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:
0.68
QQQ:
1.48
MASKX:
1.08
QQQ:
2.01
MASKX:
1.13
QQQ:
1.27
MASKX:
0.57
QQQ:
1.98
MASKX:
3.16
QQQ:
6.95
MASKX:
4.54%
QQQ:
3.87%
MASKX:
21.04%
QQQ:
18.17%
MASKX:
-67.66%
QQQ:
-82.98%
MASKX:
-12.67%
QQQ:
-3.83%
Returns By Period
In the year-to-date period, MASKX achieves a 1.52% return, which is significantly higher than QQQ's 1.07% return. Over the past 10 years, MASKX has underperformed QQQ with an annualized return of 5.63%, while QQQ has yielded a comparatively higher 18.73% annualized return.
MASKX
1.52%
-4.07%
-1.04%
15.73%
4.95%
5.63%
QQQ
1.07%
-3.83%
7.57%
26.92%
19.10%
18.73%
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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 0.55% 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 | 0.55% | 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
iShares Russell 2000 Small-Cap Index Fund (MASKX) and Invesco QQQ (QQQ) have volatilities of 6.51% and 6.42%, 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.