HTUS vs. QQQ
Compare and contrast key facts about Hull Tactical US ETF (HTUS) and Invesco QQQ (QQQ).
HTUS and QQQ are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. HTUS is an actively managed fund by Exchange Traded Concepts. It was launched on Jun 25, 2015. 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: HTUS or QQQ.
Key characteristics
| HTUS | QQQ | |
|---|---|---|
| YTD Return | 9.48% | 6.48% |
| 1Y Return | 32.51% | 38.66% |
| 3Y Return (Ann) | 12.95% | 10.38% |
| 5Y Return (Ann) | 14.42% | 18.72% |
| Sharpe Ratio | 1.88 | 2.33 |
| Daily Std Dev | 15.42% | 16.36% |
| Max Drawdown | -47.47% | -82.98% |
| Current Drawdown | -2.00% | -2.44% |
Correlation
The correlation between HTUS and QQQ is 0.64, 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
HTUS vs. QQQ - Performance Comparison
In the year-to-date period, HTUS achieves a 9.48% return, which is significantly higher than QQQ's 6.48% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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HTUS vs. QQQ - Expense Ratio Comparison
HTUS has a 0.97% expense ratio, which is higher than QQQ's 0.20% expense ratio.
Risk-Adjusted Performance
HTUS vs. QQQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Hull Tactical US ETF (HTUS) 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
HTUS vs. QQQ - Dividend Comparison
HTUS's dividend yield for the trailing twelve months is around 1.08%, more than QQQ's 0.61% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HTUS Hull Tactical US ETF | 1.08% | 1.18% | 7.86% | 7.20% | 3.77% | 0.92% | 10.57% | 8.29% | 3.02% | 0.00% | 0.00% | 0.00% |
QQQ Invesco QQQ | 0.61% | 0.62% | 0.80% | 0.43% | 0.55% | 0.74% | 0.91% | 0.84% | 1.06% | 0.99% | 1.41% | 1.01% |
Drawdowns
HTUS vs. QQQ - Drawdown Comparison
The maximum HTUS drawdown since its inception was -47.47%, smaller than the maximum QQQ drawdown of -82.98%. Use the drawdown chart below to compare losses from any high point for HTUS and QQQ. For additional features, visit the drawdowns tool.
Volatility
HTUS vs. QQQ - Volatility Comparison
The current volatility for Hull Tactical US ETF (HTUS) is 3.73%, while Invesco QQQ (QQQ) has a volatility of 5.81%. This indicates that HTUS 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.