IBKR vs. QQQM
Compare and contrast key facts about Interactive Brokers Group, Inc. (IBKR) and Invesco NASDAQ 100 ETF (QQQM).
QQQM is a passively managed fund by Invesco that tracks the performance of the NASDAQ-100 Index. It was launched on Oct 13, 2020.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IBKR or QQQM.
Correlation
The correlation between IBKR and QQQM is 0.40, 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
IBKR vs. QQQM - Performance Comparison
Key characteristics
IBKR:
4.50
QQQM:
1.29
IBKR:
5.20
QQQM:
1.77
IBKR:
1.72
QQQM:
1.23
IBKR:
8.58
QQQM:
1.75
IBKR:
32.71
QQQM:
6.08
IBKR:
4.03%
QQQM:
3.90%
IBKR:
29.25%
QQQM:
18.41%
IBKR:
-63.66%
QQQM:
-35.05%
IBKR:
-3.53%
QQQM:
-3.05%
Returns By Period
In the year-to-date period, IBKR achieves a 19.57% return, which is significantly higher than QQQM's 1.90% return.
IBKR
19.57%
18.05%
77.70%
136.91%
36.06%
22.29%
QQQM
1.90%
1.03%
11.00%
23.30%
N/A
N/A
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Risk-Adjusted Performance
IBKR vs. QQQM — Risk-Adjusted Performance Rank
IBKR
QQQM
IBKR vs. QQQM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Interactive Brokers Group, Inc. (IBKR) and Invesco NASDAQ 100 ETF (QQQM). 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
IBKR vs. QQQM - Dividend Comparison
IBKR's dividend yield for the trailing twelve months is around 0.40%, less than QQQM's 0.59% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IBKR Interactive Brokers Group, Inc. | 0.40% | 0.48% | 0.48% | 0.55% | 0.50% | 0.66% | 0.86% | 0.73% | 0.68% | 1.10% | 0.92% | 1.37% |
QQQM Invesco NASDAQ 100 ETF | 0.59% | 0.61% | 0.65% | 0.83% | 0.40% | 0.16% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
IBKR vs. QQQM - Drawdown Comparison
The maximum IBKR drawdown since its inception was -63.66%, which is greater than QQQM's maximum drawdown of -35.05%. Use the drawdown chart below to compare losses from any high point for IBKR and QQQM. For additional features, visit the drawdowns tool.
Volatility
IBKR vs. QQQM - Volatility Comparison
Interactive Brokers Group, Inc. (IBKR) has a higher volatility of 13.95% compared to Invesco NASDAQ 100 ETF (QQQM) at 6.10%. This indicates that IBKR's price experiences larger fluctuations and is considered to be riskier than QQQM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.