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EVTC vs. QQQ
Performance
Return for Risk
Drawdowns
Volatility
Dividends

EVTC vs. QQQ

Last updated Aug 1, 2026
Documentation

EVTC (EVERTEC, Inc.) is a stock, while QQQ (Invesco QQQ ETF) is Nasdaq-100 fund tracking the NASDAQ-100 Index. Over the past 10 years, EVTC returned 6.76%/yr vs 20.44%/yr for QQQ. Their 0.41 correlation means their historical movements had little consistent relationship.

Performance

EVTC vs. QQQ - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in EVERTEC, Inc. (EVTC) and Invesco QQQ ETF (QQQ). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, EVTC achieves a 5.04% return, which is significantly lower than QQQ's 12.26% return. Over the past 10 years, EVTC has underperformed QQQ with an annualized return of 6.76%, while QQQ has yielded a comparatively higher 20.44% annualized return.

EVTC

1D
-3.67%
1M
2.73%
6M
1.82%
YTD
5.04%
1Y
-11.78%
3Y*
-7.71%
5Y*
-6.47%
10Y*
6.76%
ALL TIME*
3.62%

QQQ

1D
0.65%
1M
-3.45%
6M
10.89%
YTD
12.26%
1Y
24.81%
3Y*
22.29%
5Y*
14.23%
10Y*
20.44%
ALL TIME*
10.64%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)

EVTC

EVERTEC, Inc.
$11.65M$12.18M$16.84M

QQQ

Invesco QQQ ETF
$30.32B$28.40B$31.45B

EVTC vs. QQQ - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
EVTC
EVERTEC, Inc.		5.04%-15.26%-15.19%27.14%-34.88%27.72%16.28%19.37%111.09%-21.72%
QQQ
Invesco QQQ ETF		12.26%20.77%25.58%54.86%-32.58%27.42%48.62%38.96%-0.13%32.66%

Correlation

The correlation between EVTC and QQQ is 0.05, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.

Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.05

Correlation (3Y)
Balances recent behavior with more history.

0.22

Correlation (5Y)
Shows whether the relationship held over a longer period.

0.36

Correlation (10Y)
Provides a long-term view across more market conditions.

0.39

Correlation (All Time)
Calculated using the full available price history since Apr 12, 2013

0.41

Over the past year, the correlation between EVTC and QQQ has dropped to 0.05 - well below their long-term average of 0.41, suggesting their price drivers have been diverging.

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EVERTEC, Inc.

Invesco QQQ ETF

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Return for Risk

EVTC vs. QQQ — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.
EVTC
EVTC Risk / Return Rank: 2828
Overall Rank
EVTC Sharpe Ratio Rank: 2626
Sharpe Ratio Rank
EVTC Sortino Ratio Rank: 2626
Sortino Ratio Rank
EVTC Omega Ratio Rank: 2626
Omega Ratio Rank
EVTC Calmar Ratio Rank: 3131
Calmar Ratio Rank
EVTC Martin Ratio Rank: 3131
Martin Ratio Rank
QQQ
QQQ Risk / Return Rank: 4949
Overall Rank
QQQ Sharpe Ratio Rank: 4747
Sharpe Ratio Rank
QQQ Sortino Ratio Rank: 4646
Sortino Ratio Rank
QQQ Omega Ratio Rank: 4545
Omega Ratio Rank
QQQ Calmar Ratio Rank: 5353
Calmar Ratio Rank
QQQ Martin Ratio Rank: 5252
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

EVTC vs. QQQ - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for EVERTEC, Inc. (EVTC) 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

EVTCQQQDifference
Sharpe ratioReturn per unit of total volatility
-0.40
1.16

-1.56

Sortino ratioReturn per unit of downside risk
-0.31
1.65

-1.96

Omega ratioGain probability vs. loss probability

0.96

1.21

-0.25

Calmar ratioReturn relative to maximum drawdown

-0.38

1.88

-2.25

Martin ratioReturn relative to average drawdown

-0.66

6.00

-6.66

EVTC vs. QQQ - Sharpe Ratio Comparison

The current EVTC Sharpe Ratio is -0.40, which is lower than the QQQ Sharpe Ratio of 1.16. The chart below compares the historical Sharpe Ratios of EVTC and QQQ, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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Drawdowns

EVTC vs. QQQ - Drawdown Comparison

The maximum EVTC drawdown since its inception was -54.98%, smaller than the maximum QQQ drawdown of -82.97%. Use the drawdown chart below to compare losses from any high point for EVTC and QQQ.

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Drawdown Indicators

EVTCQQQDifference

Max Drawdown

Largest peak-to-trough decline

-54.98%

-82.97%

+27.99%

Max Drawdown (1Y)

Largest decline over 1 year

-40.35%

-11.96%

-28.39%

Max Drawdown (3Y)

Largest decline over 3 years

-46.26%

-22.77%

-23.49%

Max Drawdown (5Y)

Largest decline over 5 years

-54.74%

-35.12%

-19.62%

Max Drawdown (10Y)

Largest decline over 10 years

-54.74%

-35.12%

-19.62%

Current Drawdown

Current decline from peak

-38.33%

-7.69%

-30.64%

Average Drawdown

Average peak-to-trough decline

-21.80%

-32.62%

+10.82%

Ulcer Index

Depth and duration of drawdowns from previous peaks

22.98%

3.74%

+19.24%

Volatility

EVTC vs. QQQ - Volatility Comparison

EVERTEC, Inc. (EVTC) has a higher volatility of 10.70% compared to Invesco QQQ ETF (QQQ) at 6.87%. This indicates that EVTC'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

EVTCQQQDifference

Volatility (1M)

Calculated over the trailing 1-month period

10.70%

6.87%

+3.83%

Volatility (6M)

Calculated over the trailing 6-month period

33.76%

16.08%

+17.68%

Volatility (1Y)

Calculated over the trailing 1-year period

39.61%

19.38%

+20.23%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

31.42%

22.90%

+8.52%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

33.02%

22.50%

+10.52%

Dividends

EVTC vs. QQQ - Dividend Comparison

EVTC's dividend yield for the trailing twelve months is around 0.66%, more than QQQ's 0.44% yield.

PositionTTM20252024202320222021202020192018201720162015
EVTC
EVERTEC, Inc.		0.66%0.69%0.58%0.49%0.62%0.40%0.51%0.59%0.35%2.20%2.25%2.39%
QQQ
Invesco QQQ ETF		0.44%0.45%0.56%0.62%0.80%0.43%0.55%0.74%0.91%0.84%1.06%0.99%

Frequently Asked Questions

EVTC and QQQ have a correlation of 0.05, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

EVTC has higher volatility (10.70%) compared to QQQ (6.87%). In terms of maximum drawdown, EVTC dropped -54.98% vs QQQ's -82.97%.

QQQ currently has the higher Sharpe Ratio (1.16 vs -0.40), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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