NEIMX vs. QQQ

In the year-to-date period, NEIMX achieves a 2.71% return, which is significantly higher than QQQ's 1.69% return. Over the past 10 years, NEIMX has underperformed QQQ with an annualized return of 6.99%, while QQQ has yielded a comparatively higher 17.69% annualized return.

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

NEIMX has a 1.46% expense ratio, which is higher than QQQ's 0.20% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Neiman Large Cap Value Fund (NEIMX) 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.

The current NEIMX Sharpe Ratio is 0.46, which is comparable to the QQQ Sharpe Ratio of 0.62. The chart below compares the historical Sharpe Ratios of NEIMX and QQQ, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

NEIMX's dividend yield for the trailing twelve months is around 1.07%, more than QQQ's 0.58% yield.

The maximum NEIMX drawdown since its inception was -37.83%, smaller than the maximum QQQ drawdown of -82.98%. Use the drawdown chart below to compare losses from any high point for NEIMX and QQQ.

The current volatility for Neiman Large Cap Value Fund (NEIMX) is 3.89%, while Invesco QQQ (QQQ) has a volatility of 5.62%. This indicates that NEIMX 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.