WD vs. QQQ
Compare and contrast key facts about Walker & Dunlop, Inc. (WD) and Invesco QQQ (QQQ).
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: WD or QQQ.
Correlation
The correlation between WD and QQQ is 0.41, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
WD vs. QQQ - Performance Comparison
Key characteristics
WD:
-0.29
QQQ:
1.40
WD:
-0.23
QQQ:
1.90
WD:
0.97
QQQ:
1.25
WD:
-0.22
QQQ:
1.88
WD:
-0.96
QQQ:
6.51
WD:
9.27%
QQQ:
3.92%
WD:
30.18%
QQQ:
18.23%
WD:
-68.49%
QQQ:
-82.98%
WD:
-39.86%
QQQ:
-0.42%
Returns By Period
In the year-to-date period, WD achieves a -11.53% return, which is significantly lower than QQQ's 5.09% return. Over the past 10 years, WD has outperformed QQQ with an annualized return of 20.08%, while QQQ has yielded a comparatively lower 18.32% annualized return.
WD
-11.53%
-11.12%
-15.81%
-6.07%
5.66%
20.08%
QQQ
5.09%
2.37%
13.48%
26.98%
19.29%
18.32%
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Risk-Adjusted Performance
WD vs. QQQ — Risk-Adjusted Performance Rank
WD
QQQ
WD vs. QQQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Walker & Dunlop, Inc. (WD) 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
WD vs. QQQ - Dividend Comparison
WD's dividend yield for the trailing twelve months is around 3.02%, more than QQQ's 0.53% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WD Walker & Dunlop, Inc. | 3.02% | 2.67% | 2.27% | 3.06% | 1.33% | 1.56% | 1.86% | 2.31% | 0.00% | 0.00% | 0.00% | 0.00% |
QQQ Invesco QQQ | 0.53% | 0.56% | 0.62% | 0.80% | 0.43% | 0.55% | 0.74% | 0.91% | 0.84% | 1.06% | 0.99% | 1.41% |
Drawdowns
WD vs. QQQ - Drawdown Comparison
The maximum WD drawdown since its inception was -68.49%, smaller than the maximum QQQ drawdown of -82.98%. Use the drawdown chart below to compare losses from any high point for WD and QQQ. For additional features, visit the drawdowns tool.
Volatility
WD vs. QQQ - Volatility Comparison
Walker & Dunlop, Inc. (WD) has a higher volatility of 7.75% compared to Invesco QQQ (QQQ) at 4.70%. This indicates that WD's price experiences larger fluctuations and is considered to be riskier than QQQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.