RKT vs. QQQ
RKT (Rocket Companies, Inc.) is a stock, while QQQ (Invesco QQQ ETF) is Nasdaq-100 fund tracking the NASDAQ-100 Index. Over the past 5 years, RKT returned -3.61%/yr vs 15.94%/yr for QQQ. At a 0.42 correlation, their price movements are largely independent.
Performance
RKT vs. QQQ - Performance Comparison
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Returns By Period
In the year-to-date period, RKT achieves a -23.92% return, which is significantly lower than QQQ's 15.95% return.
RKT
- 1D
- 9.35%
- 1M
- 6.82%
- YTD
- -23.92%
- 6M
- -24.27%
- 1Y
- -1.47%
- 3Y*
- 21.82%
- 5Y*
- -3.61%
- 10Y*
- —
QQQ
- 1D
- -0.42%
- 1M
- -0.86%
- YTD
- 15.95%
- 6M
- 14.16%
- 1Y
- 32.28%
- 3Y*
- 25.87%
- 5Y*
- 15.94%
- 10Y*
- 22.01%
RKT vs. QQQ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
RKT Rocket Companies, Inc. | -23.92% | 81.69% | -22.24% | 106.86% | -46.18% | -27.56% | 12.33% |
QQQ Invesco QQQ ETF | 15.95% | 20.77% | 25.58% | 54.86% | -32.58% | 27.42% | 16.13% |
Correlation
The correlation between RKT and QQQ is 0.35, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.35 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.34 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.44 |
Correlation (All Time) Calculated using the full available price history since Aug 6, 2020 | 0.42 |
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Return for Risk
RKT vs. QQQ — Risk / Return Rank
RKT
QQQ
RKT vs. QQQ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Rocket Companies, Inc. (RKT) and Invesco QQQ ETF (QQQ). 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.
| RKT | QQQ | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.84 | ||
| Sortino ratioReturn per unit of downside risk | -1.99 | ||
| Omega ratioGain probability vs. loss probability | 1.05 | 1.32 | -0.28 |
| Calmar ratioReturn relative to maximum drawdown | -0.03 | 2.71 | -2.74 |
| Martin ratioReturn relative to average drawdown | -0.06 | 10.01 | -10.07 |
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Drawdowns
RKT vs. QQQ - Drawdown Comparison
The maximum RKT drawdown since its inception was -83.00%, roughly equal to the maximum QQQ drawdown of -82.97%. Use the drawdown chart below to compare losses from any high point for RKT and QQQ.
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Drawdown Indicators
| RKT | QQQ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -83.00% | -82.97% | -0.03% |
Max Drawdown (1Y)Largest decline over 1 year | -47.31% | -11.96% | -35.35% |
Max Drawdown (3Y)Largest decline over 3 years | -50.60% | -22.77% | -27.83% |
Max Drawdown (5Y)Largest decline over 5 years | -66.53% | -35.12% | -31.41% |
Max Drawdown (10Y)Largest decline over 10 years | — | -35.12% | — |
Current DrawdownCurrent decline from peak | -57.86% | -4.66% | -53.20% |
Average DrawdownAverage peak-to-trough decline | -60.14% | -32.72% | -27.42% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 24.27% | 3.23% | +21.04% |
Volatility
RKT vs. QQQ - Volatility Comparison
Rocket Companies, Inc. (RKT) has a higher volatility of 23.18% compared to Invesco QQQ ETF (QQQ) at 9.17%. This indicates that RKT's price experiences larger fluctuations and is considered to be riskier than QQQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RKT | QQQ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 23.18% | 9.17% | +14.01% |
Volatility (6M)Calculated over the trailing 6-month period | 46.77% | 14.54% | +32.23% |
Volatility (1Y)Calculated over the trailing 1-year period | 60.93% | 17.95% | +42.98% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 54.22% | 22.69% | +31.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 65.20% | 22.41% | +42.79% |
Dividends
RKT vs. QQQ - Dividend Comparison
RKT has not paid dividends to shareholders, while QQQ's dividend yield for the trailing twelve months is around 0.43%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
QQQ Invesco QQQ ETF | 0.43% | 0.45% | 0.56% | 0.62% | 0.80% | 0.43% | 0.55% | 0.74% | 0.91% | 0.84% | 1.06% | 0.99% |
RKT Rocket Companies, Inc. | 0.00% | 4.13% | 0.00% | 0.00% | 14.43% | 7.93% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
RKT and QQQ have a correlation of 0.35, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
RKT has higher volatility (23.18%) compared to QQQ (9.17%). In terms of maximum drawdown, RKT dropped -83.00% vs QQQ's -82.97%.
QQQ currently has the higher Sharpe Ratio (1.81 vs -0.02), 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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