SWCGX vs. QQQ
Compare and contrast key facts about Schwab MarketTrack Conservative Portfolio™ (SWCGX) and Invesco QQQ (QQQ).
SWCGX is managed by Charles Schwab. It was launched on Nov 19, 1995. 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: SWCGX or QQQ.
Correlation
The correlation between SWCGX and QQQ is 0.77, 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
SWCGX vs. QQQ - Performance Comparison
Key characteristics
SWCGX:
0.18
QQQ:
1.24
SWCGX:
0.26
QQQ:
1.71
SWCGX:
1.05
QQQ:
1.22
SWCGX:
0.11
QQQ:
1.68
SWCGX:
0.53
QQQ:
5.78
SWCGX:
3.11%
QQQ:
3.93%
SWCGX:
9.15%
QQQ:
18.32%
SWCGX:
-31.37%
QQQ:
-82.98%
SWCGX:
-11.83%
QQQ:
-1.73%
Returns By Period
In the year-to-date period, SWCGX achieves a 2.01% return, which is significantly lower than QQQ's 3.28% return. Over the past 10 years, SWCGX has underperformed QQQ with an annualized return of 1.38%, while QQQ has yielded a comparatively higher 18.30% annualized return.
SWCGX
2.01%
3.11%
-3.88%
1.25%
0.24%
1.38%
QQQ
3.28%
4.10%
14.48%
22.00%
18.51%
18.30%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
SWCGX vs. QQQ - Expense Ratio Comparison
SWCGX has a 0.42% expense ratio, which is higher than QQQ's 0.20% expense ratio.
Risk-Adjusted Performance
SWCGX vs. QQQ — Risk-Adjusted Performance Rank
SWCGX
QQQ
SWCGX vs. QQQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab MarketTrack Conservative Portfolio™ (SWCGX) 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
SWCGX vs. QQQ - Dividend Comparison
SWCGX's dividend yield for the trailing twelve months is around 2.90%, more than QQQ's 0.54% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWCGX Schwab MarketTrack Conservative Portfolio™ | 2.90% | 2.96% | 2.50% | 1.91% | 1.59% | 1.63% | 2.15% | 2.33% | 1.81% | 1.67% | 1.86% | 1.58% |
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
SWCGX vs. QQQ - Drawdown Comparison
The maximum SWCGX drawdown since its inception was -31.37%, smaller than the maximum QQQ drawdown of -82.98%. Use the drawdown chart below to compare losses from any high point for SWCGX and QQQ. For additional features, visit the drawdowns tool.
Volatility
SWCGX vs. QQQ - Volatility Comparison
The current volatility for Schwab MarketTrack Conservative Portfolio™ (SWCGX) is 1.52%, while Invesco QQQ (QQQ) has a volatility of 5.32%. This indicates that SWCGX 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.