EXI3.DE vs. QQQ
Compare and contrast key facts about iShares Dow Jones Industrial Average UCITS ETF (DE) (EXI3.DE) and Invesco QQQ (QQQ).
EXI3.DE and QQQ are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. EXI3.DE is a passively managed fund by iShares that tracks the performance of the Dow Jones Industrial Average. It was launched on Sep 19, 2001. QQQ is a passively managed fund by Invesco that tracks the performance of the NASDAQ-100 Index. It was launched on Mar 10, 1999. Both EXI3.DE and QQQ 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: EXI3.DE or QQQ.
Correlation
The correlation between EXI3.DE and QQQ is 0.37, 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
EXI3.DE vs. QQQ - Performance Comparison
Key characteristics
EXI3.DE:
1.72
QQQ:
1.18
EXI3.DE:
2.65
QQQ:
1.64
EXI3.DE:
1.34
QQQ:
1.22
EXI3.DE:
3.35
QQQ:
1.59
EXI3.DE:
9.98
QQQ:
5.50
EXI3.DE:
2.10%
QQQ:
3.93%
EXI3.DE:
12.17%
QQQ:
18.32%
EXI3.DE:
-53.00%
QQQ:
-82.98%
EXI3.DE:
-0.44%
QQQ:
-1.68%
Returns By Period
In the year-to-date period, EXI3.DE achieves a 5.24% return, which is significantly higher than QQQ's 3.34% return. Over the past 10 years, EXI3.DE has underperformed QQQ with an annualized return of 11.60%, while QQQ has yielded a comparatively higher 18.30% annualized return.
EXI3.DE
5.24%
4.19%
18.97%
20.97%
10.52%
11.60%
QQQ
3.34%
4.50%
14.51%
24.01%
18.46%
18.30%
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EXI3.DE vs. QQQ - Expense Ratio Comparison
EXI3.DE has a 0.51% expense ratio, which is higher than QQQ's 0.20% expense ratio.
Risk-Adjusted Performance
EXI3.DE vs. QQQ — Risk-Adjusted Performance Rank
EXI3.DE
QQQ
EXI3.DE vs. QQQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Dow Jones Industrial Average UCITS ETF (DE) (EXI3.DE) and Invesco QQQ (QQQ). 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
EXI3.DE vs. QQQ - Dividend Comparison
EXI3.DE's dividend yield for the trailing twelve months is around 0.71%, more than QQQ's 0.54% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXI3.DE iShares Dow Jones Industrial Average UCITS ETF (DE) | 0.71% | 0.75% | 0.91% | 0.93% | 0.67% | 1.08% | 1.06% | 0.73% | 1.23% | 1.43% | 1.95% | 0.84% |
QQQ Invesco QQQ | 0.54% | 0.56% | 0.62% | 0.80% | 0.43% | 0.55% | 0.74% | 0.91% | 0.84% | 1.06% | 0.99% | 1.41% |
Drawdowns
EXI3.DE vs. QQQ - Drawdown Comparison
The maximum EXI3.DE drawdown since its inception was -53.00%, smaller than the maximum QQQ drawdown of -82.98%. Use the drawdown chart below to compare losses from any high point for EXI3.DE and QQQ. For additional features, visit the drawdowns tool.
Volatility
EXI3.DE vs. QQQ - Volatility Comparison
The current volatility for iShares Dow Jones Industrial Average UCITS ETF (DE) (EXI3.DE) is 3.75%, while Invesco QQQ (QQQ) has a volatility of 5.29%. This indicates that EXI3.DE experiences smaller price fluctuations and is considered to be less risky than QQQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.