AGGU.L vs. EQQQ.L
AGGU.L (iShares Core Global Aggregate Bond UCITS ETF) and EQQQ.L (Invesco EQQQ NASDAQ-100 UCITS ETF) are both exchange-traded funds - AGGU.L is a Global Bonds fund tracking the Bloomberg Global Aggregate Bond Index, while EQQQ.L is a Nasdaq-100 fund tracking the NASDAQ-100 Index. Both are passively managed. Over the past 5 years, AGGU.L returned 0.58%/yr vs 17.62%/yr for EQQQ.L. At a 0.04 correlation, their price movements are largely independent. AGGU.L charges 0.10%/yr vs 0.30%/yr for EQQQ.L.
Performance
AGGU.L vs. EQQQ.L - Performance Comparison
Loading charts...
Different Trading Currencies
AGGU.L is traded in USD, while EQQQ.L is traded in GBp. To make them comparable, the EQQQ.L values have been converted to USD using the latest available exchange rates.
Returns By Period
In the year-to-date period, AGGU.L achieves a 0.36% return, which is significantly lower than EQQQ.L's 19.56% return.
AGGU.L
- 1D
- 0.09%
- 1M
- 0.15%
- YTD
- 0.36%
- 6M
- 0.66%
- 1Y
- 3.26%
- 3Y*
- 4.17%
- 5Y*
- 0.58%
- 10Y*
- —
EQQQ.L
- 1D
- -0.58%
- 1M
- 8.70%
- YTD
- 19.56%
- 6M
- 19.25%
- 1Y
- 40.27%
- 3Y*
- 27.86%
- 5Y*
- 17.62%
- 10Y*
- 21.58%
AGGU.L vs. EQQQ.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AGGU.L iShares Core Global Aggregate Bond UCITS ETF | 0.36% | 4.72% | 3.45% | 6.71% | -11.53% | -1.81% | 5.15% | 8.16% | 1.56% | -0.15% |
EQQQ.L Invesco EQQQ NASDAQ-100 UCITS ETF | 19.56% | 19.96% | 26.41% | 55.59% | -33.50% | 28.41% | 47.71% | 39.05% | -1.28% | 1.13% |
Correlation
The correlation between AGGU.L and EQQQ.L is 0.28, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.28 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.17 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.14 |
Correlation (All Time) Calculated using the full available price history since Nov 24, 2017 | 0.04 |
Over the past year, AGGU.L and EQQQ.L have become more correlated (0.28) than their long-term average of 0.04, meaning their price movements have been converging.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
AGGU.L vs. EQQQ.L — Risk / Return Rank
AGGU.L
EQQQ.L
AGGU.L vs. EQQQ.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core Global Aggregate Bond UCITS ETF (AGGU.L) and Invesco EQQQ NASDAQ-100 UCITS ETF (EQQQ.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.
| AGGU.L | EQQQ.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.56 | ||
| Sortino ratioReturn per unit of downside risk | -2.04 | ||
| Omega ratioGain probability vs. loss probability | 1.19 | 1.44 | -0.26 |
| Calmar ratioReturn relative to maximum drawdown | 1.45 | 3.64 | -2.19 |
| Martin ratioReturn relative to average drawdown | 4.44 | 13.38 | -8.94 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| AGGU.L | EQQQ.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.06 | 2.61 | -1.56 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.12 | 0.86 | -0.74 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 1.08 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.81 | -0.41 |
Drawdowns
AGGU.L vs. EQQQ.L - Drawdown Comparison
The maximum AGGU.L drawdown since its inception was -15.55%, smaller than the maximum EQQQ.L drawdown of -50.98%. Use the drawdown chart below to compare losses from any high point for AGGU.L and EQQQ.L.
Loading charts...
Drawdown Indicators
| AGGU.L | EQQQ.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -15.55% | -50.98% | +35.43% |
Max Drawdown (1Y)Largest decline over 1 year | -2.24% | -11.03% | +8.79% |
Max Drawdown (3Y)Largest decline over 3 years | -3.48% | -22.63% | +19.15% |
Max Drawdown (5Y)Largest decline over 5 years | -15.20% | -35.27% | +20.07% |
Max Drawdown (10Y)Largest decline over 10 years | — | -35.27% | — |
Current DrawdownCurrent decline from peak | -1.02% | -0.75% | -0.27% |
Average DrawdownAverage peak-to-trough decline | -3.90% | -7.06% | +3.16% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.73% | 3.00% | -2.27% |
Volatility
AGGU.L vs. EQQQ.L - Volatility Comparison
The current volatility for iShares Core Global Aggregate Bond UCITS ETF (AGGU.L) is 1.26%, while Invesco EQQQ NASDAQ-100 UCITS ETF (EQQQ.L) has a volatility of 4.34%. This indicates that AGGU.L experiences smaller price fluctuations and is considered to be less risky than EQQQ.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| AGGU.L | EQQQ.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.26% | 4.34% | -3.08% |
Volatility (6M)Calculated over the trailing 6-month period | 2.56% | 11.19% | -8.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.08% | 15.34% | -12.26% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.77% | 20.50% | -15.73% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.43% | 19.85% | -15.42% |
AGGU.L vs. EQQQ.L - Expense Ratio Comparison
AGGU.L has a 0.10% expense ratio, which is lower than EQQQ.L's 0.30% expense ratio.
Dividends
AGGU.L vs. EQQQ.L - Dividend Comparison
AGGU.L has not paid dividends to shareholders, while EQQQ.L's dividend yield for the trailing twelve months is around 0.23%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AGGU.L iShares Core Global Aggregate Bond UCITS ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
EQQQ.L Invesco EQQQ NASDAQ-100 UCITS ETF | 0.23% | 0.29% | 0.38% | 0.39% | 0.56% | 0.25% | 0.41% | 0.56% | 0.63% | 0.67% | 0.77% | 0.72% |
Frequently Asked Questions
AGGU.L and EQQQ.L have a correlation of 0.28, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, AGGU.L is cheaper at 0.10% per year. The better choice depends on whether you care most about return, fees, risk, or income.
AGGU.L is cheaper with a 0.10% expense ratio, compared with 0.30% for EQQQ.L.
AGGU.L is categorized as Global Bonds, while EQQQ.L is Nasdaq-100. AGGU.L tracks Bloomberg Global Aggregate Bond Index, while EQQQ.L tracks NASDAQ-100 Index. They also come from different issuers: iShares and Invesco. Their fees differ too: 0.10% for AGGU.L and 0.30% for EQQQ.L.
Find the right allocation for AGGU.L and EQQQ.L
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer