VMGRX vs. QQQ
Compare and contrast key facts about Vanguard Mid-Cap Growth Fund (VMGRX) and Invesco QQQ (QQQ).
VMGRX is managed by Vanguard. It was launched on Dec 31, 1997. 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: VMGRX or QQQ.
Correlation
The correlation between VMGRX and QQQ is 0.85, 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
VMGRX vs. QQQ - Performance Comparison
Key characteristics
VMGRX:
1.27
QQQ:
1.34
VMGRX:
1.77
QQQ:
1.83
VMGRX:
1.22
QQQ:
1.24
VMGRX:
0.50
QQQ:
1.78
VMGRX:
5.60
QQQ:
6.25
VMGRX:
3.72%
QQQ:
3.86%
VMGRX:
16.46%
QQQ:
18.07%
VMGRX:
-72.00%
QQQ:
-82.98%
VMGRX:
-28.96%
QQQ:
-6.00%
Returns By Period
In the year-to-date period, VMGRX achieves a 1.23% return, which is significantly higher than QQQ's -1.20% return. Over the past 10 years, VMGRX has underperformed QQQ with an annualized return of 1.87%, while QQQ has yielded a comparatively higher 18.47% annualized return.
VMGRX
1.23%
-3.82%
8.74%
20.88%
0.13%
1.87%
QQQ
-1.20%
-4.64%
2.07%
24.06%
18.68%
18.47%
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VMGRX vs. QQQ - Expense Ratio Comparison
VMGRX has a 0.33% expense ratio, which is higher than QQQ's 0.20% expense ratio.
Risk-Adjusted Performance
VMGRX vs. QQQ — Risk-Adjusted Performance Rank
VMGRX
QQQ
VMGRX vs. QQQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Mid-Cap Growth Fund (VMGRX) 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
VMGRX vs. QQQ - Dividend Comparison
VMGRX's dividend yield for the trailing twelve months is around 1.78%, more than QQQ's 0.56% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VMGRX Vanguard Mid-Cap Growth Fund | 1.78% | 1.80% | 0.39% | 0.26% | 0.02% | 0.15% | 0.25% | 0.44% | 0.36% | 0.67% | 0.31% | 0.16% |
QQQ Invesco QQQ | 0.56% | 0.56% | 0.62% | 0.80% | 0.43% | 0.55% | 0.74% | 0.91% | 0.84% | 1.06% | 0.99% | 1.41% |
Drawdowns
VMGRX vs. QQQ - Drawdown Comparison
The maximum VMGRX drawdown since its inception was -72.00%, smaller than the maximum QQQ drawdown of -82.98%. Use the drawdown chart below to compare losses from any high point for VMGRX and QQQ. For additional features, visit the drawdowns tool.
Volatility
VMGRX vs. QQQ - Volatility Comparison
Vanguard Mid-Cap Growth Fund (VMGRX) and Invesco QQQ (QQQ) have volatilities of 6.02% and 5.94%, 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.