QQQJ vs. SBLGX

In the year-to-date period, QQQJ achieves a -3.97% return, which is significantly higher than SBLGX's -4.52% return.

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QQQJ has a 0.15% expense ratio, which is lower than SBLGX's 0.99% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Invesco NASDAQ Next Gen 100 ETF (QQQJ) and ClearBridge Large Cap Growth Fund (SBLGX). 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.

The current QQQJ Sharpe Ratio is 0.34, which is higher than the SBLGX Sharpe Ratio of 0.17. The chart below compares the historical Sharpe Ratios of QQQJ and SBLGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

QQQJ's dividend yield for the trailing twelve months is around 0.72%, while SBLGX has not paid dividends to shareholders.

The maximum QQQJ drawdown since its inception was -39.58%, smaller than the maximum SBLGX drawdown of -53.70%. Use the drawdown chart below to compare losses from any high point for QQQJ and SBLGX. For additional features, visit the drawdowns tool.

Invesco NASDAQ Next Gen 100 ETF (QQQJ) and ClearBridge Large Cap Growth Fund (SBLGX) have volatilities of 7.70% and 7.90%, 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.