EQAC.MI vs. AAPL
Compare and contrast key facts about Invesco EQQQ NASDAQ-100 UCITS ETF Acc (EQAC.MI) and Apple Inc (AAPL).
EQAC.MI is a passively managed fund by Invesco that tracks the performance of the NASDAQ-100 Index. It was launched on Sep 24, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EQAC.MI or AAPL.
Key characteristics
| EQAC.MI | AAPL | |
|---|---|---|
| YTD Return | 31.67% | 17.50% |
| 1Y Return | 37.31% | 20.69% |
| 3Y Return (Ann) | 12.40% | 15.16% |
| 5Y Return (Ann) | 22.00% | 28.54% |
| Sharpe Ratio | 2.29 | 1.00 |
| Sortino Ratio | 3.01 | 1.56 |
| Omega Ratio | 1.43 | 1.19 |
| Calmar Ratio | 2.82 | 1.35 |
| Martin Ratio | 9.39 | 3.17 |
| Ulcer Index | 4.02% | 7.07% |
| Daily Std Dev | 16.43% | 22.46% |
| Max Drawdown | -38.46% | -81.80% |
| Current Drawdown | 0.00% | -4.70% |
Correlation
The correlation between EQAC.MI and AAPL is 0.51, 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
EQAC.MI vs. AAPL - Performance Comparison
In the year-to-date period, EQAC.MI achieves a 31.67% return, which is significantly higher than AAPL's 17.50% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
EQAC.MI vs. AAPL - Risk-Adjusted Performance 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.
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 0.44%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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 | 0.44% | 0.49% | 0.70% | 0.49% | 0.61% | 1.04% | 1.79% | 1.45% | 1.93% | 1.93% | 1.67% | 2.10% |
Drawdowns
EQAC.MI vs. AAPL - Drawdown Comparison
The maximum EQAC.MI drawdown since its inception was -38.46%, smaller than the maximum AAPL drawdown of -81.80%. Use the drawdown chart below to compare losses from any high point for EQAC.MI and AAPL. For additional features, visit the drawdowns tool.
Volatility
EQAC.MI vs. AAPL - Volatility Comparison
The current volatility for Invesco EQQQ NASDAQ-100 UCITS ETF Acc (EQAC.MI) is 4.46%, while Apple Inc (AAPL) has a volatility of 4.82%. This indicates that EQAC.MI experiences smaller price fluctuations and is considered to be less risky than AAPL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.