MASKX vs. QQQ
Compare and contrast key facts about iShares Russell 2000 Small-Cap Index Fund (MASKX) and Invesco QQQ (QQQ).
MASKX is managed by Blackrock. It was launched on Apr 9, 1997. 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: MASKX or QQQ.
Correlation
The correlation between MASKX and QQQ is 0.84, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
MASKX vs. QQQ - Performance Comparison
Key characteristics
MASKX:
-0.04
QQQ:
0.47
MASKX:
0.12
QQQ:
0.82
MASKX:
1.01
QQQ:
1.11
MASKX:
-0.04
QQQ:
0.52
MASKX:
-0.11
QQQ:
1.79
MASKX:
8.65%
QQQ:
6.64%
MASKX:
24.33%
QQQ:
25.28%
MASKX:
-59.06%
QQQ:
-82.98%
MASKX:
-19.40%
QQQ:
-12.28%
Returns By Period
In the year-to-date period, MASKX achieves a -11.84% return, which is significantly lower than QQQ's -7.43% return. Over the past 10 years, MASKX has underperformed QQQ with an annualized return of 6.08%, while QQQ has yielded a comparatively higher 16.91% annualized return.
MASKX
-11.84%
-3.11%
-10.76%
-0.97%
9.97%
6.08%
QQQ
-7.43%
0.77%
-4.30%
10.31%
18.26%
16.91%
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MASKX vs. QQQ - Expense Ratio Comparison
MASKX has a 0.12% expense ratio, which is lower than QQQ's 0.20% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
MASKX vs. QQQ — Risk-Adjusted Performance Rank
MASKX
QQQ
MASKX vs. QQQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Russell 2000 Small-Cap Index Fund (MASKX) 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
MASKX vs. QQQ - Dividend Comparison
MASKX's dividend yield for the trailing twelve months is around 5.45%, more than QQQ's 0.63% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MASKX iShares Russell 2000 Small-Cap Index Fund | 5.45% | 4.81% | 2.92% | 1.70% | 7.55% | 1.42% | 3.43% | 4.30% | 3.15% | 4.60% | 1.96% | 10.05% |
QQQ Invesco QQQ | 0.63% | 0.56% | 0.62% | 0.80% | 0.43% | 0.55% | 0.74% | 0.91% | 0.84% | 1.06% | 0.99% | 1.41% |
Drawdowns
MASKX vs. QQQ - Drawdown Comparison
The maximum MASKX drawdown since its inception was -59.06%, smaller than the maximum QQQ drawdown of -82.98%. Use the drawdown chart below to compare losses from any high point for MASKX and QQQ. For additional features, visit the drawdowns tool.
Volatility
MASKX vs. QQQ - Volatility Comparison
The current volatility for iShares Russell 2000 Small-Cap Index Fund (MASKX) is 14.23%, while Invesco QQQ (QQQ) has a volatility of 16.86%. This indicates that MASKX 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.