QQQI vs. ARCC
QQQI (NEOS Nasdaq-100 High Income ETF) is Nasdaq-100 fund actively managed by Neos, while ARCC (Ares Capital Corporation) is a stock. Over the past year, QQQI returned 25.86% vs -7.10% for ARCC. At a 0.40 correlation, their price movements are largely independent.
Performance
QQQI vs. ARCC - Performance Comparison
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Returns By Period
In the year-to-date period, QQQI achieves a 9.93% return, which is significantly higher than ARCC's -4.69% return.
QQQI
- 1D
- 1.27%
- 1M
- -0.05%
- YTD
- 9.93%
- 6M
- 9.25%
- 1Y
- 25.86%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
ARCC
- 1D
- -0.11%
- 1M
- -1.26%
- YTD
- -4.69%
- 6M
- -6.11%
- 1Y
- -7.10%
- 3Y*
- 9.21%
- 5Y*
- 8.47%
- 10Y*
- 12.83%
QQQI vs. ARCC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
QQQI NEOS Nasdaq-100 High Income ETF | 9.93% | 18.62% | 19.83% |
ARCC Ares Capital Corporation | -4.69% | 1.07% | 16.41% |
Correlation
The correlation between QQQI and ARCC is 0.38, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.38 |
Correlation (All Time) Calculated using the full available price history since Jan 31, 2024 | 0.40 |
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Return for Risk
QQQI vs. ARCC — Risk / Return Rank
QQQI
ARCC
QQQI vs. ARCC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for NEOS Nasdaq-100 High Income ETF (QQQI) and Ares Capital Corporation (ARCC). 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.
| QQQI | ARCC | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.29 | ||
| Sortino ratioReturn per unit of downside risk | +2.90 | ||
| Omega ratioGain probability vs. loss probability | 1.36 | 0.95 | +0.41 |
| Calmar ratioReturn relative to maximum drawdown | 2.70 | -0.37 | +3.07 |
| Martin ratioReturn relative to average drawdown | 11.98 | -0.67 | +12.65 |
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
| QQQI | ARCC | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.91 | -0.39 | +2.29 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.43 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.50 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.22 | 0.37 | +0.84 |
Drawdowns
QQQI vs. ARCC - Drawdown Comparison
The maximum QQQI drawdown since its inception was -20.00%, smaller than the maximum ARCC drawdown of -79.36%. Use the drawdown chart below to compare losses from any high point for QQQI and ARCC.
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Drawdown Indicators
| QQQI | ARCC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -20.00% | -79.36% | +59.36% |
Max Drawdown (1Y)Largest decline over 1 year | -9.61% | -19.35% | +9.74% |
Max Drawdown (3Y)Largest decline over 3 years | — | -19.35% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -21.76% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -56.77% | — |
Current DrawdownCurrent decline from peak | -3.26% | -13.24% | +9.98% |
Average DrawdownAverage peak-to-trough decline | -2.20% | -9.10% | +6.90% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.16% | 10.58% | -8.42% |
Volatility
QQQI vs. ARCC - Volatility Comparison
NEOS Nasdaq-100 High Income ETF (QQQI) has a higher volatility of 5.07% compared to Ares Capital Corporation (ARCC) at 3.82%. This indicates that QQQI's price experiences larger fluctuations and is considered to be riskier than ARCC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| QQQI | ARCC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.07% | 3.82% | +1.25% |
Volatility (6M)Calculated over the trailing 6-month period | 10.75% | 14.73% | -3.98% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.65% | 18.45% | -4.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.25% | 19.97% | -2.72% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.25% | 25.59% | -8.34% |
Dividends
QQQI vs. ARCC - Dividend Comparison
QQQI's dividend yield for the trailing twelve months is around 13.61%, more than ARCC's 10.23% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARCC Ares Capital Corporation | 10.23% | 9.49% | 8.77% | 9.59% | 10.12% | 7.65% | 9.47% | 9.01% | 9.88% | 9.67% | 9.22% | 11.02% |
QQQI NEOS Nasdaq-100 High Income ETF | 13.61% | 13.82% | 12.85% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
QQQI and ARCC have a correlation of 0.38, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
QQQI has higher volatility (5.07%) compared to ARCC (3.82%). In terms of maximum drawdown, QQQI dropped -20.00% vs ARCC's -79.36%.
QQQI currently has the higher Sharpe Ratio (1.91 vs -0.39), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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