AMPCX vs. QQQ
Compare and contrast key facts about American Funds AMCAP Fund Class C (AMPCX) and Invesco QQQ ETF (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.
Performance
AMPCX vs. QQQ - Performance Comparison
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AMPCX vs. QQQ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AMPCX American Funds AMCAP Fund Class C | -11.98% | 16.78% | 20.17% | 30.08% | -29.17% | 22.77% | 20.52% | 25.37% | -5.50% | 21.11% |
QQQ Invesco QQQ ETF | -5.93% | 20.77% | 25.58% | 54.86% | -32.58% | 27.42% | 48.62% | 38.96% | -0.13% | 32.66% |
Returns By Period
In the year-to-date period, AMPCX achieves a -11.98% return, which is significantly lower than QQQ's -5.93% return. Over the past 10 years, AMPCX has underperformed QQQ with an annualized return of 10.00%, while QQQ has yielded a comparatively higher 18.85% annualized return.
AMPCX
- 1D
- -0.38%
- 1M
- -10.18%
- YTD
- -11.98%
- 6M
- -9.70%
- 1Y
- 10.20%
- 3Y*
- 13.51%
- 5Y*
- 5.97%
- 10Y*
- 10.00%
QQQ
- 1D
- 3.39%
- 1M
- -4.84%
- YTD
- -5.93%
- 6M
- -3.62%
- 1Y
- 23.68%
- 3Y*
- 22.32%
- 5Y*
- 12.88%
- 10Y*
- 18.85%
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AMPCX vs. QQQ - Expense Ratio Comparison
AMPCX has a 1.40% expense ratio, which is higher than QQQ's 0.18% expense ratio.
Return for Risk
AMPCX vs. QQQ — Risk / Return Rank
AMPCX
QQQ
AMPCX vs. QQQ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds AMCAP Fund Class C (AMPCX) and Invesco QQQ ETF (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.
| AMPCX | QQQ | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.52 | 1.05 | -0.53 |
Sortino ratioReturn per unit of downside risk | 0.88 | 1.63 | -0.75 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.23 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 0.53 | 1.88 | -1.35 |
Martin ratioReturn relative to average drawdown | 2.15 | 6.95 | -4.80 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AMPCX | QQQ | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.52 | 1.05 | -0.53 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.31 | 0.58 | -0.26 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.54 | 0.85 | -0.31 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.37 | +0.02 |
Correlation
The correlation between AMPCX and QQQ is 0.90, 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.
Dividends
AMPCX vs. QQQ - Dividend Comparison
AMPCX's dividend yield for the trailing twelve months is around 12.90%, more than QQQ's 0.49% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMPCX American Funds AMCAP Fund Class C | 12.90% | 11.35% | 9.83% | 3.32% | 9.21% | 7.09% | 4.32% | 5.06% | 8.25% | 5.61% | 3.77% | 9.83% |
QQQ Invesco QQQ ETF | 0.49% | 0.45% | 0.56% | 0.62% | 0.80% | 0.43% | 0.55% | 0.74% | 0.91% | 0.84% | 1.06% | 0.99% |
Drawdowns
AMPCX vs. QQQ - Drawdown Comparison
The maximum AMPCX drawdown since its inception was -53.38%, smaller than the maximum QQQ drawdown of -82.97%. Use the drawdown chart below to compare losses from any high point for AMPCX and QQQ.
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Drawdown Indicators
| AMPCX | QQQ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.38% | -82.97% | +29.59% |
Max Drawdown (1Y)Largest decline over 1 year | -14.33% | -12.62% | -1.71% |
Max Drawdown (5Y)Largest decline over 5 years | -35.67% | -35.12% | -0.55% |
Max Drawdown (10Y)Largest decline over 10 years | -35.67% | -35.12% | -0.55% |
Current DrawdownCurrent decline from peak | -14.33% | -8.98% | -5.35% |
Average DrawdownAverage peak-to-trough decline | -9.27% | -32.99% | +23.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.51% | 3.41% | +0.10% |
Volatility
AMPCX vs. QQQ - Volatility Comparison
The current volatility for American Funds AMCAP Fund Class C (AMPCX) is 5.25%, while Invesco QQQ ETF (QQQ) has a volatility of 6.51%. 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.
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Volatility by Period
| AMPCX | QQQ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.25% | 6.51% | -1.26% |
Volatility (6M)Calculated over the trailing 6-month period | 11.05% | 12.77% | -1.72% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.62% | 22.67% | -3.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.13% | 22.39% | -3.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.65% | 22.25% | -3.60% |