DWUS vs QPX
Advisorshares Dorsey Wright Fsm Us Core Etf vs Advisorshares Q Dynamic Growth ETF
Which is better, DWUS or QPX?
QPX has been ahead.
DWUS has a lower expense ratio. QPX led over 1Y, 3Y, 5Y and the full window.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | DWUS | QPX |
|---|---|---|
| Expense Ratio | 1.08%Best | 1.74% |
| AUM | $122M | $34M |
| Dividend Yield | 0.03% | 0.00% |
| Holdings | 4 | 18 |
| YTD Return | +9.20%Best | +6.84% |
| 1Y Return | +10.11% | +10.49%Best |
| 3Y Return (annualized) | +17.82% | +19.47%Best |
| 5Y Return (annualized) | +9.99% | +10.62%Best |
| Volatility (annualized) | 16.4%Best | 17.1% |
| Max Drawdown | -26.4%Best | -34.7% |
| $10,000 over 5 years | $16,098 | $16,564Best |
| Fund Family | Advisor Shares | Advisor Shares |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Growth |
| Inception | Dec 26, 2019 | Dec 28, 2020 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Dec 29, 2020 to Oct 14, 2026 (5.8 years).
DWUS vs QPX growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 5.8 years both funds cover.
DWUS vs QPX Performance
Advisorshares Dorsey Wright Fsm Us Core Etf (DWUS) is an ETF from Advisor Shares and Advisorshares Q Dynamic Growth ETF (QPX) is an ETF from Advisor Shares. Over the past year DWUS returned +10.11% while QPX returned +10.49%. Year to date, DWUS is up 9.20% versus a gain of 6.84% for QPX.
Over three years, DWUS compounded at +17.82% per year against +19.47% for QPX; over five years the annualized figures are +9.99% and +10.62% respectively. Across the full 6-year window we track, QPX has the edge at +11.85% annualized vs +10.33%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
QPX has been the more volatile fund, with annualized monthly volatility of 17.1% compared with 16.4% for DWUS. 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 -26.4% for DWUS and -34.7% for QPX. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.88. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
DWUS charges 1.08% per year while QPX charges 1.74%. On a $10,000 position that is $108 vs $174 annually, a gap of $66 per year that compounds over a long holding period. On income, DWUS currently yields 0.03% against 0.00% for QPX.
Holdings Overlap
We hold position weights for 4 holdings in DWUS and 7 in QPX, totalling 100.0% and 100.0% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 4 positions we hold weights for in DWUS and 7 in QPX, against full books of 4 and 18.
What only one of them owns
Measured across the 4 and 7 positions we hold weights for.
QPX holds 7 positions DWUS does not, 100.0% of the fund.
Largest: XLI 21.97%, XLK 21.49%, GLD 19.49%, IYW 19.46%, XLC 8.22%
You are not choosing between two funds in isolation.
Whichever of DWUS and QPX you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, DWUS or QPX?
DWUS has an expense ratio of 1.08% while QPX charges 1.74%. DWUS is the cheaper option, by $66 a year on a $10,000 investment.
Which performed better, DWUS or QPX?
Over the past year DWUS returned +10.11% vs +10.49% for QPX, so QPX leads on 1-year performance. Over the longest common window we track (6 years), DWUS annualized +10.33% vs +11.85% for QPX. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, DWUS or QPX?
QPX has been the more volatile fund at 17.1% annualized versus 16.4% for DWUS. Worst drawdown: DWUS -26.4% vs QPX -34.7%.
Should I hold both DWUS and QPX?
DWUS and QPX have a monthly-return correlation of 0.88, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, DWUS or QPX?
DWUS yields 0.03% while QPX yields 0.00%, so DWUS currently pays the higher dividend yield.
Is QPX better than DWUS?
DWUS has a lower expense ratio. QPX led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.