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:
1.76
QQQ:
1.37
CAKE:
2.53
QQQ:
1.87
CAKE:
1.29
QQQ:
1.25
CAKE:
1.41
QQQ:
1.85
CAKE:
11.30
QQQ:
6.39
CAKE:
5.49%
QQQ:
3.92%
CAKE:
35.23%
QQQ:
18.28%
CAKE:
-86.17%
QQQ:
-82.98%
CAKE:
-3.97%
QQQ:
-2.39%
Returns By Period
In the year-to-date period, CAKE achieves a 18.68% return, which is significantly higher than QQQ's 2.59% return. Over the past 10 years, CAKE has underperformed QQQ with an annualized return of 2.55%, while QQQ has yielded a comparatively higher 18.65% annualized return.
CAKE
18.68%
13.78%
64.19%
69.31%
8.96%
2.55%
QQQ
2.59%
1.14%
19.69%
23.14%
18.74%
18.65%
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Risk-Adjusted Performance
CAKE vs. QQQ — Risk-Adjusted Performance Rank
CAKE
QQQ
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 1.92%, more than QQQ's 0.54% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CAKE The Cheesecake Factory Incorporated | 1.92% | 2.28% | 3.08% | 2.55% | 0.00% | 0.97% | 3.55% | 2.85% | 2.20% | 1.47% | 1.58% | 1.21% |
QQQ Invesco QQQ | 0.54% | 0.56% | 0.62% | 0.80% | 0.43% | 0.55% | 0.74% | 0.91% | 0.84% | 1.06% | 0.99% | 1.41% |
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 9.31% compared to Invesco QQQ (QQQ) at 5.93%. 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.