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 0.89, 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:
0.61
QQQ:
1.44
AMPCX:
0.86
QQQ:
1.95
AMPCX:
1.13
QQQ:
1.26
AMPCX:
0.48
QQQ:
1.94
AMPCX:
2.40
QQQ:
6.71
AMPCX:
4.11%
QQQ:
3.92%
AMPCX:
16.12%
QQQ:
18.27%
AMPCX:
-53.01%
QQQ:
-82.98%
AMPCX:
-12.09%
QQQ:
0.00%
Returns By Period
In the year-to-date period, AMPCX achieves a 4.66% return, which is significantly lower than QQQ's 5.27% return. Over the past 10 years, AMPCX has underperformed QQQ with an annualized return of 3.33%, while QQQ has yielded a comparatively higher 18.37% annualized return.
AMPCX
4.66%
2.51%
1.95%
8.40%
3.01%
3.33%
QQQ
5.27%
3.15%
12.16%
25.73%
18.66%
18.37%
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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 Rank
AMPCX
QQQ
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 0.53%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% | 0.00% | 4.10% | 3.55% |
QQQ Invesco QQQ | 0.53% | 0.56% | 0.62% | 0.80% | 0.43% | 0.55% | 0.74% | 0.91% | 0.84% | 1.06% | 0.99% | 1.41% |
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
The current volatility for American Funds AMCAP Fund Class C (AMPCX) is 3.59%, while Invesco QQQ (QQQ) has a volatility of 5.01%. This indicates that AMPCX 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.