DSCF vs. QQQ
Compare and contrast key facts about Discipline Fund ETF (DSCF) and Invesco QQQ (QQQ).
DSCF and QQQ are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. DSCF is an actively managed fund by Discipline Funds. It was launched on Sep 20, 2021. 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: DSCF or QQQ.
Correlation
The correlation between DSCF and QQQ is 0.68, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
DSCF vs. QQQ - Performance Comparison
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Key characteristics
DSCF:
0.84
QQQ:
0.60
DSCF:
1.16
QQQ:
1.03
DSCF:
1.15
QQQ:
1.14
DSCF:
0.64
QQQ:
0.69
DSCF:
2.54
QQQ:
2.26
DSCF:
2.08%
QQQ:
6.99%
DSCF:
6.58%
QQQ:
25.46%
DSCF:
-21.27%
QQQ:
-82.98%
DSCF:
-1.83%
QQQ:
-3.42%
Returns By Period
In the year-to-date period, DSCF achieves a 3.72% return, which is significantly higher than QQQ's 1.92% return.
DSCF
3.72%
2.19%
2.64%
5.51%
4.15%
N/A
N/A
QQQ
1.92%
17.15%
3.66%
15.07%
22.52%
18.59%
17.68%
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DSCF vs. QQQ - Expense Ratio Comparison
DSCF has a 0.39% expense ratio, which is higher than QQQ's 0.20% expense ratio.
Risk-Adjusted Performance
DSCF vs. QQQ — Risk-Adjusted Performance Rank
DSCF
QQQ
DSCF vs. QQQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Discipline Fund ETF (DSCF) 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.
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Dividends
DSCF vs. QQQ - Dividend Comparison
DSCF's dividend yield for the trailing twelve months is around 2.57%, more than QQQ's 0.57% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DSCF Discipline Fund ETF | 2.57% | 3.10% | 2.41% | 1.38% | 1.14% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
QQQ Invesco QQQ | 0.57% | 0.56% | 0.62% | 0.80% | 0.43% | 0.55% | 0.74% | 0.91% | 0.84% | 1.06% | 0.99% | 1.41% |
Drawdowns
DSCF vs. QQQ - Drawdown Comparison
The maximum DSCF drawdown since its inception was -21.27%, smaller than the maximum QQQ drawdown of -82.98%. Use the drawdown chart below to compare losses from any high point for DSCF and QQQ. For additional features, visit the drawdowns tool.
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Volatility
DSCF vs. QQQ - Volatility Comparison
The current volatility for Discipline Fund ETF (DSCF) is 1.66%, while Invesco QQQ (QQQ) has a volatility of 5.64%. This indicates that DSCF 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.
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