CTCAX vs. QQQM
Compare and contrast key facts about Columbia Global Technology Growth Fund Class A (CTCAX) and Invesco NASDAQ 100 ETF (QQQM).
CTCAX is managed by Columbia. It was launched on Nov 9, 2000. QQQM is a passively managed fund by Invesco that tracks the performance of the NASDAQ-100 Index. It was launched on Oct 13, 2020.
Performance
CTCAX vs. QQQM - Performance Comparison
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CTCAX vs. QQQM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
CTCAX Columbia Global Technology Growth Fund Class A | -6.10% | 24.78% | 31.39% | 56.46% | -34.81% | 22.73% | 9.01% |
QQQM Invesco NASDAQ 100 ETF | -4.75% | 20.85% | 25.68% | 55.01% | -32.52% | 27.45% | 6.67% |
Returns By Period
In the year-to-date period, CTCAX achieves a -6.10% return, which is significantly lower than QQQM's -4.75% 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%
QQQM
- 1D
- 1.24%
- 1M
- -3.78%
- YTD
- -4.75%
- 6M
- -2.87%
- 1Y
- 24.28%
- 3Y*
- 22.91%
- 5Y*
- 13.24%
- 10Y*
- —
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CTCAX vs. QQQM - Expense Ratio Comparison
CTCAX has a 1.18% expense ratio, which is higher than QQQM's 0.15% expense ratio.
Return for Risk
CTCAX vs. QQQM — Risk / Return Rank
CTCAX
QQQM
CTCAX vs. QQQM - 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 NASDAQ 100 ETF (QQQM). 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 | QQQM | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.24 | 1.09 | +0.15 |
Sortino ratioReturn per unit of downside risk | 1.84 | 1.68 | +0.17 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.24 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 2.30 | 2.02 | +0.29 |
Martin ratioReturn relative to average drawdown | 8.07 | 7.35 | +0.72 |
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 | QQQM | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.24 | 1.09 | +0.15 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | 0.60 | -0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.84 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.71 | 0.64 | +0.07 |
Correlation
The correlation between CTCAX and QQQM is 0.97, 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. QQQM - Dividend Comparison
CTCAX's dividend yield for the trailing twelve months is around 3.50%, more than QQQM's 0.53% 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% |
QQQM Invesco NASDAQ 100 ETF | 0.53% | 0.50% | 0.61% | 0.65% | 0.83% | 0.40% | 0.16% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
CTCAX vs. QQQM - Drawdown Comparison
The maximum CTCAX drawdown since its inception was -61.04%, which is greater than QQQM's maximum drawdown of -35.04%. Use the drawdown chart below to compare losses from any high point for CTCAX and QQQM.
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Drawdown Indicators
| CTCAX | QQQM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.04% | -35.04% | -26.00% |
Max Drawdown (1Y)Largest decline over 1 year | -14.43% | -12.55% | -1.88% |
Max Drawdown (5Y)Largest decline over 5 years | -39.55% | -35.04% | -4.51% |
Max Drawdown (10Y)Largest decline over 10 years | -39.55% | — | — |
Current DrawdownCurrent decline from peak | -10.51% | -7.86% | -2.65% |
Average DrawdownAverage peak-to-trough decline | -10.75% | -8.47% | -2.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.12% | 3.44% | +0.68% |
Volatility
CTCAX vs. QQQM - Volatility Comparison
Columbia Global Technology Growth Fund Class A (CTCAX) has a higher volatility of 8.94% compared to Invesco NASDAQ 100 ETF (QQQM) at 6.58%. This indicates that CTCAX's price experiences larger fluctuations and is considered to be riskier than QQQM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CTCAX | QQQM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.94% | 6.58% | +2.36% |
Volatility (6M)Calculated over the trailing 6-month period | 16.85% | 12.79% | +4.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.31% | 22.45% | +4.86% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.88% | 22.24% | +3.64% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.70% | 22.26% | +2.44% |