VKSIX vs. QQQ
Compare and contrast key facts about Virtus KAR Small-Mid Cap Core Fund (VKSIX) and Invesco QQQ (QQQ).
VKSIX is managed by Virtus. It was launched on Mar 7, 2018. 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: VKSIX or QQQ.
Correlation
The correlation between VKSIX 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
VKSIX vs. QQQ - Performance Comparison
Key characteristics
VKSIX:
0.90
QQQ:
1.64
VKSIX:
1.32
QQQ:
2.19
VKSIX:
1.15
QQQ:
1.30
VKSIX:
1.12
QQQ:
2.16
VKSIX:
4.23
QQQ:
7.79
VKSIX:
3.24%
QQQ:
3.76%
VKSIX:
15.27%
QQQ:
17.85%
VKSIX:
-35.59%
QQQ:
-82.98%
VKSIX:
-6.83%
QQQ:
-3.63%
Returns By Period
In the year-to-date period, VKSIX achieves a 10.22% return, which is significantly lower than QQQ's 27.20% return.
VKSIX
10.22%
-4.10%
7.29%
10.52%
10.36%
N/A
QQQ
27.20%
3.08%
8.34%
27.81%
20.44%
18.36%
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VKSIX vs. QQQ - Expense Ratio Comparison
VKSIX has a 1.02% expense ratio, which is higher than QQQ's 0.20% expense ratio.
Risk-Adjusted Performance
VKSIX vs. QQQ - Risk-Adjusted Performance Comparison
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.
Dividends
VKSIX vs. QQQ - Dividend Comparison
VKSIX has not paid dividends to shareholders, while QQQ's dividend yield for the trailing twelve months is around 0.43%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VKSIX Virtus KAR Small-Mid Cap Core Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.01% | 0.00% | 0.11% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
QQQ Invesco QQQ | 0.43% | 0.62% | 0.80% | 0.43% | 0.55% | 0.74% | 0.91% | 0.84% | 1.06% | 0.99% | 1.41% | 1.02% |
Drawdowns
VKSIX vs. QQQ - Drawdown Comparison
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. For additional features, visit the drawdowns tool.
Volatility
VKSIX vs. QQQ - Volatility Comparison
Virtus KAR Small-Mid Cap Core Fund (VKSIX) and Invesco QQQ (QQQ) have volatilities of 5.06% and 5.29%, 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.