USSCX vs. QQQ
Compare and contrast key facts about USAA Science & Technology Fund (USSCX) and Invesco QQQ (QQQ).
USSCX is managed by Victory Capital. It was launched on Jul 31, 1997. 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: USSCX or QQQ.
Key characteristics
| USSCX | QQQ | |
|---|---|---|
| YTD Return | 32.52% | 25.79% |
| 1Y Return | 54.90% | 36.91% |
| 3Y Return (Ann) | -6.45% | 9.89% |
| 5Y Return (Ann) | 2.11% | 21.42% |
| 10Y Return (Ann) | 3.31% | 18.39% |
| Sharpe Ratio | 2.66 | 2.11 |
| Sortino Ratio | 3.37 | 2.78 |
| Omega Ratio | 1.45 | 1.38 |
| Calmar Ratio | 1.09 | 2.69 |
| Martin Ratio | 16.19 | 9.81 |
| Ulcer Index | 3.40% | 3.72% |
| Daily Std Dev | 20.69% | 17.32% |
| Max Drawdown | -79.48% | -82.98% |
| Current Drawdown | -23.40% | -0.24% |
Correlation
The correlation between USSCX and QQQ is 0.92, 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
USSCX vs. QQQ - Performance Comparison
In the year-to-date period, USSCX achieves a 32.52% return, which is significantly higher than QQQ's 25.79% return. Over the past 10 years, USSCX has underperformed QQQ with an annualized return of 3.31%, while QQQ has yielded a comparatively higher 18.39% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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USSCX vs. QQQ - Expense Ratio Comparison
USSCX has a 0.95% expense ratio, which is higher than QQQ's 0.20% expense ratio.
Risk-Adjusted Performance
USSCX vs. QQQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for USAA Science & Technology Fund (USSCX) 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
USSCX vs. QQQ - Dividend Comparison
USSCX has not paid dividends to shareholders, while QQQ's dividend yield for the trailing twelve months is around 0.59%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
USSCX USAA Science & Technology Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 1.49% | 2.08% |
QQQ Invesco QQQ | 0.59% | 0.62% | 0.80% | 0.43% | 0.55% | 0.74% | 0.91% | 0.84% | 1.06% | 0.99% | 1.41% | 1.02% |
Drawdowns
USSCX vs. QQQ - Drawdown Comparison
The maximum USSCX drawdown since its inception was -79.48%, roughly equal to the maximum QQQ drawdown of -82.98%. Use the drawdown chart below to compare losses from any high point for USSCX and QQQ. For additional features, visit the drawdowns tool.
Volatility
USSCX vs. QQQ - Volatility Comparison
USAA Science & Technology Fund (USSCX) has a higher volatility of 6.18% compared to Invesco QQQ (QQQ) at 5.14%. This indicates that USSCX'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.