VICEX vs. QQQ
Compare and contrast key facts about USA Mutuals Vice Fund (VICEX) and Invesco QQQ (QQQ).
VICEX is managed by USA Mutuals. It was launched on Aug 29, 2002. 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: VICEX or QQQ.
Correlation
The correlation between VICEX and QQQ is 0.65, 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
VICEX vs. QQQ - Performance Comparison
Key characteristics
VICEX:
0.29
QQQ:
1.53
VICEX:
0.47
QQQ:
2.07
VICEX:
1.06
QQQ:
1.27
VICEX:
0.08
QQQ:
2.05
VICEX:
0.83
QQQ:
7.16
VICEX:
3.90%
QQQ:
3.89%
VICEX:
11.21%
QQQ:
18.14%
VICEX:
-56.25%
QQQ:
-82.98%
VICEX:
-36.42%
QQQ:
-2.33%
Returns By Period
As of year-to-date, both investments have demonstrated similar returns, with VICEX at 2.65% and QQQ at 2.65%. Over the past 10 years, VICEX has underperformed QQQ with an annualized return of -2.69%, while QQQ has yielded a comparatively higher 18.53% annualized return.
VICEX
2.65%
1.85%
0.77%
3.61%
-7.24%
-2.69%
QQQ
2.65%
1.35%
9.52%
25.18%
19.35%
18.53%
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VICEX vs. QQQ - Expense Ratio Comparison
VICEX has a 1.59% expense ratio, which is higher than QQQ's 0.20% expense ratio.
Risk-Adjusted Performance
VICEX vs. QQQ — Risk-Adjusted Performance Rank
VICEX
QQQ
VICEX vs. QQQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for USA Mutuals Vice Fund (VICEX) 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
VICEX vs. QQQ - Dividend Comparison
VICEX has not paid dividends to shareholders, while QQQ's dividend yield for the trailing twelve months is around 0.54%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VICEX USA Mutuals Vice Fund | 0.00% | 0.00% | 1.53% | 0.53% | 0.00% | 0.00% | 1.04% | 0.69% | 0.96% | 1.63% | 1.21% | 1.38% |
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
VICEX vs. QQQ - Drawdown Comparison
The maximum VICEX drawdown since its inception was -56.25%, smaller than the maximum QQQ drawdown of -82.98%. Use the drawdown chart below to compare losses from any high point for VICEX and QQQ. For additional features, visit the drawdowns tool.
Volatility
VICEX vs. QQQ - Volatility Comparison
The current volatility for USA Mutuals Vice Fund (VICEX) is 4.51%, while Invesco QQQ (QQQ) has a volatility of 6.48%. This indicates that VICEX 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.