TSCSX vs. QQQ
Compare and contrast key facts about Thrivent Small Cap Stock Fund Class S (TSCSX) and Invesco QQQ (QQQ).
TSCSX is managed by Thrivent. It was launched on Jul 1, 1996. 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: TSCSX or QQQ.
Correlation
The correlation between TSCSX and QQQ is 0.86, 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
TSCSX vs. QQQ - Performance Comparison
Key characteristics
TSCSX:
-0.25
QQQ:
0.50
TSCSX:
-0.21
QQQ:
0.87
TSCSX:
0.97
QQQ:
1.12
TSCSX:
-0.17
QQQ:
0.56
TSCSX:
-0.59
QQQ:
1.89
TSCSX:
9.33%
QQQ:
6.72%
TSCSX:
22.29%
QQQ:
25.24%
TSCSX:
-62.03%
QQQ:
-82.98%
TSCSX:
-23.80%
QQQ:
-11.73%
Returns By Period
In the year-to-date period, TSCSX achieves a -12.56% return, which is significantly lower than QQQ's -6.84% return. Over the past 10 years, TSCSX has underperformed QQQ with an annualized return of 3.04%, while QQQ has yielded a comparatively higher 16.82% annualized return.
TSCSX
-12.56%
-2.76%
-14.59%
-6.47%
8.78%
3.04%
QQQ
-6.84%
1.41%
-4.63%
10.56%
17.60%
16.82%
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TSCSX vs. QQQ - Expense Ratio Comparison
TSCSX has a 0.80% expense ratio, which is higher than QQQ's 0.20% expense ratio.
Risk-Adjusted Performance
TSCSX vs. QQQ — Risk-Adjusted Performance Rank
TSCSX
QQQ
TSCSX vs. QQQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Thrivent Small Cap Stock Fund Class S (TSCSX) 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
TSCSX vs. QQQ - Dividend Comparison
TSCSX's dividend yield for the trailing twelve months is around 0.60%, less than QQQ's 0.63% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TSCSX Thrivent Small Cap Stock Fund Class S | 0.60% | 0.53% | 0.46% | 0.43% | 0.54% | 0.63% | 0.45% | 0.00% | 0.00% | 0.43% | 0.24% | 0.00% |
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
TSCSX vs. QQQ - Drawdown Comparison
The maximum TSCSX drawdown since its inception was -62.03%, smaller than the maximum QQQ drawdown of -82.98%. Use the drawdown chart below to compare losses from any high point for TSCSX and QQQ. For additional features, visit the drawdowns tool.
Volatility
TSCSX vs. QQQ - Volatility Comparison
The current volatility for Thrivent Small Cap Stock Fund Class S (TSCSX) is 14.68%, while Invesco QQQ (QQQ) has a volatility of 16.64%. This indicates that TSCSX 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.