SCMIX vs. QQQ
Compare and contrast key facts about Columbia Seligman Technology and Information Fund Institutional 2 Class (SCMIX) and Invesco QQQ ETF (QQQ).
SCMIX is an actively managed fund by Columbia. It was launched on Nov 30, 2001. QQQ is a passively managed fund by Invesco that tracks the performance of the NASDAQ-100 Index. It was launched on Mar 10, 1999.
Performance
SCMIX vs. QQQ - Performance Comparison
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SCMIX vs. QQQ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SCMIX Columbia Seligman Technology and Information Fund Institutional 2 Class | 0.24% | 37.73% | 27.06% | 44.68% | -30.96% | 39.37% | 44.85% | 54.60% | -7.81% | 34.46% |
QQQ Invesco QQQ ETF | -5.93% | 20.77% | 25.58% | 54.86% | -32.58% | 27.42% | 48.62% | 38.96% | -0.13% | 32.66% |
Returns By Period
In the year-to-date period, SCMIX achieves a 0.24% return, which is significantly higher than QQQ's -5.93% return. Over the past 10 years, SCMIX has outperformed QQQ with an annualized return of 22.57%, while QQQ has yielded a comparatively lower 18.85% annualized return.
SCMIX
- 1D
- -2.98%
- 1M
- -9.31%
- YTD
- 0.24%
- 6M
- 5.30%
- 1Y
- 58.63%
- 3Y*
- 29.65%
- 5Y*
- 16.87%
- 10Y*
- 22.57%
QQQ
- 1D
- 3.39%
- 1M
- -4.84%
- YTD
- -5.93%
- 6M
- -3.62%
- 1Y
- 23.68%
- 3Y*
- 22.32%
- 5Y*
- 12.88%
- 10Y*
- 18.85%
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SCMIX vs. QQQ - Expense Ratio Comparison
SCMIX has a 0.89% expense ratio, which is higher than QQQ's 0.18% expense ratio.
Return for Risk
SCMIX vs. QQQ — Risk / Return Rank
SCMIX
QQQ
SCMIX vs. QQQ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Seligman Technology and Information Fund Institutional 2 Class (SCMIX) 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.
| SCMIX | QQQ | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.91 | 1.05 | +0.86 |
Sortino ratioReturn per unit of downside risk | 2.48 | 1.63 | +0.85 |
Omega ratioGain probability vs. loss probability | 1.35 | 1.23 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 3.58 | 1.88 | +1.70 |
Martin ratioReturn relative to average drawdown | 13.59 | 6.95 | +6.64 |
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
| SCMIX | QQQ | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.91 | 1.05 | +0.86 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.65 | 0.58 | +0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.87 | 0.85 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.60 | 0.37 | +0.23 |
Correlation
The correlation between SCMIX and QQQ is 0.90, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
SCMIX vs. QQQ - Dividend Comparison
SCMIX's dividend yield for the trailing twelve months is around 7.91%, more than QQQ's 0.49% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCMIX Columbia Seligman Technology and Information Fund Institutional 2 Class | 7.91% | 7.93% | 12.11% | 4.52% | 8.08% | 10.45% | 9.38% | 10.47% | 11.30% | 10.48% | 7.88% | 10.40% |
QQQ Invesco QQQ ETF | 0.49% | 0.45% | 0.56% | 0.62% | 0.80% | 0.43% | 0.55% | 0.74% | 0.91% | 0.84% | 1.06% | 0.99% |
Drawdowns
SCMIX vs. QQQ - Drawdown Comparison
The maximum SCMIX drawdown since its inception was -50.85%, smaller than the maximum QQQ drawdown of -82.97%. Use the drawdown chart below to compare losses from any high point for SCMIX and QQQ.
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Drawdown Indicators
| SCMIX | QQQ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.85% | -82.97% | +32.12% |
Max Drawdown (1Y)Largest decline over 1 year | -14.88% | -12.62% | -2.26% |
Max Drawdown (5Y)Largest decline over 5 years | -37.18% | -35.12% | -2.06% |
Max Drawdown (10Y)Largest decline over 10 years | -37.18% | -35.12% | -2.06% |
Current DrawdownCurrent decline from peak | -11.91% | -8.98% | -2.93% |
Average DrawdownAverage peak-to-trough decline | -9.47% | -32.99% | +23.52% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.91% | 3.41% | +0.50% |
Volatility
SCMIX vs. QQQ - Volatility Comparison
Columbia Seligman Technology and Information Fund Institutional 2 Class (SCMIX) has a higher volatility of 9.50% compared to Invesco QQQ ETF (QQQ) at 6.51%. This indicates that SCMIX'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
| SCMIX | QQQ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.50% | 6.51% | +2.99% |
Volatility (6M)Calculated over the trailing 6-month period | 21.01% | 12.77% | +8.24% |
Volatility (1Y)Calculated over the trailing 1-year period | 30.59% | 22.67% | +7.92% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.96% | 22.39% | +3.57% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.93% | 22.25% | +3.68% |