WASMX vs. QQQ
Compare and contrast key facts about Boston Trust Walden SMID Cap Fund (WASMX) and Invesco QQQ (QQQ).
WASMX is managed by Boston Trust Walden Funds. It was launched on Jun 28, 2012. 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: WASMX or QQQ.
Correlation
The correlation between WASMX and QQQ is 0.86, 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
WASMX vs. QQQ - Performance Comparison
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Key characteristics
WASMX:
0.19
QQQ:
0.62
WASMX:
0.51
QQQ:
1.05
WASMX:
1.06
QQQ:
1.15
WASMX:
0.22
QQQ:
0.71
WASMX:
0.66
QQQ:
2.31
WASMX:
7.26%
QQQ:
6.97%
WASMX:
18.57%
QQQ:
25.51%
WASMX:
-38.51%
QQQ:
-82.98%
WASMX:
-9.50%
QQQ:
-5.73%
Returns By Period
In the year-to-date period, WASMX achieves a -0.73% return, which is significantly lower than QQQ's -0.51% return. Over the past 10 years, WASMX has underperformed QQQ with an annualized return of 5.82%, while QQQ has yielded a comparatively higher 17.55% annualized return.
WASMX
-0.73%
8.55%
-7.43%
3.57%
11.69%
5.82%
QQQ
-0.51%
11.76%
-0.86%
15.58%
19.11%
17.55%
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WASMX vs. QQQ - Expense Ratio Comparison
WASMX has a 1.00% expense ratio, which is higher than QQQ's 0.20% expense ratio.
Risk-Adjusted Performance
WASMX vs. QQQ — Risk-Adjusted Performance Rank
WASMX
QQQ
WASMX vs. QQQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Boston Trust Walden SMID Cap Fund (WASMX) 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
WASMX vs. QQQ - Dividend Comparison
WASMX's dividend yield for the trailing twelve months is around 0.43%, less than QQQ's 0.59% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WASMX Boston Trust Walden SMID Cap Fund | 0.43% | 0.43% | 0.45% | 0.44% | 0.49% | 0.54% | 0.53% | 0.58% | 0.52% | 0.94% | 0.18% | 0.04% |
QQQ Invesco QQQ | 0.59% | 0.56% | 0.62% | 0.80% | 0.43% | 0.55% | 0.74% | 0.91% | 0.84% | 1.06% | 0.99% | 1.41% |
Drawdowns
WASMX vs. QQQ - Drawdown Comparison
The maximum WASMX drawdown since its inception was -38.51%, smaller than the maximum QQQ drawdown of -82.98%. Use the drawdown chart below to compare losses from any high point for WASMX and QQQ. For additional features, visit the drawdowns tool.
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Volatility
WASMX vs. QQQ - Volatility Comparison
The current volatility for Boston Trust Walden SMID Cap Fund (WASMX) is 6.06%, while Invesco QQQ (QQQ) has a volatility of 7.59%. This indicates that WASMX 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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