EQCHX vs. QQQ
Compare and contrast key facts about AXS Chesapeake Strategy Fund Class I (EQCHX) and Invesco QQQ (QQQ).
EQCHX is managed by AXS. It was launched on Sep 10, 2012. 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: EQCHX or QQQ.
Correlation
The correlation between EQCHX and QQQ is -0.80. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
EQCHX vs. QQQ - Performance Comparison
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Key characteristics
EQCHX:
3.79%
QQQ:
25.14%
EQCHX:
-0.71%
QQQ:
-82.98%
EQCHX:
-0.48%
QQQ:
-9.42%
Returns By Period
EQCHX
N/A
N/A
N/A
N/A
N/A
N/A
QQQ
-4.41%
7.39%
-4.80%
11.06%
17.86%
17.08%
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EQCHX vs. QQQ - Expense Ratio Comparison
EQCHX has a 1.91% expense ratio, which is higher than QQQ's 0.20% expense ratio.
Risk-Adjusted Performance
EQCHX vs. QQQ — Risk-Adjusted Performance Rank
EQCHX
QQQ
EQCHX vs. QQQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for AXS Chesapeake Strategy Fund Class I (EQCHX) 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
EQCHX vs. QQQ - Dividend Comparison
EQCHX's dividend yield for the trailing twelve months is around 0.78%, more than QQQ's 0.61% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EQCHX AXS Chesapeake Strategy Fund Class I | 0.78% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
QQQ Invesco QQQ | 0.61% | 0.56% | 0.62% | 0.80% | 0.43% | 0.55% | 0.74% | 0.91% | 0.84% | 1.06% | 0.99% | 1.41% |
Drawdowns
EQCHX vs. QQQ - Drawdown Comparison
The maximum EQCHX drawdown since its inception was -0.71%, smaller than the maximum QQQ drawdown of -82.98%. Use the drawdown chart below to compare losses from any high point for EQCHX and QQQ. For additional features, visit the drawdowns tool.
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Volatility
EQCHX vs. QQQ - Volatility Comparison
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