WSTAX vs. QQQ
Compare and contrast key facts about Nomura Science and Technology Fund Class A (WSTAX) and Invesco QQQ ETF (QQQ).
WSTAX is managed by Nomura. QQQ is a passively managed fund by Invesco that tracks the performance of the NASDAQ-100 Index. It was launched on Mar 10, 1999.
Performance
WSTAX vs. QQQ - Performance Comparison
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WSTAX vs. QQQ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WSTAX Nomura Science and Technology Fund Class A | -6.53% | 33.91% | 59.64% | 40.44% | -32.50% | 14.19% | 36.12% | 50.35% | -5.23% | 32.77% |
QQQ Invesco QQQ ETF | -5.93% | 20.77% | 25.58% | 54.86% | -32.58% | 27.42% | 48.62% | 38.96% | -0.13% | 32.66% |
Returns By Period
In the year-to-date period, WSTAX achieves a -6.53% return, which is significantly lower than QQQ's -5.93% return. Both investments have delivered pretty close results over the past 10 years, with WSTAX having a 19.82% annualized return and QQQ not far behind at 18.85%.
WSTAX
- 1D
- -1.89%
- 1M
- -11.47%
- YTD
- -6.53%
- 6M
- -3.97%
- 1Y
- 37.90%
- 3Y*
- 34.43%
- 5Y*
- 15.99%
- 10Y*
- 19.82%
QQQ
- 1D
- 3.39%
- 1M
- -4.84%
- YTD
- -5.93%
- 6M
- -3.62%
- 1Y
- 23.68%
- 3Y*
- 22.32%
- 5Y*
- 12.88%
- 10Y*
- 18.85%
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WSTAX vs. QQQ - Expense Ratio Comparison
WSTAX has a 1.17% expense ratio, which is higher than QQQ's 0.18% expense ratio.
Return for Risk
WSTAX vs. QQQ — Risk / Return Rank
WSTAX
QQQ
WSTAX vs. QQQ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nomura Science and Technology Fund Class A (WSTAX) and Invesco QQQ ETF (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.
| WSTAX | QQQ | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.27 | 1.05 | +0.22 |
Sortino ratioReturn per unit of downside risk | 1.82 | 1.63 | +0.19 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.23 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.98 | 1.88 | +0.10 |
Martin ratioReturn relative to average drawdown | 6.93 | 6.95 | -0.02 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| WSTAX | QQQ | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.27 | 1.05 | +0.22 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.44 | 0.58 | -0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.65 | 0.85 | -0.20 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.37 | +0.08 |
Correlation
The correlation between WSTAX and QQQ is 0.88, 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.
Dividends
WSTAX vs. QQQ - Dividend Comparison
WSTAX's dividend yield for the trailing twelve months is around 19.60%, more than QQQ's 0.49% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WSTAX Nomura Science and Technology Fund Class A | 19.60% | 18.32% | 36.08% | 11.62% | 33.72% | 42.99% | 8.89% | 11.48% | 13.99% | 6.95% | 0.00% | 2.50% |
QQQ Invesco QQQ ETF | 0.49% | 0.45% | 0.56% | 0.62% | 0.80% | 0.43% | 0.55% | 0.74% | 0.91% | 0.84% | 1.06% | 0.99% |
Drawdowns
WSTAX vs. QQQ - Drawdown Comparison
The maximum WSTAX drawdown since its inception was -55.39%, smaller than the maximum QQQ drawdown of -82.97%. Use the drawdown chart below to compare losses from any high point for WSTAX and QQQ.
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Drawdown Indicators
| WSTAX | QQQ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.39% | -82.97% | +27.58% |
Max Drawdown (1Y)Largest decline over 1 year | -16.73% | -12.62% | -4.11% |
Max Drawdown (5Y)Largest decline over 5 years | -55.39% | -35.12% | -20.27% |
Max Drawdown (10Y)Largest decline over 10 years | -55.39% | -35.12% | -20.27% |
Current DrawdownCurrent decline from peak | -16.73% | -8.98% | -7.75% |
Average DrawdownAverage peak-to-trough decline | -15.03% | -32.99% | +17.96% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.78% | 3.41% | +1.37% |
Volatility
WSTAX vs. QQQ - Volatility Comparison
Nomura Science and Technology Fund Class A (WSTAX) has a higher volatility of 8.82% compared to Invesco QQQ ETF (QQQ) at 6.51%. This indicates that WSTAX'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.
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Volatility by Period
| WSTAX | QQQ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.82% | 6.51% | +2.31% |
Volatility (6M)Calculated over the trailing 6-month period | 18.86% | 12.77% | +6.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 29.32% | 22.67% | +6.65% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 36.75% | 22.39% | +14.36% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.55% | 22.25% | +8.30% |