SCYVX vs. QQQ
Compare and contrast key facts about AB Small Cap Value Portfolio (SCYVX) and Invesco QQQ (QQQ).
SCYVX is managed by AllianceBernstein. It was launched on Dec 3, 2014. QQQ is a passively managed fund by Invesco that tracks the performance of the NASDAQ-100 Index. It was launched on Mar 10, 1999.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SCYVX or QQQ.
Correlation
The correlation between SCYVX and QQQ is 0.59, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
SCYVX vs. QQQ - Performance Comparison
Key characteristics
SCYVX:
0.43
QQQ:
1.37
SCYVX:
0.76
QQQ:
1.86
SCYVX:
1.09
QQQ:
1.25
SCYVX:
0.33
QQQ:
1.84
SCYVX:
1.73
QQQ:
6.35
SCYVX:
4.84%
QQQ:
3.92%
SCYVX:
19.31%
QQQ:
18.24%
SCYVX:
-53.03%
QQQ:
-82.98%
SCYVX:
-15.91%
QQQ:
0.00%
Returns By Period
In the year-to-date period, SCYVX achieves a -0.07% return, which is significantly lower than QQQ's 5.53% return. Over the past 10 years, SCYVX has underperformed QQQ with an annualized return of 4.05%, while QQQ has yielded a comparatively higher 18.38% annualized return.
SCYVX
-0.07%
-1.53%
1.00%
11.62%
4.63%
4.05%
QQQ
5.53%
3.41%
12.16%
27.01%
19.41%
18.38%
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SCYVX vs. QQQ - Expense Ratio Comparison
SCYVX has a 0.92% expense ratio, which is higher than QQQ's 0.20% expense ratio.
Risk-Adjusted Performance
SCYVX vs. QQQ — Risk-Adjusted Performance Rank
SCYVX
QQQ
SCYVX vs. QQQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for AB Small Cap Value Portfolio (SCYVX) and Invesco QQQ (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.
Dividends
SCYVX vs. QQQ - Dividend Comparison
SCYVX's dividend yield for the trailing twelve months is around 1.24%, more than QQQ's 0.53% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCYVX AB Small Cap Value Portfolio | 1.24% | 1.24% | 0.52% | 0.97% | 0.32% | 0.55% | 0.49% | 0.25% | 0.93% | 0.00% | 0.16% | 0.22% |
QQQ Invesco QQQ | 0.53% | 0.56% | 0.62% | 0.80% | 0.43% | 0.55% | 0.74% | 0.91% | 0.84% | 1.06% | 0.99% | 1.41% |
Drawdowns
SCYVX vs. QQQ - Drawdown Comparison
The maximum SCYVX drawdown since its inception was -53.03%, smaller than the maximum QQQ drawdown of -82.98%. Use the drawdown chart below to compare losses from any high point for SCYVX and QQQ. For additional features, visit the drawdowns tool.
Volatility
SCYVX vs. QQQ - Volatility Comparison
The current volatility for AB Small Cap Value Portfolio (SCYVX) is 4.03%, while Invesco QQQ (QQQ) has a volatility of 4.69%. This indicates that SCYVX experiences smaller price fluctuations and is considered to be less risky than QQQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.