Correlation
The correlation between IMBBY and QQQ is 0.29, 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.
IMBBY vs. QQQ
Compare and contrast key facts about Imperial Brands PLC (IMBBY) 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: IMBBY or QQQ.
Performance
IMBBY vs. QQQ - Performance Comparison
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Key characteristics
IMBBY:
3.07
QQQ:
0.57
IMBBY:
3.49
QQQ:
0.95
IMBBY:
1.52
QQQ:
1.13
IMBBY:
3.07
QQQ:
0.62
IMBBY:
18.09
QQQ:
2.03
IMBBY:
3.30%
QQQ:
7.02%
IMBBY:
20.81%
QQQ:
25.60%
IMBBY:
-65.18%
QQQ:
-82.98%
IMBBY:
-10.79%
QQQ:
-3.49%
Returns By Period
In the year-to-date period, IMBBY achieves a 19.92% return, which is significantly higher than QQQ's 1.85% return. Over the past 10 years, IMBBY has underperformed QQQ with an annualized return of 4.22%, while QQQ has yielded a comparatively higher 17.67% annualized return.
IMBBY
19.92%
-7.42%
17.60%
63.16%
26.28%
24.55%
4.22%
QQQ
1.85%
9.34%
3.21%
14.61%
19.74%
18.12%
17.67%
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Risk-Adjusted Performance
IMBBY vs. QQQ — Risk-Adjusted Performance Rank
IMBBY
QQQ
IMBBY vs. QQQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Imperial Brands PLC (IMBBY) 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.
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Dividends
IMBBY vs. QQQ - Dividend Comparison
IMBBY's dividend yield for the trailing twelve months is around 4.42%, more than QQQ's 0.57% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IMBBY Imperial Brands PLC | 4.42% | 6.04% | 7.61% | 7.03% | 8.61% | 9.98% | 10.46% | 7.98% | 4.86% | 4.77% | 5.37% | 4.45% |
QQQ Invesco QQQ | 0.57% | 0.56% | 0.62% | 0.80% | 0.43% | 0.55% | 0.74% | 0.91% | 0.84% | 1.06% | 0.99% | 1.41% |
Drawdowns
IMBBY vs. QQQ - Drawdown Comparison
The maximum IMBBY drawdown since its inception was -65.18%, smaller than the maximum QQQ drawdown of -82.98%. Use the drawdown chart below to compare losses from any high point for IMBBY and QQQ.
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Volatility
IMBBY vs. QQQ - Volatility Comparison
Imperial Brands PLC (IMBBY) has a higher volatility of 10.83% compared to Invesco QQQ (QQQ) at 5.60%. This indicates that IMBBY's price experiences larger fluctuations and is considered to be riskier than QQQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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