CAKE vs. QQQ
Compare and contrast key facts about The Cheesecake Factory Incorporated (CAKE) 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: CAKE or QQQ.
Correlation
The correlation between CAKE and QQQ is 0.40, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
CAKE vs. QQQ - Performance Comparison
Key characteristics
CAKE:
1.23
QQQ:
1.64
CAKE:
1.92
QQQ:
2.19
CAKE:
1.22
QQQ:
1.30
CAKE:
0.93
QQQ:
2.16
CAKE:
7.48
QQQ:
7.79
CAKE:
5.79%
QQQ:
3.76%
CAKE:
35.21%
QQQ:
17.85%
CAKE:
-86.17%
QQQ:
-82.98%
CAKE:
-17.50%
QQQ:
-3.63%
Returns By Period
In the year-to-date period, CAKE achieves a 42.06% return, which is significantly higher than QQQ's 27.20% return. Over the past 10 years, CAKE has underperformed QQQ with an annualized return of 1.84%, while QQQ has yielded a comparatively higher 18.36% annualized return.
CAKE
42.06%
3.73%
22.49%
40.10%
6.06%
1.84%
QQQ
27.20%
3.08%
8.34%
27.81%
20.44%
18.36%
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Risk-Adjusted Performance
CAKE vs. QQQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for The Cheesecake Factory Incorporated (CAKE) 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
CAKE vs. QQQ - Dividend Comparison
CAKE's dividend yield for the trailing twelve months is around 2.23%, more than QQQ's 0.43% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CAKE The Cheesecake Factory Incorporated | 2.23% | 3.08% | 2.55% | 0.00% | 0.97% | 3.55% | 2.85% | 2.20% | 1.47% | 1.58% | 1.21% | 1.08% |
QQQ Invesco QQQ | 0.43% | 0.62% | 0.80% | 0.43% | 0.55% | 0.74% | 0.91% | 0.84% | 1.06% | 0.99% | 1.41% | 1.02% |
Drawdowns
CAKE vs. QQQ - Drawdown Comparison
The maximum CAKE drawdown since its inception was -86.17%, roughly equal to the maximum QQQ drawdown of -82.98%. Use the drawdown chart below to compare losses from any high point for CAKE and QQQ. For additional features, visit the drawdowns tool.
Volatility
CAKE vs. QQQ - Volatility Comparison
The Cheesecake Factory Incorporated (CAKE) has a higher volatility of 11.00% compared to Invesco QQQ (QQQ) at 5.29%. This indicates that CAKE'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.