ENS vs. QQQ
Compare and contrast key facts about EnerSys (ENS) and Invesco QQQ (QQQ).
QQQ is a passively managed fund by Invesco that tracks the performance of the NASDAQ-100 Index. It was launched on Mar 10, 1999.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ENS or QQQ.
Correlation
The correlation between ENS and QQQ is 0.60, 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
ENS vs. QQQ - Performance Comparison
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Key characteristics
ENS:
0.09
QQQ:
0.62
ENS:
0.42
QQQ:
1.05
ENS:
1.05
QQQ:
1.15
ENS:
0.14
QQQ:
0.71
ENS:
0.34
QQQ:
2.31
ENS:
11.97%
QQQ:
6.97%
ENS:
32.40%
QQQ:
25.51%
ENS:
-83.95%
QQQ:
-82.98%
ENS:
-11.14%
QQQ:
-5.73%
Returns By Period
In the year-to-date period, ENS achieves a 7.08% return, which is significantly higher than QQQ's -0.51% return. Over the past 10 years, ENS has underperformed QQQ with an annualized return of 4.64%, while QQQ has yielded a comparatively higher 17.55% annualized return.
ENS
7.08%
19.63%
-0.89%
2.93%
13.50%
4.64%
QQQ
-0.51%
11.76%
-0.86%
15.58%
19.11%
17.55%
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Risk-Adjusted Performance
ENS vs. QQQ — Risk-Adjusted Performance Rank
ENS
QQQ
ENS vs. QQQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for EnerSys (ENS) 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.
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Dividends
ENS vs. QQQ - Dividend Comparison
ENS's dividend yield for the trailing twelve months is around 0.96%, more than QQQ's 0.59% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ENS EnerSys | 0.96% | 1.01% | 0.79% | 0.95% | 0.89% | 0.84% | 0.94% | 0.90% | 1.01% | 0.90% | 1.25% | 1.05% |
QQQ Invesco QQQ | 0.59% | 0.56% | 0.62% | 0.80% | 0.43% | 0.55% | 0.74% | 0.91% | 0.84% | 1.06% | 0.99% | 1.41% |
Drawdowns
ENS vs. QQQ - Drawdown Comparison
The maximum ENS drawdown since its inception was -83.95%, roughly equal to the maximum QQQ drawdown of -82.98%. Use the drawdown chart below to compare losses from any high point for ENS and QQQ. For additional features, visit the drawdowns tool.
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Volatility
ENS vs. QQQ - Volatility Comparison
EnerSys (ENS) has a higher volatility of 9.05% compared to Invesco QQQ (QQQ) at 7.59%. 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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