AMKBY vs. EQQQ.L
Compare and contrast key facts about AP Moeller-Maersk AS (AMKBY) and Invesco EQQQ NASDAQ-100 UCITS ETF (EQQQ.L).
EQQQ.L is a passively managed fund by Invesco that tracks the performance of the NASDAQ-100 Index. It was launched on Dec 2, 2002.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AMKBY or EQQQ.L.
Key characteristics
AMKBY | EQQQ.L | |
---|---|---|
YTD Return | -14.84% | 5.13% |
1Y Return | -14.18% | 33.87% |
3Y Return (Ann) | -1.01% | 11.94% |
5Y Return (Ann) | 14.11% | 19.12% |
10Y Return (Ann) | 3.76% | 21.34% |
Sharpe Ratio | -0.35 | 2.25 |
Daily Std Dev | 40.23% | 15.66% |
Max Drawdown | -62.68% | -33.70% |
Current Drawdown | -38.47% | -4.30% |
Correlation
The correlation between AMKBY and EQQQ.L is 0.30, 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
AMKBY vs. EQQQ.L - Performance Comparison
In the year-to-date period, AMKBY achieves a -14.84% return, which is significantly lower than EQQQ.L's 5.13% return. Over the past 10 years, AMKBY has underperformed EQQQ.L with an annualized return of 3.76%, while EQQQ.L has yielded a comparatively higher 21.34% annualized 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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Risk-Adjusted Performance
AMKBY vs. EQQQ.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for AP Moeller-Maersk AS (AMKBY) 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.
Dividends
AMKBY vs. EQQQ.L - Dividend Comparison
AMKBY's dividend yield for the trailing twelve months is around 5.17%, while EQQQ.L has not paid dividends to shareholders.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
AP Moeller-Maersk AS | 5.17% | 34.37% | 17.16% | 1.46% | 0.98% | 12.56% | 1.98% | 1.23% | 2.84% | 18.43% | 2.56% | 1.92% |
Invesco EQQQ NASDAQ-100 UCITS ETF | 0.00% | 0.00% | 0.01% | 0.00% | 0.00% | 0.01% | 0.01% | 0.01% | 0.01% | 0.01% | 0.01% | 0.01% |
Drawdowns
AMKBY vs. EQQQ.L - Drawdown Comparison
The maximum AMKBY drawdown since its inception was -62.68%, which is greater than EQQQ.L's maximum drawdown of -33.70%. Use the drawdown chart below to compare losses from any high point for AMKBY and EQQQ.L. For additional features, visit the drawdowns tool.
Volatility
AMKBY vs. EQQQ.L - Volatility Comparison
AP Moeller-Maersk AS (AMKBY) has a higher volatility of 10.60% compared to Invesco EQQQ NASDAQ-100 UCITS ETF (EQQQ.L) at 5.93%. This indicates that AMKBY's price experiences larger fluctuations and is considered to be riskier than EQQQ.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.