OXSQ vs. QQQ
Compare and contrast key facts about Oxford Square Capital Corp. (OXSQ) and Invesco QQQ (QQQ).
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: OXSQ or QQQ.
Correlation
The correlation between OXSQ and QQQ is 0.25, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
OXSQ vs. QQQ - Performance Comparison
Key characteristics
OXSQ:
-0.37
QQQ:
0.15
OXSQ:
-0.40
QQQ:
0.38
OXSQ:
0.95
QQQ:
1.05
OXSQ:
-0.28
QQQ:
0.16
OXSQ:
-0.80
QQQ:
0.58
OXSQ:
8.66%
QQQ:
6.25%
OXSQ:
18.56%
QQQ:
24.88%
OXSQ:
-67.10%
QQQ:
-82.98%
OXSQ:
-18.38%
QQQ:
-17.56%
Returns By Period
In the year-to-date period, OXSQ achieves a 7.51% return, which is significantly higher than QQQ's -13.00% return.
OXSQ
7.51%
-2.94%
-8.43%
-7.82%
11.41%
N/A
QQQ
-13.00%
-6.28%
-9.32%
4.93%
16.35%
16.17%
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Risk-Adjusted Performance
OXSQ vs. QQQ — Risk-Adjusted Performance Rank
OXSQ
QQQ
OXSQ vs. QQQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Oxford Square Capital Corp. (OXSQ) 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
OXSQ vs. QQQ - Dividend Comparison
OXSQ's dividend yield for the trailing twelve months is around 16.87%, more than QQQ's 0.67% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OXSQ Oxford Square Capital Corp. | 16.87% | 17.21% | 18.88% | 13.46% | 10.29% | 20.07% | 14.76% | 9.27% | 0.00% | 0.00% | 0.00% | 0.00% |
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
OXSQ vs. QQQ - Drawdown Comparison
The maximum OXSQ drawdown since its inception was -67.10%, smaller than the maximum QQQ drawdown of -82.98%. Use the drawdown chart below to compare losses from any high point for OXSQ and QQQ. For additional features, visit the drawdowns tool.
Volatility
OXSQ vs. QQQ - Volatility Comparison
The current volatility for Oxford Square Capital Corp. (OXSQ) is 11.24%, while Invesco QQQ (QQQ) has a volatility of 16.19%. This indicates that OXSQ 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.