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:
0.31
QQQ:
1.54
MASKX:
0.57
QQQ:
2.06
MASKX:
1.07
QQQ:
1.28
MASKX:
0.26
QQQ:
2.03
MASKX:
1.59
QQQ:
7.34
MASKX:
4.13%
QQQ:
3.75%
MASKX:
21.53%
QQQ:
17.90%
MASKX:
-67.66%
QQQ:
-82.98%
MASKX:
-15.73%
QQQ:
-4.03%
Returns By Period
In the year-to-date period, MASKX achieves a 6.21% return, which is significantly lower than QQQ's 26.66% return. Over the past 10 years, MASKX has underperformed QQQ with an annualized return of 5.05%, while QQQ has yielded a comparatively higher 18.30% annualized return.
MASKX
6.21%
-8.20%
6.07%
8.63%
4.55%
5.05%
QQQ
26.66%
3.29%
6.76%
26.84%
20.38%
18.30%
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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 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 0.14%, less than QQQ's 0.43% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MASKX iShares Russell 2000 Small-Cap Index Fund | 0.14% | 1.54% | 1.41% | 1.14% | 1.04% | 1.38% | 1.17% | 1.04% | 1.22% | 0.93% | 1.57% | 1.10% |
QQQ Invesco QQQ | 0.43% | 0.62% | 0.80% | 0.43% | 0.55% | 0.74% | 0.91% | 0.84% | 1.06% | 0.99% | 1.41% | 1.02% |
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
iShares Russell 2000 Small-Cap Index Fund (MASKX) has a higher volatility of 8.06% compared to Invesco QQQ (QQQ) at 5.21%. This indicates that MASKX'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.