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:
0.30
QQQ:
0.15
MUXYX:
0.55
QQQ:
0.38
MUXYX:
1.08
QQQ:
1.05
MUXYX:
0.30
QQQ:
0.16
MUXYX:
1.35
QQQ:
0.58
MUXYX:
4.21%
QQQ:
6.25%
MUXYX:
19.03%
QQQ:
24.88%
MUXYX:
-47.94%
QQQ:
-82.98%
MUXYX:
-13.89%
QQQ:
-17.56%
Returns By Period
In the year-to-date period, MUXYX achieves a -9.96% return, which is significantly higher than QQQ's -13.00% return. Over the past 10 years, MUXYX has underperformed QQQ with an annualized return of 11.22%, while QQQ has yielded a comparatively higher 16.13% annualized return.
MUXYX
-9.96%
-6.86%
-9.49%
6.52%
14.21%
11.22%
QQQ
-13.00%
-7.51%
-9.91%
5.53%
16.35%
16.13%
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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 18.59%, more than QQQ's 0.67% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MUXYX Victory S&P 500 Index Fund | 18.59% | 16.75% | 5.84% | 8.25% | 7.94% | 7.27% | 13.51% | 12.32% | 17.31% | 8.57% | 12.21% | 10.00% |
QQQ Invesco QQQ | 0.67% | 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 -47.94%, 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 13.62%, while Invesco QQQ (QQQ) has a volatility of 16.19%. 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.