CTCAX vs. QQQ
Compare and contrast key facts about Columbia Global Technology Growth Fund Class A (CTCAX) and Invesco QQQ ETF (QQQ).
CTCAX is managed by Columbia. It was launched on Nov 9, 2000. QQQ is a passively managed fund by Invesco that tracks the performance of the NASDAQ-100 Index. It was launched on Mar 10, 1999.
Performance
CTCAX vs. QQQ - Performance Comparison
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CTCAX vs. QQQ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CTCAX Columbia Global Technology Growth Fund Class A | -6.10% | 24.78% | 31.39% | 56.46% | -34.81% | 22.73% | 49.46% | 43.91% | -1.48% | 42.99% |
QQQ Invesco QQQ ETF | -4.76% | 20.77% | 25.58% | 54.86% | -32.58% | 27.42% | 48.62% | 38.96% | -0.13% | 32.66% |
Returns By Period
In the year-to-date period, CTCAX achieves a -6.10% return, which is significantly lower than QQQ's -4.76% return. Over the past 10 years, CTCAX has outperformed QQQ with an annualized return of 20.80%, while QQQ has yielded a comparatively lower 18.99% annualized return.
CTCAX
- 1D
- 4.59%
- 1M
- -5.90%
- YTD
- -6.10%
- 6M
- -5.08%
- 1Y
- 32.32%
- 3Y*
- 25.70%
- 5Y*
- 12.94%
- 10Y*
- 20.80%
QQQ
- 1D
- 1.24%
- 1M
- -3.79%
- YTD
- -4.76%
- 6M
- -2.89%
- 1Y
- 24.21%
- 3Y*
- 22.83%
- 5Y*
- 13.16%
- 10Y*
- 18.99%
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CTCAX vs. QQQ - Expense Ratio Comparison
CTCAX has a 1.18% expense ratio, which is higher than QQQ's 0.18% expense ratio.
Return for Risk
CTCAX vs. QQQ — Risk / Return Rank
CTCAX
QQQ
CTCAX vs. QQQ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Global Technology Growth Fund Class A (CTCAX) and Invesco QQQ ETF (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.
| CTCAX | QQQ | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.24 | 1.07 | +0.16 |
Sortino ratioReturn per unit of downside risk | 1.84 | 1.66 | +0.18 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.24 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 2.30 | 2.00 | +0.31 |
Martin ratioReturn relative to average drawdown | 8.07 | 7.32 | +0.75 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CTCAX | QQQ | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.24 | 1.07 | +0.16 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | 0.59 | -0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.84 | 0.86 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.71 | 0.38 | +0.33 |
Correlation
The correlation between CTCAX and QQQ is 0.93, 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.
Dividends
CTCAX vs. QQQ - Dividend Comparison
CTCAX's dividend yield for the trailing twelve months is around 3.50%, more than QQQ's 0.48% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CTCAX Columbia Global Technology Growth Fund Class A | 3.50% | 3.29% | 1.08% | 2.36% | 3.53% | 4.15% | 0.91% | 2.55% | 5.82% | 3.52% | 0.36% | 1.80% |
QQQ Invesco QQQ ETF | 0.48% | 0.45% | 0.56% | 0.62% | 0.80% | 0.43% | 0.55% | 0.74% | 0.91% | 0.84% | 1.06% | 0.99% |
Drawdowns
CTCAX vs. QQQ - Drawdown Comparison
The maximum CTCAX drawdown since its inception was -61.04%, smaller than the maximum QQQ drawdown of -82.97%. Use the drawdown chart below to compare losses from any high point for CTCAX and QQQ.
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Drawdown Indicators
| CTCAX | QQQ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.04% | -82.97% | +21.93% |
Max Drawdown (1Y)Largest decline over 1 year | -14.43% | -12.62% | -1.81% |
Max Drawdown (5Y)Largest decline over 5 years | -39.55% | -35.12% | -4.43% |
Max Drawdown (10Y)Largest decline over 10 years | -39.55% | -35.12% | -4.43% |
Current DrawdownCurrent decline from peak | -10.51% | -7.86% | -2.65% |
Average DrawdownAverage peak-to-trough decline | -10.75% | -32.99% | +22.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.12% | 3.44% | +0.68% |
Volatility
CTCAX vs. QQQ - Volatility Comparison
Columbia Global Technology Growth Fund Class A (CTCAX) has a higher volatility of 8.94% compared to Invesco QQQ ETF (QQQ) at 6.61%. This indicates that CTCAX'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.
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Volatility by Period
| CTCAX | QQQ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.94% | 6.61% | +2.33% |
Volatility (6M)Calculated over the trailing 6-month period | 16.85% | 12.82% | +4.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.31% | 22.70% | +4.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.88% | 22.38% | +3.50% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.70% | 22.25% | +2.45% |