AGS.BR vs. QQQ
Compare and contrast key facts about Ageas (AGS.BR) and Invesco QQQ (QQQ).
QQQ is a passively managed fund by Invesco that tracks the performance of the NASDAQ-100 Index. It was launched on Mar 10, 1999.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AGS.BR or QQQ.
Key characteristics
| AGS.BR | QQQ | |
|---|---|---|
| YTD Return | 9.74% | 3.07% |
| 1Y Return | 17.33% | 32.86% |
| 3Y Return (Ann) | 2.50% | 8.34% |
| 5Y Return (Ann) | 5.50% | 17.98% |
| 10Y Return (Ann) | 9.65% | 18.03% |
| Sharpe Ratio | 0.84 | 1.95 |
| Daily Std Dev | 18.57% | 16.25% |
| Max Drawdown | -97.90% | -82.98% |
| Current Drawdown | -63.94% | -5.57% |
Correlation
The correlation between AGS.BR and QQQ is 0.28, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
AGS.BR vs. QQQ - Performance Comparison
In the year-to-date period, AGS.BR achieves a 9.74% return, which is significantly higher than QQQ's 3.07% return. Over the past 10 years, AGS.BR has underperformed QQQ with an annualized return of 9.65%, while QQQ has yielded a comparatively higher 18.03% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
AGS.BR vs. QQQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Ageas (AGS.BR) and Invesco QQQ (QQQ). 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
AGS.BR vs. QQQ - Dividend Comparison
AGS.BR's dividend yield for the trailing twelve months is around 6.95%, more than QQQ's 0.63% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AGS.BR Ageas | 6.95% | 7.63% | 10.26% | 5.82% | 6.08% | 4.18% | 5.34% | 5.16% | 4.39% | 3.60% | 4.74% | 7.11% |
QQQ Invesco QQQ | 0.63% | 0.62% | 0.80% | 0.43% | 0.55% | 0.74% | 0.91% | 0.84% | 1.06% | 0.99% | 1.41% | 1.01% |
Drawdowns
AGS.BR vs. QQQ - Drawdown Comparison
The maximum AGS.BR drawdown since its inception was -97.90%, which is greater than QQQ's maximum drawdown of -82.98%. Use the drawdown chart below to compare losses from any high point for AGS.BR and QQQ. For additional features, visit the drawdowns tool.
Volatility
AGS.BR vs. QQQ - Volatility Comparison
The current volatility for Ageas (AGS.BR) is 5.10%, while Invesco QQQ (QQQ) has a volatility of 5.42%. This indicates that AGS.BR experiences smaller price fluctuations and is considered to be less risky than QQQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.