QQQ vs DUSA

Both DUSA and QQQ are ETFs. DUSA has a higher expense ratio than QQQ (0.61% vs 0.2%). Below is the comparison between DUSA and QQQ.

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DUSA QQQ
Security Type ETF ETF
Finny Score N/A 83
Category Large Blend Large Growth
Family Davis Invesco PowerShares
Net Assets $371.80M N/A
Expense Ratio 0.61% 0.20%
Management Style passive (index-based) passive (index-based)
Dividend Yield 0.99% 0.57%
Underlying Index -- NASDAQ-100 Index
YTD Return N/A 34.98%
1-Year Return N/A 27.06%
3-Year Return N/A 10.86%
5-Year Return N/A 15.10%
10-Year Return N/A 17.35%

DUSA

DUSA description

Davis Fundamental ETF Trust - Davis Select U.S. Equity ETF is an exchange traded fund launched and managed by Davis Selected Advisers LP. The fund is co-managed by Davis Selected Advisers - NY, Inc. The fund invests in public equity markets of the United States. The fund invests in stocks of companies operating across diversified sectors. It invests in value stocks of large-cap companies. The fund employs fundamental analysis to create its portfolio. It seeks to benchmark the performance of its portfolio against the S&P 500 Index. Davis Fundamental ETF Trust - Davis Select U.S. Equity ETF was formed on January 11, 2017 and is domiciled in the United States.

DUSA performance & returns
YTD Return N/A
1-Month Return N/A
3-Month Return N/A
1-Year Return N/A
3-Year Return N/A
5-Year Return N/A
10-Year Return N/A
DUSA expense ratio is 0.61%.

DUSA holdings

Top 10 Holdings (63.99% of Total Assets)

Name Symbol % Assets
Berkshire Hathaway Inc Class B BRK.B 10.72%
Meta Platforms Inc Class A META 10.53%
Amazon.com Inc AMZN 8.47%
Capital One Financial Corp COF 7.71%
Wells Fargo & Co WFC 5.54%
Alphabet Inc Class C GOOG 4.73%
Viatris Inc VTRS 4.19%
Owens-Corning Inc OC 4.15%
Markel Group Inc MKL 4.02%
The Cigna Group CI 3.94%

DUSA pros

None that we could think of.

DUSA cons

The following are DUSA weaknesses from our perspective:

  • DUSA net assets are $371.80 million. This fund is not a popular choice with retail investors.
  • DUSA expense ratio is 0.61%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?

Other relevant DUSA comparisons

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QQQ

QQQ description

Invesco QQQ Trust, Series 1 is an exchange traded fund launched by Invesco Ltd. The fund is managed by Invesco Capital Management LLC. The fund invests in public equity markets of global region. The fund invests in stocks of companies operating across energy, real estate, materials, industrials, consumer discretionary, consumer staples, health care, information technology, communication services, utilities sectors. It invests in growth and value stocks of large-cap companies. It seeks to track the performance of the NASDAQ-100 Index, by using full replication technique. Invesco QQQ Trust, Series 1 was formed on March 10, 1999 and is domiciled in the United States.

QQQ performance & returns
YTD Return 34.98%
1-Month Return -1.52%
3-Month Return -0.97%
1-Year Return 27.06%
3-Year Return 10.86%
5-Year Return 15.10%
10-Year Return 17.35%
QQQ expense ratio is 0.2%.

QQQ holdings

Top 10 Holdings (48.83% of Total Assets)

Name Symbol % Assets
Apple Inc AAPL 11.31%
Microsoft Corp MSFT 9.33%
Amazon.com Inc AMZN 5.42%
NVIDIA Corp NVDA 4.67%
Meta Platforms Inc Class A META 3.51%
Broadcom Inc AVGO 3.16%
Tesla Inc TSLA 3.13%
Alphabet Inc Class A GOOGL 3.10%
Alphabet Inc Class C GOOG 3.09%
Adobe Inc ADBE 2.11%

QQQ pros

The following are QQQ strengths from our perspective:

  • QQQ 3-year return is 10.86%, which is higher than the 3-year return of the benchmark index (S&P 500 TR USD), 10.12%.
  • QQQ 5-year return is 15.1%, which is higher than the 5-year return of the benchmark index (S&P 500 TR USD), 10.51%.
  • QQQ 10-year return is 17.35%, which is higher than the 10-year return of the benchmark index (S&P 500 TR USD), 12.76%.
  • QQQ 15-year return is 13.32%, which is higher than the 15-year return of the benchmark index (S&P 500 TR USD), 8.17%.
  • QQQ expense ratio is 0.2%, which is considered low. Nice job picking a low-cost fund.

QQQ cons

The following are QQQ weaknesses from our perspective:

  • QQQ net assets are $0.00 million. This fund is not a popular choice with retail investors.

Other relevant QQQ comparisons

You may also want to check out the following QQQ comparisons that investors often look for on Finny

Or use Finny's Comparison Tool to create a comparison you'd like to see.
You can check out all comparisons Finny users have looked for here. Feel free to the browse the list and view the comparisons that are of an interest to you.