EQQX.DE vs. WDEE.DE
EQQX.DE (Invesco Nasdaq-100 Swap UCITS ETF Acc) and WDEE.DE (Invesco S&P World Energy ESG UCITS ETF Acc) are both exchange-traded funds - EQQX.DE is a Nasdaq-100 fund tracking the Nasdaq 100®, while WDEE.DE is a Energy Equities fund tracking the S&P Developed Ex-Korea LargeMidCap ESG Enhanced Energy. Both are passively managed. Over the past 3 years, EQQX.DE returned 25.43%/yr vs 16.13%/yr for WDEE.DE. At a 0.13 correlation, their price movements are largely independent. EQQX.DE charges 0.20%/yr vs 0.18%/yr for WDEE.DE.
Performance
EQQX.DE vs. WDEE.DE - Performance Comparison
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Returns By Period
In the year-to-date period, EQQX.DE achieves a 21.61% return, which is significantly lower than WDEE.DE's 33.31% return.
EQQX.DE
- 1D
- 0.11%
- 1M
- 8.86%
- YTD
- 21.61%
- 6M
- 19.72%
- 1Y
- 38.41%
- 3Y*
- 25.43%
- 5Y*
- 19.11%
- 10Y*
- —
WDEE.DE
- 1D
- 2.19%
- 1M
- 3.35%
- YTD
- 33.31%
- 6M
- 28.18%
- 1Y
- 39.15%
- 3Y*
- 16.13%
- 5Y*
- —
- 10Y*
- —
EQQX.DE vs. WDEE.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
EQQX.DE Invesco Nasdaq-100 Swap UCITS ETF Acc | 21.61% | 7.13% | 33.88% | 28.96% |
WDEE.DE Invesco S&P World Energy ESG UCITS ETF Acc | 33.31% | -2.96% | 9.29% | 6.37% |
Correlation
The correlation between EQQX.DE and WDEE.DE is -0.08, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.08 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.13 |
Correlation (All Time) Calculated using the full available price history since Apr 18, 2023 | 0.13 |
The correlation between EQQX.DE and WDEE.DE shifts across timeframes, from -0.08 (1 year) to 0.13 (3 years), reflecting how their relationship changes across market environments.
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Return for Risk
EQQX.DE vs. WDEE.DE — Risk / Return Rank
EQQX.DE
WDEE.DE
EQQX.DE vs. WDEE.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Nasdaq-100 Swap UCITS ETF Acc (EQQX.DE) and Invesco S&P World Energy ESG UCITS ETF Acc (WDEE.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.
| EQQX.DE | WDEE.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.74 | ||
| Sortino ratioReturn per unit of downside risk | +1.01 | ||
| Omega ratioGain probability vs. loss probability | 1.44 | 1.31 | +0.13 |
| Calmar ratioReturn relative to maximum drawdown | 3.91 | 2.94 | +0.97 |
| Martin ratioReturn relative to average drawdown | 11.64 | 9.51 | +2.14 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| EQQX.DE | WDEE.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.49 | 1.75 | +0.74 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.95 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.90 | 0.69 | +0.20 |
Drawdowns
EQQX.DE vs. WDEE.DE - Drawdown Comparison
The maximum EQQX.DE drawdown since its inception was -31.17%, which is greater than WDEE.DE's maximum drawdown of -23.77%. Use the drawdown chart below to compare losses from any high point for EQQX.DE and WDEE.DE.
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Drawdown Indicators
| EQQX.DE | WDEE.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.17% | -23.77% | -7.40% |
Max Drawdown (1Y)Largest decline over 1 year | -9.97% | -12.42% | +2.45% |
Max Drawdown (3Y)Largest decline over 3 years | -26.80% | -23.77% | -3.03% |
Max Drawdown (5Y)Largest decline over 5 years | -31.17% | — | — |
Current DrawdownCurrent decline from peak | 0.00% | -4.37% | +4.37% |
Average DrawdownAverage peak-to-trough decline | -7.99% | -7.19% | -0.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.36% | 3.85% | -0.49% |
Volatility
EQQX.DE vs. WDEE.DE - Volatility Comparison
The current volatility for Invesco Nasdaq-100 Swap UCITS ETF Acc (EQQX.DE) is 4.15%, while Invesco S&P World Energy ESG UCITS ETF Acc (WDEE.DE) has a volatility of 7.54%. This indicates that EQQX.DE experiences smaller price fluctuations and is considered to be less risky than WDEE.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EQQX.DE | WDEE.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.15% | 7.54% | -3.39% |
Volatility (6M)Calculated over the trailing 6-month period | 10.89% | 17.53% | -6.64% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.75% | 20.89% | -5.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.86% | 19.94% | -0.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.79% | 19.94% | -0.15% |
EQQX.DE vs. WDEE.DE - Expense Ratio Comparison
EQQX.DE has a 0.20% expense ratio, which is higher than WDEE.DE's 0.18% 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%.
Dividends
EQQX.DE vs. WDEE.DE - Dividend Comparison
Neither EQQX.DE nor WDEE.DE has paid dividends to shareholders.
Frequently Asked Questions
EQQX.DE and WDEE.DE have a correlation of -0.08, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, WDEE.DE is cheaper at 0.18% per year. The better choice depends on whether you care most about return, fees, risk, or income.
WDEE.DE is cheaper with a 0.18% expense ratio, compared with 0.20% for EQQX.DE.
EQQX.DE is categorized as Nasdaq-100, while WDEE.DE is Energy Equities. EQQX.DE tracks Nasdaq 100®, while WDEE.DE tracks S&P Developed Ex-Korea LargeMidCap ESG Enhanced Energy. Their fees differ too: 0.20% for EQQX.DE and 0.18% for WDEE.DE.
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