PortfoliosLab logoPortfoliosLab logo
STWD vs. QQQM
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

STWD vs. QQQM - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Starwood Property Trust, Inc. (STWD) and Invesco NASDAQ 100 ETF (QQQM). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, STWD achieves a -6.15% return, which is significantly lower than QQQM's 14.26% return.


STWD

1D
-0.06%
1M
-3.09%
6M
-5.20%
YTD
-6.15%
1Y
-8.22%
3Y*
1.07%
5Y*
0.08%
10Y*
6.29%
ALL TIME*
9.29%

QQQM

1D
1.76%
1M
-1.76%
6M
12.09%
YTD
14.26%
1Y
27.06%
3Y*
24.26%
5Y*
14.53%
10Y*
ALL TIME*
16.84%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$1.05B$933.44M$1.20B
$54.71M$59.16M$59.99M

STWD vs. QQQM - Yearly Performance Comparison


2026 (YTD)202520242023202220212020
STWD
Starwood Property Trust, Inc.
-6.15%4.91%-0.56%26.70%-17.33%35.88%25.19%
QQQM
Invesco NASDAQ 100 ETF
14.26%20.85%25.68%55.01%-32.52%27.45%6.64%

Correlation

The correlation between STWD and QQQM is 0.10, which is low. Their historical price movements had little consistent relationship.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.10

Correlation (3Y)
Balances recent behavior with more history.

0.30

Correlation (5Y)
Shows whether the relationship held over a longer period.

0.44

Correlation (All Time)
Calculated using the full available price history since Oct 13, 2020

0.42

Over the past year, the correlation between STWD and QQQM has dropped to 0.10 - well below their long-term average of 0.42, suggesting their price drivers have been diverging.

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

STWD vs. QQQM — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

STWD
STWD Risk / Return Rank: 2121
Overall Rank
STWD Sharpe Ratio Rank: 2121
Sharpe Ratio Rank
STWD Sortino Ratio Rank: 1919
Sortino Ratio Rank
STWD Omega Ratio Rank: 2020
Omega Ratio Rank
STWD Calmar Ratio Rank: 2222
Calmar Ratio Rank
STWD Martin Ratio Rank: 2424
Martin Ratio Rank

QQQM
QQQM Risk / Return Rank: 5959
Overall Rank
QQQM Sharpe Ratio Rank: 5959
Sharpe Ratio Rank
QQQM Sortino Ratio Rank: 5555
Sortino Ratio Rank
QQQM Omega Ratio Rank: 5555
Omega Ratio Rank
QQQM Calmar Ratio Rank: 6464
Calmar Ratio Rank
QQQM Martin Ratio Rank: 5959
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

STWD vs. QQQM - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Starwood Property Trust, Inc. (STWD) and Invesco NASDAQ 100 ETF (QQQM). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


STWDQQQMDifference
Sharpe ratioReturn per unit of total volatility

-1.92

Sortino ratioReturn per unit of downside risk

-2.58

Omega ratioGain probability vs. loss probability

0.93

1.25

-0.32

Calmar ratioReturn relative to maximum drawdown

-0.58

2.27

-2.86

Martin ratioReturn relative to average drawdown

-0.95

7.22

-8.17

STWD vs. QQQM - Sharpe Ratio Comparison

The current STWD Sharpe Ratio is -0.51, which is lower than the QQQM Sharpe Ratio of 1.42. The chart below compares the historical Sharpe Ratios of STWD and QQQM, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Drawdowns

STWD vs. QQQM - Drawdown Comparison

The maximum STWD drawdown since its inception was -66.34%, which is greater than QQQM's maximum drawdown of -35.04%. Use the drawdown chart below to compare losses from any high point for STWD and QQQM.


Loading charts...

Drawdown Indicators


STWDQQQMDifference

Max Drawdown

Largest peak-to-trough decline

-66.34%

-35.04%

-31.30%

Max Drawdown (1Y)

Largest decline over 1 year

-14.15%

-11.96%

-2.19%

Max Drawdown (3Y)

Largest decline over 3 years

-15.83%

-22.70%

+6.87%

Max Drawdown (5Y)

Largest decline over 5 years

-29.65%

-35.04%

+5.39%

Max Drawdown (10Y)

Largest decline over 10 years

-66.34%

Current Drawdown

Current decline from peak

-15.22%

-6.06%

-9.16%

Average Drawdown

Average peak-to-trough decline

-7.61%

-8.14%

+0.53%

Ulcer Index

Depth and duration of drawdowns from previous peaks

8.67%

3.76%

+4.91%

Volatility

STWD vs. QQQM - Volatility Comparison

The current volatility for Starwood Property Trust, Inc. (STWD) is 5.42%, while Invesco NASDAQ 100 ETF (QQQM) has a volatility of 6.91%. This indicates that STWD experiences smaller price fluctuations and is considered to be less risky than QQQM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


STWDQQQMDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.42%

6.91%

-1.49%

Volatility (6M)

Calculated over the trailing 6-month period

12.50%

15.95%

-3.45%

Volatility (1Y)

Calculated over the trailing 1-year period

16.29%

19.23%

-2.94%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

24.12%

22.76%

+1.36%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

30.13%

22.33%

+7.80%

Dividends

STWD vs. QQQM - Dividend Comparison

STWD's dividend yield for the trailing twelve months is around 12.02%, more than QQQM's 0.45% yield.


PositionTTM20252024202320222021202020192018201720162015
QQQM
Invesco NASDAQ 100 ETF
0.45%0.50%0.61%0.65%0.83%0.40%0.16%0.00%0.00%0.00%0.00%0.00%
STWD
Starwood Property Trust, Inc.
12.02%10.66%10.13%9.13%10.47%7.90%9.95%7.72%9.74%8.99%8.75%9.34%

Frequently Asked Questions


STWD and QQQM have a correlation of 0.10, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

QQQM has higher volatility (6.91%) compared to STWD (5.42%). In terms of maximum drawdown, STWD dropped -66.34% vs QQQM's -35.04%.

QQQM currently has the higher Sharpe Ratio (1.42 vs -0.51), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for STWD and QQQM

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer