AANTX vs. QQQ
Compare and contrast key facts about American Funds 2060 Target Date Retirement Fund (AANTX) and Invesco QQQ (QQQ).
AANTX is managed by American Funds. It was launched on Mar 26, 2015. QQQ is a passively managed fund by Invesco that tracks the performance of the NASDAQ-100 Index. It was launched on Mar 10, 1999.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AANTX or QQQ.
Correlation
The correlation between AANTX and QQQ is 0.87, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
AANTX vs. QQQ - Performance Comparison
Key characteristics
AANTX:
1.32
QQQ:
1.28
AANTX:
1.80
QQQ:
1.76
AANTX:
1.24
QQQ:
1.23
AANTX:
1.26
QQQ:
1.74
AANTX:
7.10
QQQ:
6.02
AANTX:
2.17%
QQQ:
3.91%
AANTX:
11.70%
QQQ:
18.32%
AANTX:
-29.47%
QQQ:
-82.98%
AANTX:
-2.07%
QQQ:
-2.79%
Returns By Period
In the year-to-date period, AANTX achieves a 3.77% return, which is significantly higher than QQQ's 2.16% return.
AANTX
3.77%
2.79%
8.57%
14.87%
6.90%
N/A
QQQ
2.16%
0.72%
16.74%
22.47%
18.93%
18.54%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
AANTX vs. QQQ - Expense Ratio Comparison
AANTX has a 0.34% expense ratio, which is higher than QQQ's 0.20% expense ratio.
Risk-Adjusted Performance
AANTX vs. QQQ — Risk-Adjusted Performance Rank
AANTX
QQQ
AANTX vs. QQQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds 2060 Target Date Retirement Fund (AANTX) and Invesco QQQ (QQQ). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
AANTX vs. QQQ - Dividend Comparison
AANTX's dividend yield for the trailing twelve months is around 2.96%, more than QQQ's 0.54% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AANTX American Funds 2060 Target Date Retirement Fund | 2.96% | 3.07% | 2.12% | 6.21% | 3.50% | 2.57% | 0.76% | 0.77% | 0.69% | 1.08% | 0.74% | 0.00% |
QQQ Invesco QQQ | 0.54% | 0.56% | 0.62% | 0.80% | 0.43% | 0.55% | 0.74% | 0.91% | 0.84% | 1.06% | 0.99% | 1.41% |
Drawdowns
AANTX vs. QQQ - Drawdown Comparison
The maximum AANTX drawdown since its inception was -29.47%, smaller than the maximum QQQ drawdown of -82.98%. Use the drawdown chart below to compare losses from any high point for AANTX and QQQ. For additional features, visit the drawdowns tool.
Volatility
AANTX vs. QQQ - Volatility Comparison
The current volatility for American Funds 2060 Target Date Retirement Fund (AANTX) is 3.43%, while Invesco QQQ (QQQ) has a volatility of 5.83%. This indicates that AANTX experiences smaller price fluctuations and is considered to be less risky than QQQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.