BST vs. QQQ
Compare and contrast key facts about BlackRock Science and Technology Trust (BST) and Invesco QQQ (QQQ).
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: BST or QQQ.
Key characteristics
BST | QQQ | |
---|---|---|
YTD Return | 10.84% | 10.46% |
1Y Return | 22.75% | 34.84% |
3Y Return (Ann) | -4.80% | 12.65% |
5Y Return (Ann) | 10.90% | 20.64% |
Sharpe Ratio | 1.30 | 2.30 |
Daily Std Dev | 17.47% | 16.24% |
Max Drawdown | -46.59% | -82.98% |
Current Drawdown | -21.72% | -0.25% |
Correlation
The correlation between BST and QQQ is 0.75, 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
BST vs. QQQ - Performance Comparison
The year-to-date returns for both stocks are quite close, with BST having a 10.84% return and QQQ slightly lower at 10.46%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
BST vs. QQQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Science and Technology Trust (BST) 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
BST vs. QQQ - Dividend Comparison
BST's dividend yield for the trailing twelve months is around 8.32%, more than QQQ's 0.58% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
BlackRock Science and Technology Trust | 8.32% | 8.91% | 10.57% | 8.45% | 3.72% | 10.19% | 6.20% | 4.64% | 6.47% | 6.71% | 0.55% | 0.00% |
Invesco QQQ | 0.58% | 0.62% | 0.80% | 0.43% | 0.55% | 0.74% | 0.91% | 0.84% | 1.06% | 0.99% | 1.41% | 1.01% |
Drawdowns
BST vs. QQQ - Drawdown Comparison
The maximum BST drawdown since its inception was -46.59%, smaller than the maximum QQQ drawdown of -82.98%. Use the drawdown chart below to compare losses from any high point for BST and QQQ. For additional features, visit the drawdowns tool.
Volatility
BST vs. QQQ - Volatility Comparison
BlackRock Science and Technology Trust (BST) has a higher volatility of 5.51% compared to Invesco QQQ (QQQ) at 4.84%. This indicates that BST's price experiences larger fluctuations and is considered to be riskier than QQQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.