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EQAC.MI vs. AAPL
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

EQAC.MI vs. AAPL - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in Invesco EQQQ NASDAQ-100 UCITS ETF Acc (EQAC.MI) and Apple Inc (AAPL). The values are adjusted to include any dividend payments, if applicable.

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EQAC.MI vs. AAPL - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
EQAC.MI
Invesco EQQQ NASDAQ-100 UCITS ETF Acc
-4.41%6.78%35.08%50.29%-30.28%40.00%35.43%6.99%
AAPL
Apple Inc
-4.43%-3.89%39.33%44.54%-21.84%44.72%67.28%19.99%
Different Trading Currencies

EQAC.MI is traded in EUR, while AAPL is traded in USD. To make them comparable, the AAPL values have been converted to EUR using the latest available exchange rates.

Returns By Period

In the year-to-date period, EQAC.MI achieves a -4.41% return, which is significantly higher than AAPL's -5.08% return.


EQAC.MI

1D
2.49%
1M
-2.38%
YTD
-4.41%
6M
-1.28%
1Y
16.04%
3Y*
20.40%
5Y*
13.35%
10Y*

AAPL

1D
0.00%
1M
-3.08%
YTD
-5.08%
6M
1.00%
1Y
6.61%
3Y*
13.55%
5Y*
16.63%
10Y*
25.94%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

EQAC.MI vs. AAPL — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

EQAC.MI
EQAC.MI Risk / Return Rank: 4141
Overall Rank
EQAC.MI Sharpe Ratio Rank: 4141
Sharpe Ratio Rank
EQAC.MI Sortino Ratio Rank: 4141
Sortino Ratio Rank
EQAC.MI Omega Ratio Rank: 4040
Omega Ratio Rank
EQAC.MI Calmar Ratio Rank: 4444
Calmar Ratio Rank
EQAC.MI Martin Ratio Rank: 4141
Martin Ratio Rank

AAPL
AAPL Risk / Return Rank: 5656
Overall Rank
AAPL Sharpe Ratio Rank: 5858
Sharpe Ratio Rank
AAPL Sortino Ratio Rank: 5353
Sortino Ratio Rank
AAPL Omega Ratio Rank: 5454
Omega Ratio Rank
AAPL Calmar Ratio Rank: 5757
Calmar Ratio Rank
AAPL Martin Ratio Rank: 6161
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.

EQAC.MI vs. AAPL - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco EQQQ NASDAQ-100 UCITS ETF Acc (EQAC.MI) and Apple Inc (AAPL). 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.


EQAC.MIAAPLDifference

Sharpe ratio

Return per unit of total volatility

0.79

0.20

+0.60

Sortino ratio

Return per unit of downside risk

1.20

0.53

+0.67

Omega ratio

Gain probability vs. loss probability

1.17

1.08

+0.09

Calmar ratio

Return relative to maximum drawdown

1.21

0.31

+0.90

Martin ratio

Return relative to average drawdown

4.00

0.75

+3.25

EQAC.MI vs. AAPL - Sharpe Ratio Comparison

The current EQAC.MI Sharpe Ratio is 0.79, which is higher than the AAPL Sharpe Ratio of 0.20. The chart below compares the historical Sharpe Ratios of EQAC.MI and AAPL, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


EQAC.MIAAPLDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.79

0.20

+0.60

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.67

0.61

+0.06

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.89

Sharpe Ratio (All Time)

Calculated using the full available price history

0.87

0.83

+0.04

Correlation

The correlation between EQAC.MI and AAPL is 0.42, 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.


Dividends

EQAC.MI vs. AAPL - Dividend Comparison

EQAC.MI has not paid dividends to shareholders, while AAPL's dividend yield for the trailing twelve months is around 0.41%.


TTM20252024202320222021202020192018201720162015
EQAC.MI
Invesco EQQQ NASDAQ-100 UCITS ETF Acc
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
AAPL
Apple Inc
0.41%0.38%0.40%0.49%0.70%0.49%0.61%1.04%1.79%1.45%1.93%1.93%

Drawdowns

EQAC.MI vs. AAPL - Drawdown Comparison

The maximum EQAC.MI drawdown since its inception was -30.96%, smaller than the maximum AAPL drawdown of -56.08%. Use the drawdown chart below to compare losses from any high point for EQAC.MI and AAPL.


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Drawdown Indicators


EQAC.MIAAPLDifference

Max Drawdown

Largest peak-to-trough decline

-30.96%

-81.80%

+50.84%

Max Drawdown (1Y)

Largest decline over 1 year

-13.31%

-22.99%

+9.68%

Max Drawdown (5Y)

Largest decline over 5 years

-30.96%

-33.36%

+2.40%

Max Drawdown (10Y)

Largest decline over 10 years

-38.52%

Current Drawdown

Current decline from peak

-7.56%

-10.59%

+3.03%

Average Drawdown

Average peak-to-trough decline

-7.44%

-29.71%

+22.27%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.01%

7.41%

-3.40%

Volatility

EQAC.MI vs. AAPL - Volatility Comparison

Invesco EQQQ NASDAQ-100 UCITS ETF Acc (EQAC.MI) has a higher volatility of 4.98% compared to Apple Inc (AAPL) at 4.43%. This indicates that EQAC.MI's price experiences larger fluctuations and is considered to be riskier than AAPL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


EQAC.MIAAPLDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.98%

4.43%

+0.55%

Volatility (6M)

Calculated over the trailing 6-month period

11.82%

15.53%

-3.71%

Volatility (1Y)

Calculated over the trailing 1-year period

20.31%

33.40%

-13.09%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

19.67%

27.21%

-7.54%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

21.35%

29.31%

-7.96%