HTLF vs. QQQ
Compare and contrast key facts about Heartland Financial USA, Inc. (HTLF) 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: HTLF or QQQ.
Correlation
The correlation between HTLF and QQQ is 0.35, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
HTLF vs. QQQ - Performance Comparison
Key characteristics
HTLF:
1.95
QQQ:
1.30
HTLF:
2.90
QQQ:
1.78
HTLF:
1.36
QQQ:
1.24
HTLF:
1.79
QQQ:
1.76
HTLF:
15.03
QQQ:
6.08
HTLF:
4.83%
QQQ:
3.92%
HTLF:
36.26%
QQQ:
18.35%
HTLF:
-71.30%
QQQ:
-82.98%
HTLF:
-5.90%
QQQ:
-2.49%
Returns By Period
In the year-to-date period, HTLF achieves a 6.00% return, which is significantly higher than QQQ's 2.90% return. Over the past 10 years, HTLF has underperformed QQQ with an annualized return of 10.20%, while QQQ has yielded a comparatively higher 18.06% annualized return.
HTLF
6.00%
-2.36%
16.80%
100.87%
7.77%
10.20%
QQQ
2.90%
-1.02%
9.93%
20.80%
18.77%
18.06%
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Risk-Adjusted Performance
HTLF vs. QQQ — Risk-Adjusted Performance Rank
HTLF
QQQ
HTLF vs. QQQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Heartland Financial USA, Inc. (HTLF) 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
HTLF vs. QQQ - Dividend Comparison
HTLF's dividend yield for the trailing twelve months is around 1.86%, more than QQQ's 0.54% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HTLF Heartland Financial USA, Inc. | 1.86% | 1.96% | 3.19% | 2.34% | 1.90% | 1.98% | 1.37% | 1.34% | 0.95% | 1.04% | 1.43% | 1.48% |
QQQ Invesco QQQ | 0.54% | 0.56% | 0.62% | 0.80% | 0.43% | 0.55% | 0.74% | 0.91% | 0.84% | 1.06% | 0.99% | 1.41% |
Drawdowns
HTLF vs. QQQ - Drawdown Comparison
The maximum HTLF drawdown since its inception was -71.30%, smaller than the maximum QQQ drawdown of -82.98%. Use the drawdown chart below to compare losses from any high point for HTLF and QQQ. For additional features, visit the drawdowns tool.
Volatility
HTLF vs. QQQ - Volatility Comparison
The current volatility for Heartland Financial USA, Inc. (HTLF) is 3.11%, while Invesco QQQ (QQQ) has a volatility of 5.02%. This indicates that HTLF 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.