IUSA.MI vs. EQQU.L
IUSA.MI (iShares Core S&P 500 UCITS ETF USD Dist) and EQQU.L (Invesco EQQQ NASDAQ-100 UCITS ETF) are both exchange-traded funds - IUSA.MI is a S&P 500 fund tracking the S&P 500 Index, while EQQU.L is a Nasdaq-100 fund tracking the NASDAQ-100 Index. Both are passively managed. Over the past 10 years, IUSA.MI returned 14.44%/yr vs 20.14%/yr for EQQU.L. Their correlation of 0.83 suggests significant overlap in exposure. IUSA.MI charges 0.07%/yr vs 0.30%/yr for EQQU.L.
Performance
IUSA.MI vs. EQQU.L - Performance Comparison
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Different Trading Currencies
IUSA.MI is traded in EUR, while EQQU.L is traded in USD. To make them comparable, the EQQU.L values have been converted to EUR using the latest available exchange rates.
Returns By Period
In the year-to-date period, IUSA.MI achieves a 13.12% return, which is significantly lower than EQQU.L's 15.49% return. Over the past 10 years, IUSA.MI has underperformed EQQU.L with an annualized return of 14.44%, while EQQU.L has yielded a comparatively higher 20.14% annualized return.
IUSA.MI
- 1D
- 0.00%
- 1M
- 2.07%
- 6M
- 10.84%
- YTD
- 13.12%
- 1Y
- 23.06%
- 3Y*
- 19.14%
- 5Y*
- 13.76%
- 10Y*
- 14.44%
EQQU.L
- 1D
- -2.28%
- 1M
- -4.58%
- 6M
- 13.46%
- YTD
- 15.49%
- 1Y
- 25.89%
- 3Y*
- 21.88%
- 5Y*
- 15.31%
- 10Y*
- 20.14%
IUSA.MI vs. EQQU.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IUSA.MI iShares Core S&P 500 UCITS ETF USD Dist | 13.12% | 4.30% | 33.67% | 22.28% | -14.70% | 40.93% | 7.52% | 34.35% | -1.19% | 6.82% |
EQQU.L Invesco EQQQ NASDAQ-100 UCITS ETF | 15.49% | 5.54% | 34.89% | 51.58% | -29.33% | 37.52% | 36.10% | 41.14% | 3.58% | 15.68% |
Correlation
The correlation between IUSA.MI and EQQU.L is 0.86, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.86 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.86 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.85 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.84 |
Correlation (All Time) Calculated using the full available price history since Mar 24, 2015 | 0.83 |
The correlation between IUSA.MI and EQQU.L has been stable across timeframes, ranging from 0.83 to 0.86 - a consistent structural relationship.
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Return for Risk
IUSA.MI vs. EQQU.L — Risk / Return Rank
IUSA.MI
EQQU.L
IUSA.MI vs. EQQU.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core S&P 500 UCITS ETF USD Dist (IUSA.MI) and Invesco EQQQ NASDAQ-100 UCITS ETF (EQQU.L). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| IUSA.MI | EQQU.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.55 | ||
| Sortino ratioReturn per unit of downside risk | +0.66 | ||
| Omega ratioGain probability vs. loss probability | 1.37 | 1.26 | +0.11 |
| Calmar ratioReturn relative to maximum drawdown | 3.25 | 2.49 | +0.76 |
| Martin ratioReturn relative to average drawdown | 11.47 | 7.14 | +4.34 |
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Drawdowns
IUSA.MI vs. EQQU.L - Drawdown Comparison
The maximum IUSA.MI drawdown since its inception was -47.45%, which is greater than EQQU.L's maximum drawdown of -31.40%. Use the drawdown chart below to compare losses from any high point for IUSA.MI and EQQU.L.
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Drawdown Indicators
| IUSA.MI | EQQU.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.45% | -31.40% | -16.05% |
Max Drawdown (1Y)Largest decline over 1 year | -7.16% | -10.34% | +3.18% |
Max Drawdown (3Y)Largest decline over 3 years | -23.27% | -25.80% | +2.53% |
Max Drawdown (5Y)Largest decline over 5 years | -23.27% | -31.40% | +8.13% |
Max Drawdown (10Y)Largest decline over 10 years | -33.65% | -31.40% | -2.25% |
Current DrawdownCurrent decline from peak | -0.15% | -5.74% | +5.59% |
Average DrawdownAverage peak-to-trough decline | -7.35% | -6.15% | -1.20% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.02% | 3.62% | -1.60% |
Volatility
IUSA.MI vs. EQQU.L - Volatility Comparison
The current volatility for iShares Core S&P 500 UCITS ETF USD Dist (IUSA.MI) is 2.78%, while Invesco EQQQ NASDAQ-100 UCITS ETF (EQQU.L) has a volatility of 6.05%. This indicates that IUSA.MI experiences smaller price fluctuations and is considered to be less risky than EQQU.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IUSA.MI | EQQU.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.78% | 6.05% | -3.27% |
Volatility (6M)Calculated over the trailing 6-month period | 7.99% | 13.65% | -5.66% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.70% | 17.75% | -6.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.22% | 20.78% | -5.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.10% | 20.37% | -4.27% |
IUSA.MI vs. EQQU.L - Expense Ratio Comparison
IUSA.MI has a 0.07% expense ratio, which is lower than EQQU.L's 0.30% expense ratio.
Dividends
IUSA.MI vs. EQQU.L - Dividend Comparison
IUSA.MI's dividend yield for the trailing twelve months is around 0.85%, more than EQQU.L's 0.24% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EQQU.L Invesco EQQQ NASDAQ-100 UCITS ETF | 0.24% | 0.29% | 0.38% | 0.39% | 0.56% | 0.26% | 0.39% | 0.55% | 0.65% | 0.64% | 0.82% | 0.74% |
IUSA.MI iShares Core S&P 500 UCITS ETF USD Dist | 0.85% | 0.94% | 0.99% | 1.26% | 1.47% | 0.99% | 1.40% | 1.49% | 1.71% | 1.52% | 1.38% | 1.52% |
Frequently Asked Questions
IUSA.MI and EQQU.L have a correlation of 0.86, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IUSA.MI is cheaper at 0.07% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IUSA.MI is cheaper with a 0.07% expense ratio, compared with 0.30% for EQQU.L.
IUSA.MI is categorized as S&P 500, while EQQU.L is Nasdaq-100. IUSA.MI tracks S&P 500 Index, while EQQU.L tracks NASDAQ-100 Index. They also come from different issuers: iShares and Invesco. Their fees differ too: 0.07% for IUSA.MI and 0.30% for EQQU.L.
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