POST vs. QQQ
Compare and contrast key facts about Post Holdings, Inc. (POST) 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: POST or QQQ.
Key characteristics
| POST | QQQ | |
|---|---|---|
| YTD Return | 25.65% | 26.09% |
| 1Y Return | 31.59% | 39.88% |
| 3Y Return (Ann) | 16.81% | 9.90% |
| 5Y Return (Ann) | 9.68% | 21.46% |
| 10Y Return (Ann) | 16.48% | 18.52% |
| Sharpe Ratio | 1.78 | 2.22 |
| Sortino Ratio | 2.89 | 2.92 |
| Omega Ratio | 1.33 | 1.40 |
| Calmar Ratio | 2.60 | 2.86 |
| Martin Ratio | 11.51 | 10.44 |
| Ulcer Index | 2.76% | 3.72% |
| Daily Std Dev | 17.80% | 17.47% |
| Max Drawdown | -47.37% | -82.98% |
| Current Drawdown | -6.41% | 0.00% |
Correlation
The correlation between POST and QQQ is 0.32, 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
POST vs. QQQ - Performance Comparison
The year-to-date returns for both investments are quite close, with POST having a 25.65% return and QQQ slightly higher at 26.09%. Over the past 10 years, POST has underperformed QQQ with an annualized return of 16.48%, while QQQ has yielded a comparatively higher 18.52% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
POST vs. QQQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Post Holdings, Inc. (POST) 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
POST vs. QQQ - Dividend Comparison
POST has not paid dividends to shareholders, while QQQ's dividend yield for the trailing twelve months is around 0.59%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
POST Post Holdings, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
QQQ Invesco QQQ | 0.59% | 0.62% | 0.80% | 0.43% | 0.55% | 0.74% | 0.91% | 0.84% | 1.06% | 0.99% | 1.41% | 1.02% |
Drawdowns
POST vs. QQQ - Drawdown Comparison
The maximum POST drawdown since its inception was -47.37%, smaller than the maximum QQQ drawdown of -82.98%. Use the drawdown chart below to compare losses from any high point for POST and QQQ. For additional features, visit the drawdowns tool.
Volatility
POST vs. QQQ - Volatility Comparison
The current volatility for Post Holdings, Inc. (POST) is 4.27%, while Invesco QQQ (QQQ) has a volatility of 5.17%. This indicates that POST 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.