QQQJ vs. DOW
QQQJ (Invesco NASDAQ Next Gen 100 ETF) is Mid Cap Growth Equities fund tracking the NASDAQ Next Generation 100 Index, while DOW (Dow Inc.) is a stock. Over the past 5 years, QQQJ returned 6.66%/yr vs -8.53%/yr for DOW. At a 0.41 correlation, their price movements are largely independent.
Performance
QQQJ vs. DOW - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, QQQJ achieves a 21.43% return, which is significantly lower than DOW's 34.61% return.
QQQJ
- 1D
- 0.18%
- 1M
- 3.40%
- YTD
- 21.43%
- 6M
- 18.32%
- 1Y
- 44.44%
- 3Y*
- 21.75%
- 5Y*
- 6.66%
- 10Y*
- —
DOW
- 1D
- -2.96%
- 1M
- -13.63%
- YTD
- 34.61%
- 6M
- 34.38%
- 1Y
- 16.72%
- 3Y*
- -10.64%
- 5Y*
- -8.53%
- 10Y*
- —
QQQJ vs. DOW - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
QQQJ Invesco NASDAQ Next Gen 100 ETF | 21.43% | 20.44% | 15.36% | 13.68% | -28.25% | 9.76% | 15.34% |
DOW Dow Inc. | 34.61% | -37.38% | -22.79% | 14.71% | -6.65% | 6.81% | 15.68% |
Correlation
The correlation between QQQJ and DOW is 0.22, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.22 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.40 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.44 |
Correlation (All Time) Calculated using the full available price history since Oct 13, 2020 | 0.41 |
The correlation between QQQJ and DOW shifts across timeframes, from 0.22 (1 year) to 0.44 (5 years), reflecting how their relationship changes across market environments.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
QQQJ vs. DOW — Risk / Return Rank
QQQJ
DOW
QQQJ vs. DOW - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco NASDAQ Next Gen 100 ETF (QQQJ) and Dow Inc. (DOW). 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.
| QQQJ | DOW | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.01 | ||
| Sortino ratioReturn per unit of downside risk | +2.30 | ||
| Omega ratioGain probability vs. loss probability | 1.41 | 1.10 | +0.30 |
| Calmar ratioReturn relative to maximum drawdown | 3.77 | 0.54 | +3.24 |
| Martin ratioReturn relative to average drawdown | 15.67 | 1.00 | +14.66 |
Loading charts...
Drawdowns
QQQJ vs. DOW - Drawdown Comparison
The maximum QQQJ drawdown since its inception was -39.57%, smaller than the maximum DOW drawdown of -64.37%. Use the drawdown chart below to compare losses from any high point for QQQJ and DOW.
Loading charts...
Drawdown Indicators
| QQQJ | DOW | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.57% | -64.37% | +24.80% |
Max Drawdown (1Y)Largest decline over 1 year | -11.84% | -31.28% | +19.44% |
Max Drawdown (3Y)Largest decline over 3 years | -22.46% | -62.16% | +39.70% |
Max Drawdown (5Y)Largest decline over 5 years | -39.57% | -64.37% | +24.80% |
Current DrawdownCurrent decline from peak | -2.13% | -44.69% | +42.56% |
Average DrawdownAverage peak-to-trough decline | -15.63% | -22.84% | +7.21% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.84% | 16.68% | -13.84% |
Volatility
QQQJ vs. DOW - Volatility Comparison
The current volatility for Invesco NASDAQ Next Gen 100 ETF (QQQJ) is 7.13%, while Dow Inc. (DOW) has a volatility of 8.34%. This indicates that QQQJ experiences smaller price fluctuations and is considered to be less risky than DOW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| QQQJ | DOW | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.13% | 8.34% | -1.21% |
Volatility (6M)Calculated over the trailing 6-month period | 15.65% | 32.86% | -17.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.99% | 49.26% | -30.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.17% | 33.56% | -11.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.11% | 38.68% | -16.57% |
Dividends
QQQJ vs. DOW - Dividend Comparison
QQQJ's dividend yield for the trailing twelve months is around 0.75%, less than DOW's 4.55% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
DOW Dow Inc. | 4.55% | 8.98% | 6.98% | 5.11% | 5.56% | 4.94% | 5.05% | 3.84% |
QQQJ Invesco NASDAQ Next Gen 100 ETF | 0.75% | 0.85% | 0.77% | 0.67% | 0.76% | 0.91% | 0.09% | 0.00% |
Frequently Asked Questions
QQQJ and DOW have a correlation of 0.22, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
DOW has higher volatility (8.34%) compared to QQQJ (7.13%). In terms of maximum drawdown, QQQJ dropped -39.57% vs DOW's -64.37%.
QQQJ currently has the higher Sharpe Ratio (2.36 vs 0.34), 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.
Find the right allocation for QQQJ and DOW
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer