Correlation
The correlation between IVT and QQQ is 0.23, 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.
IVT vs. QQQ
Compare and contrast key facts about Inventrust Properties Corp (IVT) 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: IVT or QQQ.
Performance
IVT vs. QQQ - Performance Comparison
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Key characteristics
IVT:
0.77
QQQ:
0.51
IVT:
1.09
QQQ:
0.86
IVT:
1.14
QQQ:
1.12
IVT:
0.33
QQQ:
0.54
IVT:
2.89
QQQ:
1.77
IVT:
5.03%
QQQ:
7.01%
IVT:
20.54%
QQQ:
25.51%
IVT:
-99.98%
QQQ:
-82.98%
IVT:
-34.02%
QQQ:
-5.47%
Returns By Period
In the year-to-date period, IVT achieves a -8.62% return, which is significantly lower than QQQ's -0.24% return. Over the past 10 years, IVT has underperformed QQQ with an annualized return of 3.67%, while QQQ has yielded a comparatively higher 17.56% annualized return.
IVT
-8.62%
-1.05%
-9.77%
16.59%
1.39%
25.09%
3.67%
QQQ
-0.24%
8.96%
0.99%
11.88%
21.85%
18.00%
17.56%
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Risk-Adjusted Performance
IVT vs. QQQ — Risk-Adjusted Performance Rank
IVT
QQQ
IVT vs. QQQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Inventrust Properties Corp (IVT) 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
IVT vs. QQQ - Dividend Comparison
IVT's dividend yield for the trailing twelve months is around 3.36%, more than QQQ's 0.59% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVT Inventrust Properties Corp | 3.36% | 3.00% | 3.40% | 3.47% | 2.90% | 6.90% | 1.19% | 3.46% | 4.63% | 4.63% | 6.76% | 0.00% |
QQQ Invesco QQQ | 0.59% | 0.56% | 0.62% | 0.80% | 0.43% | 0.55% | 0.74% | 0.91% | 0.84% | 1.06% | 0.99% | 1.41% |
Drawdowns
IVT vs. QQQ - Drawdown Comparison
The maximum IVT drawdown since its inception was -99.98%, which is greater than QQQ's maximum drawdown of -82.98%. Use the drawdown chart below to compare losses from any high point for IVT and QQQ.
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Volatility
IVT vs. QQQ - Volatility Comparison
Inventrust Properties Corp (IVT) and Invesco QQQ (QQQ) have volatilities of 5.34% and 5.25%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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