QAITX vs. VUG

Last updated Aug 1, 2026

QAITX (Q3 All-Weather Tactical Fund) and VUG (Vanguard Growth ETF) are both funds - QAITX is a Tactical Allocation fund managed by Q3, while VUG is a Large Cap Growth Equities fund tracking the CRSP US Large Cap Growth Index. Their 0.71 correlation means they have sometimes moved together and sometimes differently. QAITX charges 1.36%/yr vs 0.03%/yr for VUG.

Performance

QAITX vs. VUG - Performance Comparison

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

Returns By Period

QAITX

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

VUG

• 1D: 1.10%
• 1M: -0.35%
• 6M: 6.39%
• YTD: 5.02%
• 1Y: 15.36%
• 3Y*: 21.19%
• 5Y*: 12.16%
• 10Y*: 17.38%
• ALL TIME*: 12.08%

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

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
VUG Vanguard Growth ETF	$556.11M	$661.72M	$650.91M

QAITX vs. VUG - 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%
VUG Vanguard Growth ETF	5.02%	19.40%	32.69%	46.83%	-33.16%	27.35%	40.25%	-0.50%

Correlation

The correlation between QAITX and VUG is 0.75, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.75
Correlation (3Y) Balances recent behavior with more history.	0.83
Correlation (5Y) Shows whether the relationship held over a longer period.	0.74
Correlation (All Time) Calculated using the full available price history since Dec 30, 2019	0.71

The correlation between QAITX and VUG shifts across timeframes, from 0.71 (all time) to 0.83 (3 years), reflecting how their relationship changes across market environments.

Return for Risk

QAITX vs. VUG — Risk / Return Rank

Compare historical risk-adjusted metric ranks 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.

VUG

VUG Risk / Return Rank: 28
VUG Sharpe Ratio Rank: 30
VUG Sortino Ratio Rank: 29
VUG Omega Ratio Rank: 28
VUG Calmar Ratio Rank: 25
VUG Martin Ratio Rank: 29

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

QAITX vs. VUG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Q3 All-Weather Tactical Fund (QAITX) and Vanguard Growth ETF (VUG). 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	VUG	Difference
Sharpe ratio: Return per unit of total volatility	—	0.72	—
Sortino ratio: Return per unit of downside risk	—	1.10	—
Omega ratio: Gain probability vs. loss probability	—	1.13	—
Calmar ratio: Return relative to maximum drawdown	—	0.78	—
Martin ratio: Return relative to average drawdown	—	2.47	—

Drawdowns

Drawdown Indicators

	QAITX	VUG	Difference
Max Drawdown Largest peak-to-trough decline	—	-50.68%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-16.53%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-22.85%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-35.61%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-35.61%	—
Current Drawdown Current decline from peak	—	-5.53%	—
Average Drawdown Average peak-to-trough decline	—	-7.08%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	5.20%	—

Volatility

Volatility by Period

	QAITX	VUG	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	5.58%	—
Volatility (6M) Calculated over the trailing 6-month period	—	14.24%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	17.74%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	22.49%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	21.55%	—

QAITX vs. VUG - Expense Ratio Comparison

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

Dividends

QAITX vs. VUG - Dividend Comparison

QAITX's dividend yield for the trailing twelve months is around 1.19%, more than VUG's 0.40% 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%
VUG Vanguard Growth ETF	0.40%	0.41%	0.47%	0.58%	0.70%	0.48%	0.66%	0.95%	1.32%	1.14%	1.39%	1.30%

Frequently Asked Questions

Can I hold both QAITX and VUG in my portfolio?

QAITX and VUG have a correlation of 0.75, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.