SENCX vs. QQQ
Compare and contrast key facts about Touchstone Large Cap Focused Fund (SENCX) and Invesco QQQ (QQQ).
SENCX is managed by Touchstone. It was launched on Jan 12, 1934. 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: SENCX or QQQ.
Correlation
The correlation between SENCX and QQQ is 0.78, 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.
Performance
SENCX vs. QQQ - Performance Comparison
Key characteristics
SENCX:
1.59
QQQ:
1.18
SENCX:
2.12
QQQ:
1.64
SENCX:
1.29
QQQ:
1.22
SENCX:
2.78
QQQ:
1.59
SENCX:
10.76
QQQ:
5.50
SENCX:
1.77%
QQQ:
3.93%
SENCX:
12.00%
QQQ:
18.32%
SENCX:
-50.33%
QQQ:
-82.98%
SENCX:
-0.57%
QQQ:
-1.68%
Returns By Period
In the year-to-date period, SENCX achieves a 4.10% return, which is significantly higher than QQQ's 3.34% return. Over the past 10 years, SENCX has underperformed QQQ with an annualized return of 6.27%, while QQQ has yielded a comparatively higher 18.30% annualized return.
SENCX
4.10%
5.09%
11.40%
20.83%
10.72%
6.27%
QQQ
3.34%
4.50%
14.51%
24.01%
18.46%
18.30%
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SENCX vs. QQQ - Expense Ratio Comparison
SENCX has a 0.99% expense ratio, which is higher than QQQ's 0.20% expense ratio.
Risk-Adjusted Performance
SENCX vs. QQQ — Risk-Adjusted Performance Rank
SENCX
QQQ
SENCX vs. QQQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Touchstone Large Cap Focused Fund (SENCX) 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
SENCX vs. QQQ - Dividend Comparison
SENCX's dividend yield for the trailing twelve months is around 0.25%, less than QQQ's 0.54% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SENCX Touchstone Large Cap Focused Fund | 0.25% | 0.26% | 0.57% | 0.16% | 0.08% | 0.18% | 0.63% | 0.72% | 0.98% | 1.24% | 2.82% | 11.75% |
QQQ Invesco QQQ | 0.54% | 0.56% | 0.62% | 0.80% | 0.43% | 0.55% | 0.74% | 0.91% | 0.84% | 1.06% | 0.99% | 1.41% |
Drawdowns
SENCX vs. QQQ - Drawdown Comparison
The maximum SENCX drawdown since its inception was -50.33%, smaller than the maximum QQQ drawdown of -82.98%. Use the drawdown chart below to compare losses from any high point for SENCX and QQQ. For additional features, visit the drawdowns tool.
Volatility
SENCX vs. QQQ - Volatility Comparison
The current volatility for Touchstone Large Cap Focused Fund (SENCX) is 3.33%, while Invesco QQQ (QQQ) has a volatility of 5.30%. This indicates that SENCX 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.