VOO vs QQQ comparison¶

VOO vs QQQ performance comment¶

Market Performance Metrics Overview¶

Metric	VOO	QQQ
High	449.19	429.85
Low	428.64	395.34
Close	445.99	425.83
Start Price	434.01	402.59
Gain %	2.76%	5.77%
Annualized Gain %	41.98%	87.79%
Annualized Volatility %	10.01%	13.96%
Max Drawdown %	-1.06%	-1.57%
Sharpe Ratio	4.62	6.83

The above table provides a snapshot of the key performance metrics for two leading market tickers, VOO and QQQ, over the 60-day period from December 16, 2023, to January 25, 2024.

Insight and Commentary¶

Analysis of Gain %¶

The Gain % for QQQ outperformed VOO, standing at 5.77% compared to VOO's 2.76%. This indicates that QQQ experienced a higher percentage increase in price over the 60-day period.

Annualized Gain %¶

QQQ also significantly surpassed VOO in terms of Annualized Gain %, achieving 87.79% compared to VOO's 41.98%. This suggests that QQQ may have provided a higher return on investment over the long term compared to VOO.

Annualized Volatility %¶

The Annualized Volatility % for QQQ was relatively higher at 13.96% compared to VOO's 10.01%. This indicates that QQQ exhibited more fluctuation in price over the 60-day period, potentially presenting higher investment risk or opportunity for greater returns.

Max Drawdown %¶

Both VOO and QQQ experienced a negative drawdown, which measures the maximum loss from a peak to a trough of a portfolio before a new peak is attained. However, QQQ's Max Drawdown % was lower at -1.57% compared to VOO's -1.06%, reflecting a smaller loss during the period.

Sharpe Ratio¶

The Sharpe Ratio, a measure of a portfolio's risk-adjusted return, was higher for QQQ at 6.83 compared to VOO's 4.62. This suggests that QQQ delivered a better return for the level of risk taken compared to VOO.

Conclusion¶

In summary, the analysis indicates that QQQ outperformed VOO in several key performance metrics over the 60-day period examined. QQQ exhibited higher gain percentages, annualized gain, and Sharpe Ratio, although it also demonstrated higher volatility. These insights can offer valuable information for investors seeking to compare and make informed decisions about these market options.

VOO YTD Return (Daily)¶

Comment on YTD Total Returns Results of VOO¶

Year-to-Date Performance¶

The YTD Open for VOO was 433.91 and the YTD High reached 449.19, while the YTD Low was 428.64. The YTD Close stood at 445.99, resulting in a YTD Gain % of 2.76%. The annualized volatility for the year was measured at YTD Annualized Volatility % 10.01%.

Historical Performance Comparison¶

When comparing the current year's data to the last year's, the Last Year Annualized Gain % was 26.81% with an annualized volatility of Last Year Annualized Volatility % 13.05%. The maximum drawdown for the last year was Last Year Max Drawdown % -9.97%. The historical annualized gain for all years excluding the current year was Historical Annualized Gain (excluding current year) % 14.44%, with an annualized volatility of Historical Annualized Volatility (excluding current year) % 17.32%. The Max Drawdown in Data (excluding current year) was -34.00%.

Risk and Return¶

The YTD Sharpe Ratio for the current year stood at 4.62, indicating a strong risk-adjusted performance. The Average Sharpe Ratio for All Years (Excluding Last) was 0.83, suggesting that the current year has significantly outperformed the historical average in terms of risk-adjusted returns.

Current Market Condition¶

The Current last close was at 445.99, with the Current last 5 days gain % at 2.39%. The Current MA 200 was at 402.05, the Current MA 50 was at 427.06, and the Current MA 5 stood at 443.43. The Current average annualized volatility was 9.25%, while the Average annualized volatility a month ago was 9.49%. The market condition indicates that the current price is above both the MA 200 and MA 50, portraying a bullish sentiment. The price's proximity to these moving averages may suggest a continuation of this bullish trend in the coming days. Overall, VOO has delivered impressive returns with relatively low volatility, resulting in a favorable risk-adjusted performance. The current market condition exhibits a positive momentum, supported by the price trading above key moving averages.

VOO Annual Dividends¶

Year	Annual Dividend	Dividend Yield
2023	$6.36	1.45%
2022	$5.95	1.7%
2021	$5.44	1.3%
2020	$5.3	1.56%
2019	$5.57	1.88%

VOO Montly Dividends¶

Year	Mar	Jun	Sep	Dec
2023	$1.49	$1.58	$1.49	$1.8
2022	$1.37	$1.43	$1.47	$1.67
2021	$1.26	$1.33	$1.31	$1.53
2020	$1.18	$1.43	$1.31	$1.38
2019	$1.46	$1.39	$1.3	$1.43
2018	$1.08	$1.16	$1.21	$1.29
2017	$1.0	$1.01	$1.18	$1.18
2016	$1.01	$0.95	$0.88	$1.3
2015	$0.98	$0.9	$0.95	$1.09
2014	$0.78	$0.81	$0.88	$1.03
2013	$0.34	$0.37	$0.39	$0.91
2012	$0.28	$0.32	$0.34	$0.47
2011	$0.27	$0.28	$0.29	$0.34
2010	0.0	0.0	$0.28	$0.26

Published: 2024-01-25

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