MUXYX vs. QQQ
Compare and contrast key facts about Victory S&P 500 Index Fund (MUXYX) and Invesco QQQ (QQQ).
MUXYX is managed by Victory Capital. It was launched on Nov 29, 1991. 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: MUXYX or QQQ.
Correlation
The correlation between MUXYX and QQQ is 0.86, 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
MUXYX vs. QQQ - Performance Comparison
Key characteristics
MUXYX:
0.44
QQQ:
1.44
MUXYX:
0.60
QQQ:
1.95
MUXYX:
1.12
QQQ:
1.26
MUXYX:
0.48
QQQ:
1.94
MUXYX:
1.30
QQQ:
6.71
MUXYX:
6.25%
QQQ:
3.92%
MUXYX:
18.57%
QQQ:
18.27%
MUXYX:
-60.91%
QQQ:
-82.98%
MUXYX:
-12.80%
QQQ:
0.00%
Returns By Period
In the year-to-date period, MUXYX achieves a 4.06% return, which is significantly lower than QQQ's 5.27% return. Over the past 10 years, MUXYX has underperformed QQQ with an annualized return of 3.08%, while QQQ has yielded a comparatively higher 18.37% annualized return.
MUXYX
4.06%
2.05%
-5.03%
7.00%
5.44%
3.08%
QQQ
5.27%
3.15%
12.16%
25.73%
18.66%
18.37%
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MUXYX vs. QQQ - Expense Ratio Comparison
MUXYX has a 0.44% expense ratio, which is higher than QQQ's 0.20% expense ratio.
Risk-Adjusted Performance
MUXYX vs. QQQ — Risk-Adjusted Performance Rank
MUXYX
QQQ
MUXYX vs. QQQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Victory S&P 500 Index Fund (MUXYX) 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
MUXYX vs. QQQ - Dividend Comparison
MUXYX's dividend yield for the trailing twelve months is around 0.88%, more than QQQ's 0.53% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MUXYX Victory S&P 500 Index Fund | 0.88% | 0.92% | 1.06% | 1.25% | 0.90% | 1.25% | 1.56% | 2.02% | 1.66% | 1.85% | 1.90% | 1.45% |
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
MUXYX vs. QQQ - Drawdown Comparison
The maximum MUXYX drawdown since its inception was -60.91%, smaller than the maximum QQQ drawdown of -82.98%. Use the drawdown chart below to compare losses from any high point for MUXYX and QQQ. For additional features, visit the drawdowns tool.
Volatility
MUXYX vs. QQQ - Volatility Comparison
The current volatility for Victory S&P 500 Index Fund (MUXYX) is 3.23%, while Invesco QQQ (QQQ) has a volatility of 5.01%. This indicates that MUXYX experiences smaller price fluctuations and is considered to be less risky than QQQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.