STRGX vs. QQQ
Compare and contrast key facts about Sterling Capital Stratton Mid Cap Value Fund (STRGX) and Invesco QQQ (QQQ).
STRGX is managed by Sterling Capital. It was launched on Sep 29, 1972. 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: STRGX or QQQ.
Correlation
The correlation between STRGX and QQQ is 0.68, 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
STRGX vs. QQQ - Performance Comparison
Key characteristics
STRGX:
-0.11
QQQ:
1.64
STRGX:
-0.02
QQQ:
2.19
STRGX:
1.00
QQQ:
1.30
STRGX:
-0.06
QQQ:
2.16
STRGX:
-0.47
QQQ:
7.79
STRGX:
4.17%
QQQ:
3.76%
STRGX:
18.32%
QQQ:
17.85%
STRGX:
-57.68%
QQQ:
-82.98%
STRGX:
-29.90%
QQQ:
-3.63%
Returns By Period
In the year-to-date period, STRGX achieves a -3.53% return, which is significantly lower than QQQ's 27.20% return. Over the past 10 years, STRGX has underperformed QQQ with an annualized return of 0.96%, while QQQ has yielded a comparatively higher 18.36% annualized return.
STRGX
-3.53%
-17.64%
-8.19%
-3.26%
-2.27%
0.96%
QQQ
27.20%
3.08%
8.34%
27.81%
20.44%
18.36%
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STRGX vs. QQQ - Expense Ratio Comparison
STRGX has a 0.84% expense ratio, which is higher than QQQ's 0.20% expense ratio.
Risk-Adjusted Performance
STRGX vs. QQQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Sterling Capital Stratton Mid Cap Value Fund (STRGX) 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
STRGX vs. QQQ - Dividend Comparison
STRGX's dividend yield for the trailing twelve months is around 0.85%, more than QQQ's 0.43% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
STRGX Sterling Capital Stratton Mid Cap Value Fund | 0.85% | 0.82% | 0.93% | 0.61% | 0.50% | 0.90% | 0.54% | 0.44% | 0.14% | 0.29% | 0.04% | 0.00% |
QQQ Invesco QQQ | 0.43% | 0.62% | 0.80% | 0.43% | 0.55% | 0.74% | 0.91% | 0.84% | 1.06% | 0.99% | 1.41% | 1.02% |
Drawdowns
STRGX vs. QQQ - Drawdown Comparison
The maximum STRGX drawdown since its inception was -57.68%, smaller than the maximum QQQ drawdown of -82.98%. Use the drawdown chart below to compare losses from any high point for STRGX and QQQ. For additional features, visit the drawdowns tool.
Volatility
STRGX vs. QQQ - Volatility Comparison
Sterling Capital Stratton Mid Cap Value Fund (STRGX) has a higher volatility of 12.87% compared to Invesco QQQ (QQQ) at 5.29%. This indicates that STRGX'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.