QAITX vs. VOO

Last updated Jul 16, 2026

QAITX (Q3 All-Weather Tactical Fund) and VOO (Vanguard S&P 500 ETF) are both funds - QAITX is a Tactical Allocation fund managed by Q3 Asset Management Corporation, while VOO is a S&P 500 fund tracking the S&P 500 Index. A 0.67 correlation means they provide meaningful diversification when combined. QAITX charges 1.36%/yr vs 0.03%/yr for VOO.

Performance

QAITX vs. VOO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Q3 All-Weather Tactical Fund (QAITX) and Vanguard S&P 500 ETF (VOO). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

QAITX

• 1D: —
• 1M: —
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

VOO

• 1D: 0.39%
• 1M: 0.29%
• 6M: 9.93%
• YTD: 11.30%
• 1Y: 22.76%
• 3Y*: 20.46%
• 5Y*: 13.43%
• 10Y*: 15.25%

*Multi-year figures are annualized to reflect compound growth (CAGR)

QAITX vs. VOO - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019
QAITX Q3 All-Weather Tactical Fund	6.52%	3.53%	16.11%	23.71%	-37.71%	16.80%	26.32%	0.00%
VOO Vanguard S&P 500 ETF	11.30%	17.82%	24.98%	26.32%	-18.17%	28.79%	18.32%	-0.29%

Correlation

The correlation between QAITX and VOO is 0.78, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.78
Correlation (3Y) Calculated over the trailing 3-year period	0.81
Correlation (5Y) Calculated over the trailing 5-year period	0.71
Correlation (All Time) Calculated using the full available price history since Dec 30, 2019	0.67

The correlation between QAITX and VOO shifts across timeframes, from 0.67 (all time) to 0.81 (3 years), reflecting how their relationship changes across market environments.

Return for Risk

QAITX vs. VOO — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

QAITX

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

VOO

VOO Risk / Return Rank: 70
VOO Sharpe Ratio Rank: 71
VOO Sortino Ratio Rank: 69
VOO Omega Ratio Rank: 70
VOO Calmar Ratio Rank: 64
VOO Martin Ratio Rank: 76

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

QAITX vs. VOO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Q3 All-Weather Tactical Fund (QAITX) and Vanguard S&P 500 ETF (VOO). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	QAITX	VOO	Difference
Sharpe ratio: Return per unit of total volatility	—	1.83	—
Sortino ratio: Return per unit of downside risk	—	2.51	—
Omega ratio: Gain probability vs. loss probability	—	1.33	—
Calmar ratio: Return relative to maximum drawdown	—	2.57	—
Martin ratio: Return relative to average drawdown	—	11.20	—

Drawdowns

Drawdown Indicators

	QAITX	VOO	Difference
Max Drawdown Largest peak-to-trough decline	—	-33.99%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-8.90%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-18.69%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-24.52%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-33.99%	—
Current Drawdown Current decline from peak	—	-0.35%	—
Average Drawdown Average peak-to-trough decline	—	-3.67%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	2.04%	—

Volatility

Volatility by Period

	QAITX	VOO	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	3.84%	—
Volatility (6M) Calculated over the trailing 6-month period	—	9.96%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	12.51%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	16.93%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	17.99%	—

QAITX vs. VOO - Expense Ratio Comparison

QAITX has a 1.36% expense ratio, which is higher than VOO's 0.03% expense ratio.

Dividends

QAITX vs. VOO - Dividend Comparison

QAITX's dividend yield for the trailing twelve months is around 1.19%, more than VOO's 1.06% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
QAITX Q3 All-Weather Tactical Fund	1.19%	1.85%	0.00%	0.00%	0.00%	7.77%	7.57%	0.00%	0.00%	0.00%	0.00%	0.00%
VOO Vanguard S&P 500 ETF	1.06%	1.13%	1.24%	1.46%	1.69%	1.25%	1.54%	1.88%	2.06%	1.78%	2.02%	2.10%

Frequently Asked Questions

Can I hold both QAITX and VOO in my portfolio?

QAITX and VOO have a correlation of 0.78, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.