VIMCX vs. QQQ
Compare and contrast key facts about Virtus KAR Mid-Cap Core Fund (VIMCX) and Invesco QQQ (QQQ).
VIMCX is managed by Virtus. It was launched on Jun 22, 2009. 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: VIMCX or QQQ.
Correlation
The correlation between VIMCX and QQQ is 0.78, 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
VIMCX vs. QQQ - Performance Comparison
Key characteristics
VIMCX:
-0.18
QQQ:
0.15
VIMCX:
-0.13
QQQ:
0.38
VIMCX:
0.98
QQQ:
1.05
VIMCX:
-0.16
QQQ:
0.16
VIMCX:
-0.62
QQQ:
0.60
VIMCX:
5.38%
QQQ:
6.16%
VIMCX:
18.77%
QQQ:
24.88%
VIMCX:
-33.92%
QQQ:
-82.98%
VIMCX:
-14.91%
QQQ:
-17.55%
Returns By Period
In the year-to-date period, VIMCX achieves a -8.32% return, which is significantly higher than QQQ's -12.99% return. Over the past 10 years, VIMCX has underperformed QQQ with an annualized return of 9.12%, while QQQ has yielded a comparatively higher 16.34% annualized return.
VIMCX
-8.32%
-5.47%
-12.17%
-3.28%
10.18%
9.12%
QQQ
-12.99%
-7.86%
-9.24%
3.66%
16.37%
16.34%
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VIMCX vs. QQQ - Expense Ratio Comparison
VIMCX has a 0.95% expense ratio, which is higher than QQQ's 0.20% expense ratio.
Risk-Adjusted Performance
VIMCX vs. QQQ — Risk-Adjusted Performance Rank
VIMCX
QQQ
VIMCX vs. QQQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus KAR Mid-Cap Core Fund (VIMCX) 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
VIMCX vs. QQQ - Dividend Comparison
VIMCX has not paid dividends to shareholders, while QQQ's dividend yield for the trailing twelve months is around 0.67%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VIMCX Virtus KAR Mid-Cap Core Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.54% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
QQQ Invesco QQQ | 0.67% | 0.56% | 0.62% | 0.80% | 0.43% | 0.55% | 0.74% | 0.91% | 0.84% | 1.06% | 0.99% | 1.41% |
Drawdowns
VIMCX vs. QQQ - Drawdown Comparison
The maximum VIMCX drawdown since its inception was -33.92%, smaller than the maximum QQQ drawdown of -82.98%. Use the drawdown chart below to compare losses from any high point for VIMCX and QQQ. For additional features, visit the drawdowns tool.
Volatility
VIMCX vs. QQQ - Volatility Comparison
The current volatility for Virtus KAR Mid-Cap Core Fund (VIMCX) is 12.59%, while Invesco QQQ (QQQ) has a volatility of 16.28%. This indicates that VIMCX 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.