How QQQ Can Fit Into Your Portfolio

For investors looking for unique, differentiated options within their large-cap growth buckets, Invesco QQQ should be considered. See why.

How QQQ Can Fit Into Your Portfolio - Invesco QQQ

For investors looking for unique, differentiated options within their large-cap growth buckets, Invesco QQQ should be considered. See why.

Blog Author

Ryan T. McCormack

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Talking Points

1

Growth investing includes buying companies that are expected to grow sales, profits or cash flows faster than other companies.

2

Since 2008, Invesco QQQ’s underlying index, the Nasdaq-100 has generated higher growth rates than competing indexes.

The companies within the Nasdaq-100 Index, Invesco QQQ’s underlying index, have shown higher levels of historic growth rates that we believe has resulted in Invesco QQQ’s outperformance against industry benchmarks such as the S&P 500 and Russell 1000 Growth indexes.1 For investors looking for unique, differentiated options within their large-cap growth buckets, Invesco QQQ should be considered.

1 Source: Bloomberg L.P., as of Dec. 31, 2018. For the past ten years, the Invesco QQQ ETF based on NAV return (19.05%) has outperformed the S&P 500 (13.10%) and Russell 1000 Growth Index(15.28 % ).

See standardized performance. Performance quoted is past performance and cannot guarantee of comparable future results; current performance may be higher or lower. Visit invesco.com/performance for the most recent month-end performance. Investment returns and principal value will vary; you may have a gain or loss when you sell shares. Market returns are based on the midpoint of the bid/ask spread at 4 p.m. ET and do not represent the returns an investor would receive if shares were traded at other times. Fund performance reflects fee waivers, absent which, performance data quoted would have been lower.

Revenue, earnings and dividend growth: 10 years

Dividends Earnings Revenue 300% 400% 500% 600% 200% 100% 0% 700% Russell 1000 Growth Index 47% 117% 190% 34% 134% 89% S&P 500 Index 172% 341% 679% Nasdaq-100 Index Cumulative growth rate (%)
Dividends Earnings Revenue 300% 400% 500% 600% 200% 100% 0% 700% Cumulative growth rate (%)
Russell 1000 Growth Index 47% 117% 190% 34% 134% 89% S&P 500 Index 172% 341% 679% Nasdaq-100 Index
Source: Bloomberg, L.P., Dec 31, 2008 - Dec 31, 2018. Performance data quoted represents past performance and does not guarantee future results. An investment cannot be made in an index. Index returns do not represent fund returns.
Important Information Disclosure
The Nasdaq-100 Index comprises the 100 largest non-financial companies traded on the Nasdaq.The Russell 1000® Growth Index, a trademark/service mark of the Frank Russell Co.®, is an unmanaged index considered representative of large-cap growth stocks.The opinions expressed are those of the authors, are based on current market conditions and are subject to change without notice. These opinions may differ from those of other Invesco investment professionals.Diversification does not guarantee a profit or eliminate the risk of loss.

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