BRAGX vs. TQQQ
Compare and contrast key facts about Bridgeway Aggressive Investors 1 Fund (BRAGX) and ProShares UltraPro QQQ (TQQQ).
BRAGX is managed by Bridgeway. It was launched on Aug 5, 1994. TQQQ is a passively managed fund by ProShares that tracks the performance of the NASDAQ-100 Index (300%). It was launched on Feb 9, 2010.
Performance
BRAGX vs. TQQQ - Performance Comparison
Loading graphics...
BRAGX vs. TQQQ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BRAGX Bridgeway Aggressive Investors 1 Fund | -2.31% | 18.09% | 35.79% | 23.13% | -22.41% | 10.96% | 14.35% | 21.86% | -22.42% | 18.44% |
TQQQ ProShares UltraPro QQQ | -17.87% | 34.35% | 58.27% | 198.04% | -79.09% | 82.98% | 110.05% | 133.84% | -19.79% | 118.06% |
Returns By Period
In the year-to-date period, BRAGX achieves a -2.31% return, which is significantly higher than TQQQ's -17.87% return. Over the past 10 years, BRAGX has underperformed TQQQ with an annualized return of 9.77%, while TQQQ has yielded a comparatively higher 35.31% annualized return.
BRAGX
- 1D
- 3.23%
- 1M
- -3.85%
- YTD
- -2.31%
- 6M
- -0.02%
- 1Y
- 21.35%
- 3Y*
- 21.71%
- 5Y*
- 8.56%
- 10Y*
- 9.77%
TQQQ
- 1D
- 3.72%
- 1M
- -12.88%
- YTD
- -17.87%
- 6M
- -17.28%
- 1Y
- 48.52%
- 3Y*
- 46.87%
- 5Y*
- 13.55%
- 10Y*
- 35.31%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
BRAGX vs. TQQQ - Expense Ratio Comparison
BRAGX has a 0.39% expense ratio, which is lower than TQQQ's 0.95% expense ratio.
Return for Risk
BRAGX vs. TQQQ — Risk / Return Rank
BRAGX
TQQQ
BRAGX vs. TQQQ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Bridgeway Aggressive Investors 1 Fund (BRAGX) and ProShares UltraPro QQQ (TQQQ). 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.
| BRAGX | TQQQ | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.04 | 0.72 | +0.32 |
Sortino ratioReturn per unit of downside risk | 1.56 | 1.41 | +0.16 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.20 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.71 | 1.41 | +0.30 |
Martin ratioReturn relative to average drawdown | 7.98 | 4.28 | +3.69 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| BRAGX | TQQQ | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.04 | 0.72 | +0.32 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.42 | 0.20 | +0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.46 | 0.54 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.65 | -0.19 |
Correlation
The correlation between BRAGX and TQQQ is 0.84, 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.
Dividends
BRAGX vs. TQQQ - Dividend Comparison
BRAGX's dividend yield for the trailing twelve months is around 19.34%, more than TQQQ's 0.73% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRAGX Bridgeway Aggressive Investors 1 Fund | 19.34% | 18.90% | 3.19% | 0.88% | 1.46% | 1.18% | 1.01% | 1.30% | 11.62% | 0.00% | 0.56% | 0.05% |
TQQQ ProShares UltraPro QQQ | 0.73% | 0.65% | 1.27% | 1.26% | 0.57% | 0.00% | 0.00% | 0.06% | 0.11% | 0.00% | 0.00% | 0.01% |
Drawdowns
BRAGX vs. TQQQ - Drawdown Comparison
The maximum BRAGX drawdown since its inception was -67.04%, smaller than the maximum TQQQ drawdown of -81.66%. Use the drawdown chart below to compare losses from any high point for BRAGX and TQQQ.
Loading graphics...
Drawdown Indicators
| BRAGX | TQQQ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -67.04% | -81.66% | +14.62% |
Max Drawdown (1Y)Largest decline over 1 year | -13.13% | -36.97% | +23.84% |
Max Drawdown (5Y)Largest decline over 5 years | -35.92% | -81.66% | +45.74% |
Max Drawdown (10Y)Largest decline over 10 years | -46.74% | -81.66% | +34.92% |
Current DrawdownCurrent decline from peak | -5.11% | -28.08% | +22.97% |
Average DrawdownAverage peak-to-trough decline | -16.06% | -18.66% | +2.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.81% | 12.13% | -9.32% |
Volatility
BRAGX vs. TQQQ - Volatility Comparison
The current volatility for Bridgeway Aggressive Investors 1 Fund (BRAGX) is 6.16%, while ProShares UltraPro QQQ (TQQQ) has a volatility of 19.74%. This indicates that BRAGX experiences smaller price fluctuations and is considered to be less risky than TQQQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| BRAGX | TQQQ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.16% | 19.74% | -13.58% |
Volatility (6M)Calculated over the trailing 6-month period | 12.05% | 38.50% | -26.45% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.44% | 67.35% | -45.91% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.45% | 66.53% | -46.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.38% | 65.83% | -44.45% |