QDVO vs QQQ

Quick Verdict

QQQ has a lower expense ratio. QQQ delivered stronger 1-year returns. QQQ offers more diversification with 103 holdings.

Lower Fees: QQQHigher Returns: QQQMore Diversified: QQQ

Side-by-Side Comparison

MetricQDVOQQQWinner
Expense Ratio0.56%0.18%
AUM$719M$455.8B
Dividend Yield11.37%0.41%
Holdings57108
YTD Return+10.23%+18.20%
1Y Return+18.02%+27.63%
3Y Return (annualized)-+25.54%
5Y Return (annualized)-+15.12%
Volatility (annualized)13.9%30.6%
Max Drawdown-18.6%-83.0%
Fund FamilyAmplify ETFsInvesco (US)
CategoryEquityEquity
InceptionAug 22, 2024Mar 10, 1999

QDVO vs QQQ Performance

Amplify CWP Growth & Income ETF (QDVO) is a ETF from Amplify ETFs and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year QDVO returned +18.02% while QQQ returned +27.63%. Year to date, QDVO is up 10.23% versus a gain of 18.20% for QQQ.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% compared with 13.9% for QDVO. 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 -18.6% for QDVO and -83.0% for QQQ. 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 0.95. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

QDVO charges 0.56% per year while QQQ charges 0.18%. On a $10,000 position that is $56 vs $18 annually, a gap of $38 per year that compounds over a long holding period. On income, QDVO currently yields 11.37% against 0.41% for QQQ.

Holdings Overlap

59.4%overlap

QDVO and QQQ share 26 holdings out of 117 unique holdings combined, representing a 59.4% weight overlap.

High overlap means holding both may not provide much additional diversification.

Top Shared Holdings

StockWeight in QDVOWeight in QQQDifference
NVDA10.01%7.88%2.13%
AAPL8.74%7.46%1.28%
GOOGL7.84%3.29%4.55%
MSFTProProPro
AMZNProProPro
MUProProPro
AMDProProPro
AVGOProProPro
METAProProPro
TSLAProProPro
See all 10 holdings QDVO shares with QQQ
Exact weights in each fund and the difference, for every overlapping position.
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Frequently Asked Questions

Which is cheaper, QDVO or QQQ?

QDVO has an expense ratio of 0.56% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $38 per year of difference.

Which performed better, QDVO or QQQ?

Over the past year QDVO returned +18.02% vs +27.63% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (2 years), QDVO annualized +21.66% vs +13.11% for QQQ. Past performance does not guarantee future results.

Which is riskier, QDVO or QQQ?

QQQ has been the more volatile fund at 30.6% annualized versus 13.9% for QDVO. Worst drawdown: QDVO -18.6% vs QQQ -83.0%.

Should I hold both QDVO and QQQ?

QDVO and QQQ have a monthly-return correlation of 0.95, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.

What is the holdings overlap between QDVO and QQQ?

QDVO and QQQ share 26 common holdings with a 59.4% weight overlap. Combined, they hold 117 unique securities.

Which pays a higher dividend, QDVO or QQQ?

QDVO yields 11.37% while QQQ yields 0.41%, so QDVO currently pays the higher dividend yield.

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