MSFT vs. QQQ
Compare and contrast key facts about Microsoft Corporation (MSFT) and Invesco QQQ (QQQ).
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: MSFT or QQQ.
Correlation
The correlation between MSFT and QQQ is 0.74, 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
MSFT vs. QQQ - Performance Comparison
Key characteristics
MSFT:
0.92
QQQ:
1.54
MSFT:
1.27
QQQ:
2.06
MSFT:
1.17
QQQ:
1.28
MSFT:
1.18
QQQ:
2.03
MSFT:
2.71
QQQ:
7.34
MSFT:
6.72%
QQQ:
3.75%
MSFT:
19.82%
QQQ:
17.90%
MSFT:
-69.39%
QQQ:
-82.98%
MSFT:
-6.10%
QQQ:
-4.03%
Returns By Period
In the year-to-date period, MSFT achieves a 17.18% return, which is significantly lower than QQQ's 26.66% return. Over the past 10 years, MSFT has outperformed QQQ with an annualized return of 26.79%, while QQQ has yielded a comparatively lower 18.30% annualized return.
MSFT
17.18%
5.41%
-1.63%
18.06%
23.86%
26.79%
QQQ
26.66%
3.29%
6.76%
26.84%
20.38%
18.30%
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Risk-Adjusted Performance
MSFT vs. QQQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Microsoft Corporation (MSFT) 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
MSFT vs. QQQ - Dividend Comparison
MSFT's dividend yield for the trailing twelve months is around 0.70%, more than QQQ's 0.43% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSFT Microsoft Corporation | 0.70% | 0.74% | 1.06% | 0.68% | 0.94% | 1.20% | 1.69% | 1.86% | 2.37% | 2.33% | 2.48% | 2.59% |
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
MSFT vs. QQQ - Drawdown Comparison
The maximum MSFT drawdown since its inception was -69.39%, smaller than the maximum QQQ drawdown of -82.98%. Use the drawdown chart below to compare losses from any high point for MSFT and QQQ. For additional features, visit the drawdowns tool.
Volatility
MSFT vs. QQQ - Volatility Comparison
Microsoft Corporation (MSFT) has a higher volatility of 5.78% compared to Invesco QQQ (QQQ) at 5.23%. This indicates that MSFT'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.