SWHGX vs. QQQ
Compare and contrast key facts about Schwab MarketTrack Growth Portfolio™ (SWHGX) and Invesco QQQ (QQQ).
SWHGX 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: SWHGX or QQQ.
Correlation
The correlation between SWHGX and QQQ is 0.82, 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
SWHGX vs. QQQ - Performance Comparison
Key characteristics
SWHGX:
0.37
QQQ:
1.37
SWHGX:
0.50
QQQ:
1.86
SWHGX:
1.09
QQQ:
1.25
SWHGX:
0.38
QQQ:
1.84
SWHGX:
1.20
QQQ:
6.35
SWHGX:
4.09%
QQQ:
3.92%
SWHGX:
13.36%
QQQ:
18.24%
SWHGX:
-51.94%
QQQ:
-82.98%
SWHGX:
-8.21%
QQQ:
0.00%
Returns By Period
In the year-to-date period, SWHGX achieves a 4.21% return, which is significantly lower than QQQ's 5.53% return. Over the past 10 years, SWHGX has underperformed QQQ with an annualized return of 2.93%, while QQQ has yielded a comparatively higher 18.38% annualized return.
SWHGX
4.21%
2.77%
-4.02%
5.66%
3.80%
2.93%
QQQ
5.53%
3.41%
12.16%
27.01%
19.41%
18.38%
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SWHGX vs. QQQ - Expense Ratio Comparison
SWHGX has a 0.39% expense ratio, which is higher than QQQ's 0.20% expense ratio.
Risk-Adjusted Performance
SWHGX vs. QQQ — Risk-Adjusted Performance Rank
SWHGX
QQQ
SWHGX vs. QQQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab MarketTrack Growth Portfolio™ (SWHGX) 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
SWHGX vs. QQQ - Dividend Comparison
SWHGX's dividend yield for the trailing twelve months is around 2.19%, more than QQQ's 0.53% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWHGX Schwab MarketTrack Growth Portfolio™ | 2.19% | 2.29% | 2.02% | 1.72% | 1.63% | 1.61% | 2.00% | 2.25% | 1.73% | 1.73% | 2.01% | 1.56% |
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
SWHGX vs. QQQ - Drawdown Comparison
The maximum SWHGX drawdown since its inception was -51.94%, smaller than the maximum QQQ drawdown of -82.98%. Use the drawdown chart below to compare losses from any high point for SWHGX and QQQ. For additional features, visit the drawdowns tool.
Volatility
SWHGX vs. QQQ - Volatility Comparison
The current volatility for Schwab MarketTrack Growth Portfolio™ (SWHGX) is 2.36%, while Invesco QQQ (QQQ) has a volatility of 4.69%. This indicates that SWHGX 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.