UI vs. QQQ
Compare and contrast key facts about Ubiquiti Inc. (UI) and Invesco QQQ (QQQ).
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: UI or QQQ.
Correlation
The correlation between UI and QQQ is 0.44, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
UI vs. QQQ - Performance Comparison
Key characteristics
UI:
3.27
QQQ:
1.30
UI:
3.69
QQQ:
1.78
UI:
1.50
QQQ:
1.24
UI:
2.14
QQQ:
1.76
UI:
21.00
QQQ:
6.08
UI:
7.34%
QQQ:
3.92%
UI:
47.18%
QQQ:
18.35%
UI:
-77.49%
QQQ:
-82.98%
UI:
-25.65%
QQQ:
-2.49%
Returns By Period
In the year-to-date period, UI achieves a -3.43% return, which is significantly lower than QQQ's 2.90% return. Over the past 10 years, UI has outperformed QQQ with an annualized return of 27.31%, while QQQ has yielded a comparatively lower 18.06% annualized return.
UI
-3.43%
-23.06%
66.04%
161.56%
19.08%
27.31%
QQQ
2.90%
-1.02%
9.93%
20.80%
18.77%
18.06%
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Risk-Adjusted Performance
UI vs. QQQ — Risk-Adjusted Performance Rank
UI
QQQ
UI vs. QQQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Ubiquiti Inc. (UI) 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
UI vs. QQQ - Dividend Comparison
UI's dividend yield for the trailing twelve months is around 0.75%, more than QQQ's 0.54% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UI Ubiquiti Inc. | 0.75% | 0.72% | 1.72% | 0.88% | 0.65% | 0.50% | 0.58% | 0.50% | 0.00% | 0.00% | 0.00% | 0.57% |
QQQ Invesco QQQ | 0.54% | 0.56% | 0.62% | 0.80% | 0.43% | 0.55% | 0.74% | 0.91% | 0.84% | 1.06% | 0.99% | 1.41% |
Drawdowns
UI vs. QQQ - Drawdown Comparison
The maximum UI drawdown since its inception was -77.49%, smaller than the maximum QQQ drawdown of -82.98%. Use the drawdown chart below to compare losses from any high point for UI and QQQ. For additional features, visit the drawdowns tool.
Volatility
UI vs. QQQ - Volatility Comparison
Ubiquiti Inc. (UI) has a higher volatility of 17.53% compared to Invesco QQQ (QQQ) at 5.02%. This indicates that UI'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.