ANCFX vs. QQQ
Compare and contrast key facts about American Funds Fundamental Investors Class A (ANCFX) and Invesco QQQ ETF (QQQ).
ANCFX is managed by American Funds. It was launched on Jan 8, 1978. 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
ANCFX vs. QQQ - Performance Comparison
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ANCFX vs. QQQ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ANCFX American Funds Fundamental Investors Class A | -6.13% | 24.21% | 22.73% | 25.86% | -16.66% | 22.43% | 14.92% | 27.07% | -8.13% | 22.80% |
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
The year-to-date returns for both investments are quite close, with ANCFX having a -6.13% return and QQQ slightly higher at -5.93%. Over the past 10 years, ANCFX has underperformed QQQ with an annualized return of 12.92%, while QQQ has yielded a comparatively higher 18.85% annualized return.
ANCFX
- 1D
- -0.62%
- 1M
- -9.88%
- YTD
- -6.13%
- 6M
- -2.09%
- 1Y
- 20.46%
- 3Y*
- 19.35%
- 5Y*
- 11.57%
- 10Y*
- 12.92%
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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ANCFX vs. QQQ - Expense Ratio Comparison
ANCFX has a 0.59% expense ratio, which is higher than QQQ's 0.18% expense ratio.
Return for Risk
ANCFX vs. QQQ — Risk / Return Rank
ANCFX
QQQ
ANCFX vs. QQQ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Fundamental Investors Class A (ANCFX) 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.
| ANCFX | QQQ | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.16 | 1.05 | +0.11 |
Sortino ratioReturn per unit of downside risk | 1.75 | 1.63 | +0.12 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.23 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.61 | 1.88 | -0.27 |
Martin ratioReturn relative to average drawdown | 7.19 | 6.95 | +0.24 |
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
| ANCFX | QQQ | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.16 | 1.05 | +0.11 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.70 | 0.58 | +0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.73 | 0.85 | -0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.61 | 0.37 | +0.24 |
Correlation
The correlation between ANCFX and QQQ is 0.83, 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
ANCFX vs. QQQ - Dividend Comparison
ANCFX's dividend yield for the trailing twelve months is around 9.11%, more than QQQ's 0.49% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ANCFX American Funds Fundamental Investors Class A | 9.11% | 8.54% | 8.90% | 5.80% | 4.98% | 10.97% | 2.61% | 6.91% | 9.31% | 7.28% | 4.71% | 6.08% |
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
ANCFX vs. QQQ - Drawdown Comparison
The maximum ANCFX drawdown since its inception was -53.29%, smaller than the maximum QQQ drawdown of -82.97%. Use the drawdown chart below to compare losses from any high point for ANCFX and QQQ.
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Drawdown Indicators
| ANCFX | QQQ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.29% | -82.97% | +29.68% |
Max Drawdown (1Y)Largest decline over 1 year | -11.35% | -12.62% | +1.27% |
Max Drawdown (5Y)Largest decline over 5 years | -25.07% | -35.12% | +10.05% |
Max Drawdown (10Y)Largest decline over 10 years | -33.93% | -35.12% | +1.19% |
Current DrawdownCurrent decline from peak | -10.66% | -8.98% | -1.68% |
Average DrawdownAverage peak-to-trough decline | -7.34% | -32.99% | +25.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.54% | 3.41% | -0.87% |
Volatility
ANCFX vs. QQQ - Volatility Comparison
The current volatility for American Funds Fundamental Investors Class A (ANCFX) is 4.98%, while Invesco QQQ ETF (QQQ) has a volatility of 6.51%. This indicates that ANCFX 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
| ANCFX | QQQ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.98% | 6.51% | -1.53% |
Volatility (6M)Calculated over the trailing 6-month period | 10.64% | 12.77% | -2.13% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.94% | 22.67% | -4.73% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.67% | 22.39% | -5.72% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.65% | 22.25% | -4.60% |