FSCCX vs. QQQ
Compare and contrast key facts about Nuveen Small Cap Value Fund (FSCCX) and Invesco QQQ (QQQ).
FSCCX is managed by Nuveen. It was launched on Aug 1, 1994. 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: FSCCX or QQQ.
Correlation
The correlation between FSCCX 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
FSCCX vs. QQQ - Performance Comparison
Key characteristics
FSCCX:
1.19
QQQ:
1.38
FSCCX:
1.85
QQQ:
1.88
FSCCX:
1.23
QQQ:
1.25
FSCCX:
2.09
QQQ:
1.86
FSCCX:
5.33
QQQ:
6.43
FSCCX:
4.16%
QQQ:
3.92%
FSCCX:
18.54%
QQQ:
18.27%
FSCCX:
-71.95%
QQQ:
-82.98%
FSCCX:
-5.10%
QQQ:
0.00%
Returns By Period
In the year-to-date period, FSCCX achieves a 3.52% return, which is significantly lower than QQQ's 5.50% return. Over the past 10 years, FSCCX has underperformed QQQ with an annualized return of 6.42%, while QQQ has yielded a comparatively higher 18.39% annualized return.
FSCCX
3.52%
0.36%
9.74%
20.32%
9.03%
6.42%
QQQ
5.50%
3.38%
12.65%
26.01%
18.94%
18.39%
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FSCCX vs. QQQ - Expense Ratio Comparison
FSCCX has a 0.95% expense ratio, which is higher than QQQ's 0.20% expense ratio.
Risk-Adjusted Performance
FSCCX vs. QQQ — Risk-Adjusted Performance Rank
FSCCX
QQQ
FSCCX vs. QQQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen Small Cap Value Fund (FSCCX) 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
FSCCX vs. QQQ - Dividend Comparison
FSCCX's dividend yield for the trailing twelve months is around 1.47%, more than QQQ's 0.53% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSCCX Nuveen Small Cap Value Fund | 1.47% | 1.53% | 1.02% | 1.24% | 0.52% | 0.54% | 1.15% | 1.00% | 0.65% | 0.60% | 0.30% | 0.62% |
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
FSCCX vs. QQQ - Drawdown Comparison
The maximum FSCCX drawdown since its inception was -71.95%, smaller than the maximum QQQ drawdown of -82.98%. Use the drawdown chart below to compare losses from any high point for FSCCX and QQQ. For additional features, visit the drawdowns tool.
Volatility
FSCCX vs. QQQ - Volatility Comparison
The current volatility for Nuveen Small Cap Value Fund (FSCCX) is 3.65%, while Invesco QQQ (QQQ) has a volatility of 4.92%. This indicates that FSCCX 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.