VMCPX vs. QQQ

In the year-to-date period, VMCPX achieves a -0.05% return, which is significantly higher than QQQ's -4.41% return. Over the past 10 years, VMCPX has underperformed QQQ with an annualized return of 9.08%, while QQQ has yielded a comparatively higher 17.26% annualized return.

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VMCPX has a 0.03% 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%.

This table presents a comparison of risk-adjusted performance metrics for Vanguard Mid-Cap Index Fund Institutional Plus Shares (VMCPX) 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 VMCPX Sharpe Ratio is 0.49, which is comparable to the QQQ Sharpe Ratio of 0.45. The chart below compares the historical Sharpe Ratios of VMCPX 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.

VMCPX's dividend yield for the trailing twelve months is around 1.58%, more than QQQ's 0.61% yield.

The maximum VMCPX drawdown since its inception was -39.30%, smaller than the maximum QQQ drawdown of -82.98%. Use the drawdown chart below to compare losses from any high point for VMCPX and QQQ. For additional features, visit the drawdowns tool.