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:
0.57
QQQ:
1.64
MUXYX:
0.74
QQQ:
2.19
MUXYX:
1.15
QQQ:
1.30
MUXYX:
0.62
QQQ:
2.16
MUXYX:
3.60
QQQ:
7.79
MUXYX:
2.87%
QQQ:
3.76%
MUXYX:
18.15%
QQQ:
17.85%
MUXYX:
-60.91%
QQQ:
-82.98%
MUXYX:
-15.72%
QQQ:
-3.63%
Returns By Period
In the year-to-date period, MUXYX achieves a 8.64% return, which is significantly lower than QQQ's 27.20% return. Over the past 10 years, MUXYX has underperformed QQQ with an annualized return of 2.13%, while QQQ has yielded a comparatively higher 18.36% annualized return.
MUXYX
8.64%
-13.19%
-5.61%
9.18%
5.80%
2.13%
QQQ
27.20%
3.08%
8.34%
27.81%
20.44%
18.36%
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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 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 0.67%, more than QQQ's 0.43% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MUXYX Victory S&P 500 Index Fund | 0.67% | 1.06% | 1.25% | 0.90% | 1.25% | 1.56% | 2.02% | 1.66% | 1.85% | 1.90% | 1.45% | 1.35% |
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
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
Victory S&P 500 Index Fund (MUXYX) has a higher volatility of 14.42% compared to Invesco QQQ (QQQ) at 5.29%. This indicates that MUXYX'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.