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ENS vs. QQQ
Performance
Return for Risk
Drawdowns
Volatility
Dividends

ENS vs. QQQ

Last updated Jun 24, 2026

ENS (EnerSys) is a stock, while QQQ (Invesco QQQ ETF) is Nasdaq-100 fund tracking the NASDAQ-100 Index. Over the past 10 years, ENS returned 15.29%/yr vs 22.07%/yr for QQQ. A 0.52 correlation means they provide meaningful diversification when combined.

Performance

ENS vs. QQQ - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in EnerSys (ENS) and Invesco QQQ ETF (QQQ). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, ENS achieves a 52.68% return, which is significantly higher than QQQ's 16.45% return. Over the past 10 years, ENS has underperformed QQQ with an annualized return of 15.29%, while QQQ has yielded a comparatively higher 22.07% annualized return.

ENS

1D
-4.08%
1M
-3.68%
YTD
52.68%
6M
49.55%
1Y
171.70%
3Y*
30.86%
5Y*
19.15%
10Y*
15.29%

QQQ

1D
-3.29%
1M
-0.43%
YTD
16.45%
6M
14.99%
1Y
34.88%
3Y*
26.05%
5Y*
16.01%
10Y*
22.07%
*Multi-year figures are annualized to reflect compound growth (CAGR)

ENS vs. QQQ - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
ENS
EnerSys		52.68%60.28%-7.57%37.90%-5.64%-4.04%12.19%-2.57%12.46%-9.97%
QQQ
Invesco QQQ ETF		16.45%20.77%25.58%54.86%-32.58%27.42%48.62%38.96%-0.13%32.66%

Correlation

The correlation between ENS and QQQ is 0.50, which is low. Their price movements are largely independent, making them effective diversification partners.

Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.50

Correlation (3Y)
Calculated over the trailing 3-year period

0.46

Correlation (5Y)
Calculated over the trailing 5-year period

0.54

Correlation (10Y)
Calculated over the trailing 10-year period

0.49

Correlation (All Time)
Calculated using the full available price history since Aug 2, 2004

0.52

The correlation between ENS and QQQ has been stable across timeframes, ranging from 0.46 to 0.54 - a consistent structural relationship.

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

EnerSys

Invesco QQQ ETF

Often compared with ENS:
ENS vs. ENBENS vs. ESPENS vs. AYIENS vs. OLLIENS vs. FFN.TOENS vs. ^GSPCENS vs. SPY
Often compared with QQQ:
QQQ vs. SPYQQQ vs. VOOQQQ vs. VGTQQQ vs. TQQQQQQ vs. SMHQQQ vs. QQQMQQQ vs. SPMO

Return for Risk

ENS vs. QQQ — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
ENS
ENS Risk / Return Rank: 9797
Overall Rank
ENS Sharpe Ratio Rank: 9898
Sharpe Ratio Rank
ENS Sortino Ratio Rank: 9797
Sortino Ratio Rank
ENS Omega Ratio Rank: 9797
Omega Ratio Rank
ENS Calmar Ratio Rank: 9797
Calmar Ratio Rank
ENS Martin Ratio Rank: 9898
Martin Ratio Rank
QQQ
QQQ Risk / Return Rank: 5959
Overall Rank
QQQ Sharpe Ratio Rank: 6161
Sharpe Ratio Rank
QQQ Sortino Ratio Rank: 5555
Sortino Ratio Rank
QQQ Omega Ratio Rank: 5858
Omega Ratio Rank
QQQ Calmar Ratio Rank: 6161
Calmar Ratio Rank
QQQ Martin Ratio Rank: 6262
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

ENS vs. QQQ - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for EnerSys (ENS) and Invesco QQQ ETF (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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

ENSQQQDifference
Sharpe ratioReturn per unit of total volatility
4.64
1.95

+2.69

Sortino ratioReturn per unit of downside risk
4.49
2.57

+1.93

Omega ratioGain probability vs. loss probability

1.65

1.35

+0.31

Calmar ratioReturn relative to maximum drawdown

9.43

2.93

+6.50

Martin ratioReturn relative to average drawdown

33.56

10.86

+22.70

ENS vs. QQQ - Sharpe Ratio Comparison

The current ENS Sharpe Ratio is 4.64, which is higher than the QQQ Sharpe Ratio of 1.95. The chart below compares the historical Sharpe Ratios of ENS and QQQ, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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Drawdowns

ENS vs. QQQ - Drawdown Comparison

The maximum ENS drawdown since its inception was -83.95%, roughly equal to the maximum QQQ drawdown of -82.97%. Use the drawdown chart below to compare losses from any high point for ENS and QQQ.

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Drawdown Indicators

ENSQQQDifference

Max Drawdown

Largest peak-to-trough decline

-83.95%

-82.97%

-0.98%

Max Drawdown (1Y)

Largest decline over 1 year

-18.32%

-11.96%

-6.36%

Max Drawdown (3Y)

Largest decline over 3 years

-29.32%

-22.77%

-6.55%

Max Drawdown (5Y)

Largest decline over 5 years

-41.77%

-35.12%

-6.65%

Max Drawdown (10Y)

Largest decline over 10 years

-56.27%

-35.12%

-21.15%

Current Drawdown

Current decline from peak

-8.08%

-4.25%

-3.83%

Average Drawdown

Average peak-to-trough decline

-17.98%

-32.73%

+14.75%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.14%

3.22%

+1.92%

Volatility

ENS vs. QQQ - Volatility Comparison

EnerSys (ENS) has a higher volatility of 11.94% compared to Invesco QQQ ETF (QQQ) at 9.17%. This indicates that ENS's price experiences larger fluctuations and is considered to be riskier than QQQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

ENSQQQDifference

Volatility (1M)

Calculated over the trailing 1-month period

11.94%

9.17%

+2.77%

Volatility (6M)

Calculated over the trailing 6-month period

31.96%

14.57%

+17.39%

Volatility (1Y)

Calculated over the trailing 1-year period

37.26%

17.96%

+19.30%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

34.60%

22.69%

+11.91%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

36.64%

22.42%

+14.22%

Dividends

ENS vs. QQQ - Dividend Comparison

ENS's dividend yield for the trailing twelve months is around 0.47%, more than QQQ's 0.43% yield.

PositionTTM20252024202320222021202020192018201720162015
ENS
EnerSys		0.47%0.68%1.01%0.79%0.95%0.89%0.84%0.94%0.90%1.01%0.90%1.25%
QQQ
Invesco QQQ ETF		0.43%0.45%0.56%0.62%0.80%0.43%0.55%0.74%0.91%0.84%1.06%0.99%

Frequently Asked Questions

ENS and QQQ have a correlation of 0.50, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

ENS has higher volatility (11.94%) compared to QQQ (9.17%). In terms of maximum drawdown, ENS dropped -83.95% vs QQQ's -82.97%.

ENS currently has the higher Sharpe Ratio (4.64 vs 1.95), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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