EVTC vs. QQQ
Compare and contrast key facts about EVERTEC, Inc. (EVTC) and Invesco QQQ (QQQ).
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: EVTC or QQQ.
Correlation
The correlation between EVTC and QQQ is 0.44, 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
EVTC vs. QQQ - Performance Comparison
Key characteristics
EVTC:
-0.54
QQQ:
1.38
EVTC:
-0.56
QQQ:
1.88
EVTC:
0.92
QQQ:
1.25
EVTC:
-0.38
QQQ:
1.86
EVTC:
-0.86
QQQ:
6.43
EVTC:
17.92%
QQQ:
3.92%
EVTC:
28.33%
QQQ:
18.27%
EVTC:
-54.98%
QQQ:
-82.98%
EVTC:
-30.89%
QQQ:
0.00%
Returns By Period
In the year-to-date period, EVTC achieves a -0.23% return, which is significantly lower than QQQ's 5.50% return. Over the past 10 years, EVTC has underperformed QQQ with an annualized return of 6.60%, while QQQ has yielded a comparatively higher 18.39% annualized return.
EVTC
-0.23%
5.64%
5.38%
-16.83%
0.53%
6.60%
QQQ
5.50%
3.38%
12.65%
26.01%
18.94%
18.39%
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Risk-Adjusted Performance
EVTC vs. QQQ — Risk-Adjusted Performance Rank
EVTC
QQQ
EVTC vs. QQQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for EVERTEC, Inc. (EVTC) 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
EVTC vs. QQQ - Dividend Comparison
EVTC's dividend yield for the trailing twelve months is around 0.58%, more than QQQ's 0.53% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EVTC EVERTEC, Inc. | 0.58% | 0.58% | 0.49% | 0.62% | 0.40% | 0.51% | 0.59% | 0.35% | 2.20% | 2.25% | 2.39% | 1.81% |
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
EVTC vs. QQQ - Drawdown Comparison
The maximum EVTC drawdown since its inception was -54.98%, smaller than the maximum QQQ drawdown of -82.98%. Use the drawdown chart below to compare losses from any high point for EVTC and QQQ. For additional features, visit the drawdowns tool.
Volatility
EVTC vs. QQQ - Volatility Comparison
The current volatility for EVERTEC, Inc. (EVTC) is 4.34%, while Invesco QQQ (QQQ) has a volatility of 4.92%. This indicates that EVTC 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.