MKVIX vs. QQQM

In the year-to-date period, MKVIX achieves a 20.03% return, which is significantly higher than QQQM's 1.89% return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

MKVIX has a 0.71% expense ratio, which is higher than QQQM's 0.15% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for MFS International Large Cap Value Fund (MKVIX) and Invesco NASDAQ 100 ETF (QQQM). 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.

The current MKVIX Sharpe Ratio is 1.05, which is higher than the QQQM Sharpe Ratio of 0.58. The chart below compares the historical Sharpe Ratios of MKVIX and QQQM, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

MKVIX's dividend yield for the trailing twelve months is around 6.04%, more than QQQM's 0.58% yield.

The maximum MKVIX drawdown since its inception was -26.63%, smaller than the maximum QQQM drawdown of -35.05%. Use the drawdown chart below to compare losses from any high point for MKVIX and QQQM.

The current volatility for MFS International Large Cap Value Fund (MKVIX) is 2.55%, while Invesco NASDAQ 100 ETF (QQQM) has a volatility of 5.58%. This indicates that MKVIX experiences smaller price fluctuations and is considered to be less risky than QQQM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.