QQQ vs VRTS: Correlation
How closely do Invesco QQQ Trust (QQQ) and Virtus Investment Partners, Inc. (VRTS) trade together? Their weekly returns over three years give a correlation of 0.39, which is moderate.
Data as of 2026-08-27 · refreshed every trading day · weekly returns · methodology
How correlated are QQQ and VRTS?
Over the past 3 years, QQQ and VRTS moved with a correlation of 0.39, which is moderate. The past 12 months show a weaker link (0.21) than the 3-year average (0.39). Over 5 years the correlation is 0.55, and the annualized covariance of weekly returns is 234.9 %².
Within QQQ's tracked universe of 4755 assets, VRTS comes in at #731 by 3-year correlation. Correlation aside, the last 12 months split them widely, with QQQ ahead by 38.1 points (+26.3% versus -11.8%). Risk is not evenly split, since VRTS carries 1.6 times the volatility of the other side.
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 VRTS: side by side
| QQQ (Invesco QQQ Trust) | VRTS (Virtus Investment Partners, Inc.) | |
|---|---|---|
| 1-year return | +26.3% | -11.8% |
| 5-year return | +95.4% | -34.1% |
| Volatility (ann.) | 19.6% | 30.7% |
| Beta vs S&P 500 | 1.28 | 1.03 |
| Max drawdown (3Y) | -22.8% | -46.6% |
| Market cap | – | $1.1B |
| P/E (trailing) | – | 9.5 |
| Dividend yield | 0.44% | 5.74% |
| Expense ratio | 0.18% | – |
| Assets under management | $452.8B | – |
| Sector / category | ETF · US Growth & Tech | US Listed |
QQQ, Invesco's Large Growth fund, carries $452.8B under management, 104 holdings, a 0.18% expense ratio, a 0.44% trailing dividend yield.
Year-by-year returns
| Year | QQQ | VRTS |
|---|---|---|
| 2022 | -32.6% | -33.5% |
| 2023 | +54.9% | +30.9% |
| 2024 | +25.6% | -5.6% |
| 2025 | +20.8% | -22.1% |
| 2026 | +17.7% | +7.3% |
Calendar-year price returns; the current year is year-to-date as of the data date above.
Are QQQ and VRTS good diversifiers for each other?
Reasonably. At 0.39, QQQ and VRTS keep a meaningful degree of independence, and combining them has historically reduced portfolio volatility.
FAQ
What is the correlation between QQQ and VRTS?
Using weekly returns as of 2026-08-27: 0.39 over 3 years, with 0.21 over the last year and 0.55 over 5 years.
Is VRTS a good diversifier for QQQ?
Reasonably. At 0.39, QQQ and VRTS keep a meaningful degree of independence, and combining them has historically reduced portfolio volatility.
What does a correlation of 0.39 mean?
On the −1 to +1 scale, 0.39 describes how much the two returns move together: +1 is lockstep, 0 is independence, negative values mean opposite directions. It says nothing about which performed better.
Use this data
$ curl https://www.pairbook.io/api/v1/pairs/qqq-vs-vrts.json
Drop this badge in a README or notebook; it updates with the data:
[](https://www.pairbook.io/pair/qqq-vs-vrts/)
Free with attribution; caching and terms are described in the API documentation.
Related comparisons
Hubs: QQQ correlations · VRTS correlations
