VKSIX vs. QQQ

In the year-to-date period, VKSIX achieves a -0.89% return, which is significantly lower than QQQ's 1.69% return.

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VKSIX has a 1.02% expense ratio, which is higher than QQQ's 0.20% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Virtus KAR Small-Mid Cap Core Fund (VKSIX) 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.

The current VKSIX Sharpe Ratio is 0.31, which is lower than the QQQ Sharpe Ratio of 0.62. The chart below compares the historical Sharpe Ratios of VKSIX and QQQ, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VKSIX's dividend yield for the trailing twelve months is around 0.44%, less than QQQ's 0.58% yield.

The maximum VKSIX drawdown since its inception was -35.59%, smaller than the maximum QQQ drawdown of -82.98%. Use the drawdown chart below to compare losses from any high point for VKSIX and QQQ.

Virtus KAR Small-Mid Cap Core Fund (VKSIX) and Invesco QQQ (QQQ) have volatilities of 5.47% and 5.62%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.