BWEN vs. QQQI
BWEN (Broadwind, Inc.) is a stock, while QQQI (NEOS Nasdaq-100 High Income ETF) is Nasdaq-100 fund actively managed by Neos. Over the past year, BWEN returned 130.68% vs 30.41% for QQQI. At a 0.26 correlation, their price movements are largely independent.
Performance
BWEN vs. QQQI - Performance Comparison
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Returns By Period
In the year-to-date period, BWEN achieves a 43.46% return, which is significantly higher than QQQI's 13.43% return.
BWEN
- 1D
- 1.00%
- 1M
- 59.84%
- YTD
- 43.46%
- 6M
- 28.48%
- 1Y
- 130.68%
- 3Y*
- 0.50%
- 5Y*
- -2.76%
- 10Y*
- -0.82%
QQQI
- 1D
- -0.17%
- 1M
- 6.91%
- YTD
- 13.43%
- 6M
- 12.92%
- 1Y
- 30.41%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
BWEN vs. QQQI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
BWEN Broadwind, Inc. | 43.46% | 50.53% | -22.31% |
QQQI NEOS Nasdaq-100 High Income ETF | 13.43% | 18.62% | 19.83% |
Correlation
The correlation between BWEN and QQQI is 0.25, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.25 |
Correlation (All Time) Calculated using the full available price history since Jan 31, 2024 | 0.26 |
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Return for Risk
BWEN vs. QQQI — Risk / Return Rank
BWEN
QQQI
BWEN vs. QQQI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Broadwind, Inc. (BWEN) and NEOS Nasdaq-100 High Income ETF (QQQI). 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.
| BWEN | QQQI | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.87 | 2.35 | -1.48 |
Sortino ratioReturn per unit of downside risk | 2.55 | 3.12 | -0.57 |
Omega ratioGain probability vs. loss probability | 1.34 | 1.43 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 2.59 | 3.18 | -0.59 |
Martin ratioReturn relative to average drawdown | 4.98 | 14.27 | -9.30 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BWEN | QQQI | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.87 | 2.35 | -1.48 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.03 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | -0.01 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.05 | 1.34 | -1.39 |
Drawdowns
BWEN vs. QQQI - Drawdown Comparison
The maximum BWEN drawdown since its inception was -99.58%, which is greater than QQQI's maximum drawdown of -20.00%. Use the drawdown chart below to compare losses from any high point for BWEN and QQQI.
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Drawdown Indicators
| BWEN | QQQI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -99.58% | -20.00% | -79.58% |
Max Drawdown (1Y)Largest decline over 1 year | -50.75% | -9.61% | -41.14% |
Max Drawdown (3Y)Largest decline over 3 years | -69.28% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -76.18% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -87.79% | — | — |
Current DrawdownCurrent decline from peak | -98.58% | -0.17% | -98.41% |
Average DrawdownAverage peak-to-trough decline | -81.16% | -2.20% | -78.96% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 26.36% | 2.14% | +24.22% |
Volatility
BWEN vs. QQQI - Volatility Comparison
Broadwind, Inc. (BWEN) has a higher volatility of 92.63% compared to NEOS Nasdaq-100 High Income ETF (QQQI) at 2.68%. This indicates that BWEN's price experiences larger fluctuations and is considered to be riskier than QQQI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BWEN | QQQI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 92.63% | 2.68% | +89.95% |
Volatility (6M)Calculated over the trailing 6-month period | 109.13% | 9.85% | +99.28% |
Volatility (1Y)Calculated over the trailing 1-year period | 150.42% | 12.98% | +137.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 105.68% | 17.07% | +88.61% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 92.26% | 17.07% | +75.19% |
Dividends
BWEN vs. QQQI - Dividend Comparison
BWEN has not paid dividends to shareholders, while QQQI's dividend yield for the trailing twelve months is around 13.19%.
| Position | TTM | 2025 | 2024 |
|---|---|---|---|
BWEN Broadwind, Inc. | 0.00% | 0.00% | 0.00% |
QQQI NEOS Nasdaq-100 High Income ETF | 13.19% | 13.82% | 12.85% |
Frequently Asked Questions
BWEN and QQQI have a correlation of 0.25, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BWEN has higher volatility (92.63%) compared to QQQI (2.68%). In terms of maximum drawdown, BWEN dropped -99.58% vs QQQI's -20.00%.
QQQI currently has the higher Sharpe Ratio (2.35 vs 0.87), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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