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 0.05, 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:
9.37
QQQ:
-0.18
VUSFX:
21.00
QQQ:
-0.10
VUSFX:
5.29
QQQ:
0.99
VUSFX:
39.33
QQQ:
-0.18
VUSFX:
189.73
QQQ:
-0.70
VUSFX:
0.03%
QQQ:
5.41%
VUSFX:
0.63%
QQQ:
21.28%
VUSFX:
-1.72%
QQQ:
-82.98%
VUSFX:
-0.05%
QQQ:
-21.54%
Returns By Period
In the year-to-date period, VUSFX achieves a 1.38% return, which is significantly higher than QQQ's -17.20% return. Over the past 10 years, VUSFX has underperformed QQQ with an annualized return of 2.27%, while QQQ has yielded a comparatively higher 15.64% annualized return.
VUSFX
1.38%
0.37%
2.46%
5.88%
2.95%
2.27%
QQQ
-17.20%
-13.93%
-13.00%
-3.45%
17.38%
15.64%
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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 Rank
VUSFX
QQQ
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 5.05%, more than QQQ's 0.71% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VUSFX Vanguard Ultra-Short-Term Bond Fund Admiral Shares | 5.05% | 5.11% | 4.16% | 1.39% | 0.63% | 1.62% | 2.68% | 2.23% | 1.50% | 1.07% | 0.55% | 0.00% |
QQQ Invesco QQQ | 0.71% | 0.56% | 0.62% | 0.80% | 0.43% | 0.55% | 0.74% | 0.91% | 0.84% | 1.06% | 0.99% | 1.41% |
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 0.21%, while Invesco QQQ (QQQ) has a volatility of 10.78%. 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.