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EQQJ.L vs. FWRG.L
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

EQQJ.L vs. FWRG.L - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco NASDAQ Next Generation 100 UCITS ETF Acc (EQQJ.L) and Invesco FTSE All-World UCITS ETF Acc (FWRG.L). The values are adjusted to include any dividend payments, if applicable.

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EQQJ.L vs. FWRG.L - Yearly Performance Comparison


2026 (YTD)202520242023
EQQJ.L
Invesco NASDAQ Next Generation 100 UCITS ETF Acc
-4.42%20.32%14.94%5.04%
FWRG.L
Invesco FTSE All-World UCITS ETF Acc
-2.48%13.84%20.11%8.08%

Returns By Period

In the year-to-date period, EQQJ.L achieves a -4.42% return, which is significantly lower than FWRG.L's -2.48% return.


EQQJ.L

1D
1.05%
1M
-6.74%
YTD
-4.42%
6M
-0.23%
1Y
23.46%
3Y*
12.31%
5Y*
2.51%
10Y*

FWRG.L

1D
0.33%
1M
-6.18%
YTD
-2.48%
6M
1.64%
1Y
17.35%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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EQQJ.L vs. FWRG.L - Expense Ratio Comparison

EQQJ.L has a 0.25% expense ratio, which is higher than FWRG.L's 0.15% 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%.


Return for Risk

EQQJ.L vs. FWRG.L — Risk / Return Rank

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

EQQJ.L
EQQJ.L Risk / Return Rank: 6363
Overall Rank
EQQJ.L Sharpe Ratio Rank: 6565
Sharpe Ratio Rank
EQQJ.L Sortino Ratio Rank: 6565
Sortino Ratio Rank
EQQJ.L Omega Ratio Rank: 5959
Omega Ratio Rank
EQQJ.L Calmar Ratio Rank: 6161
Calmar Ratio Rank
EQQJ.L Martin Ratio Rank: 6666
Martin Ratio Rank

FWRG.L
FWRG.L Risk / Return Rank: 7171
Overall Rank
FWRG.L Sharpe Ratio Rank: 7373
Sharpe Ratio Rank
FWRG.L Sortino Ratio Rank: 7272
Sortino Ratio Rank
FWRG.L Omega Ratio Rank: 7373
Omega Ratio Rank
FWRG.L Calmar Ratio Rank: 6666
Calmar Ratio Rank
FWRG.L Martin Ratio Rank: 6969
Martin Ratio Rank
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.L vs. FWRG.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 Invesco FTSE All-World UCITS ETF Acc (FWRG.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.


EQQJ.LFWRG.LDifference

Sharpe ratio

Return per unit of total volatility

1.17

1.25

-0.08

Sortino ratio

Return per unit of downside risk

1.68

1.74

-0.06

Omega ratio

Gain probability vs. loss probability

1.23

1.26

-0.03

Calmar ratio

Return relative to maximum drawdown

1.60

1.59

+0.02

Martin ratio

Return relative to average drawdown

6.88

6.64

+0.24

EQQJ.L vs. FWRG.L - Sharpe Ratio Comparison

The current EQQJ.L Sharpe Ratio is 1.17, which is comparable to the FWRG.L Sharpe Ratio of 1.25. The chart below compares the historical Sharpe Ratios of EQQJ.L and FWRG.L, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


EQQJ.LFWRG.LDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.17

1.25

-0.08

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.12

Sharpe Ratio (All Time)

Calculated using the full available price history

0.09

1.14

-1.05

Correlation

The correlation between EQQJ.L and FWRG.L is 0.68, 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.


Dividends

EQQJ.L vs. FWRG.L - Dividend Comparison

Neither EQQJ.L nor FWRG.L has paid dividends to shareholders.


Tickers have no history of dividend payments

Drawdowns

EQQJ.L vs. FWRG.L - Drawdown Comparison

The maximum EQQJ.L drawdown since its inception was -38.51%, which is greater than FWRG.L's maximum drawdown of -18.88%. Use the drawdown chart below to compare losses from any high point for EQQJ.L and FWRG.L.


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Drawdown Indicators


EQQJ.LFWRG.LDifference

Max Drawdown

Largest peak-to-trough decline

-38.51%

-18.88%

-19.63%

Max Drawdown (1Y)

Largest decline over 1 year

-13.81%

-10.08%

-3.73%

Max Drawdown (5Y)

Largest decline over 5 years

-38.51%

Current Drawdown

Current decline from peak

-10.22%

-6.18%

-4.04%

Average Drawdown

Average peak-to-trough decline

-17.22%

-2.37%

-14.85%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.22%

2.40%

+0.82%

Volatility

EQQJ.L vs. FWRG.L - Volatility Comparison

Invesco NASDAQ Next Generation 100 UCITS ETF Acc (EQQJ.L) has a higher volatility of 5.98% compared to Invesco FTSE All-World UCITS ETF Acc (FWRG.L) at 4.24%. This indicates that EQQJ.L's price experiences larger fluctuations and is considered to be riskier than FWRG.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.LFWRG.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.98%

4.24%

+1.74%

Volatility (6M)

Calculated over the trailing 6-month period

11.98%

8.00%

+3.98%

Volatility (1Y)

Calculated over the trailing 1-year period

19.96%

13.80%

+6.16%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

21.10%

12.43%

+8.67%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

21.16%

12.43%

+8.73%