BHBFX vs. QQQ
Compare and contrast key facts about Madison Dividend Income Fund (BHBFX) and Invesco QQQ (QQQ).
BHBFX is managed by Madison Funds. It was launched on Dec 18, 1986. 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: BHBFX or QQQ.
Correlation
The correlation between BHBFX and QQQ is 0.70, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
BHBFX vs. QQQ - Performance Comparison
Key characteristics
BHBFX:
0.20
QQQ:
1.37
BHBFX:
0.32
QQQ:
1.86
BHBFX:
1.06
QQQ:
1.25
BHBFX:
0.12
QQQ:
1.84
BHBFX:
0.50
QQQ:
6.35
BHBFX:
6.00%
QQQ:
3.92%
BHBFX:
14.91%
QQQ:
18.24%
BHBFX:
-42.48%
QQQ:
-82.98%
BHBFX:
-19.93%
QQQ:
0.00%
Returns By Period
In the year-to-date period, BHBFX achieves a 4.98% return, which is significantly lower than QQQ's 5.53% return. Over the past 10 years, BHBFX has underperformed QQQ with an annualized return of 3.40%, while QQQ has yielded a comparatively higher 18.38% annualized return.
BHBFX
4.98%
2.08%
-4.39%
2.95%
0.58%
3.40%
QQQ
5.53%
3.41%
12.16%
27.01%
19.41%
18.38%
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BHBFX vs. QQQ - Expense Ratio Comparison
BHBFX has a 0.91% expense ratio, which is higher than QQQ's 0.20% expense ratio.
Risk-Adjusted Performance
BHBFX vs. QQQ — Risk-Adjusted Performance Rank
BHBFX
QQQ
BHBFX vs. QQQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Madison Dividend Income Fund (BHBFX) 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
BHBFX vs. QQQ - Dividend Comparison
BHBFX's dividend yield for the trailing twelve months is around 2.14%, more than QQQ's 0.53% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BHBFX Madison Dividend Income Fund | 2.14% | 2.25% | 2.26% | 2.21% | 1.62% | 1.53% | 1.52% | 2.04% | 1.66% | 1.42% | 1.83% | 1.63% |
QQQ Invesco QQQ | 0.53% | 0.56% | 0.62% | 0.80% | 0.43% | 0.55% | 0.74% | 0.91% | 0.84% | 1.06% | 0.99% | 1.41% |
Drawdowns
BHBFX vs. QQQ - Drawdown Comparison
The maximum BHBFX drawdown since its inception was -42.48%, smaller than the maximum QQQ drawdown of -82.98%. Use the drawdown chart below to compare losses from any high point for BHBFX and QQQ. For additional features, visit the drawdowns tool.
Volatility
BHBFX vs. QQQ - Volatility Comparison
The current volatility for Madison Dividend Income Fund (BHBFX) is 3.09%, while Invesco QQQ (QQQ) has a volatility of 4.69%. This indicates that BHBFX 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.