AUIAX vs. QQQ

In the year-to-date period, AUIAX achieves a 1.85% return, which is significantly lower than QQQ's 2.11% return. Over the past 10 years, AUIAX has underperformed QQQ with an annualized return of 4.04%, while QQQ has yielded a comparatively higher 17.74% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

AUIAX has a 0.97% expense ratio, which is higher than QQQ's 0.20% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for AB Equity Income Fund (AUIAX) 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.

The current AUIAX Sharpe Ratio is 0.01, which is lower than the QQQ Sharpe Ratio of 0.57. The chart below compares the historical Sharpe Ratios of AUIAX and QQQ, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

AUIAX's dividend yield for the trailing twelve months is around 10.48%, more than QQQ's 0.57% yield.

The maximum AUIAX drawdown since its inception was -46.97%, smaller than the maximum QQQ drawdown of -82.98%. Use the drawdown chart below to compare losses from any high point for AUIAX and QQQ.

The current volatility for AB Equity Income Fund (AUIAX) is 4.56%, while Invesco QQQ (QQQ) has a volatility of 5.55%. This indicates that AUIAX 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.