ANXG.L vs. UST
Compare and contrast key facts about Amundi Nasdaq-100 UCITS USD (ANXG.L) and ProShares Ultra 7-10 Year Treasury (UST).
ANXG.L and UST are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. UST is a passively managed fund by ProShares that tracks the performance of the Barclays Capital U.S. 7-10 Year Treasury Index (200%). It was launched on Jan 19, 2010. Both ANXG.L and UST are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ANXG.L or UST.
Key characteristics
| ANXG.L | UST | |
|---|---|---|
| YTD Return | 9.61% | -7.37% |
| 1Y Return | 36.62% | -12.68% |
| 3Y Return (Ann) | 16.02% | -13.04% |
| 5Y Return (Ann) | 20.33% | -5.26% |
| Sharpe Ratio | 2.24 | -0.80 |
| Daily Std Dev | 15.66% | 16.19% |
| Max Drawdown | -27.69% | -47.99% |
| Current Drawdown | -0.27% | -43.13% |
Correlation
The correlation between ANXG.L and UST is -0.03. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
ANXG.L vs. UST - Performance Comparison
In the year-to-date period, ANXG.L achieves a 9.61% return, which is significantly higher than UST's -7.37% 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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ANXG.L vs. UST - Expense Ratio Comparison
ANXG.L has a 0.13% expense ratio, which is lower than UST's 0.95% expense ratio.
Risk-Adjusted Performance
ANXG.L vs. UST - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Amundi Nasdaq-100 UCITS USD (ANXG.L) and ProShares Ultra 7-10 Year Treasury (UST). 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
ANXG.L vs. UST - Dividend Comparison
ANXG.L has not paid dividends to shareholders, while UST's dividend yield for the trailing twelve months is around 4.34%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
UST ProShares Ultra 7-10 Year Treasury | 4.34% | 3.49% | 0.47% | 0.27% | 0.53% | 1.42% | 1.71% | 0.84% | 0.64% | 0.75% | 4.91% |
Drawdowns
ANXG.L vs. UST - Drawdown Comparison
The maximum ANXG.L drawdown since its inception was -27.69%, smaller than the maximum UST drawdown of -47.99%. Use the drawdown chart below to compare losses from any high point for ANXG.L and UST. For additional features, visit the drawdowns tool.
Volatility
ANXG.L vs. UST - Volatility Comparison
Amundi Nasdaq-100 UCITS USD (ANXG.L) has a higher volatility of 6.27% compared to ProShares Ultra 7-10 Year Treasury (UST) at 3.01%. This indicates that ANXG.L's price experiences larger fluctuations and is considered to be riskier than UST based on this measure. The chart below showcases a comparison of their rolling one-month volatility.