QQQ vs WDNA
Invesco QQQ Trust, Series 1 vs Wisdomtree BioRevolution Fund
Quick Verdict
QQQ has a lower expense ratio. WDNA delivered stronger 1-year returns. QQQ offers more diversification with 108 holdings.
Side-by-Side Comparison
| Metric | QQQ | WDNA | Winner |
|---|---|---|---|
| Expense Ratio | 0.18% | 0.45% | |
| AUM | $496.3B | $3M | |
| Dividend Yield | 0.44% | 3.97% | |
| Holdings | 108 | 84 | |
| YTD Return | +16.64% | +39.86% | |
| 1Y Return | +27.27% | +66.13% | |
| 3Y Return (annualized) | +25.96% | +13.73% | |
| 5Y Return (annualized) | +14.54% | -1.99% | |
| Volatility (annualized) | 30.6% | 24.6% | |
| Max Drawdown | -83.0% | -58.9% | |
| Fund Family | Invesco (US) | WisdomTree Investments | |
| Category | Equity | Equity | |
| Inception | Mar 10, 1999 | Jun 3, 2021 |
QQQ vs WDNA Performance
Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and Wisdomtree BioRevolution Fund (WDNA) is a ETF from WisdomTree Investments. Over the past year QQQ returned +27.27% while WDNA returned +66.13%. Year to date, QQQ is up 16.64% versus a gain of 39.86% for WDNA.
Over three years, QQQ compounded at +25.96% per year against +13.73% for WDNA; over five years the annualized figures are +14.54% and -1.99% respectively. Across the full 5-year window we track, QQQ has the edge at +13.03% annualized vs -0.65%. 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 24.6% for WDNA. 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 -58.9% for WDNA. 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 0.59. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
QQQ charges 0.18% per year while WDNA 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 3.97% for WDNA.
Holdings Overlap
QQQ and WDNA share 5 holdings out of 180 unique holdings combined, representing a 2.7% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, QQQ or WDNA?
QQQ has an expense ratio of 0.18% while WDNA 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 WDNA?
Over the past year QQQ returned +27.27% vs +66.13% for WDNA, so WDNA leads on 1-year performance. Over the longest common window we track (5 years), QQQ annualized +13.03% vs -0.65% for WDNA. Past performance does not guarantee future results.
Which is riskier, QQQ or WDNA?
QQQ has been the more volatile fund at 30.6% annualized versus 24.6% for WDNA. Worst drawdown: QQQ -83.0% vs WDNA -58.9%.
Should I hold both QQQ and WDNA?
QQQ and WDNA have a monthly-return correlation of 0.59, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between QQQ and WDNA?
QQQ and WDNA share 5 common holdings with a 2.7% weight overlap. Combined, they hold 180 unique securities.
Which pays a higher dividend, QQQ or WDNA?
QQQ yields 0.44% while WDNA yields 3.97%, so WDNA currently pays the higher dividend yield.
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