Performance
QQQ vs. XLK - Performance Comparison
In the year-to-date period, QQQ achieves a 16.41% return, which is significantly higher than XLK's 14.92% return. Over the past 10 years, QQQ has underperformed XLK with an annualized return of 17.94%, while XLK has yielded a comparatively higher 20.13% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
QQQ
XLK
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QQQ vs. XLK - Expense Ratio Comparison
QQQ has a 0.20% expense ratio, which is higher than XLK's 0.13% expense ratio. However, 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
QQQ vs. XLK - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco QQQ (QQQ) and Technology Select Sector SPDR Fund (XLK). 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.
QQQ vs. XLK - Sharpe Ratio Comparison
The current QQQ Sharpe Ratio is 1.57, which roughly equals the XLK Sharpe Ratio of 1.40. The chart below compares the 12-month rolling Sharpe Ratio of QQQ and XLK.
QQQ
XLK
Dividends
QQQ vs. XLK - Dividend Comparison
QQQ's dividend yield for the trailing twelve months is around 0.61%, less than XLK's 0.69% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
QQQ Invesco QQQ | 0.61% | 0.62% | 0.80% | 0.43% | 0.55% | 0.74% | 0.91% | 0.84% | 1.06% | 0.99% | 1.41% | 1.01% |
XLK Technology Select Sector SPDR Fund | 0.69% | 0.76% | 1.04% | 0.65% | 0.92% | 1.16% | 1.60% | 1.37% | 1.74% | 1.79% | 1.75% | 1.70% |
Drawdowns
QQQ vs. XLK - Drawdown Comparison
The maximum QQQ drawdown since its inception was -82.98%, roughly equal to the maximum XLK drawdown of -82.05%. Use the drawdown chart below to compare losses from any high point for QQQ and XLK. For additional features, visit the drawdowns tool.
QQQ
XLK
Volatility
QQQ vs. XLK - Volatility Comparison
The current volatility for Invesco QQQ (QQQ) is 6.53%, while Technology Select Sector SPDR Fund (XLK) has a volatility of 8.66%. This indicates that QQQ experiences smaller price fluctuations and is considered to be less risky than XLK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
QQQ
XLK
