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TIGR vs. QQQ
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between TIGR and QQQ is 0.35, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


-0.50.00.51.00.4

Performance

TIGR vs. QQQ - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in UP Fintech Holding Limited (TIGR) and Invesco QQQ (QQQ). The values are adjusted to include any dividend payments, if applicable.

0.00%50.00%100.00%150.00%200.00%SeptemberOctoberNovemberDecember2025February
103.01%
12.15%
TIGR
QQQ

Key characteristics

Sharpe Ratio

TIGR:

1.11

QQQ:

1.37

Sortino Ratio

TIGR:

2.14

QQQ:

1.86

Omega Ratio

TIGR:

1.26

QQQ:

1.25

Calmar Ratio

TIGR:

1.15

QQQ:

1.84

Martin Ratio

TIGR:

3.29

QQQ:

6.35

Ulcer Index

TIGR:

32.05%

QQQ:

3.92%

Daily Std Dev

TIGR:

95.21%

QQQ:

18.24%

Max Drawdown

TIGR:

-93.65%

QQQ:

-82.98%

Current Drawdown

TIGR:

-77.94%

QQQ:

0.00%

Returns By Period

In the year-to-date period, TIGR achieves a 25.39% return, which is significantly higher than QQQ's 5.53% return.


TIGR

YTD

25.39%

1M

19.65%

6M

103.01%

1Y

108.23%

5Y*

15.45%

10Y*

N/A

QQQ

YTD

5.53%

1M

3.41%

6M

12.16%

1Y

27.01%

5Y*

19.41%

10Y*

18.38%

*Annualized

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Risk-Adjusted Performance

TIGR vs. QQQ — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

TIGR
The Risk-Adjusted Performance Rank of TIGR is 7979
Overall Rank
The Sharpe Ratio Rank of TIGR is 8080
Sharpe Ratio Rank
The Sortino Ratio Rank of TIGR is 8282
Sortino Ratio Rank
The Omega Ratio Rank of TIGR is 7878
Omega Ratio Rank
The Calmar Ratio Rank of TIGR is 8181
Calmar Ratio Rank
The Martin Ratio Rank of TIGR is 7474
Martin Ratio Rank

QQQ
The Risk-Adjusted Performance Rank of QQQ is 5656
Overall Rank
The Sharpe Ratio Rank of QQQ is 5656
Sharpe Ratio Rank
The Sortino Ratio Rank of QQQ is 5252
Sortino Ratio Rank
The Omega Ratio Rank of QQQ is 5656
Omega Ratio Rank
The Calmar Ratio Rank of QQQ is 6060
Calmar Ratio Rank
The Martin Ratio Rank of QQQ is 5757
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

TIGR vs. QQQ - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for UP Fintech Holding Limited (TIGR) 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.


Sharpe ratio
The chart of Sharpe ratio for TIGR, currently valued at 1.11, compared to the broader market-2.000.002.001.111.37
The chart of Sortino ratio for TIGR, currently valued at 2.14, compared to the broader market-4.00-2.000.002.004.006.002.141.86
The chart of Omega ratio for TIGR, currently valued at 1.26, compared to the broader market0.501.001.502.001.261.25
The chart of Calmar ratio for TIGR, currently valued at 1.15, compared to the broader market0.002.004.006.001.151.84
The chart of Martin ratio for TIGR, currently valued at 3.29, compared to the broader market0.0010.0020.0030.003.296.35
TIGR
QQQ

The current TIGR Sharpe Ratio is 1.11, which is comparable to the QQQ Sharpe Ratio of 1.37. The chart below compares the historical Sharpe Ratios of TIGR and QQQ, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00SeptemberOctoberNovemberDecember2025February
1.11
1.37
TIGR
QQQ

Dividends

TIGR vs. QQQ - Dividend Comparison

TIGR has not paid dividends to shareholders, while QQQ's dividend yield for the trailing twelve months is around 0.53%.


TTM20242023202220212020201920182017201620152014
TIGR
UP Fintech Holding Limited
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
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

TIGR vs. QQQ - Drawdown Comparison

The maximum TIGR drawdown since its inception was -93.65%, which is greater than QQQ's maximum drawdown of -82.98%. Use the drawdown chart below to compare losses from any high point for TIGR and QQQ. For additional features, visit the drawdowns tool.


-100.00%-80.00%-60.00%-40.00%-20.00%0.00%SeptemberOctoberNovemberDecember2025February
-77.94%
0
TIGR
QQQ

Volatility

TIGR vs. QQQ - Volatility Comparison

UP Fintech Holding Limited (TIGR) has a higher volatility of 25.13% compared to Invesco QQQ (QQQ) at 4.69%. This indicates that TIGR'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.


0.00%10.00%20.00%30.00%40.00%50.00%60.00%SeptemberOctoberNovemberDecember2025February
25.13%
4.69%
TIGR
QQQ
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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