Correlation
The correlation between INTR and QQQ is 0.26, 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.
INTR vs. QQQ
Compare and contrast key facts about Inter & Co. Inc. Class A Common Shares (INTR) 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: INTR or QQQ.
Performance
INTR vs. QQQ - Performance Comparison
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Key characteristics
INTR:
0.35
QQQ:
0.66
INTR:
0.72
QQQ:
1.01
INTR:
1.09
QQQ:
1.14
INTR:
0.27
QQQ:
0.67
INTR:
0.56
QQQ:
2.18
INTR:
24.18%
QQQ:
7.02%
INTR:
48.28%
QQQ:
25.62%
INTR:
-68.40%
QQQ:
-82.98%
INTR:
-9.03%
QQQ:
-2.88%
Returns By Period
In the year-to-date period, INTR achieves a 68.15% return, which is significantly higher than QQQ's 2.50% return.
INTR
68.15%
6.55%
55.61%
16.71%
N/A
N/A
N/A
QQQ
2.50%
7.03%
1.85%
16.79%
20.37%
17.93%
17.87%
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Risk-Adjusted Performance
INTR vs. QQQ — Risk-Adjusted Performance Rank
INTR
QQQ
INTR vs. QQQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Inter & Co. Inc. Class A Common Shares (INTR) 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
INTR vs. QQQ - Dividend Comparison
INTR's dividend yield for the trailing twelve months is around 1.14%, more than QQQ's 0.57% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
INTR Inter & Co. Inc. Class A Common Shares | 1.14% | 0.71% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
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
INTR vs. QQQ - Drawdown Comparison
The maximum INTR drawdown since its inception was -68.40%, smaller than the maximum QQQ drawdown of -82.98%. Use the drawdown chart below to compare losses from any high point for INTR and QQQ.
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Volatility
INTR vs. QQQ - Volatility Comparison
Inter & Co. Inc. Class A Common Shares (INTR) has a higher volatility of 10.73% compared to Invesco QQQ (QQQ) at 5.56%. This indicates that INTR'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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