AEDAX vs. ANXG.L
Compare and contrast key facts about Invesco EQV European Equity Fund (AEDAX) and Amundi Nasdaq-100 UCITS USD (ANXG.L).
AEDAX is managed by Invesco. It was launched on Nov 2, 1997. ANXG.L is a passively managed fund by Amundi that tracks the performance of the NASDAQ-100 Index. It was launched on Apr 18, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AEDAX or ANXG.L.
Key characteristics
| AEDAX | ANXG.L | |
|---|---|---|
| YTD Return | 3.67% | 7.34% |
| 1Y Return | 11.28% | 38.14% |
| 3Y Return (Ann) | 0.30% | 14.25% |
| 5Y Return (Ann) | 3.82% | 19.81% |
| Sharpe Ratio | 0.76 | 2.34 |
| Daily Std Dev | 13.78% | 15.70% |
| Max Drawdown | -60.46% | -27.69% |
| Current Drawdown | -6.72% | -2.34% |
Correlation
The correlation between AEDAX and ANXG.L is 0.53, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
AEDAX vs. ANXG.L - Performance Comparison
In the year-to-date period, AEDAX achieves a 3.67% return, which is significantly lower than ANXG.L's 7.34% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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AEDAX vs. ANXG.L - Expense Ratio Comparison
AEDAX has a 1.37% expense ratio, which is higher than ANXG.L's 0.13% expense ratio.
Risk-Adjusted Performance
AEDAX vs. ANXG.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco EQV European Equity Fund (AEDAX) and Amundi Nasdaq-100 UCITS USD (ANXG.L). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
AEDAX vs. ANXG.L - Dividend Comparison
AEDAX's dividend yield for the trailing twelve months is around 2.49%, while ANXG.L has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AEDAX Invesco EQV European Equity Fund | 2.49% | 2.58% | 7.48% | 9.40% | 1.30% | 2.53% | 1.43% | 1.86% | 1.59% | 1.46% | 6.48% | 3.02% |
ANXG.L Amundi Nasdaq-100 UCITS USD | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
AEDAX vs. ANXG.L - Drawdown Comparison
The maximum AEDAX drawdown since its inception was -60.46%, which is greater than ANXG.L's maximum drawdown of -27.69%. Use the drawdown chart below to compare losses from any high point for AEDAX and ANXG.L. For additional features, visit the drawdowns tool.
Volatility
AEDAX vs. ANXG.L - Volatility Comparison
The current volatility for Invesco EQV European Equity Fund (AEDAX) is 3.88%, while Amundi Nasdaq-100 UCITS USD (ANXG.L) has a volatility of 6.27%. This indicates that AEDAX experiences smaller price fluctuations and is considered to be less risky than ANXG.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.