BCSIX vs. QQQ
Compare and contrast key facts about Brown Capital Management Small Company Fund (BCSIX) and Invesco QQQ (QQQ).
BCSIX is managed by Blackrock. It was launched on Jul 23, 1992. 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: BCSIX or QQQ.
Correlation
The correlation between BCSIX and QQQ is 0.78, 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
BCSIX vs. QQQ - Performance Comparison
Key characteristics
BCSIX:
-0.59
QQQ:
1.34
BCSIX:
-0.47
QQQ:
1.83
BCSIX:
0.89
QQQ:
1.24
BCSIX:
-0.39
QQQ:
1.78
BCSIX:
-2.04
QQQ:
6.25
BCSIX:
12.66%
QQQ:
3.86%
BCSIX:
44.16%
QQQ:
18.07%
BCSIX:
-65.88%
QQQ:
-82.98%
BCSIX:
-65.75%
QQQ:
-6.00%
Returns By Period
In the year-to-date period, BCSIX achieves a -0.28% return, which is significantly higher than QQQ's -1.20% return. Over the past 10 years, BCSIX has underperformed QQQ with an annualized return of -3.10%, while QQQ has yielded a comparatively higher 18.47% annualized return.
BCSIX
-0.28%
-3.71%
-28.03%
-25.82%
-13.51%
-3.10%
QQQ
-1.20%
-4.64%
2.07%
24.06%
18.68%
18.47%
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BCSIX vs. QQQ - Expense Ratio Comparison
BCSIX has a 1.25% expense ratio, which is higher than QQQ's 0.20% expense ratio.
Risk-Adjusted Performance
BCSIX vs. QQQ — Risk-Adjusted Performance Rank
BCSIX
QQQ
BCSIX vs. QQQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Brown Capital Management Small Company Fund (BCSIX) 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
BCSIX vs. QQQ - Dividend Comparison
BCSIX has not paid dividends to shareholders, while QQQ's dividend yield for the trailing twelve months is around 0.56%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BCSIX Brown Capital Management Small Company Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
QQQ Invesco QQQ | 0.56% | 0.56% | 0.62% | 0.80% | 0.43% | 0.55% | 0.74% | 0.91% | 0.84% | 1.06% | 0.99% | 1.41% |
Drawdowns
BCSIX vs. QQQ - Drawdown Comparison
The maximum BCSIX drawdown since its inception was -65.88%, smaller than the maximum QQQ drawdown of -82.98%. Use the drawdown chart below to compare losses from any high point for BCSIX and QQQ. For additional features, visit the drawdowns tool.
Volatility
BCSIX vs. QQQ - Volatility Comparison
Brown Capital Management Small Company Fund (BCSIX) and Invesco QQQ (QQQ) have volatilities of 5.77% and 5.94%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.