VLISX vs. QQQ
Compare and contrast key facts about Vanguard Large-Cap Index Fund Institutional Shares (VLISX) and Invesco QQQ (QQQ).
VLISX is managed by Vanguard. It was launched on Jun 30, 2005. 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: VLISX or QQQ.
Correlation
The correlation between VLISX and QQQ is 0.89, 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
VLISX vs. QQQ - Performance Comparison
Key characteristics
VLISX:
2.18
QQQ:
1.69
VLISX:
2.93
QQQ:
2.25
VLISX:
1.40
QQQ:
1.30
VLISX:
3.30
QQQ:
2.26
VLISX:
14.00
QQQ:
8.06
VLISX:
1.96%
QQQ:
3.80%
VLISX:
12.59%
QQQ:
18.07%
VLISX:
-54.75%
QQQ:
-82.98%
VLISX:
-3.30%
QQQ:
-4.12%
Returns By Period
In the year-to-date period, VLISX achieves a 0.56% return, which is significantly lower than QQQ's 0.77% return. Over the past 10 years, VLISX has underperformed QQQ with an annualized return of 13.15%, while QQQ has yielded a comparatively higher 18.49% annualized return.
VLISX
0.56%
-3.30%
6.62%
25.61%
14.24%
13.15%
QQQ
0.77%
-1.99%
3.81%
27.98%
19.49%
18.49%
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VLISX vs. QQQ - Expense Ratio Comparison
VLISX has a 0.04% expense ratio, which is lower than QQQ's 0.20% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
VLISX vs. QQQ — Risk-Adjusted Performance Rank
VLISX
QQQ
VLISX vs. QQQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Large-Cap Index Fund Institutional Shares (VLISX) 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
VLISX vs. QQQ - Dividend Comparison
VLISX's dividend yield for the trailing twelve months is around 0.92%, more than QQQ's 0.55% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VLISX Vanguard Large-Cap Index Fund Institutional Shares | 0.92% | 0.92% | 1.41% | 1.67% | 1.19% | 1.46% | 1.81% | 2.09% | 1.76% | 1.99% | 1.97% | 1.78% |
QQQ Invesco QQQ | 0.55% | 0.56% | 0.62% | 0.80% | 0.43% | 0.55% | 0.74% | 0.91% | 0.84% | 1.06% | 0.99% | 1.41% |
Drawdowns
VLISX vs. QQQ - Drawdown Comparison
The maximum VLISX drawdown since its inception was -54.75%, smaller than the maximum QQQ drawdown of -82.98%. Use the drawdown chart below to compare losses from any high point for VLISX and QQQ. For additional features, visit the drawdowns tool.
Volatility
VLISX vs. QQQ - Volatility Comparison
The current volatility for Vanguard Large-Cap Index Fund Institutional Shares (VLISX) is 4.53%, while Invesco QQQ (QQQ) has a volatility of 6.20%. This indicates that VLISX 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.