POGAX vs. QQQM

In the year-to-date period, POGAX achieves a -1.64% return, which is significantly lower than QQQM's 1.73% return.

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POGAX has a 0.99% expense ratio, which is higher than QQQM's 0.15% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Putnam Growth Opportunities Fund (POGAX) 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.

The current POGAX Sharpe Ratio is 0.59, which is comparable to the QQQM Sharpe Ratio of 0.63. The chart below compares the historical Sharpe Ratios of POGAX and QQQM, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

POGAX's dividend yield for the trailing twelve months is around 4.66%, more than QQQM's 0.58% yield.

The maximum POGAX drawdown since its inception was -76.55%, which is greater than QQQM's maximum drawdown of -35.05%. Use the drawdown chart below to compare losses from any high point for POGAX and QQQM.

Putnam Growth Opportunities Fund (POGAX) and Invesco NASDAQ 100 ETF (QQQM) have volatilities of 5.54% and 5.59%, 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.