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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BRAGX or TQQQ.
Correlation
The correlation between BRAGX and TQQQ is 0.83, 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
BRAGX vs. TQQQ - Performance Comparison
Key characteristics
BRAGX:
2.18
TQQQ:
1.11
BRAGX:
2.90
TQQQ:
1.61
BRAGX:
1.38
TQQQ:
1.21
BRAGX:
3.42
TQQQ:
1.42
BRAGX:
10.64
TQQQ:
4.60
BRAGX:
3.27%
TQQQ:
13.17%
BRAGX:
15.93%
TQQQ:
54.51%
BRAGX:
-72.10%
TQQQ:
-81.66%
BRAGX:
-0.71%
TQQQ:
-3.39%
Returns By Period
In the year-to-date period, BRAGX achieves a 8.87% return, which is significantly lower than TQQQ's 13.52% return. Over the past 10 years, BRAGX has underperformed TQQQ with an annualized return of 6.43%, while TQQQ has yielded a comparatively higher 35.61% annualized return.
BRAGX
8.87%
4.83%
22.27%
31.38%
11.46%
6.43%
TQQQ
13.52%
11.07%
31.73%
54.32%
26.67%
35.61%
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BRAGX vs. TQQQ - Expense Ratio Comparison
BRAGX has a 0.39% expense ratio, which is lower than TQQQ's 0.95% expense ratio.
Risk-Adjusted Performance
BRAGX vs. TQQQ — Risk-Adjusted Performance Rank
BRAGX
TQQQ
BRAGX vs. TQQQ - Risk-Adjusted Performance 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.
Dividends
BRAGX vs. TQQQ - Dividend Comparison
BRAGX's dividend yield for the trailing twelve months is around 0.49%, less than TQQQ's 1.12% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRAGX Bridgeway Aggressive Investors 1 Fund | 0.49% | 0.53% | 0.88% | 1.46% | 1.07% | 1.01% | 1.30% | 0.69% | 0.00% | 0.56% | 0.05% | 0.20% |
TQQQ ProShares UltraPro QQQ | 1.12% | 1.27% | 1.26% | 0.57% | 0.00% | 0.00% | 0.06% | 0.11% | 0.00% | 0.00% | 0.01% | 0.03% |
Drawdowns
BRAGX vs. TQQQ - Drawdown Comparison
The maximum BRAGX drawdown since its inception was -72.10%, 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. For additional features, visit the drawdowns tool.
Volatility
BRAGX vs. TQQQ - Volatility Comparison
The current volatility for Bridgeway Aggressive Investors 1 Fund (BRAGX) is 4.71%, while ProShares UltraPro QQQ (TQQQ) has a volatility of 15.10%. 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.