EQQX.DE vs. SXRV.DE
Compare and contrast key facts about Invesco Nasdaq-100 Swap UCITS ETF Acc (EQQX.DE) and iShares NASDAQ 100 UCITS ETF USD (Acc) (SXRV.DE).
EQQX.DE and SXRV.DE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. EQQX.DE is a passively managed fund by Invesco that tracks the performance of the Nasdaq 100®. It was launched on Mar 22, 2021. SXRV.DE is a passively managed fund by iShares that tracks the performance of the NASDAQ-100 Index. It was launched on Jan 26, 2010. Both EQQX.DE and SXRV.DE 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: EQQX.DE or SXRV.DE.
Key characteristics
| EQQX.DE | SXRV.DE | |
|---|---|---|
| YTD Return | 11.90% | 11.79% |
| 1Y Return | 34.41% | 34.07% |
| 3Y Return (Ann) | 16.43% | 16.15% |
| Sharpe Ratio | 2.28 | 2.25 |
| Daily Std Dev | 14.99% | 15.05% |
| Max Drawdown | -31.17% | -31.39% |
| Current Drawdown | -0.51% | -0.53% |
Correlation
The correlation between EQQX.DE and SXRV.DE is 1.00, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
EQQX.DE vs. SXRV.DE - Performance Comparison
The year-to-date returns for both stocks are quite close, with EQQX.DE having a 11.90% return and SXRV.DE slightly lower at 11.79%. 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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EQQX.DE vs. SXRV.DE - Expense Ratio Comparison
EQQX.DE has a 0.20% expense ratio, which is lower than SXRV.DE's 0.36% expense ratio.
Risk-Adjusted Performance
EQQX.DE vs. SXRV.DE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Nasdaq-100 Swap UCITS ETF Acc (EQQX.DE) and iShares NASDAQ 100 UCITS ETF USD (Acc) (SXRV.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.
Dividends
EQQX.DE vs. SXRV.DE - Dividend Comparison
Neither EQQX.DE nor SXRV.DE has paid dividends to shareholders.
Drawdowns
EQQX.DE vs. SXRV.DE - Drawdown Comparison
The maximum EQQX.DE drawdown since its inception was -31.17%, roughly equal to the maximum SXRV.DE drawdown of -31.39%. Use the drawdown chart below to compare losses from any high point for EQQX.DE and SXRV.DE. For additional features, visit the drawdowns tool.
Volatility
EQQX.DE vs. SXRV.DE - Volatility Comparison
Invesco Nasdaq-100 Swap UCITS ETF Acc (EQQX.DE) and iShares NASDAQ 100 UCITS ETF USD (Acc) (SXRV.DE) have volatilities of 5.41% and 5.41%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.