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 0.87, 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:
-0.05
QQQ:
0.47
SWHGX:
0.04
QQQ:
0.82
SWHGX:
1.01
QQQ:
1.11
SWHGX:
-0.04
QQQ:
0.52
SWHGX:
-0.12
QQQ:
1.79
SWHGX:
6.80%
QQQ:
6.64%
SWHGX:
16.55%
QQQ:
25.28%
SWHGX:
-51.94%
QQQ:
-82.98%
SWHGX:
-12.80%
QQQ:
-12.28%
Returns By Period
In the year-to-date period, SWHGX achieves a -1.00% return, which is significantly higher than QQQ's -7.43% return. Over the past 10 years, SWHGX has underperformed QQQ with an annualized return of 2.37%, while QQQ has yielded a comparatively higher 16.91% annualized return.
SWHGX
-1.00%
-0.64%
-9.97%
-0.98%
5.91%
2.37%
QQQ
-7.43%
0.77%
-4.30%
10.31%
18.26%
16.91%
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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 2.31%, more than QQQ's 0.63% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWHGX Schwab MarketTrack Growth Portfolio™ | 2.31% | 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 | 0.63% | 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 9.75%, while Invesco QQQ (QQQ) has a volatility of 16.86%. 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.