EQQQ.DE vs. RDIV
Compare and contrast key facts about Invesco EQQQ NASDAQ-100 UCITS ETF (EQQQ.DE) and Invesco S&P Ultra Dividend Revenue ETF (RDIV).
EQQQ.DE and RDIV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. RDIV is a passively managed fund by Invesco that tracks the performance of the S&P 900 Dividend Revenue-Weighted Index. It was launched on Oct 1, 2013. Both EQQQ.DE and RDIV are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EQQQ.DE or RDIV.
Key characteristics
| EQQQ.DE | RDIV | |
|---|---|---|
| YTD Return | 11.82% | 5.99% |
| 1Y Return | 34.13% | 25.06% |
| 3Y Return (Ann) | 16.19% | 6.34% |
| 5Y Return (Ann) | 20.56% | 8.73% |
| 10Y Return (Ann) | 21.10% | 9.68% |
| Sharpe Ratio | 2.26 | 1.46 |
| Daily Std Dev | 15.02% | 17.57% |
| Max Drawdown | -47.04% | -49.97% |
| Current Drawdown | -0.50% | -0.09% |
Correlation
The correlation between EQQQ.DE and RDIV is 0.29, 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. RDIV - Performance Comparison
In the year-to-date period, EQQQ.DE achieves a 11.82% return, which is significantly higher than RDIV's 5.99% return. Over the past 10 years, EQQQ.DE has outperformed RDIV with an annualized return of 21.10%, while RDIV has yielded a comparatively lower 9.68% 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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EQQQ.DE vs. RDIV - Expense Ratio Comparison
EQQQ.DE has a 0.30% expense ratio, which is lower than RDIV's 0.39% expense ratio.
Risk-Adjusted Performance
EQQQ.DE vs. RDIV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco EQQQ NASDAQ-100 UCITS ETF (EQQQ.DE) and Invesco S&P Ultra Dividend Revenue ETF (RDIV). 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. RDIV - Dividend Comparison
EQQQ.DE's dividend yield for the trailing twelve months is around 0.42%, less than RDIV's 3.90% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EQQQ.DE 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% |
RDIV Invesco S&P Ultra Dividend Revenue ETF | 3.90% | 3.93% | 3.44% | 3.31% | 4.93% | 3.85% | 4.32% | 4.26% | 3.12% | 4.49% | 3.36% | 0.92% |
Drawdowns
EQQQ.DE vs. RDIV - Drawdown Comparison
The maximum EQQQ.DE drawdown since its inception was -47.04%, smaller than the maximum RDIV drawdown of -49.97%. Use the drawdown chart below to compare losses from any high point for EQQQ.DE and RDIV. For additional features, visit the drawdowns tool.
Volatility
EQQQ.DE vs. RDIV - Volatility Comparison
Invesco EQQQ NASDAQ-100 UCITS ETF (EQQQ.DE) has a higher volatility of 5.31% compared to Invesco S&P Ultra Dividend Revenue ETF (RDIV) at 3.08%. This indicates that EQQQ.DE's price experiences larger fluctuations and is considered to be riskier than RDIV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.