BBDC vs. EQQQ.DE
Compare and contrast key facts about Barings BDC, Inc. (BBDC) and Invesco EQQQ NASDAQ-100 UCITS ETF (EQQQ.DE).
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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BBDC or EQQQ.DE.
Key characteristics
| BBDC | EQQQ.DE | |
|---|---|---|
| YTD Return | 10.86% | 6.79% |
| 1Y Return | 37.43% | 39.77% |
| 3Y Return (Ann) | 6.86% | 12.47% |
| 5Y Return (Ann) | 7.84% | 18.68% |
| 10Y Return (Ann) | 0.02% | 20.93% |
| Sharpe Ratio | 2.08 | 2.62 |
| Daily Std Dev | 18.37% | 14.61% |
| Max Drawdown | -64.64% | -47.04% |
| Current Drawdown | -10.38% | -4.12% |
Correlation
The correlation between BBDC and EQQQ.DE is 0.22, 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
BBDC vs. EQQQ.DE - Performance Comparison
In the year-to-date period, BBDC achieves a 10.86% return, which is significantly higher than EQQQ.DE's 6.79% return. Over the past 10 years, BBDC has underperformed EQQQ.DE with an annualized return of 0.02%, while EQQQ.DE has yielded a comparatively higher 20.93% 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
BBDC vs. EQQQ.DE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Barings BDC, Inc. (BBDC) 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
BBDC vs. EQQQ.DE - Dividend Comparison
BBDC's dividend yield for the trailing twelve months is around 11.12%, more than EQQQ.DE's 0.44% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BBDC Barings BDC, Inc. | 11.12% | 11.89% | 11.66% | 7.44% | 7.07% | 5.25% | 24.57% | 17.39% | 10.31% | 12.35% | 12.62% | 7.81% |
EQQQ.DE Invesco EQQQ NASDAQ-100 UCITS ETF | 0.44% | 0.39% | 0.57% | 0.25% | 0.41% | 0.54% | 0.64% | 0.68% | 0.78% | 0.73% | 0.97% | 0.94% |
Drawdowns
BBDC vs. EQQQ.DE - Drawdown Comparison
The maximum BBDC drawdown since its inception was -64.64%, which is greater than EQQQ.DE's maximum drawdown of -47.04%. Use the drawdown chart below to compare losses from any high point for BBDC and EQQQ.DE. For additional features, visit the drawdowns tool.
Volatility
BBDC vs. EQQQ.DE - Volatility Comparison
Barings BDC, Inc. (BBDC) has a higher volatility of 4.72% compared to Invesco EQQQ NASDAQ-100 UCITS ETF (EQQQ.DE) at 4.02%. This indicates that BBDC'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.