ANXU.L vs. EQQQ.DE
Compare and contrast key facts about Amundi Nasdaq-100 UCITS USD (ANXU.L) and Invesco EQQQ NASDAQ-100 UCITS ETF (EQQQ.DE).
ANXU.L and EQQQ.DE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. ANXU.L is a passively managed fund by Amundi that tracks the performance of the Russell 1000 Growth TR USD. It was launched on Apr 18, 2018. EQQQ.DE is a passively managed fund by Invesco that tracks the performance of the NASDAQ-100 Index. It was launched on Dec 2, 2002. Both ANXU.L and EQQQ.DE 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: ANXU.L or EQQQ.DE.
Key characteristics
| ANXU.L | EQQQ.DE | |
|---|---|---|
| YTD Return | 25.12% | 30.62% |
| 1Y Return | 33.97% | 37.38% |
| 3Y Return (Ann) | 9.83% | 12.32% |
| 5Y Return (Ann) | 21.14% | 21.74% |
| 10Y Return (Ann) | 18.21% | 19.92% |
| Sharpe Ratio | 2.03 | 2.27 |
| Sortino Ratio | 2.76 | 3.00 |
| Omega Ratio | 1.37 | 1.42 |
| Calmar Ratio | 2.71 | 2.80 |
| Martin Ratio | 9.47 | 9.27 |
| Ulcer Index | 3.51% | 4.05% |
| Daily Std Dev | 16.42% | 16.44% |
| Max Drawdown | -35.13% | -47.04% |
| Current Drawdown | -0.25% | 0.00% |
Correlation
The correlation between ANXU.L and EQQQ.DE is 0.84, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
ANXU.L vs. EQQQ.DE - Performance Comparison
In the year-to-date period, ANXU.L achieves a 25.12% return, which is significantly lower than EQQQ.DE's 30.62% return. Over the past 10 years, ANXU.L has underperformed EQQQ.DE with an annualized return of 18.21%, while EQQQ.DE has yielded a comparatively higher 19.92% 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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ANXU.L vs. EQQQ.DE - Expense Ratio Comparison
ANXU.L has a 0.13% expense ratio, which is lower than EQQQ.DE's 0.30% expense ratio.
Risk-Adjusted Performance
ANXU.L vs. EQQQ.DE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Amundi Nasdaq-100 UCITS USD (ANXU.L) and Invesco EQQQ NASDAQ-100 UCITS ETF (EQQQ.DE). 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
ANXU.L vs. EQQQ.DE - Dividend Comparison
ANXU.L has not paid dividends to shareholders, while EQQQ.DE's dividend yield for the trailing twelve months is around 0.38%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ANXU.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% |
EQQQ.DE Invesco EQQQ NASDAQ-100 UCITS ETF | 0.38% | 0.39% | 0.57% | 0.25% | 0.41% | 0.54% | 0.64% | 0.68% | 0.78% | 0.73% | 0.97% | 0.94% |
Drawdowns
ANXU.L vs. EQQQ.DE - Drawdown Comparison
The maximum ANXU.L drawdown since its inception was -35.13%, smaller than the maximum EQQQ.DE drawdown of -47.04%. Use the drawdown chart below to compare losses from any high point for ANXU.L and EQQQ.DE. For additional features, visit the drawdowns tool.
Volatility
ANXU.L vs. EQQQ.DE - Volatility Comparison
Amundi Nasdaq-100 UCITS USD (ANXU.L) has a higher volatility of 4.88% compared to Invesco EQQQ NASDAQ-100 UCITS ETF (EQQQ.DE) at 4.52%. This indicates that ANXU.L's price experiences larger fluctuations and is considered to be riskier than EQQQ.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.