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 0.04, 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
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Key characteristics
VUSFX:
8.22
QQQ:
0.61
VUSFX:
16.24
QQQ:
1.14
VUSFX:
4.32
QQQ:
1.16
VUSFX:
16.28
QQQ:
0.79
VUSFX:
107.57
QQQ:
2.57
VUSFX:
0.05%
QQQ:
6.98%
VUSFX:
0.68%
QQQ:
25.50%
VUSFX:
-1.72%
QQQ:
-82.98%
VUSFX:
0.00%
QQQ:
-3.61%
Returns By Period
The year-to-date returns for both investments are quite close, with VUSFX having a 1.69% return and QQQ slightly higher at 1.72%. Over the past 10 years, VUSFX has underperformed QQQ with an annualized return of 2.30%, while QQQ has yielded a comparatively higher 17.74% annualized return.
VUSFX
1.69%
0.45%
2.45%
5.58%
2.87%
2.30%
QQQ
1.72%
13.38%
2.39%
15.35%
19.20%
17.74%
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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.
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Dividends
VUSFX vs. QQQ - Dividend Comparison
VUSFX's dividend yield for the trailing twelve months is around 5.02%, more than QQQ's 0.58% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VUSFX Vanguard Ultra-Short-Term Bond Fund Admiral Shares | 5.02% | 5.11% | 4.15% | 1.38% | 0.63% | 1.62% | 2.68% | 2.23% | 1.52% | 1.07% | 0.55% | 0.00% |
QQQ Invesco QQQ | 0.58% | 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.
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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 7.54%. 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.
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