CGUS vs. QQQ
Compare and contrast key facts about Capital Group Core Equity ETF (CGUS) and Invesco QQQ (QQQ).
CGUS and QQQ are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. CGUS is an actively managed fund by Capital Group. It was launched on Feb 22, 2022. 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: CGUS or QQQ.
Performance
CGUS vs. QQQ - Performance Comparison
Returns By Period
The year-to-date returns for both stocks are quite close, with CGUS having a 24.80% return and QQQ slightly lower at 24.04%.
CGUS
24.80%
1.77%
11.42%
31.23%
N/A
N/A
QQQ
24.04%
3.57%
10.78%
30.56%
20.99%
18.03%
Key characteristics
| CGUS | QQQ | |
|---|---|---|
| Sharpe Ratio | 2.62 | 1.76 |
| Sortino Ratio | 3.50 | 2.35 |
| Omega Ratio | 1.48 | 1.32 |
| Calmar Ratio | 4.67 | 2.25 |
| Martin Ratio | 20.45 | 8.18 |
| Ulcer Index | 1.54% | 3.74% |
| Daily Std Dev | 12.01% | 17.36% |
| Max Drawdown | -21.86% | -82.98% |
| Current Drawdown | -1.71% | -1.62% |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
CGUS vs. QQQ - Expense Ratio Comparison
CGUS has a 0.33% expense ratio, which is higher than QQQ's 0.20% expense ratio.
Correlation
The correlation between CGUS and QQQ is 0.91, 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.
Risk-Adjusted Performance
CGUS vs. QQQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Capital Group Core Equity ETF (CGUS) 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
CGUS vs. QQQ - Dividend Comparison
CGUS's dividend yield for the trailing twelve months is around 1.00%, more than QQQ's 0.60% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CGUS Capital Group Core Equity ETF | 1.00% | 1.22% | 1.11% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
QQQ Invesco QQQ | 0.60% | 0.62% | 0.80% | 0.43% | 0.55% | 0.74% | 0.91% | 0.84% | 1.06% | 0.99% | 1.41% | 1.02% |
Drawdowns
CGUS vs. QQQ - Drawdown Comparison
The maximum CGUS drawdown since its inception was -21.86%, smaller than the maximum QQQ drawdown of -82.98%. Use the drawdown chart below to compare losses from any high point for CGUS and QQQ. For additional features, visit the drawdowns tool.
Volatility
CGUS vs. QQQ - Volatility Comparison
The current volatility for Capital Group Core Equity ETF (CGUS) is 3.92%, while Invesco QQQ (QQQ) has a volatility of 5.36%. This indicates that CGUS experiences smaller price fluctuations and is considered to be less risky than QQQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.