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 0.76, 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:
-0.59
QQQ:
-0.18
MASKX:
-0.70
QQQ:
-0.10
MASKX:
0.91
QQQ:
0.99
MASKX:
-0.45
QQQ:
-0.18
MASKX:
-1.68
QQQ:
-0.70
MASKX:
7.88%
QQQ:
5.41%
MASKX:
22.27%
QQQ:
21.28%
MASKX:
-67.66%
QQQ:
-82.98%
MASKX:
-29.27%
QQQ:
-21.54%
Returns By Period
The year-to-date returns for both investments are quite close, with MASKX having a -17.79% return and QQQ slightly higher at -17.20%. Over the past 10 years, MASKX has underperformed QQQ with an annualized return of 2.74%, while QQQ has yielded a comparatively higher 15.79% annualized return.
MASKX
-17.79%
-12.86%
-18.97%
-12.32%
10.64%
2.74%
QQQ
-17.20%
-15.68%
-13.00%
-2.32%
18.97%
15.79%
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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 2.34%, more than QQQ's 0.71% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MASKX iShares Russell 2000 Small-Cap Index Fund | 2.34% | 1.92% | 1.54% | 1.41% | 1.14% | 1.04% | 1.38% | 1.17% | 1.04% | 1.22% | 0.93% | 1.57% |
QQQ Invesco QQQ | 0.71% | 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 -67.66%, 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 10.08%, while Invesco QQQ (QQQ) has a volatility of 10.78%. 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.