CMLIX vs. QQQ
Compare and contrast key facts about Congress Large Cap Growth Fund (CMLIX) and Invesco QQQ (QQQ).
CMLIX is managed by Congress. It was launched on Mar 15, 1928. 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: CMLIX or QQQ.
Correlation
The correlation between CMLIX and QQQ is 0.92, 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
CMLIX vs. QQQ - Performance Comparison
Key characteristics
CMLIX:
0.78
QQQ:
1.37
CMLIX:
1.10
QQQ:
1.86
CMLIX:
1.16
QQQ:
1.25
CMLIX:
1.01
QQQ:
1.84
CMLIX:
3.09
QQQ:
6.35
CMLIX:
4.07%
QQQ:
3.92%
CMLIX:
16.08%
QQQ:
18.24%
CMLIX:
-36.44%
QQQ:
-82.98%
CMLIX:
-6.22%
QQQ:
0.00%
Returns By Period
In the year-to-date period, CMLIX achieves a 4.42% return, which is significantly lower than QQQ's 5.53% return. Over the past 10 years, CMLIX has underperformed QQQ with an annualized return of 8.50%, while QQQ has yielded a comparatively higher 18.38% annualized return.
CMLIX
4.42%
2.13%
1.99%
14.10%
7.53%
8.50%
QQQ
5.53%
3.41%
12.16%
27.01%
19.41%
18.38%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
CMLIX vs. QQQ - Expense Ratio Comparison
CMLIX has a 0.68% expense ratio, which is higher than QQQ's 0.20% expense ratio.
Risk-Adjusted Performance
CMLIX vs. QQQ — Risk-Adjusted Performance Rank
CMLIX
QQQ
CMLIX vs. QQQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Congress Large Cap Growth Fund (CMLIX) 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
CMLIX vs. QQQ - Dividend Comparison
CMLIX's dividend yield for the trailing twelve months is around 0.08%, less than QQQ's 0.53% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CMLIX Congress Large Cap Growth Fund | 0.08% | 0.08% | 0.44% | 0.62% | 0.13% | 0.24% | 0.51% | 0.60% | 0.52% | 0.83% | 0.66% | 0.42% |
QQQ Invesco QQQ | 0.53% | 0.56% | 0.62% | 0.80% | 0.43% | 0.55% | 0.74% | 0.91% | 0.84% | 1.06% | 0.99% | 1.41% |
Drawdowns
CMLIX vs. QQQ - Drawdown Comparison
The maximum CMLIX drawdown since its inception was -36.44%, smaller than the maximum QQQ drawdown of -82.98%. Use the drawdown chart below to compare losses from any high point for CMLIX and QQQ. For additional features, visit the drawdowns tool.
Volatility
CMLIX vs. QQQ - Volatility Comparison
The current volatility for Congress Large Cap Growth Fund (CMLIX) is 3.92%, while Invesco QQQ (QQQ) has a volatility of 4.69%. This indicates that CMLIX 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.