectively. Across the full 9-year window we track, QQQ has the edge at +13.09% annualized vs +10.15%. 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 25.9% for VWID. 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 -52.4% for VWID. 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 0.43. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

QQQ charges 0.18% per year while VWID charges 0.49%. On a $10,000 position that is $18 vs $49 annually, a gap of $31 per year that compounds over a long holding period. On income, QQQ currently yields 0.41% against 3.68% for VWID.

Holdings Overlap

0.2%overlap

QQQ and VWID share 1 holdings out of 244 unique holdings combined, representing a 0.2% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in QQQWeight in VWIDDifference
ASML:AS0.70%0.17%0.53%

Frequently Asked Questions

Which is cheaper, QQQ or VWID?

QQQ has an expense ratio of 0.18% while VWID charges 0.49%. QQQ is the cheaper option. On a $10,000 investment, that is $31 per year of difference.

Which performed better, QQQ or VWID?

Over the past year QQQ returned +26.45% vs +49.28% for VWID, so VWID leads on 1-year performance. Over the longest common window we track (9 years), QQQ annualized +13.09% vs +10.15% for VWID. Past performance does not guarantee future results.

Which is riskier, QQQ or VWID?

QQQ has been the more volatile fund at 30.6% annualized versus 25.9% for VWID. Worst drawdown: QQQ -83.0% vs VWID -52.4%.

Should I hold both QQQ and VWID?

QQQ and VWID have a monthly-return correlation of 0.43, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between QQQ and VWID?

QQQ and VWID share 1 common holdings with a 0.2% weight overlap. Combined, they hold 244 unique securities.

Which pays a higher dividend, QQQ or VWID?

QQQ yields 0.41% while VWID yields 3.68%, so VWID currently pays the higher dividend yield.

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