VUSFX vs. QQQ
Compare and contrast key facts about Vanguard Ultra-Short-Term Bond Fund Admiral Shares (VUSFX) and Invesco QQQ (QQQ).
VUSFX is managed by Vanguard. It was launched on Feb 24, 2015. 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: VUSFX or QQQ.
Correlation
The correlation between VUSFX and QQQ is 0.06, 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
VUSFX vs. QQQ - Performance Comparison
Key characteristics
VUSFX:
6.72
QQQ:
1.64
VUSFX:
10.55
QQQ:
2.19
VUSFX:
3.50
QQQ:
1.30
VUSFX:
15.23
QQQ:
2.16
VUSFX:
87.61
QQQ:
7.79
VUSFX:
0.06%
QQQ:
3.76%
VUSFX:
0.79%
QQQ:
17.85%
VUSFX:
-1.72%
QQQ:
-82.98%
VUSFX:
-0.10%
QQQ:
-3.63%
Returns By Period
In the year-to-date period, VUSFX achieves a 5.04% return, which is significantly lower than QQQ's 27.20% return.
VUSFX
5.04%
0.05%
2.65%
5.20%
2.50%
N/A
QQQ
27.20%
3.08%
8.34%
27.81%
20.44%
18.36%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
VUSFX vs. QQQ - Expense Ratio Comparison
VUSFX has a 0.10% 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
VUSFX vs. QQQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Ultra-Short-Term Bond Fund Admiral Shares (VUSFX) 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
VUSFX vs. QQQ - Dividend Comparison
VUSFX's dividend yield for the trailing twelve months is around 4.26%, more than QQQ's 0.43% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VUSFX Vanguard Ultra-Short-Term Bond Fund Admiral Shares | 4.26% | 4.16% | 1.39% | 0.63% | 1.62% | 2.68% | 2.23% | 1.50% | 1.07% | 0.55% | 0.00% | 0.00% |
QQQ Invesco QQQ | 0.43% | 0.62% | 0.80% | 0.43% | 0.55% | 0.74% | 0.91% | 0.84% | 1.06% | 0.99% | 1.41% | 1.02% |
Drawdowns
VUSFX vs. QQQ - Drawdown Comparison
The maximum VUSFX drawdown since its inception was -1.72%, smaller than the maximum QQQ drawdown of -82.98%. Use the drawdown chart below to compare losses from any high point for VUSFX and QQQ. For additional features, visit the drawdowns tool.
Volatility
VUSFX vs. QQQ - Volatility Comparison
The current volatility for Vanguard Ultra-Short-Term Bond Fund Admiral Shares (VUSFX) is 0.41%, while Invesco QQQ (QQQ) has a volatility of 5.29%. This indicates that VUSFX 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.