Correlation
The correlation between NQCRX and VOO is 0.88, 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.
NQCRX vs. VOO
Compare and contrast key facts about Nuveen Large Cap Value Fund (NQCRX) and Vanguard S&P 500 ETF (VOO).
NQCRX is managed by Nuveen. It was launched on Dec 15, 2006. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NQCRX or VOO.
Performance
NQCRX vs. VOO - Performance Comparison
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Key characteristics
NQCRX:
0.73
VOO:
0.74
NQCRX:
1.06
VOO:
1.04
NQCRX:
1.16
VOO:
1.15
NQCRX:
0.74
VOO:
0.68
NQCRX:
2.87
VOO:
2.58
NQCRX:
4.43%
VOO:
4.93%
NQCRX:
18.42%
VOO:
19.54%
NQCRX:
-57.85%
VOO:
-33.99%
NQCRX:
-3.44%
VOO:
-3.55%
Returns By Period
In the year-to-date period, NQCRX achieves a 3.06% return, which is significantly higher than VOO's 0.90% return. Over the past 10 years, NQCRX has underperformed VOO with an annualized return of 8.55%, while VOO has yielded a comparatively higher 12.81% annualized return.
NQCRX
3.06%
5.65%
-2.75%
11.78%
11.04%
16.22%
8.55%
VOO
0.90%
5.53%
-1.46%
13.29%
14.31%
15.89%
12.81%
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NQCRX vs. VOO - Expense Ratio Comparison
NQCRX has a 0.74% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
NQCRX vs. VOO — Risk-Adjusted Performance Rank
NQCRX
VOO
NQCRX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen Large Cap Value Fund (NQCRX) and Vanguard S&P 500 ETF (VOO). 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.
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Dividends
NQCRX vs. VOO - Dividend Comparison
NQCRX's dividend yield for the trailing twelve months is around 6.61%, more than VOO's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NQCRX Nuveen Large Cap Value Fund | 6.61% | 6.82% | 2.23% | 4.64% | 20.85% | 17.97% | 14.44% | 34.10% | 27.43% | 10.74% | 61.01% | 88.31% |
VOO Vanguard S&P 500 ETF | 1.29% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
NQCRX vs. VOO - Drawdown Comparison
The maximum NQCRX drawdown since its inception was -57.85%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for NQCRX and VOO.
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Volatility
NQCRX vs. VOO - Volatility Comparison
Nuveen Large Cap Value Fund (NQCRX) and Vanguard S&P 500 ETF (VOO) have volatilities of 4.67% and 4.84%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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