QILGX vs. USNQX
Compare and contrast key facts about Federated Hermes MDT Large Cap Growth Fund (QILGX) and USAA Nasdaq 100 Index Fund (USNQX).
QILGX is managed by Federated. It was launched on Sep 15, 2005. USNQX is managed by Victory Capital. It was launched on Oct 27, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: QILGX or USNQX.
Correlation
The correlation between QILGX and USNQX is 0.91, 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
QILGX vs. USNQX - Performance Comparison
Key characteristics
QILGX:
1.51
USNQX:
1.26
QILGX:
2.02
USNQX:
1.73
QILGX:
1.28
USNQX:
1.23
QILGX:
1.42
USNQX:
1.70
QILGX:
7.82
USNQX:
5.83
QILGX:
3.35%
USNQX:
3.97%
QILGX:
17.35%
USNQX:
18.42%
QILGX:
-57.54%
USNQX:
-74.36%
QILGX:
-3.25%
USNQX:
-0.48%
Returns By Period
The year-to-date returns for both investments are quite close, with QILGX having a 4.85% return and USNQX slightly higher at 5.05%. Over the past 10 years, QILGX has underperformed USNQX with an annualized return of 8.29%, while USNQX has yielded a comparatively higher 16.07% annualized return.
QILGX
4.85%
1.71%
12.23%
28.66%
10.70%
8.29%
USNQX
5.05%
2.36%
11.47%
24.59%
16.03%
16.07%
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QILGX vs. USNQX - Expense Ratio Comparison
QILGX has a 0.75% expense ratio, which is higher than USNQX's 0.42% expense ratio.
Risk-Adjusted Performance
QILGX vs. USNQX — Risk-Adjusted Performance Rank
QILGX
USNQX
QILGX vs. USNQX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Federated Hermes MDT Large Cap Growth Fund (QILGX) and USAA Nasdaq 100 Index Fund (USNQX). 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
QILGX vs. USNQX - Dividend Comparison
QILGX's dividend yield for the trailing twelve months is around 0.01%, less than USNQX's 0.38% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
QILGX Federated Hermes MDT Large Cap Growth Fund | 0.01% | 0.01% | 0.01% | 0.00% | 0.00% | 0.00% | 0.00% | 5.91% | 0.00% | 0.00% | 0.00% | 0.00% |
USNQX USAA Nasdaq 100 Index Fund | 0.38% | 0.40% | 0.58% | 0.28% | 0.24% | 0.37% | 0.55% | 0.65% | 0.46% | 0.50% | 0.62% | 0.21% |
Drawdowns
QILGX vs. USNQX - Drawdown Comparison
The maximum QILGX drawdown since its inception was -57.54%, smaller than the maximum USNQX drawdown of -74.36%. Use the drawdown chart below to compare losses from any high point for QILGX and USNQX. For additional features, visit the drawdowns tool.
Volatility
QILGX vs. USNQX - Volatility Comparison
Federated Hermes MDT Large Cap Growth Fund (QILGX) and USAA Nasdaq 100 Index Fund (USNQX) have volatilities of 4.65% and 4.83%, 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.