QQQ vs WDIV
Invesco QQQ Trust, Series 1 vs State Street SPDR S&P Global Dividend ETF
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 | WDIV | Winner |
|---|---|---|---|
| Expense Ratio | 0.18% | 0.40% | |
| AUM | $455.8B | $276M | |
| Dividend Yield | 0.41% | 4.29% | |
| Holdings | 108 | 128 | |
| YTD Return | +18.31% | +13.30% | |
| 1Y Return | +25.37% | +21.72% | |
| 3Y Return (annualized) | +25.79% | +18.38% | |
| 5Y Return (annualized) | +15.20% | +9.04% | |
| Volatility (annualized) | 30.6% | 14.7% | |
| Max Drawdown | -83.0% | -44.5% | |
| Fund Family | Invesco (US) | SPDR State Street Global Advisors | |
| Category | Equity | Equity | |
| Inception | Mar 10, 1999 | May 29, 2013 |
QQQ vs WDIV Performance
Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and State Street SPDR S&P Global Dividend ETF (WDIV) is a ETF from SPDR State Street Global Advisors. Over the past year QQQ returned +25.37% while WDIV returned +21.72%. Year to date, QQQ is up 18.31% versus a gain of 13.30% for WDIV.
Over three years, QQQ compounded at +25.79% per year against +18.38% for WDIV; over five years the annualized figures are +15.20% and +9.04% respectively. Across the full 13-year window we track, QQQ has the edge at +13.10% annualized vs +4.48%. 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 14.7% for WDIV. 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 -44.5% for WDIV. 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 WDIV charges 0.40%. On a $10,000 position that is $18 vs $40 annually, a gap of $22 per year that compounds over a long holding period. On income, QQQ currently yields 0.41% against 4.29% for WDIV.
Holdings Overlap
QQQ and WDIV share 0 holdings out of 197 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 WDIV?
QQQ has an expense ratio of 0.18% while WDIV charges 0.40%. QQQ is the cheaper option. On a $10,000 investment, that is $22 per year of difference.
Which performed better, QQQ or WDIV?
Over the past year QQQ returned +25.37% vs +21.72% for WDIV, so QQQ leads on 1-year performance. Over the longest common window we track (13 years), QQQ annualized +13.10% vs +4.48% for WDIV. Past performance does not guarantee future results.
Which is riskier, QQQ or WDIV?
QQQ has been the more volatile fund at 30.6% annualized versus 14.7% for WDIV. Worst drawdown: QQQ -83.0% vs WDIV -44.5%.
Should I hold both QQQ and WDIV?
QQQ and WDIV 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 WDIV?
QQQ and WDIV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 197 unique securities.
Which pays a higher dividend, QQQ or WDIV?
QQQ yields 0.41% while WDIV yields 4.29%, so WDIV currently pays the higher dividend yield.
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