STLDX vs. QQQ
Compare and contrast key facts about BlackRock LifePath Dynamic 2030 Fund (STLDX) and Invesco QQQ (QQQ).
STLDX is managed by Blackrock. It was launched on Feb 28, 1994. 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: STLDX or QQQ.
Correlation
The correlation between STLDX and QQQ is 0.81, 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
STLDX vs. QQQ - Performance Comparison
Key characteristics
STLDX:
1.40
QQQ:
1.44
STLDX:
1.99
QQQ:
1.95
STLDX:
1.26
QQQ:
1.26
STLDX:
1.09
QQQ:
1.94
STLDX:
6.02
QQQ:
6.71
STLDX:
1.95%
QQQ:
3.92%
STLDX:
8.38%
QQQ:
18.27%
STLDX:
-52.57%
QQQ:
-82.98%
STLDX:
-1.89%
QQQ:
0.00%
Returns By Period
In the year-to-date period, STLDX achieves a 3.36% return, which is significantly lower than QQQ's 5.27% return. Over the past 10 years, STLDX has underperformed QQQ with an annualized return of 1.87%, while QQQ has yielded a comparatively higher 18.50% annualized return.
STLDX
3.36%
2.67%
2.66%
10.13%
3.36%
1.87%
QQQ
5.27%
4.15%
13.63%
24.59%
18.87%
18.50%
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STLDX vs. QQQ - Expense Ratio Comparison
STLDX has a 0.49% expense ratio, which is higher than QQQ's 0.20% expense ratio.
Risk-Adjusted Performance
STLDX vs. QQQ — Risk-Adjusted Performance Rank
STLDX
QQQ
STLDX vs. QQQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock LifePath Dynamic 2030 Fund (STLDX) 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
STLDX vs. QQQ - Dividend Comparison
STLDX's dividend yield for the trailing twelve months is around 5.04%, more than QQQ's 0.53% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
STLDX BlackRock LifePath Dynamic 2030 Fund | 5.04% | 5.21% | 3.17% | 1.49% | 5.12% | 2.72% | 2.22% | 2.57% | 1.74% | 1.81% | 1.97% | 1.78% |
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
STLDX vs. QQQ - Drawdown Comparison
The maximum STLDX drawdown since its inception was -52.57%, smaller than the maximum QQQ drawdown of -82.98%. Use the drawdown chart below to compare losses from any high point for STLDX and QQQ. For additional features, visit the drawdowns tool.
Volatility
STLDX vs. QQQ - Volatility Comparison
The current volatility for BlackRock LifePath Dynamic 2030 Fund (STLDX) is 1.78%, while Invesco QQQ (QQQ) has a volatility of 5.01%. This indicates that STLDX 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.