VTSMX vs. QQQ
Compare and contrast key facts about Vanguard Total Stock Market Index Fund Investor Shares (VTSMX) and Invesco QQQ (QQQ).
VTSMX is managed by Vanguard. 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: VTSMX or QQQ.
Correlation
The correlation between VTSMX and QQQ is 0.87, 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
VTSMX vs. QQQ - Performance Comparison
Key characteristics
VTSMX:
2.11
QQQ:
1.58
VTSMX:
2.80
QQQ:
2.13
VTSMX:
1.39
QQQ:
1.28
VTSMX:
3.24
QQQ:
2.13
VTSMX:
12.84
QQQ:
7.44
VTSMX:
2.16%
QQQ:
3.88%
VTSMX:
13.15%
QQQ:
18.24%
VTSMX:
-55.38%
QQQ:
-82.98%
VTSMX:
-1.78%
QQQ:
-2.90%
Returns By Period
In the year-to-date period, VTSMX achieves a 2.24% return, which is significantly higher than QQQ's 2.06% return. Over the past 10 years, VTSMX has underperformed QQQ with an annualized return of 12.85%, while QQQ has yielded a comparatively higher 18.75% annualized return.
VTSMX
2.24%
2.37%
9.96%
26.68%
13.52%
12.85%
QQQ
2.06%
1.18%
10.12%
27.08%
19.30%
18.75%
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VTSMX vs. QQQ - Expense Ratio Comparison
VTSMX has a 0.14% 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
VTSMX vs. QQQ — Risk-Adjusted Performance Rank
VTSMX
QQQ
VTSMX vs. QQQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Total Stock Market Index Fund Investor Shares (VTSMX) 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
VTSMX vs. QQQ - Dividend Comparison
VTSMX's dividend yield for the trailing twelve months is around 1.14%, more than QQQ's 0.55% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VTSMX Vanguard Total Stock Market Index Fund Investor Shares | 1.14% | 1.17% | 1.34% | 1.54% | 1.11% | 1.33% | 1.67% | 1.92% | 1.61% | 1.83% | 1.86% | 2.15% |
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
VTSMX vs. QQQ - Drawdown Comparison
The maximum VTSMX drawdown since its inception was -55.38%, smaller than the maximum QQQ drawdown of -82.98%. Use the drawdown chart below to compare losses from any high point for VTSMX and QQQ. For additional features, visit the drawdowns tool.
Volatility
VTSMX vs. QQQ - Volatility Comparison
The current volatility for Vanguard Total Stock Market Index Fund Investor Shares (VTSMX) is 5.19%, while Invesco QQQ (QQQ) has a volatility of 6.45%. This indicates that VTSMX 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.