QQQ vs. WSTAX
Compare and contrast key facts about Invesco QQQ ETF (QQQ) and Nomura Science and Technology Fund Class A (WSTAX).
QQQ is a passively managed fund by Invesco that tracks the performance of the NASDAQ-100 Index. It was launched on Mar 10, 1999. WSTAX is managed by Nomura.
Performance
QQQ vs. WSTAX - Performance Comparison
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Returns By Period
In the year-to-date period, QQQ achieves a -4.65% return, which is significantly lower than WSTAX's 0.03% return. Over the past 10 years, QQQ has underperformed WSTAX with an annualized return of 19.05%, while WSTAX has yielded a comparatively higher 20.66% annualized return.
QQQ
- 1D
- 0.11%
- 1M
- -4.10%
- YTD
- -4.65%
- 6M
- -2.77%
- 1Y
- 30.43%
- 3Y*
- 22.97%
- 5Y*
- 13.18%
- 10Y*
- 19.05%
WSTAX
- 1D
- -0.29%
- 1M
- -3.68%
- YTD
- 0.03%
- 6M
- 1.21%
- 1Y
- 57.62%
- 3Y*
- 37.69%
- 5Y*
- 17.04%
- 10Y*
- 20.66%
QQQ vs. WSTAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
QQQ Invesco QQQ ETF | -4.65% | 20.77% | 25.58% | 54.86% | -32.58% | 27.42% | 48.62% | 38.96% | -0.13% | 32.66% |
WSTAX Nomura Science and Technology Fund Class A | 0.03% | 33.91% | 59.64% | 40.44% | -32.50% | 14.19% | 36.12% | 50.35% | -5.23% | 32.77% |
Correlation
The correlation between QQQ and WSTAX is 0.88, indicating a strong positive relationship between their price movements. Combining them offers limited diversification — they'll tend to fall together during downturns. For meaningful risk reduction, look for holdings with correlations below 0.5.
QQQ vs. WSTAX - Expense Ratio Comparison
QQQ has a 0.18% expense ratio, which is lower than WSTAX's 1.17% expense ratio.
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Return for Risk
QQQ vs. WSTAX — Risk / Return Rank
QQQ
WSTAX
QQQ vs. WSTAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco QQQ ETF (QQQ) and Nomura Science and Technology Fund Class A (WSTAX). 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.
| QQQ | WSTAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.04 | 1.50 | -0.46 |
Sortino ratioReturn per unit of downside risk | 1.62 | 2.09 | -0.48 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.30 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.93 | 2.76 | -0.83 |
Martin ratioReturn relative to average drawdown | 7.00 | 9.34 | -2.33 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| QQQ | WSTAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.04 | 1.50 | -0.46 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.59 | 0.47 | +0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.86 | 0.68 | +0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.47 | -0.09 |
Drawdowns
QQQ vs. WSTAX - Drawdown Comparison
The maximum QQQ drawdown since its inception was -82.97%, which is greater than WSTAX's maximum drawdown of -55.39%. Use the drawdown chart below to compare losses from any high point for QQQ and WSTAX.
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Drawdown Indicators
| QQQ | WSTAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -82.97% | -55.39% | -27.58% |
Max Drawdown (1Y)Largest decline over 1 year | -11.96% | -16.73% | +4.77% |
Max Drawdown (5Y)Largest decline over 5 years | -35.12% | -55.39% | +20.27% |
Max Drawdown (10Y)Largest decline over 10 years | -35.12% | -55.39% | +20.27% |
Current DrawdownCurrent decline from peak | -7.75% | -10.88% | +3.13% |
Average DrawdownAverage peak-to-trough decline | -32.98% | -15.03% | -17.95% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.48% | 4.94% | -1.46% |
Volatility
QQQ vs. WSTAX - Volatility Comparison
The current volatility for Invesco QQQ ETF (QQQ) is 6.38%, while Nomura Science and Technology Fund Class A (WSTAX) has a volatility of 10.07%. This indicates that QQQ experiences smaller price fluctuations and is considered to be less risky than WSTAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| QQQ | WSTAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.38% | 10.07% | -3.69% |
Volatility (6M)Calculated over the trailing 6-month period | 12.82% | 19.53% | -6.71% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.69% | 29.70% | -7.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.37% | 36.79% | -14.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.24% | 30.59% | -8.35% |
Dividends
QQQ vs. WSTAX - Dividend Comparison
QQQ's dividend yield for the trailing twelve months is around 0.48%, less than WSTAX's 18.31% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
QQQ Invesco QQQ ETF | 0.48% | 0.45% | 0.56% | 0.62% | 0.80% | 0.43% | 0.55% | 0.74% | 0.91% | 0.84% | 1.06% | 0.99% |
WSTAX Nomura Science and Technology Fund Class A | 18.31% | 18.32% | 36.08% | 11.62% | 33.72% | 42.99% | 8.89% | 11.48% | 13.99% | 6.95% | 0.00% | 2.50% |