EQCHX vs. EQQQ.L
Compare and contrast key facts about AXS Chesapeake Strategy Fund Class I (EQCHX) and Invesco EQQQ NASDAQ-100 UCITS ETF (EQQQ.L).
EQCHX is managed by AXS. It was launched on Sep 10, 2012. EQQQ.L 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: EQCHX or EQQQ.L.
Correlation
The correlation between EQCHX and EQQQ.L 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
EQCHX vs. EQQQ.L - Performance Comparison
Key characteristics
EQCHX:
-0.55
EQQQ.L:
1.43
EQCHX:
-0.62
EQQQ.L:
1.96
EQCHX:
0.92
EQQQ.L:
1.27
EQCHX:
-0.39
EQQQ.L:
1.91
EQCHX:
-0.93
EQQQ.L:
5.70
EQCHX:
8.70%
EQQQ.L:
4.07%
EQCHX:
14.66%
EQQQ.L:
16.40%
EQCHX:
-33.49%
EQQQ.L:
-33.75%
EQCHX:
-16.12%
EQQQ.L:
-2.10%
Returns By Period
In the year-to-date period, EQCHX achieves a 1.05% return, which is significantly lower than EQQQ.L's 2.49% return. Over the past 10 years, EQCHX has underperformed EQQQ.L with an annualized return of 0.80%, while EQQQ.L has yielded a comparatively higher 20.34% annualized return.
EQCHX
1.05%
0.57%
-1.44%
-7.82%
3.56%
0.80%
EQQQ.L
2.49%
-0.15%
15.77%
26.53%
19.32%
20.34%
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EQCHX vs. EQQQ.L - Expense Ratio Comparison
EQCHX has a 1.91% expense ratio, which is higher than EQQQ.L's 0.30% expense ratio.
Risk-Adjusted Performance
EQCHX vs. EQQQ.L — Risk-Adjusted Performance Rank
EQCHX
EQQQ.L
EQCHX vs. EQQQ.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for AXS Chesapeake Strategy Fund Class I (EQCHX) and Invesco EQQQ NASDAQ-100 UCITS ETF (EQQQ.L). 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
EQCHX vs. EQQQ.L - Dividend Comparison
EQCHX's dividend yield for the trailing twelve months is around 0.61%, more than EQQQ.L's 0.37% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EQCHX AXS Chesapeake Strategy Fund Class I | 0.61% | 0.62% | 1.82% | 1.54% | 20.40% | 0.00% | 3.86% | 0.74% | 0.00% | 0.00% | 1.13% | 19.52% |
EQQQ.L Invesco EQQQ NASDAQ-100 UCITS ETF | 0.37% | 0.38% | 0.39% | 0.56% | 0.25% | 0.41% | 0.56% | 0.63% | 0.67% | 0.77% | 0.72% | 1.01% |
Drawdowns
EQCHX vs. EQQQ.L - Drawdown Comparison
The maximum EQCHX drawdown since its inception was -33.49%, roughly equal to the maximum EQQQ.L drawdown of -33.75%. Use the drawdown chart below to compare losses from any high point for EQCHX and EQQQ.L. For additional features, visit the drawdowns tool.
Volatility
EQCHX vs. EQQQ.L - Volatility Comparison
The current volatility for AXS Chesapeake Strategy Fund Class I (EQCHX) is 4.49%, while Invesco EQQQ NASDAQ-100 UCITS ETF (EQQQ.L) has a volatility of 5.13%. This indicates that EQCHX experiences smaller price fluctuations and is considered to be less risky than EQQQ.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.