QQQ vs WISD
QQQ vs WISD
Invesco QQQ Trust, Series 1 vs Wisdom Short Duration Income ETF
Quick Verdict
QQQ has a lower expense ratio. WISD offers more diversification with 120 holdings.
Side-by-Side Comparison
| Metric | QQQ | WISD | Winner |
|---|---|---|---|
| Expense Ratio | 0.18% | 0.42% | |
| AUM | $455.8B | $382M | |
| Dividend Yield | 0.41% | 2.92% | |
| Holdings | 108 | 194 | |
| YTD Return | +18.34% | +1.18% | |
| 1Y Return | +28.94% | - | |
| 3Y Return (annualized) | +25.28% | - | |
| 5Y Return (annualized) | +15.22% | - | |
| Volatility (annualized) | 30.6% | - | |
| Max Drawdown | -83.0% | -0.7% | |
| Fund Family | Invesco (US) | WisdomTree Investments | |
| Category | Equity | Fixed Income | |
| Inception | Mar 10, 1999 | Dec 19, 2024 |
QQQ vs WISD Performance
Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and Wisdom Short Duration Income ETF (WISD) is a ETF from WisdomTree Investments. Year to date, QQQ is up 18.34% versus a gain of 1.18% for WISD.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -83.0% for QQQ and -0.7% for WISD. 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 WISD charges 0.42%. On a $10,000 position that is $18 vs $42 annually, a gap of $24 per year that compounds over a long holding period. On income, QQQ currently yields 0.41% against 2.92% for WISD.
Holdings Overlap
QQQ and WISD share 0 holdings out of 223 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 WISD?
QQQ has an expense ratio of 0.18% while WISD charges 0.42%. QQQ is the cheaper option. On a $10,000 investment, that is $24 per year of difference.
What is the holdings overlap between QQQ and WISD?
QQQ and WISD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 223 unique securities.
Which pays a higher dividend, QQQ or WISD?
QQQ yields 0.41% while WISD yields 2.92%, so WISD currently pays the higher dividend yield.
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