TMIFX vs. QQQ
TMIFX (Transamerica Mid Cap Growth) and QQQ (Invesco QQQ ETF) are both funds - TMIFX is a Mid Cap Growth Equities fund managed by Transamerica, while QQQ is a Nasdaq-100 fund tracking the NASDAQ-100 Index. Over the past 5 years, TMIFX returned 3.15%/yr vs 14.23%/yr for QQQ. Their correlation of 0.81 means they have usually moved in the same direction. TMIFX charges 0.95%/yr vs 0.18%/yr for QQQ.
Performance
TMIFX vs. QQQ - Performance Comparison
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Returns By Period
In the year-to-date period, TMIFX achieves a 5.75% return, which is significantly lower than QQQ's 12.26% return.
TMIFX
- 1D
- 1.55%
- 1M
- -4.17%
- 6M
- 7.61%
- YTD
- 5.75%
- 1Y
- 1.42%
- 3Y*
- 11.41%
- 5Y*
- 3.15%
- 10Y*
- —
- ALL TIME*
- 8.41%
QQQ
- 1D
- 0.65%
- 1M
- -3.45%
- 6M
- 10.89%
- YTD
- 12.26%
- 1Y
- 24.81%
- 3Y*
- 22.29%
- 5Y*
- 14.23%
- 10Y*
- 20.44%
- ALL TIME*
- 10.64%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $30.32B | $28.40B | $31.45B | |
| $0.00 | $0.00 | $0.00 |
TMIFX vs. QQQ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TMIFX Transamerica Mid Cap Growth | 5.75% | 6.85% | 16.25% | 31.92% | -32.11% | 8.15% | 30.28% | 42.96% | -19.90% | 12.49% |
QQQ Invesco QQQ ETF | 12.26% | 20.77% | 25.58% | 54.86% | -32.58% | 27.42% | 48.62% | 38.96% | -0.13% | 20.44% |
Correlation
The correlation between TMIFX and QQQ is 0.77, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.77 |
Correlation (3Y) Balances recent behavior with more history. | 0.77 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.82 |
Correlation (All Time) Calculated using the full available price history since Mar 8, 2017 | 0.81 |
The correlation between TMIFX and QQQ has been stable across timeframes, ranging from 0.77 to 0.82 - a consistent structural relationship.
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Return for Risk
TMIFX vs. QQQ — Risk / Return Rank
TMIFX
QQQ
TMIFX vs. QQQ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Transamerica Mid Cap Growth (TMIFX) and Invesco QQQ ETF (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.
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.
| TMIFX | QQQ | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.27 | ||
| Sortino ratioReturn per unit of downside risk | -1.68 | ||
| Omega ratioGain probability vs. loss probability | 1.00 | 1.21 | -0.21 |
| Calmar ratioReturn relative to maximum drawdown | -0.14 | 1.88 | -2.01 |
| Martin ratioReturn relative to average drawdown | -0.36 | 6.00 | -6.36 |
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Drawdowns
TMIFX vs. QQQ - Drawdown Comparison
The maximum TMIFX drawdown since its inception was -55.26%, smaller than the maximum QQQ drawdown of -82.97%. Use the drawdown chart below to compare losses from any high point for TMIFX and QQQ.
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Drawdown Indicators
| TMIFX | QQQ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.26% | -82.97% | +27.71% |
Max Drawdown (1Y)Largest decline over 1 year | -14.51% | -11.96% | -2.55% |
Max Drawdown (3Y)Largest decline over 3 years | -25.66% | -22.77% | -2.89% |
Max Drawdown (5Y)Largest decline over 5 years | -55.26% | -35.12% | -20.14% |
Max Drawdown (10Y)Largest decline over 10 years | — | -35.12% | — |
Current DrawdownCurrent decline from peak | -16.47% | -7.69% | -8.78% |
Average DrawdownAverage peak-to-trough decline | -19.05% | -32.62% | +13.57% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.01% | 3.74% | +2.27% |
Volatility
TMIFX vs. QQQ - Volatility Comparison
The current volatility for Transamerica Mid Cap Growth (TMIFX) is 4.54%, while Invesco QQQ ETF (QQQ) has a volatility of 6.87%. This indicates that TMIFX 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.
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Volatility by Period
| TMIFX | QQQ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.54% | 6.87% | -2.33% |
Volatility (6M)Calculated over the trailing 6-month period | 14.38% | 16.08% | -1.70% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.21% | 19.38% | -1.17% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 35.69% | 22.90% | +12.79% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.89% | 22.50% | +7.39% |
TMIFX vs. QQQ - Expense Ratio Comparison
TMIFX has a 0.95% expense ratio, which is higher than QQQ's 0.18% expense ratio.
Dividends
TMIFX vs. QQQ - Dividend Comparison
TMIFX's dividend yield for the trailing twelve months is around 23.27%, more than QQQ's 0.44% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
QQQ Invesco QQQ ETF | 0.44% | 0.45% | 0.56% | 0.62% | 0.80% | 0.43% | 0.55% | 0.74% | 0.91% | 0.84% | 1.06% | 0.99% |
TMIFX Transamerica Mid Cap Growth | 23.27% | 24.61% | 4.10% | 0.00% | 0.00% | 43.24% | 4.67% | 1.66% | 53.57% | 0.09% | 0.00% | 0.00% |
Frequently Asked Questions
TMIFX and QQQ have a correlation of 0.77, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
QQQ has higher volatility (6.87%) compared to TMIFX (4.54%). In terms of maximum drawdown, TMIFX dropped -55.26% vs QQQ's -82.97%.
QQQ currently has the higher Sharpe Ratio (1.16 vs -0.11), 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.
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