VOC vs. QQQ
Compare and contrast key facts about VOC Energy Trust (VOC) and Invesco QQQ (QQQ).
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: VOC or QQQ.
Correlation
The correlation between VOC and QQQ is 0.15, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
VOC vs. QQQ - Performance Comparison
Key characteristics
VOC:
-1.12
QQQ:
0.91
VOC:
-1.60
QQQ:
1.29
VOC:
0.79
QQQ:
1.17
VOC:
-0.63
QQQ:
1.24
VOC:
-2.08
QQQ:
4.21
VOC:
20.89%
QQQ:
4.00%
VOC:
38.70%
QQQ:
18.49%
VOC:
-87.00%
QQQ:
-82.98%
VOC:
-68.35%
QQQ:
-5.81%
Returns By Period
In the year-to-date period, VOC achieves a -30.60% return, which is significantly lower than QQQ's -0.60% return. Over the past 10 years, VOC has underperformed QQQ with an annualized return of 6.67%, while QQQ has yielded a comparatively higher 17.68% annualized return.
VOC
-30.60%
-19.15%
-30.88%
-42.93%
8.42%
6.67%
QQQ
-0.60%
-2.84%
7.02%
14.72%
19.45%
17.68%
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Risk-Adjusted Performance
VOC vs. QQQ — Risk-Adjusted Performance Rank
VOC
QQQ
VOC vs. QQQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for VOC Energy Trust (VOC) 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
VOC vs. QQQ - Dividend Comparison
VOC's dividend yield for the trailing twelve months is around 19.23%, more than QQQ's 0.56% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VOC VOC Energy Trust | 19.23% | 15.27% | 12.43% | 12.30% | 10.87% | 10.14% | 15.01% | 19.67% | 8.36% | 8.96% | 19.11% | 34.64% |
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
VOC vs. QQQ - Drawdown Comparison
The maximum VOC drawdown since its inception was -87.00%, roughly equal to the maximum QQQ drawdown of -82.98%. Use the drawdown chart below to compare losses from any high point for VOC and QQQ. For additional features, visit the drawdowns tool.
Volatility
VOC vs. QQQ - Volatility Comparison
VOC Energy Trust (VOC) has a higher volatility of 9.99% compared to Invesco QQQ (QQQ) at 5.22%. This indicates that VOC's price experiences larger fluctuations and is considered to be riskier than QQQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.