MFOCX vs. QQQ
Compare and contrast key facts about Marsico Focus Fund (MFOCX) and Invesco QQQ (QQQ).
MFOCX is managed by Marsico Investment Fund. It was launched on Dec 31, 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: MFOCX or QQQ.
Correlation
The correlation between MFOCX and QQQ is 0.87, 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
MFOCX vs. QQQ - Performance Comparison
Key characteristics
MFOCX:
1.14
QQQ:
1.37
MFOCX:
1.59
QQQ:
1.86
MFOCX:
1.21
QQQ:
1.25
MFOCX:
1.12
QQQ:
1.84
MFOCX:
5.23
QQQ:
6.35
MFOCX:
4.32%
QQQ:
3.92%
MFOCX:
19.93%
QQQ:
18.24%
MFOCX:
-58.67%
QQQ:
-82.98%
MFOCX:
-4.46%
QQQ:
0.00%
Returns By Period
The year-to-date returns for both stocks are quite close, with MFOCX having a 5.61% return and QQQ slightly lower at 5.53%. Over the past 10 years, MFOCX has underperformed QQQ with an annualized return of 4.03%, while QQQ has yielded a comparatively higher 18.38% annualized return.
MFOCX
5.61%
2.88%
6.62%
25.08%
8.77%
4.03%
QQQ
5.53%
3.41%
12.16%
27.01%
19.41%
18.38%
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MFOCX vs. QQQ - Expense Ratio Comparison
MFOCX has a 1.34% expense ratio, which is higher than QQQ's 0.20% expense ratio.
Risk-Adjusted Performance
MFOCX vs. QQQ — Risk-Adjusted Performance Rank
MFOCX
QQQ
MFOCX vs. QQQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Marsico Focus Fund (MFOCX) 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
MFOCX vs. QQQ - Dividend Comparison
MFOCX has not paid dividends to shareholders, while QQQ's dividend yield for the trailing twelve months is around 0.53%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MFOCX Marsico Focus Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 14.34% |
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
MFOCX vs. QQQ - Drawdown Comparison
The maximum MFOCX drawdown since its inception was -58.67%, smaller than the maximum QQQ drawdown of -82.98%. Use the drawdown chart below to compare losses from any high point for MFOCX and QQQ. For additional features, visit the drawdowns tool.
Volatility
MFOCX vs. QQQ - Volatility Comparison
Marsico Focus Fund (MFOCX) has a higher volatility of 5.58% compared to Invesco QQQ (QQQ) at 4.69%. This indicates that MFOCX'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.