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:
0.48
QQQ:
1.40
MASKX:
0.82
QQQ:
1.90
MASKX:
1.10
QQQ:
1.25
MASKX:
0.41
QQQ:
1.88
MASKX:
1.86
QQQ:
6.51
MASKX:
5.22%
QQQ:
3.92%
MASKX:
20.02%
QQQ:
18.23%
MASKX:
-67.66%
QQQ:
-82.98%
MASKX:
-12.67%
QQQ:
-0.42%
Returns By Period
In the year-to-date period, MASKX achieves a 1.52% return, which is significantly lower than QQQ's 5.09% return. Over the past 10 years, MASKX has underperformed QQQ with an annualized return of 5.14%, while QQQ has yielded a comparatively higher 18.32% annualized return.
MASKX
1.52%
-2.33%
3.17%
11.73%
5.18%
5.14%
QQQ
5.09%
2.37%
13.48%
26.98%
19.29%
18.32%
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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 1.89%, more than QQQ's 0.53% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MASKX iShares Russell 2000 Small-Cap Index Fund | 1.89% | 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 | 0.53% | 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 3.77%, while Invesco QQQ (QQQ) has a volatility of 4.70%. 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.