QQQ vs XIDV

QQQ vs XIDV
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Quick Verdict

QQQ has a lower expense ratio. XIDV delivered stronger 1-year returns. QQQ offers more diversification with 108 holdings.

Lower Fees: QQQHigher Returns: XIDVMore Diversified: QQQ

Side-by-Side Comparison

MetricQQQXIDVWinner
Expense Ratio0.18%0.19%
AUM$496.3B$47M
Dividend Yield0.44%5.77%
Holdings10890
YTD Return+16.64%+20.50%
1Y Return+27.27%+28.80%
3Y Return (annualized)+25.96%-
5Y Return (annualized)+14.54%-
Volatility (annualized)30.6%9.8%
Max Drawdown-83.0%-12.2%
Fund FamilyInvesco (US)Franklin Templeton Investments (US)
CategoryEquityEquity
InceptionMar 10, 1999Jan 21, 2025

QQQ vs XIDV Performance

Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and Franklin International Dividend Booster Index ETF (XIDV) is a ETF from Franklin Templeton Investments (US). Over the past year QQQ returned +27.27% while XIDV returned +28.80%. Year to date, QQQ is up 16.64% versus a gain of 20.50% for XIDV.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% compared with 9.8% for XIDV. 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 -12.2% for XIDV. 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 -0.09. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

QQQ charges 0.18% per year while XIDV charges 0.19%. On a $10,000 position that is $18 vs $19 annually, a gap of $1 per year that compounds over a long holding period. On income, QQQ currently yields 0.44% against 5.77% for XIDV.

Holdings Overlap

0.0%overlap

QQQ and XIDV share 0 holdings out of 189 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 XIDV?

QQQ has an expense ratio of 0.18% while XIDV charges 0.19%. QQQ is the cheaper option. On a $10,000 investment, that is $1 per year of difference.

Which performed better, QQQ or XIDV?

Over the past year QQQ returned +27.27% vs +28.80% for XIDV, so XIDV leads on 1-year performance. Over the longest common window we track (2 years), QQQ annualized +13.03% vs +40.55% for XIDV. Past performance does not guarantee future results.

Which is riskier, QQQ or XIDV?

QQQ has been the more volatile fund at 30.6% annualized versus 9.8% for XIDV. Worst drawdown: QQQ -83.0% vs XIDV -12.2%.

Should I hold both QQQ and XIDV?

QQQ and XIDV have a monthly-return correlation of -0.09, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between QQQ and XIDV?

QQQ and XIDV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 189 unique securities.

Which pays a higher dividend, QQQ or XIDV?

QQQ yields 0.44% while XIDV yields 5.77%, so XIDV currently pays the higher dividend yield.

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