QYLD vs DJD

Both DJD and QYLD are ETFs. DJD has a higher 5-year return than QYLD (7.45% vs 4.9%). DJD has a lower expense ratio than QYLD (0.07% vs 0.6%). Below is the comparison between DJD and QYLD.

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DJD QYLD
Security Type ETF ETF
Finny Score 50 0
Category Large Value N/A
Family Guggenheim Horizons
Net Assets $277.60M N/A
Expense Ratio 0.07% 0.60%
Management Style passive (index-based) passive (index-based)
Dividend Yield 3.25% 11.83%
Underlying Index Dow Jones Industrial Average Yield Weighted Index CBOE NASDAQ-100 BuyWrite Index
YTD Return -5.20% 15.43%
1-Year Return -6.35% 11.78%
3-Year Return 11.39% 7.08%
5-Year Return 7.45% 4.90%
10-Year Return 0.00% 0.00%

DJD

DJD description

Invesco Exchange-Traded Fund Trust - Invesco Dow Jones Industrial Average Dividend ETF is an exchange traded fund launched and managed by Invesco Capital Management LLC. It invests in public equity markets of the United States. The fund invests in stocks of companies operating across communication services, consumer discretionary, consumer staples, financials, health care, information technology, energy, industrials, capital goods, commercial and professional services, real estate and materials sectors. It invests in growth and value stocks of large-cap companies. It invests in dividend paying stocks of companies. The fund seeks to track the performance of the Dow Jones Industrial Average Yield Weighted, by using full replication technique. Invesco Exchange-Traded Fund Trust - Invesco Dow Jones Industrial Average Dividend ETF was formed on December 16, 2015 and is domiciled in the United States.

DJD performance & returns

YTD Return -5.20%
1-Month Return -4.43%
3-Month Return -3.57%
1-Year Return -6.35%
3-Year Return 11.39%
5-Year Return 7.45%
10-Year Return 0.00%
DJD expense ratio is 0.07%.

DJD holdings

Top 10 Holdings (57.26% of Total Assets)

Name Symbol % Assets
Verizon Communications Inc VZ 8.55%
Walgreens Boots Alliance Inc WBA 7.16%
3M Co MMM 6.99%
International Business Machines Corp IBM 6.39%
Dow Inc DOW 6.23%
Chevron Corp CVX 4.97%
Amgen Inc AMGN 4.92%
Coca-Cola Co KO 4.18%
Johnson & Johnson JNJ 3.96%
Cisco Systems Inc CSCO 3.90%

DJD pros

The following are DJD strengths from our perspective:

  • DJD 3-year return is 11.94%, which is higher than the 3-year return of the benchmark index (S&P 500 TR USD), 10.12%.
  • DJD expense ratio is 0.07%, which is considered low. Nice job picking a low-cost fund.

DJD cons

The following are DJD weaknesses from our perspective:

  • DJD net assets are $277.60 million. This fund is not a popular choice with retail investors.
  • DJD 5-year return is 7.96%, which is lower than the 5-year return of the benchmark index (S&P 500 TR USD), 10.51%.

Other relevant DJD comparisons

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QYLD

QYLD description

Global X Funds - Global X NASDAQ 100 Covered Call ETF is an exchange traded fund launched and managed by Global X Management Company LLC. The fund invests in public equity markets of global region. The fund invests directly and through derivatives in stocks of companies operating across diversified sectors. It uses derivatives such as options to create its portfolio. It invests in growth and value stocks of large-cap companies. It seeks to track the performance of the CBOE NASDAQ-100 BuyWrite V2 Index, by using full replication technique. Global X Funds - Global X NASDAQ 100 Covered Call ETF was formed on December 11, 2013 and is domiciled in the United States.

QYLD performance & returns

YTD Return 15.43%
1-Month Return 4.18%
3-Month Return 10.34%
1-Year Return 11.78%
3-Year Return 7.08%
5-Year Return 4.90%
10-Year Return 0.00%
QYLD expense ratio is 0.6%.

QYLD holdings

Top 10 Holdings (55.37% of Total Assets)

Name Symbol % Assets
Microsoft Corp MSFT 13.63%
Apple Inc AAPL 12.92%
Amazon.com Inc AMZN 6.46%
NVIDIA Corp NVDA 5.32%
Meta Platforms Inc Class A META 4.15%
Alphabet Inc Class A GOOGL 3.89%
Alphabet Inc Class C GOOG 3.86%
Tesla Inc TSLA 3.11%
PepsiCo Inc PEP 2.04%

QYLD pros

None that we could think of.

QYLD cons

None that we could think of.

Other relevant QYLD comparisons

You may also want to check out the following QYLD 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.