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CACG vs. QQQ
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

CACG vs. QQQ

Last updated May 11, 2025

Compare and contrast key facts about ClearBridge All Cap Growth ESG ETF (CACG) and Invesco QQQ (QQQ).

CACG and QQQ are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. CACG is an actively managed fund by Franklin Templeton. It was launched on May 3, 2017. 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: CACG or QQQ.

Correlation

The correlation between CACG and QQQ is 0.85, 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

CACG vs. QQQ - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in ClearBridge All Cap Growth ESG ETF (CACG) and Invesco QQQ (QQQ). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Returns By Period

CACG

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

QQQ

YTD

-4.41%

1M

9.37%

6M

-4.80%

1Y

11.06%

5Y*

17.35%

10Y*

17.24%

*Annualized

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CACG vs. QQQ - Expense Ratio Comparison

CACG has a 0.53% expense ratio, which is higher than QQQ's 0.20% expense ratio.

CACG
ClearBridge All Cap Growth ESG ETF
QQQ
Invesco QQQ

Risk-Adjusted Performance

CACG vs. QQQ — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
CACG
The Risk-Adjusted Performance Rank of CACG is 7373
Overall Rank
The Sharpe Ratio Rank of CACG is 7676
Sharpe Ratio Rank
The Sortino Ratio Rank of CACG is 7474
Sortino Ratio Rank
The Omega Ratio Rank of CACG is 7373
Omega Ratio Rank
The Calmar Ratio Rank of CACG is 6969
Calmar Ratio Rank
The Martin Ratio Rank of CACG is 7474
Martin Ratio Rank
QQQ
The Risk-Adjusted Performance Rank of QQQ is 5757
Overall Rank
The Sharpe Ratio Rank of QQQ is 5454
Sharpe Ratio Rank
The Sortino Ratio Rank of QQQ is 5757
Sortino Ratio Rank
The Omega Ratio Rank of QQQ is 5757
Omega Ratio Rank
The Calmar Ratio Rank of QQQ is 6262
Calmar Ratio Rank
The Martin Ratio Rank of QQQ is 5555
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

CACG vs. QQQ - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for ClearBridge All Cap Growth ESG ETF (CACG) 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.

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Dividends

CACG vs. QQQ - Dividend Comparison

CACG has not paid dividends to shareholders, while QQQ's dividend yield for the trailing twelve months is around 0.61%.

TTM20242023202220212020201920182017201620152014
CACG
ClearBridge All Cap Growth ESG ETF		0.05%0.05%0.34%0.34%2.92%0.47%0.64%0.68%0.24%0.00%0.00%0.00%
QQQ
Invesco QQQ		0.61%0.56%0.62%0.80%0.43%0.55%0.74%0.91%0.84%1.06%0.99%1.41%

Drawdowns

CACG vs. QQQ - Drawdown Comparison

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Volatility

CACG vs. QQQ - Volatility Comparison

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