FSCFX vs. TQQQ
Compare and contrast key facts about Strategic Advisers Small-Mid Cap Fund (FSCFX) and ProShares UltraPro QQQ (TQQQ).
FSCFX is managed by Fidelity. It was launched on Jun 23, 2005. TQQQ is a passively managed fund by ProShares that tracks the performance of the NASDAQ-100 Index (300%). It was launched on Feb 9, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSCFX or TQQQ.
Correlation
The correlation between FSCFX and TQQQ is 0.75, 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.
Performance
FSCFX vs. TQQQ - Performance Comparison
Key characteristics
Returns By Period
FSCFX
N/A
N/A
N/A
N/A
N/A
N/A
TQQQ
14.23%
8.72%
28.40%
59.66%
26.84%
35.21%
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FSCFX vs. TQQQ - Expense Ratio Comparison
FSCFX has a 0.42% expense ratio, which is lower than TQQQ's 0.95% expense ratio.
Risk-Adjusted Performance
FSCFX vs. TQQQ — Risk-Adjusted Performance Rank
FSCFX
TQQQ
FSCFX vs. TQQQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Strategic Advisers Small-Mid Cap Fund (FSCFX) and ProShares UltraPro QQQ (TQQQ). 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
FSCFX vs. TQQQ - Dividend Comparison
FSCFX has not paid dividends to shareholders, while TQQQ's dividend yield for the trailing twelve months is around 1.11%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSCFX Strategic Advisers Small-Mid Cap Fund | 9.61% | 9.61% | 0.89% | 0.92% | 1.09% | 0.99% | 0.92% | 0.94% | 0.49% | 0.32% | 0.63% | 8.71% |
TQQQ ProShares UltraPro QQQ | 1.11% | 1.27% | 1.26% | 0.57% | 0.00% | 0.00% | 0.06% | 0.11% | 0.00% | 0.00% | 0.01% | 0.03% |
Drawdowns
FSCFX vs. TQQQ - Drawdown Comparison
Volatility
FSCFX vs. TQQQ - Volatility Comparison
The current volatility for Strategic Advisers Small-Mid Cap Fund (FSCFX) is 0.00%, while ProShares UltraPro QQQ (TQQQ) has a volatility of 14.85%. This indicates that FSCFX experiences smaller price fluctuations and is considered to be less risky than TQQQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.