PortfoliosLab logoPortfoliosLab logo

Documentation

Upgrade your plan
UFPI vs. QQQ
Performance
Return for Risk
Drawdowns
Volatility
Dividends

UFPI vs. QQQ

Last updated Jul 17, 2026
Documentation

UFPI (UFP Industries, Inc.) is a stock, while QQQ (Invesco QQQ ETF) is Nasdaq-100 fund tracking the NASDAQ-100 Index. Over the past 10 years, UFPI returned 11.42%/yr vs 21.01%/yr for QQQ. At a 0.42 correlation, their price movements are largely independent.

Performance

UFPI vs. QQQ - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in UFP Industries, Inc. (UFPI) and Invesco QQQ ETF (QQQ). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, UFPI achieves a -1.53% return, which is significantly lower than QQQ's 15.19% return. Over the past 10 years, UFPI has underperformed QQQ with an annualized return of 11.42%, while QQQ has yielded a comparatively higher 21.01% annualized return.

UFPI

1D
4.67%
1M
3.31%
6M
-16.72%
YTD
-1.53%
1Y
-11.30%
3Y*
-3.08%
5Y*
6.31%
10Y*
11.42%

QQQ

1D
-1.64%
1M
-3.17%
6M
13.80%
YTD
15.19%
1Y
27.28%
3Y*
23.36%
5Y*
15.26%
10Y*
21.01%
*Multi-year figures are annualized to reflect compound growth (CAGR)

UFPI vs. QQQ - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
UFPI
UFP Industries, Inc.		-1.53%-18.03%-9.30%60.27%-12.85%67.07%17.59%85.60%-30.20%11.49%
QQQ
Invesco QQQ ETF		15.19%20.77%25.58%54.86%-32.58%27.42%48.62%38.96%-0.13%32.66%

Correlation

The correlation between UFPI and QQQ is 0.19, which is low. Their price movements are largely independent, making them effective diversification partners.

Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.19

Correlation (3Y)
Calculated over the trailing 3-year period

0.35

Correlation (5Y)
Calculated over the trailing 5-year period

0.44

Correlation (10Y)
Calculated over the trailing 10-year period

0.43

Correlation (All Time)
Calculated using the full available price history since Mar 10, 1999

0.42

Over the past year, the correlation between UFPI and QQQ has dropped to 0.19 - well below their long-term average of 0.42, suggesting their price drivers have been diverging.

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

UFP Industries, Inc.

Invesco QQQ ETF

Often compared with UFPI:
UFPI vs. BCCUFPI vs. BXCUFPI vs. SSDUFPI vs. TXRHUFPI vs. BAPUFPI vs. WFG.TOUFPI vs. IP
Often compared with QQQ:
QQQ vs. SPYQQQ vs. VOOQQQ vs. VGTQQQ vs. TQQQQQQ vs. SMHQQQ vs. QQQMQQQ vs. SPMO

Return for Risk

UFPI vs. QQQ — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
UFPI
UFPI Risk / Return Rank: 2828
Overall Rank
UFPI Sharpe Ratio Rank: 2828
Sharpe Ratio Rank
UFPI Sortino Ratio Rank: 2424
Sortino Ratio Rank
UFPI Omega Ratio Rank: 2626
Omega Ratio Rank
UFPI Calmar Ratio Rank: 3232
Calmar Ratio Rank
UFPI Martin Ratio Rank: 3131
Martin Ratio Rank
QQQ
QQQ Risk / Return Rank: 5353
Overall Rank
QQQ Sharpe Ratio Rank: 5353
Sharpe Ratio Rank
QQQ Sortino Ratio Rank: 4949
Sortino Ratio Rank
QQQ Omega Ratio Rank: 5050
Omega Ratio Rank
QQQ Calmar Ratio Rank: 5757
Calmar Ratio Rank
QQQ Martin Ratio Rank: 5858
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

UFPI vs. QQQ - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for UFP Industries, Inc. (UFPI) 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.

UFPIQQQDifference
Sharpe ratioReturn per unit of total volatility
-0.38
1.47

-1.84

Sortino ratioReturn per unit of downside risk
-0.38
2.00

-2.39

Omega ratioGain probability vs. loss probability

0.96

1.26

-0.30

Calmar ratioReturn relative to maximum drawdown

-0.36

2.29

-2.65

Martin ratioReturn relative to average drawdown

-0.68

8.13

-8.81

UFPI vs. QQQ - Sharpe Ratio Comparison

The current UFPI Sharpe Ratio is -0.38, which is lower than the QQQ Sharpe Ratio of 1.47. The chart below compares the historical Sharpe Ratios of UFPI and QQQ, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Loading charts...

Drawdowns

UFPI vs. QQQ - Drawdown Comparison

The maximum UFPI drawdown since its inception was -80.64%, roughly equal to the maximum QQQ drawdown of -82.97%. Use the drawdown chart below to compare losses from any high point for UFPI and QQQ.

Loading charts...

Drawdown Indicators

UFPIQQQDifference

Max Drawdown

Largest peak-to-trough decline

-80.64%

-82.97%

+2.33%

Max Drawdown (1Y)

Largest decline over 1 year

-31.29%

-11.96%

-19.33%

Max Drawdown (3Y)

Largest decline over 3 years

-41.90%

-22.77%

-19.13%

Max Drawdown (5Y)

Largest decline over 5 years

-41.90%

-35.12%

-6.78%

Max Drawdown (10Y)

Largest decline over 10 years

-45.75%

-35.12%

-10.63%

Current Drawdown

Current decline from peak

-34.43%

-5.29%

-29.14%

Average Drawdown

Average peak-to-trough decline

-25.30%

-32.66%

+7.36%

Ulcer Index

Depth and duration of drawdowns from previous peaks

16.76%

3.36%

+13.40%

Volatility

UFPI vs. QQQ - Volatility Comparison

UFP Industries, Inc. (UFPI) has a higher volatility of 11.53% compared to Invesco QQQ ETF (QQQ) at 7.53%. This indicates that UFPI'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.

Loading charts...

Volatility by Period

UFPIQQQDifference

Volatility (1M)

Calculated over the trailing 1-month period

11.53%

7.53%

+4.00%

Volatility (6M)

Calculated over the trailing 6-month period

22.65%

15.52%

+7.13%

Volatility (1Y)

Calculated over the trailing 1-year period

30.15%

18.69%

+11.46%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

32.93%

22.81%

+10.12%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

35.05%

22.44%

+12.61%

Dividends

UFPI vs. QQQ - Dividend Comparison

UFPI's dividend yield for the trailing twelve months is around 1.60%, more than QQQ's 0.43% yield.

PositionTTM20252024202320222021202020192018201720162015
QQQ
Invesco QQQ ETF		0.43%0.45%0.56%0.62%0.80%0.43%0.55%0.74%0.91%0.84%1.06%0.99%
UFPI
UFP Industries, Inc.		1.60%1.54%1.17%0.88%1.20%0.71%0.90%0.84%1.39%0.85%0.85%1.20%

Frequently Asked Questions

UFPI and QQQ have a correlation of 0.19, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

UFPI has higher volatility (11.53%) compared to QQQ (7.53%). In terms of maximum drawdown, UFPI dropped -80.64% vs QQQ's -82.97%.

QQQ currently has the higher Sharpe Ratio (1.47 vs -0.38), 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.

Portfolio Optimizer

Find the right allocation for UFPI and QQQ

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer