ANXU.L vs. QQQ
Compare and contrast key facts about Amundi Nasdaq-100 UCITS USD (ANXU.L) and Invesco QQQ (QQQ).
ANXU.L and QQQ 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. QQQ is a passively managed fund by Invesco that tracks the performance of the NASDAQ-100 Index. It was launched on Mar 10, 1999. Both ANXU.L and QQQ 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 QQQ.
Key characteristics
| ANXU.L | QQQ | |
|---|---|---|
| YTD Return | 25.37% | 26.02% |
| 1Y Return | 38.05% | 36.73% |
| 3Y Return (Ann) | 9.93% | 9.97% |
| 5Y Return (Ann) | 21.36% | 21.44% |
| 10Y Return (Ann) | 18.25% | 18.42% |
| Sharpe Ratio | 2.24 | 2.28 |
| Sortino Ratio | 3.01 | 2.98 |
| Omega Ratio | 1.40 | 1.41 |
| Calmar Ratio | 3.01 | 2.94 |
| Martin Ratio | 10.50 | 10.71 |
| Ulcer Index | 3.51% | 3.72% |
| Daily Std Dev | 16.47% | 17.35% |
| Max Drawdown | -35.13% | -82.98% |
| Current Drawdown | -0.05% | -0.06% |
Correlation
The correlation between ANXU.L and QQQ is 0.54, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
ANXU.L vs. QQQ - Performance Comparison
The year-to-date returns for both investments are quite close, with ANXU.L having a 25.37% return and QQQ slightly higher at 26.02%. Both investments have delivered pretty close results over the past 10 years, with ANXU.L having a 18.25% annualized return and QQQ not far ahead at 18.42%. 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. QQQ - Expense Ratio Comparison
ANXU.L has a 0.13% expense ratio, which is lower than QQQ's 0.20% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
ANXU.L vs. QQQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Amundi Nasdaq-100 UCITS USD (ANXU.L) 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
ANXU.L vs. QQQ - Dividend Comparison
ANXU.L has not paid dividends to shareholders, while QQQ's dividend yield for the trailing twelve months is around 0.59%.
| 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% |
QQQ Invesco QQQ | 0.59% | 0.62% | 0.80% | 0.43% | 0.55% | 0.74% | 0.91% | 0.84% | 1.06% | 0.99% | 1.41% | 1.02% |
Drawdowns
ANXU.L vs. QQQ - Drawdown Comparison
The maximum ANXU.L drawdown since its inception was -35.13%, smaller than the maximum QQQ drawdown of -82.98%. Use the drawdown chart below to compare losses from any high point for ANXU.L and QQQ. For additional features, visit the drawdowns tool.
Volatility
ANXU.L vs. QQQ - Volatility Comparison
Amundi Nasdaq-100 UCITS USD (ANXU.L) and Invesco QQQ (QQQ) have volatilities of 4.95% and 5.18%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.