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:
-0.96
QQQ:
1.28
VOC:
-1.26
QQQ:
1.76
VOC:
0.83
QQQ:
1.23
VOC:
-0.59
QQQ:
1.74
VOC:
-1.63
QQQ:
6.02
VOC:
23.09%
QQQ:
3.91%
VOC:
39.35%
QQQ:
18.32%
VOC:
-87.00%
QQQ:
-82.98%
VOC:
-61.73%
QQQ:
-2.79%
Returns By Period
In the year-to-date period, VOC achieves a -16.08% return, which is significantly lower than QQQ's 2.16% return. Over the past 10 years, VOC has underperformed QQQ with an annualized return of 8.49%, while QQQ has yielded a comparatively higher 18.61% annualized return.
VOC
-16.08%
-16.08%
-12.54%
-36.81%
10.93%
8.49%
QQQ
2.16%
2.16%
16.74%
24.54%
19.79%
18.61%
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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 15.90%, more than QQQ's 0.54% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VOC VOC Energy Trust | 15.90% | 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 | 0.54% | 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 24.21% compared to Invesco QQQ (QQQ) at 5.83%. 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.