QQQ vs WDGF

QQQ vs WDGF
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Quick Verdict

QQQ has a lower expense ratio. QQQ delivered stronger 1-year returns. WDGF offers more diversification with 113 holdings.

Lower Fees: QQQHigher Returns: QQQMore Diversified: WDGF

Side-by-Side Comparison

MetricQQQWDGFWinner
Expense Ratio0.18%0.45%
AUM$496.3B$6M
Dividend Yield0.44%0.05%
Holdings108113
YTD Return+16.64%+5.27%
1Y Return+27.27%+7.59%
3Y Return (annualized)+25.96%-
5Y Return (annualized)+14.54%-
Volatility (annualized)30.6%-
Max Drawdown-83.0%-18.0%
Fund FamilyInvesco (US)WisdomTree Investments
CategoryEquityEquity
InceptionMar 10, 1999Sep 12, 2025

QQQ vs WDGF Performance

Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and WisdomTree Global Defense Fund ETF (WDGF) is a ETF from WisdomTree Investments. Over the past year QQQ returned +27.27% while WDGF returned +7.59%. Year to date, QQQ is up 16.64% versus a gain of 5.27% for WDGF.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -83.0% for QQQ and -18.0% for WDGF. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

QQQ charges 0.18% per year while WDGF 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 0.05% for WDGF.

Holdings Overlap

1.8%overlap

QQQ and WDGF share 2 holdings out of 202 unique holdings combined, representing a 1.8% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in QQQWeight in WDGFDifference
PLTR1.60%5.10%3.50%
RKLB0.19%1.86%1.67%

Frequently Asked Questions

Which is cheaper, QQQ or WDGF?

QQQ has an expense ratio of 0.18% while WDGF 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 WDGF?

Over the past year QQQ returned +27.27% vs +7.59% for WDGF, so QQQ leads on 1-year performance. Past performance does not guarantee future results.

What is the holdings overlap between QQQ and WDGF?

QQQ and WDGF share 2 common holdings with a 1.8% weight overlap. Combined, they hold 202 unique securities.

Which pays a higher dividend, QQQ or WDGF?

QQQ yields 0.44% while WDGF yields 0.05%, so QQQ currently pays the higher dividend yield.

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