PEIYX vs. QQQM
Compare and contrast key facts about Putnam Large Cap Value Fund (PEIYX) and Invesco NASDAQ 100 ETF (QQQM).
PEIYX is managed by Putnam. It was launched on Jan 10, 1998. QQQM is a passively managed fund by Invesco that tracks the performance of the NASDAQ-100 Index. It was launched on Oct 13, 2020.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PEIYX or QQQM.
Correlation
The correlation between PEIYX and QQQM is 0.62, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
PEIYX vs. QQQM - Performance Comparison
Key characteristics
PEIYX:
1.22
QQQM:
1.31
PEIYX:
1.59
QQQM:
1.79
PEIYX:
1.23
QQQM:
1.24
PEIYX:
1.20
QQQM:
1.77
PEIYX:
3.44
QQQM:
6.11
PEIYX:
4.15%
QQQM:
3.92%
PEIYX:
11.73%
QQQM:
18.29%
PEIYX:
-50.72%
QQQM:
-35.05%
PEIYX:
-7.72%
QQQM:
-2.47%
Returns By Period
In the year-to-date period, PEIYX achieves a 3.92% return, which is significantly higher than QQQM's 2.93% return.
PEIYX
3.92%
-0.06%
-1.69%
12.78%
7.96%
7.04%
QQQM
2.93%
-1.01%
9.98%
20.88%
N/A
N/A
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PEIYX vs. QQQM - Expense Ratio Comparison
PEIYX has a 0.65% expense ratio, which is higher than QQQM's 0.15% expense ratio.
Risk-Adjusted Performance
PEIYX vs. QQQM — Risk-Adjusted Performance Rank
PEIYX
QQQM
PEIYX vs. QQQM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Putnam Large Cap Value Fund (PEIYX) and Invesco NASDAQ 100 ETF (QQQM). 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
PEIYX vs. QQQM - Dividend Comparison
PEIYX's dividend yield for the trailing twelve months is around 1.34%, more than QQQM's 0.59% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PEIYX Putnam Large Cap Value Fund | 1.34% | 1.40% | 1.67% | 2.14% | 1.40% | 1.74% | 1.58% | 2.14% | 1.76% | 1.66% | 1.74% | 10.04% |
QQQM Invesco NASDAQ 100 ETF | 0.59% | 0.61% | 0.65% | 0.83% | 0.40% | 0.16% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
PEIYX vs. QQQM - Drawdown Comparison
The maximum PEIYX drawdown since its inception was -50.72%, which is greater than QQQM's maximum drawdown of -35.05%. Use the drawdown chart below to compare losses from any high point for PEIYX and QQQM. For additional features, visit the drawdowns tool.
Volatility
PEIYX vs. QQQM - Volatility Comparison
The current volatility for Putnam Large Cap Value Fund (PEIYX) is 2.82%, while Invesco NASDAQ 100 ETF (QQQM) has a volatility of 4.98%. This indicates that PEIYX experiences smaller price fluctuations and is considered to be less risky than QQQM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.