Both CFO and QQQ are ETFs. CFO has a lower 5-year return than QQQ (5.88% vs 15.72%). CFO has a higher expense ratio than QQQ (0.36% vs 0.2%). Below is the comparison between CFO and QQQ.
| CFO | QQQ | |
|---|---|---|
| Security Type | ETF | ETF |
| Finny Score | N/A | 83 |
| Category | Large Blend | Large Growth |
| Family | Victory Capital Management | Invesco PowerShares |
| Net Assets | $747.30M | N/A |
| Expense Ratio | 0.36% | 0.20% |
| Management Style | passive (index-based) | passive (index-based) |
| Dividend Yield | 4.08% | 0.67% |
| Underlying Index | CEMP U.S. Large Cap 500 Long/Cash Volatility Weighted Index | NASDAQ-100 Index |
| YTD Return | -5.01% | 27.78% |
| 1-Year Return | -8.78% | 17.53% |
| 3-Year Return | 8.37% | 14.65% |
| 5-Year Return | 5.88% | 15.72% |
| 10-Year Return | 0.00% | 17.64% |
CFO
CFO description
Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF is an exchange traded fund launched and managed by Victory Capital Management Inc. The fund invests in public equity markets of the United States. The fund invests in stocks of companies operating across diversified sectors. The fund invests in less volatile stocks of large-cap companies. It seeks to track the performance of the Nasdaq Victory US Large Cap 500 Long/Cash Volatility Weighted Index, by using full replication technique. Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF was formed on July 1, 2014 and is domiciled in the United States.
CFO performance & returns
| YTD Return | -5.01% |
| 1-Month Return | -1.83% |
| 3-Month Return | -3.12% |
| 1-Year Return | -8.78% |
| 3-Year Return | 8.37% |
| 5-Year Return | 5.88% |
| 10-Year Return | 0.00% |
CFO holdings
Top 10 Holdings (3.79% of Total Assets)
| Name | Symbol | % Assets |
|---|---|---|
| Johnson & Johnson | JNJ | 0.41% |
| PepsiCo Inc | PEP | 0.40% |
| Mondelez International Inc Class A | MDLZ | 0.39% |
| McDonald's Corp | MCD | 0.39% |
| Coca-Cola Co | KO | 0.39% |
| Kimberly-Clark Corp | KMB | 0.38% |
| JM Smucker Co | SJM | 0.37% |
| The Hershey Co | HSY | 0.36% |
| Procter & Gamble Co | PG | 0.35% |
| Colgate-Palmolive Co | CL | 0.35% |
CFO pros
The following are CFO strengths from our perspective:
- CFO 3-year return is 9.22%, which is in line with the 3-year return of the benchmark index (S&P 500 TR USD), 10.12%.
Other relevant CFO comparisons
You may also want to check out the following CFO comparisons that investors often look for on Finny
- CFO vs DIA
- CFO vs DLN
- CFO vs FMK
- CFO vs CDC
- CFO vs CFA
- CFO vs CSM
- CFO vs DUSA
- CFO vs DJD
- CFO vs CAPE
- CFO vs DTN
QQQ
QQQ description
Invesco QQQ Trust, Series 1 is an exchange traded fund launched by Invesco Ltd. The fund is managed by Invesco Capital Management LLC. The fund invests in public equity markets of global region. The fund invests in stocks of companies operating across energy, real estate, materials, industrials, consumer discretionary, consumer staples, health care, information technology, communication services, utilities sectors. It invests in growth and value stocks of large-cap companies. It seeks to track the performance of the NASDAQ-100 Index, by using full replication technique. Invesco QQQ Trust, Series 1 was formed on March 10, 1999 and is domiciled in the United States.
QQQ performance & returns
| YTD Return | 27.78% |
| 1-Month Return | 9.59% |
| 3-Month Return | 16.58% |
| 1-Year Return | 17.53% |
| 3-Year Return | 14.65% |
| 5-Year Return | 15.72% |
| 10-Year Return | 17.64% |
QQQ holdings
Top 10 Holdings (56.17% of Total Assets)
QQQ pros
The following are QQQ strengths from our perspective:
- QQQ 3-year return is 14.75%, which is higher than the 3-year return of the benchmark index (S&P 500 TR USD), 10.12%.
- QQQ 5-year return is 15.86%, which is higher than the 5-year return of the benchmark index (S&P 500 TR USD), 10.51%.
- QQQ 10-year return is 17.41%, which is higher than the 10-year return of the benchmark index (S&P 500 TR USD), 12.76%.
- QQQ 15-year return is 13.32%, which is higher than the 15-year return of the benchmark index (S&P 500 TR USD), 8.17%.
- QQQ expense ratio is 0.2%, which is considered low. Nice job picking a low-cost fund.
QQQ cons
The following are QQQ weaknesses from our perspective:
- QQQ net assets are $0.00 million. This fund is not a popular choice with retail investors.
Other relevant QQQ comparisons
You may also want to check out the following QQQ comparisons that investors often look for on Finny
- QQQ vs SPY
- QQQ vs VOO
- QQQ vs VGT
- QQQ vs VUG
- QQQ vs TQQQ
- QQQ vs VTI
- QQQ vs DIA
- QQQ vs DLN
- QQQ vs FMK
- QQQ vs CDC
- QQQ vs CFO
- QQQ vs CFA
- QQQ vs CSM
- QQQ vs DUSA
- QQQ vs DJD
- QQQ vs CAPE