EQQJ.DE vs. D500.DE

Last updated Jun 5, 2026

EQQJ.DE (Invesco Nasdaq Next Generation 100 UCITS ETF Acc) and D500.DE (Invesco S&P 500 UCITS ETF Dist) are both exchange-traded funds - EQQJ.DE is a Mid Cap Growth Equities fund tracking the Nasdaq Next Generation 100 Index, while D500.DE is a S&P 500 fund tracking the S&P 500 Index. Both are passively managed. Over the past 5 years, EQQJ.DE returned 8.58%/yr vs 15.48%/yr for D500.DE. A 0.80 correlation means they provide meaningful diversification when combined. EQQJ.DE charges 0.25%/yr vs 0.05%/yr for D500.DE.

Performance

EQQJ.DE vs. D500.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in Invesco Nasdaq Next Generation 100 UCITS ETF Acc (EQQJ.DE) and Invesco S&P 500 UCITS ETF Dist (D500.DE). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, EQQJ.DE achieves a 23.54% return, which is significantly higher than D500.DE's 11.58% return.

EQQJ.DE

• 1D: 0.05%
• 1M: 10.11%
• YTD: 23.54%
• 6M: 22.51%
• 1Y: 43.33%
• 3Y*: 19.06%
• 5Y*: 8.58%
• 10Y*: —

D500.DE

• 1D: -0.31%
• 1M: 4.52%
• YTD: 11.58%
• 6M: 11.08%
• 1Y: 25.86%
• 3Y*: 19.34%
• 5Y*: 15.48%
• 10Y*: 15.85%

*Multi-year figures are annualized to reflect compound growth (CAGR)

EQQJ.DE vs. D500.DE - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021
EQQJ.DE Invesco Nasdaq Next Generation 100 UCITS ETF Acc	23.54%	7.46%	21.88%	10.68%	-24.39%	12.20%
D500.DE Invesco S&P 500 UCITS ETF Dist	11.58%	4.86%	32.62%	22.70%	-13.34%	31.03%

Correlation

The correlation between EQQJ.DE and D500.DE is 0.79, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.79
Correlation (3Y) Calculated over the trailing 3-year period	0.78
Correlation (5Y) Calculated over the trailing 5-year period	0.80
Correlation (All Time) Calculated using the full available price history since Mar 26, 2021	0.80

The correlation between EQQJ.DE and D500.DE has been stable across timeframes, ranging from 0.78 to 0.80 - a consistent structural relationship.

Return for Risk

EQQJ.DE vs. D500.DE — Risk / Return Rank

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

EQQJ.DE

EQQJ.DE Risk / Return Rank: 81
EQQJ.DE Sharpe Ratio Rank: 81
EQQJ.DE Sortino Ratio Rank: 81
EQQJ.DE Omega Ratio Rank: 78
EQQJ.DE Calmar Ratio Rank: 85
EQQJ.DE Martin Ratio Rank: 80

D500.DE

D500.DE Risk / Return Rank: 70
D500.DE Sharpe Ratio Rank: 69
D500.DE Sortino Ratio Rank: 67
D500.DE Omega Ratio Rank: 71
D500.DE Calmar Ratio Rank: 73
D500.DE Martin Ratio Rank: 70

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.

EQQJ.DE vs. D500.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco Nasdaq Next Generation 100 UCITS ETF Acc (EQQJ.DE) and Invesco S&P 500 UCITS ETF Dist (D500.DE). 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.

	EQQJ.DE	D500.DE	Difference
Sharpe ratio: Return per unit of total volatility	2.61	2.24	+0.37
Sortino ratio: Return per unit of downside risk	3.57	3.04	+0.53
Omega ratio: Gain probability vs. loss probability	1.46	1.42	+0.04
Calmar ratio: Return relative to maximum drawdown	4.59	3.60	+0.99
Martin ratio: Return relative to average drawdown	15.54	12.88	+2.66
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

EQQJ.DE vs. D500.DE - Sharpe Ratio Comparison

The current EQQJ.DE Sharpe Ratio is 2.61, which is comparable to the D500.DE Sharpe Ratio of 2.24. The chart below compares the historical Sharpe Ratios of EQQJ.DE and D500.DE, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	EQQJ.DE	D500.DE	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.61	2.24	+0.37
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.43	1.01	-0.58
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.98	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.42	0.88	-0.46

Drawdowns

EQQJ.DE vs. D500.DE - Drawdown Comparison

The maximum EQQJ.DE drawdown since its inception was -32.64%, roughly equal to the maximum D500.DE drawdown of -33.57%. Use the drawdown chart below to compare losses from any high point for EQQJ.DE and D500.DE.

Drawdown Indicators

	EQQJ.DE	D500.DE	Difference
Max Drawdown Largest peak-to-trough decline	-32.64%	-33.57%	+0.93%
Max Drawdown (1Y) Largest decline over 1 year	-9.52%	-7.14%	-2.38%
Max Drawdown (3Y) Largest decline over 3 years	-27.73%	-23.29%	-4.44%
Max Drawdown (5Y) Largest decline over 5 years	-32.64%	-23.29%	-9.35%
Max Drawdown (10Y) Largest decline over 10 years	—	-33.57%	—
Current Drawdown Current decline from peak	-0.12%	-0.31%	+0.19%
Average Drawdown Average peak-to-trough decline	-14.18%	-4.25%	-9.93%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.81%	2.00%	+0.81%

Volatility

EQQJ.DE vs. D500.DE - Volatility Comparison

Invesco Nasdaq Next Generation 100 UCITS ETF Acc (EQQJ.DE) has a higher volatility of 5.98% compared to Invesco S&P 500 UCITS ETF Dist (D500.DE) at 2.66%. This indicates that EQQJ.DE's price experiences larger fluctuations and is considered to be riskier than D500.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	EQQJ.DE	D500.DE	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.98%	2.66%	+3.32%
Volatility (6M) Calculated over the trailing 6-month period	12.65%	7.54%	+5.11%
Volatility (1Y) Calculated over the trailing 1-year period	16.76%	11.59%	+5.17%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	19.82%	15.17%	+4.65%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	19.85%	16.08%	+3.77%

EQQJ.DE vs. D500.DE - Expense Ratio Comparison

EQQJ.DE has a 0.25% expense ratio, which is higher than D500.DE's 0.05% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

Dividends

EQQJ.DE vs. D500.DE - Dividend Comparison

EQQJ.DE has not paid dividends to shareholders, while D500.DE's dividend yield for the trailing twelve months is around 1.08%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
D500.DE Invesco S&P 500 UCITS ETF Dist	1.08%	1.18%	1.27%	1.54%	2.63%	2.72%	3.53%	2.34%	2.08%	1.67%	1.70%	0.29%
EQQJ.DE Invesco Nasdaq Next Generation 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%

Frequently Asked Questions

Can I hold both EQQJ.DE and D500.DE in my portfolio?

EQQJ.DE and D500.DE have a correlation of 0.79, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, EQQJ.DE or D500.DE?

On fees, D500.DE is cheaper at 0.05% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, EQQJ.DE or D500.DE?

D500.DE is cheaper with a 0.05% expense ratio, compared with 0.25% for EQQJ.DE.

What is the main difference between EQQJ.DE and D500.DE?

EQQJ.DE is categorized as Mid Cap Growth Equities, while D500.DE is S&P 500. EQQJ.DE tracks Nasdaq Next Generation 100 Index, while D500.DE tracks S&P 500 Index. Their fees differ too: 0.25% for EQQJ.DE and 0.05% for D500.DE.