BOGSX vs. CQQQ
Compare and contrast key facts about Black Oak Emerging Technology Fund (BOGSX) and Invesco China Technology ETF (CQQQ).
BOGSX is managed by Oak Associates. It was launched on Dec 28, 2000. CQQQ is a passively managed fund by Invesco that tracks the performance of the AlphaShares China Technology Index. It was launched on Dec 8, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BOGSX or CQQQ.
Correlation
The correlation between BOGSX and CQQQ is 0.60, 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
BOGSX vs. CQQQ - Performance Comparison
Key characteristics
BOGSX:
0.16
CQQQ:
0.37
BOGSX:
0.36
CQQQ:
0.86
BOGSX:
1.05
CQQQ:
1.10
BOGSX:
0.08
CQQQ:
0.20
BOGSX:
0.70
CQQQ:
1.17
BOGSX:
5.10%
CQQQ:
12.61%
BOGSX:
22.50%
CQQQ:
39.89%
BOGSX:
-92.80%
CQQQ:
-73.99%
BOGSX:
-44.17%
CQQQ:
-64.49%
Returns By Period
In the year-to-date period, BOGSX achieves a 0.83% return, which is significantly higher than CQQQ's -3.38% return. Over the past 10 years, BOGSX has outperformed CQQQ with an annualized return of 5.49%, while CQQQ has yielded a comparatively lower 1.69% annualized return.
BOGSX
0.83%
-10.66%
-10.77%
3.55%
4.27%
5.49%
CQQQ
-3.38%
-6.92%
9.45%
15.90%
-7.94%
1.69%
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BOGSX vs. CQQQ - Expense Ratio Comparison
BOGSX has a 1.03% expense ratio, which is higher than CQQQ's 0.70% expense ratio.
Risk-Adjusted Performance
BOGSX vs. CQQQ — Risk-Adjusted Performance Rank
BOGSX
CQQQ
BOGSX vs. CQQQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Black Oak Emerging Technology Fund (BOGSX) and Invesco China Technology ETF (CQQQ). 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
BOGSX vs. CQQQ - Dividend Comparison
BOGSX has not paid dividends to shareholders, while CQQQ's dividend yield for the trailing twelve months is around 0.29%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BOGSX Black Oak Emerging Technology Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.02% | 0.00% | 0.00% |
CQQQ Invesco China Technology ETF | 0.29% | 0.28% | 0.55% | 0.08% | 0.00% | 0.47% | 0.01% | 0.43% | 1.42% | 1.69% | 1.77% | 1.00% |
Drawdowns
BOGSX vs. CQQQ - Drawdown Comparison
The maximum BOGSX drawdown since its inception was -92.80%, which is greater than CQQQ's maximum drawdown of -73.99%. Use the drawdown chart below to compare losses from any high point for BOGSX and CQQQ. For additional features, visit the drawdowns tool.
Volatility
BOGSX vs. CQQQ - Volatility Comparison
Black Oak Emerging Technology Fund (BOGSX) has a higher volatility of 10.06% compared to Invesco China Technology ETF (CQQQ) at 7.17%. This indicates that BOGSX's price experiences larger fluctuations and is considered to be riskier than CQQQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.