QQQ vs SRI: Correlation
Invesco QQQ Trust (QQQ) and Stoneridge, Inc. (SRI) show a moderate relationship: their 3-year correlation of weekly returns is 0.33.
Data as of 2026-08-27 · refreshed every trading day · weekly returns · methodology
How correlated are QQQ and SRI?
Across a 3-year window, the weekly returns of QQQ and SRI correlate at 0.33, moderate. Little has changed lately, as the 1-year reading of 0.43 lands near the 3-year figure. Stretching to 5 years gives 0.29, with an annualized covariance of 384.5 %².
By 3-year correlation, SRI places #1232 of the 4755 assets tracked against QQQ. Their recent paths diverged sharply: over the last 12 months QQQ outperformed by 43.7 percentage points (+26.3% for QQQ against -17.4% for SRI). One caveat on sizing: SRI is 3.0 times as volatile as the other leg, so an equal-dollar split is far from equal-risk.
How is this computed?
Pearson correlation on weekly returns: ρ(A,B) = cov(rA, rB) / (σA · σB), over windows of 52, 156 and 260 weeks. Covariance is annualized (×52) and expressed in %². Full definitions on the methodology page.
QQQ vs SRI: side by side
| QQQ (Invesco QQQ Trust) | SRI (Stoneridge, Inc.) | |
|---|---|---|
| 1-year return | +26.3% | -17.4% |
| 5-year return | +95.4% | -69.5% |
| Volatility (ann.) | 19.6% | 59.7% |
| Beta vs S&P 500 | 1.28 | 1.79 |
| Max drawdown (3Y) | -22.8% | -82.9% |
| Market cap | – | $0.2B |
| P/E (trailing) | – | – |
| Dividend yield | 0.44% | 0.00% |
| Expense ratio | 0.18% | – |
| Assets under management | $452.8B | – |
| Sector / category | ETF · US Growth & Tech | US Listed |
On the fund side, QQQ sits in the Large Growth category at Invesco, with $452.8B under management, 104 holdings, a 0.18% expense ratio, a 0.44% trailing dividend yield.
Year-by-year returns
| Year | QQQ | SRI |
|---|---|---|
| 2022 | -32.6% | +9.2% |
| 2023 | +54.9% | -9.2% |
| 2024 | +25.6% | -68.0% |
| 2025 | +20.8% | -7.7% |
| 2026 | +17.7% | +22.6% |
Calendar-year price returns; the current year is year-to-date as of the data date above.
Are QQQ and SRI good diversifiers for each other?
Yes, to a useful degree: a correlation of 0.33 leaves real independence between the two, which historically damped combined volatility.
FAQ
What is the correlation between QQQ and SRI?
Using weekly returns as of 2026-08-27: 0.33 over 3 years, with 0.43 over the last year and 0.29 over 5 years.
Is SRI a good diversifier for QQQ?
Yes, to a useful degree: a correlation of 0.33 leaves real independence between the two, which historically damped combined volatility.
What does a correlation of 0.33 mean?
A reading of 0.33 sits on a scale from −1 (opposite moves) through 0 (unrelated) to +1 (identical moves). Correlation captures direction, not magnitude or performance.
Use this data
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Related comparisons
Hubs: QQQ correlations · SRI correlations
