PKSFX vs. QQQ
Compare and contrast key facts about Virtus KAR Small-Cap Core Fund (PKSFX) and Invesco QQQ (QQQ).
PKSFX is managed by Virtus. It was launched on Oct 18, 1996. 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: PKSFX or QQQ.
Correlation
The correlation between PKSFX and QQQ is 0.72, 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.
Performance
PKSFX vs. QQQ - Performance Comparison
Key characteristics
PKSFX:
0.99
QQQ:
1.54
PKSFX:
1.49
QQQ:
2.06
PKSFX:
1.18
QQQ:
1.28
PKSFX:
1.58
QQQ:
2.03
PKSFX:
4.36
QQQ:
7.34
PKSFX:
3.72%
QQQ:
3.75%
PKSFX:
16.42%
QQQ:
17.90%
PKSFX:
-66.37%
QQQ:
-82.98%
PKSFX:
-4.58%
QQQ:
-4.03%
Returns By Period
In the year-to-date period, PKSFX achieves a 18.44% return, which is significantly lower than QQQ's 26.66% return. Over the past 10 years, PKSFX has underperformed QQQ with an annualized return of 9.04%, while QQQ has yielded a comparatively higher 18.30% annualized return.
PKSFX
18.44%
-0.76%
15.12%
14.76%
8.74%
9.04%
QQQ
26.66%
3.29%
6.76%
26.84%
20.38%
18.30%
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PKSFX vs. QQQ - Expense Ratio Comparison
PKSFX has a 1.00% expense ratio, which is higher than QQQ's 0.20% expense ratio.
Risk-Adjusted Performance
PKSFX vs. QQQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus KAR Small-Cap Core Fund (PKSFX) 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
PKSFX vs. QQQ - Dividend Comparison
PKSFX's dividend yield for the trailing twelve months is around 0.44%, more than QQQ's 0.43% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PKSFX Virtus KAR Small-Cap Core Fund | 0.44% | 0.52% | 0.27% | 0.13% | 0.13% | 0.01% | 0.14% | 0.00% | 0.00% | 0.62% | 0.00% | 0.16% |
QQQ Invesco QQQ | 0.43% | 0.62% | 0.80% | 0.43% | 0.55% | 0.74% | 0.91% | 0.84% | 1.06% | 0.99% | 1.41% | 1.02% |
Drawdowns
PKSFX vs. QQQ - Drawdown Comparison
The maximum PKSFX drawdown since its inception was -66.37%, smaller than the maximum QQQ drawdown of -82.98%. Use the drawdown chart below to compare losses from any high point for PKSFX and QQQ. For additional features, visit the drawdowns tool.
Volatility
PKSFX vs. QQQ - Volatility Comparison
The current volatility for Virtus KAR Small-Cap Core Fund (PKSFX) is 3.36%, while Invesco QQQ (QQQ) has a volatility of 5.23%. This indicates that PKSFX 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.