QQQ vs. OTCAX

In the year-to-date period, QQQ achieves a -7.43% return, which is significantly lower than OTCAX's -5.06% return. Over the past 10 years, QQQ has outperformed OTCAX with an annualized return of 16.64%, while OTCAX has yielded a comparatively lower 6.29% annualized return.

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QQQ has a 0.20% expense ratio, which is lower than OTCAX's 1.00% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Invesco QQQ (QQQ) and MFS Mid Cap Growth Fund (OTCAX). 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 QQQ Sharpe Ratio is 0.47, which is higher than the OTCAX Sharpe Ratio of -0.15. The chart below compares the historical Sharpe Ratios of QQQ and OTCAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

QQQ's dividend yield for the trailing twelve months is around 0.63%, while OTCAX has not paid dividends to shareholders.

The maximum QQQ drawdown since its inception was -82.98%, which is greater than OTCAX's maximum drawdown of -73.07%. Use the drawdown chart below to compare losses from any high point for QQQ and OTCAX. For additional features, visit the drawdowns tool.

Invesco QQQ (QQQ) has a higher volatility of 16.86% compared to MFS Mid Cap Growth Fund (OTCAX) at 14.04%. This indicates that QQQ's price experiences larger fluctuations and is considered to be riskier than OTCAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.