BFSAX vs. QQQ
Compare and contrast key facts about BFS Equity Fund (BFSAX) and Invesco QQQ (QQQ).
BFSAX is managed by BFS. It was launched on Nov 8, 2013. 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: BFSAX or QQQ.
Key characteristics
| BFSAX | QQQ |
|---|
Correlation
The correlation between BFSAX and QQQ is 0.85, 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
BFSAX vs. QQQ - Performance Comparison
The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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BFSAX vs. QQQ - Expense Ratio Comparison
BFSAX has a 1.25% expense ratio, which is higher than QQQ's 0.20% expense ratio.
Risk-Adjusted Performance
BFSAX vs. QQQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BFS Equity Fund (BFSAX) 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
BFSAX vs. QQQ - Dividend Comparison
BFSAX has not paid dividends to shareholders, while QQQ's dividend yield for the trailing twelve months is around 0.62%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BFSAX BFS Equity Fund | 0.00% | 0.00% | 1.14% | 9.63% | 1.50% | 1.69% | 3.63% | 0.32% | 0.45% | 0.30% | 0.30% | 0.06% |
QQQ Invesco QQQ | 0.62% | 0.62% | 0.80% | 0.43% | 0.55% | 0.74% | 0.91% | 0.84% | 1.06% | 0.99% | 1.41% | 1.01% |
Drawdowns
BFSAX vs. QQQ - Drawdown Comparison
Volatility
BFSAX vs. QQQ - Volatility Comparison
The current volatility for BFS Equity Fund (BFSAX) is 0.00%, while Invesco QQQ (QQQ) has a volatility of 4.84%. This indicates that BFSAX 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.