EQQQ.DE vs. BBDC
Compare and contrast key facts about Invesco EQQQ NASDAQ-100 UCITS ETF (EQQQ.DE) and Barings BDC, Inc. (BBDC).
EQQQ.DE 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: EQQQ.DE or BBDC.
Key characteristics
EQQQ.DE | BBDC | |
---|---|---|
YTD Return | 12.38% | 17.57% |
1Y Return | 38.38% | 45.16% |
3Y Return (Ann) | 16.48% | 8.16% |
5Y Return (Ann) | 20.70% | 8.18% |
10Y Return (Ann) | 21.19% | 0.92% |
Sharpe Ratio | 2.30 | 2.54 |
Daily Std Dev | 15.01% | 18.31% |
Max Drawdown | -47.04% | -64.64% |
Current Drawdown | 0.00% | -4.96% |
Correlation
The correlation between EQQQ.DE and BBDC 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
EQQQ.DE vs. BBDC - Performance Comparison
In the year-to-date period, EQQQ.DE achieves a 12.38% return, which is significantly lower than BBDC's 17.57% return. Over the past 10 years, EQQQ.DE has outperformed BBDC with an annualized return of 21.19%, while BBDC has yielded a comparatively lower 0.92% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
EQQQ.DE vs. BBDC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco EQQQ NASDAQ-100 UCITS ETF (EQQQ.DE) and Barings BDC, Inc. (BBDC). 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
EQQQ.DE vs. BBDC - Dividend Comparison
EQQQ.DE's dividend yield for the trailing twelve months is around 0.42%, less than BBDC's 10.49% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Invesco EQQQ NASDAQ-100 UCITS ETF | 0.42% | 0.39% | 0.57% | 0.25% | 0.41% | 0.54% | 0.64% | 0.68% | 0.78% | 0.73% | 0.97% | 0.94% |
Barings BDC, Inc. | 10.49% | 11.89% | 11.66% | 7.44% | 7.07% | 5.25% | 24.57% | 17.39% | 10.31% | 12.35% | 12.62% | 7.81% |
Drawdowns
EQQQ.DE vs. BBDC - Drawdown Comparison
The maximum EQQQ.DE drawdown since its inception was -47.04%, smaller than the maximum BBDC drawdown of -64.64%. Use the drawdown chart below to compare losses from any high point for EQQQ.DE and BBDC. For additional features, visit the drawdowns tool.
Volatility
EQQQ.DE vs. BBDC - Volatility Comparison
Invesco EQQQ NASDAQ-100 UCITS ETF (EQQQ.DE) has a higher volatility of 5.34% compared to Barings BDC, Inc. (BBDC) at 4.63%. This indicates that EQQQ.DE's price experiences larger fluctuations and is considered to be riskier than BBDC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.