EQQJ.L vs. FINX.L
EQQJ.L (Invesco NASDAQ Next Generation 100 UCITS ETF Acc) and FINX.L (Global X FinTech UCITS ETF USD (Acc)) are both exchange-traded funds - EQQJ.L is a Mid Cap Growth Equities fund tracking the Nasdaq Next Generation 100 Index, while FINX.L is a Technology Equities fund tracking the Indxx Global FinTech Thematic v2 Index. Both are passively managed. Over the past 3 years, EQQJ.L returned 18.25%/yr vs 1.38%/yr for FINX.L. Their correlation of 0.82 suggests significant overlap in exposure. EQQJ.L charges 0.25%/yr vs 0.60%/yr for FINX.L.
Performance
EQQJ.L vs. FINX.L - Performance Comparison
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Returns By Period
In the year-to-date period, EQQJ.L achieves a 18.08% return, which is significantly higher than FINX.L's -15.02% return.
EQQJ.L
- 1D
- -0.97%
- 1M
- -2.37%
- 6M
- 11.24%
- YTD
- 18.08%
- 1Y
- 34.66%
- 3Y*
- 18.25%
- 5Y*
- 6.38%
- 10Y*
- —
FINX.L
- 1D
- -3.30%
- 1M
- -1.25%
- 6M
- -13.54%
- YTD
- -15.02%
- 1Y
- -27.34%
- 3Y*
- 1.38%
- 5Y*
- —
- 10Y*
- —
EQQJ.L vs. FINX.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
EQQJ.L Invesco NASDAQ Next Generation 100 UCITS ETF Acc | 18.08% | 20.31% | 14.94% | 14.56% | -28.82% | -5.89% |
FINX.L Global X FinTech UCITS ETF USD (Acc) | -15.02% | -5.95% | 22.04% | 36.70% | -52.82% | -16.40% |
Correlation
The correlation between EQQJ.L and FINX.L is 0.66, 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 | 0.66 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.75 |
Correlation (All Time) Calculated using the full available price history since Nov 16, 2021 | 0.82 |
The correlation between EQQJ.L and FINX.L shifts across timeframes, from 0.66 (1 year) to 0.82 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
EQQJ.L vs. FINX.L — Risk / Return Rank
EQQJ.L
FINX.L
EQQJ.L vs. FINX.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco NASDAQ Next Generation 100 UCITS ETF Acc (EQQJ.L) and Global X FinTech UCITS ETF USD (Acc) (FINX.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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| EQQJ.L | FINX.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.84 | ||
| Sortino ratioReturn per unit of downside risk | +4.01 | ||
| Omega ratioGain probability vs. loss probability | 1.32 | 0.86 | +0.47 |
| Calmar ratioReturn relative to maximum drawdown | 3.09 | -0.75 | +3.84 |
| Martin ratioReturn relative to average drawdown | 12.04 | -1.23 | +13.27 |
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Drawdowns
EQQJ.L vs. FINX.L - Drawdown Comparison
The maximum EQQJ.L drawdown since its inception was -38.51%, smaller than the maximum FINX.L drawdown of -62.08%. Use the drawdown chart below to compare losses from any high point for EQQJ.L and FINX.L.
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Drawdown Indicators
| EQQJ.L | FINX.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.51% | -62.08% | +23.57% |
Max Drawdown (1Y)Largest decline over 1 year | -11.15% | -36.51% | +25.36% |
Max Drawdown (3Y)Largest decline over 3 years | -22.96% | -36.51% | +13.55% |
Max Drawdown (5Y)Largest decline over 5 years | -38.51% | — | — |
Current DrawdownCurrent decline from peak | -4.62% | -47.41% | +42.79% |
Average DrawdownAverage peak-to-trough decline | -16.35% | -44.53% | +28.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.87% | 22.11% | -19.24% |
Volatility
EQQJ.L vs. FINX.L - Volatility Comparison
The current volatility for Invesco NASDAQ Next Generation 100 UCITS ETF Acc (EQQJ.L) is 4.99%, while Global X FinTech UCITS ETF USD (Acc) (FINX.L) has a volatility of 8.96%. This indicates that EQQJ.L experiences smaller price fluctuations and is considered to be less risky than FINX.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EQQJ.L | FINX.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.99% | 8.96% | -3.97% |
Volatility (6M)Calculated over the trailing 6-month period | 14.85% | 24.25% | -9.40% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.04% | 29.59% | -11.55% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.35% | 31.33% | -9.98% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.26% | 31.33% | -10.07% |
EQQJ.L vs. FINX.L - Expense Ratio Comparison
EQQJ.L has a 0.25% expense ratio, which is lower than FINX.L's 0.60% expense ratio.
Dividends
EQQJ.L vs. FINX.L - Dividend Comparison
Neither EQQJ.L nor FINX.L has paid dividends to shareholders.
Frequently Asked Questions
EQQJ.L and FINX.L have a correlation of 0.66, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, EQQJ.L is cheaper at 0.25% per year. The better choice depends on whether you care most about return, fees, risk, or income.
EQQJ.L is cheaper with a 0.25% expense ratio, compared with 0.60% for FINX.L.
EQQJ.L is categorized as Mid Cap Growth Equities, while FINX.L is Technology Equities. EQQJ.L tracks Nasdaq Next Generation 100 Index, while FINX.L tracks Indxx Global FinTech Thematic v2 Index. They also come from different issuers: Invesco and Global X. Their fees differ too: 0.25% for EQQJ.L and 0.60% for FINX.L.
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