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IVG.MI vs. QQQM
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

IVG.MI vs. QQQM - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in Iveco Group NV (IVG.MI) and Invesco NASDAQ 100 ETF (QQQM). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

IVG.MI is traded in EUR, while QQQM is traded in USD. To make them comparable, the QQQM values have been converted to EUR using the latest available exchange rates.

Returns By Period

In the year-to-date period, IVG.MI achieves a 5.22% return, which is significantly lower than QQQM's 17.21% return.


IVG.MI

1D
0.00%
1M
-0.36%
YTD
5.22%
6M
5.92%
1Y
14.75%
3Y*
40.82%
5Y*
10Y*

QQQM

1D
-4.02%
1M
3.38%
YTD
17.21%
6M
14.23%
1Y
34.23%
3Y*
23.45%
5Y*
18.06%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

IVG.MI vs. QQQM - Yearly Performance Comparison


2026 (YTD)2025202420232022
IVG.MI
Iveco Group NV
5.22%106.07%16.74%46.56%-45.01%
QQQM
Invesco NASDAQ 100 ETF
17.21%6.51%33.98%50.36%-29.49%

Correlation

The correlation between IVG.MI and QQQM is 0.20, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.20

Correlation (3Y)
Calculated over the trailing 3-year period

0.15

Correlation (All Time)
Calculated using the full available price history since Jan 4, 2022

0.18

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Iveco Group NV

Invesco NASDAQ 100 ETF

Return for Risk

IVG.MI vs. QQQM — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

IVG.MI
IVG.MI Risk / Return Rank: 6666
Overall Rank
IVG.MI Sharpe Ratio Rank: 6464
Sharpe Ratio Rank
IVG.MI Sortino Ratio Rank: 6060
Sortino Ratio Rank
IVG.MI Omega Ratio Rank: 7575
Omega Ratio Rank
IVG.MI Calmar Ratio Rank: 6262
Calmar Ratio Rank
IVG.MI Martin Ratio Rank: 7070
Martin Ratio Rank

QQQM
QQQM Risk / Return Rank: 6262
Overall Rank
QQQM Sharpe Ratio Rank: 6565
Sharpe Ratio Rank
QQQM Sortino Ratio Rank: 5858
Sortino Ratio Rank
QQQM Omega Ratio Rank: 6363
Omega Ratio Rank
QQQM Calmar Ratio Rank: 6161
Calmar Ratio Rank
QQQM Martin Ratio Rank: 6363
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

IVG.MI vs. QQQM - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Iveco Group NV (IVG.MI) and Invesco NASDAQ 100 ETF (QQQM). 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.


IVG.MIQQQMDifference
Sharpe ratioReturn per unit of total volatility

-1.36

Sortino ratioReturn per unit of downside risk

-1.38

Omega ratioGain probability vs. loss probability

1.26

1.37

-0.10

Calmar ratioReturn relative to maximum drawdown

1.04

3.13

-2.09

Martin ratioReturn relative to average drawdown

3.59

9.76

-6.17

IVG.MI vs. QQQM - Sharpe Ratio Comparison

The current IVG.MI Sharpe Ratio is 0.70, which is lower than the QQQM Sharpe Ratio of 2.07. The chart below compares the historical Sharpe Ratios of IVG.MI and QQQM, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


IVG.MIQQQMDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.70

2.07

-1.36

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.83

Sharpe Ratio (All Time)

Calculated using the full available price history

0.44

0.83

-0.39

Drawdowns

IVG.MI vs. QQQM - Drawdown Comparison

The maximum IVG.MI drawdown since its inception was -58.44%, which is greater than QQQM's maximum drawdown of -30.95%. Use the drawdown chart below to compare losses from any high point for IVG.MI and QQQM.


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Drawdown Indicators


IVG.MIQQQMDifference

Max Drawdown

Largest peak-to-trough decline

-58.44%

-30.95%

-27.49%

Max Drawdown (1Y)

Largest decline over 1 year

-14.08%

-10.99%

-3.09%

Max Drawdown (3Y)

Largest decline over 3 years

-41.37%

-27.16%

-14.21%

Max Drawdown (5Y)

Largest decline over 5 years

-30.95%

Current Drawdown

Current decline from peak

-0.78%

-4.67%

+3.89%

Average Drawdown

Average peak-to-trough decline

-24.05%

-7.33%

-16.72%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.06%

3.52%

+0.54%

Volatility

IVG.MI vs. QQQM - Volatility Comparison

The current volatility for Iveco Group NV (IVG.MI) is 0.55%, while Invesco NASDAQ 100 ETF (QQQM) has a volatility of 5.73%. This indicates that IVG.MI experiences smaller price fluctuations and is considered to be less risky than QQQM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


IVG.MIQQQMDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.55%

5.73%

-5.18%

Volatility (6M)

Calculated over the trailing 6-month period

3.27%

12.23%

-8.96%

Volatility (1Y)

Calculated over the trailing 1-year period

20.78%

16.66%

+4.12%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

39.88%

21.96%

+17.92%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

39.88%

21.78%

+18.10%

Dividends

IVG.MI vs. QQQM - Dividend Comparison

IVG.MI's dividend yield for the trailing twelve months is around 41.82%, more than QQQM's 0.44% yield.


PositionTTM202520242023202220212020
IVG.MI
Iveco Group NV
41.82%1.76%2.36%0.00%0.00%0.00%0.00%
QQQM
Invesco NASDAQ 100 ETF
0.44%0.50%0.61%0.65%0.83%0.40%0.16%

Frequently Asked Questions


IVG.MI and QQQM have a correlation of 0.20, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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