SLVRX vs. QQQ
Compare and contrast key facts about Columbia Select Large Cap Value Fund Class R (SLVRX) and Invesco QQQ ETF (QQQ).
SLVRX is managed by Columbia. It was launched on Apr 30, 2003. 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
SLVRX vs. QQQ - Performance Comparison
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SLVRX vs. QQQ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SLVRX Columbia Select Large Cap Value Fund Class R | 0.13% | 27.32% | 12.24% | 5.25% | -1.30% | 26.02% | 5.92% | 26.26% | -12.52% | 18.96% |
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, SLVRX achieves a 0.13% return, which is significantly higher than QQQ's -5.93% return. Over the past 10 years, SLVRX has underperformed QQQ with an annualized return of 12.07%, while QQQ has yielded a comparatively higher 18.85% annualized return.
SLVRX
- 1D
- -0.60%
- 1M
- -8.87%
- YTD
- 0.13%
- 6M
- 9.17%
- 1Y
- 24.03%
- 3Y*
- 15.22%
- 5Y*
- 10.31%
- 10Y*
- 12.07%
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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SLVRX vs. QQQ - Expense Ratio Comparison
SLVRX has a 1.05% expense ratio, which is higher than QQQ's 0.18% expense ratio.
Return for Risk
SLVRX vs. QQQ — Risk / Return Rank
SLVRX
QQQ
SLVRX vs. QQQ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Select Large Cap Value Fund Class R (SLVRX) 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.
| SLVRX | QQQ | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.48 | 1.05 | +0.43 |
Sortino ratioReturn per unit of downside risk | 2.00 | 1.63 | +0.37 |
Omega ratioGain probability vs. loss probability | 1.32 | 1.23 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.87 | 1.88 | -0.01 |
Martin ratioReturn relative to average drawdown | 8.01 | 6.95 | +1.06 |
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
| SLVRX | QQQ | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.48 | 1.05 | +0.43 |
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 | 0.65 | 0.85 | -0.20 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.37 | +0.08 |
Correlation
The correlation between SLVRX and QQQ is 0.72, 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
SLVRX vs. QQQ - Dividend Comparison
SLVRX's dividend yield for the trailing twelve months is around 8.48%, more than QQQ's 0.49% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SLVRX Columbia Select Large Cap Value Fund Class R | 8.48% | 8.50% | 3.27% | 3.42% | 1.15% | 5.83% | 7.46% | 6.83% | 4.60% | 3.92% | 8.22% | 4.27% |
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
SLVRX vs. QQQ - Drawdown Comparison
The maximum SLVRX drawdown since its inception was -60.20%, smaller than the maximum QQQ drawdown of -82.97%. Use the drawdown chart below to compare losses from any high point for SLVRX and QQQ.
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Drawdown Indicators
| SLVRX | QQQ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.20% | -82.97% | +22.77% |
Max Drawdown (1Y)Largest decline over 1 year | -12.41% | -12.62% | +0.21% |
Max Drawdown (5Y)Largest decline over 5 years | -18.53% | -35.12% | +16.59% |
Max Drawdown (10Y)Largest decline over 10 years | -41.51% | -35.12% | -6.39% |
Current DrawdownCurrent decline from peak | -9.03% | -8.98% | -0.05% |
Average DrawdownAverage peak-to-trough decline | -7.47% | -32.99% | +25.52% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.89% | 3.41% | -0.52% |
Volatility
SLVRX vs. QQQ - Volatility Comparison
The current volatility for Columbia Select Large Cap Value Fund Class R (SLVRX) is 3.73%, while Invesco QQQ ETF (QQQ) has a volatility of 6.51%. This indicates that SLVRX 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.
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Volatility by Period
| SLVRX | QQQ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.73% | 6.51% | -2.78% |
Volatility (6M)Calculated over the trailing 6-month period | 9.04% | 12.77% | -3.73% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.96% | 22.67% | -5.71% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.86% | 22.39% | -6.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.68% | 22.25% | -3.57% |