AMPCX vs. QQQ
Compare and contrast key facts about American Funds AMCAP Fund Class C (AMPCX) and Invesco QQQ (QQQ).
AMPCX is managed by American Funds. It was launched on May 1, 1967. 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: AMPCX or QQQ.
Correlation
The correlation between AMPCX and QQQ is 0.88, 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
AMPCX vs. QQQ - Performance Comparison
Key characteristics
AMPCX:
0.80
QQQ:
1.71
AMPCX:
1.08
QQQ:
2.27
AMPCX:
1.16
QQQ:
1.31
AMPCX:
0.51
QQQ:
2.26
AMPCX:
4.86
QQQ:
8.12
AMPCX:
2.66%
QQQ:
3.77%
AMPCX:
16.18%
QQQ:
17.88%
AMPCX:
-53.01%
QQQ:
-82.98%
AMPCX:
-13.65%
QQQ:
-1.37%
Returns By Period
In the year-to-date period, AMPCX achieves a 12.63% return, which is significantly lower than QQQ's 30.18% return. Over the past 10 years, AMPCX has underperformed QQQ with an annualized return of 3.39%, while QQQ has yielded a comparatively higher 18.54% annualized return.
AMPCX
12.63%
-4.47%
2.08%
12.92%
3.67%
3.39%
QQQ
30.18%
4.95%
10.88%
30.61%
20.73%
18.54%
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AMPCX vs. QQQ - Expense Ratio Comparison
AMPCX has a 1.40% expense ratio, which is higher than QQQ's 0.20% expense ratio.
Risk-Adjusted Performance
AMPCX vs. QQQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds AMCAP Fund Class C (AMPCX) 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
AMPCX vs. QQQ - Dividend Comparison
AMPCX has not paid dividends to shareholders, while QQQ's dividend yield for the trailing twelve months is around 0.58%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMPCX American Funds AMCAP Fund Class C | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 4.10% | 3.55% | 8.51% |
QQQ Invesco QQQ | 0.58% | 0.62% | 0.80% | 0.43% | 0.55% | 0.74% | 0.91% | 0.84% | 1.06% | 0.99% | 1.41% | 1.02% |
Drawdowns
AMPCX vs. QQQ - Drawdown Comparison
The maximum AMPCX drawdown since its inception was -53.01%, smaller than the maximum QQQ drawdown of -82.98%. Use the drawdown chart below to compare losses from any high point for AMPCX and QQQ. For additional features, visit the drawdowns tool.
Volatility
AMPCX vs. QQQ - Volatility Comparison
American Funds AMCAP Fund Class C (AMPCX) has a higher volatility of 9.11% compared to Invesco QQQ (QQQ) at 5.48%. This indicates that AMPCX's price experiences larger fluctuations and is considered to be riskier than QQQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.