IWFS.L vs. EQQQ.L
Compare and contrast key facts about iShares Edge MSCI World Size Factor UCITS ETF (IWFS.L) and Invesco EQQQ NASDAQ-100 UCITS ETF (EQQQ.L).
IWFS.L and EQQQ.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IWFS.L is a passively managed fund by iShares that tracks the performance of the MSCI ACWI NR USD. It was launched on Oct 3, 2014. EQQQ.L is a passively managed fund by Invesco that tracks the performance of the NASDAQ-100 Index. It was launched on Dec 2, 2002. Both IWFS.L and EQQQ.L 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: IWFS.L or EQQQ.L.
Correlation
The correlation between IWFS.L and EQQQ.L is 0.75, 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
IWFS.L vs. EQQQ.L - Performance Comparison
Key characteristics
IWFS.L:
1.16
EQQQ.L:
1.46
IWFS.L:
1.67
EQQQ.L:
2.01
IWFS.L:
1.21
EQQQ.L:
1.27
IWFS.L:
2.11
EQQQ.L:
1.98
IWFS.L:
5.67
EQQQ.L:
5.93
IWFS.L:
2.07%
EQQQ.L:
4.07%
IWFS.L:
10.17%
EQQQ.L:
16.47%
IWFS.L:
-29.90%
EQQQ.L:
-33.75%
IWFS.L:
-0.78%
EQQQ.L:
-1.65%
Returns By Period
In the year-to-date period, IWFS.L achieves a 3.97% return, which is significantly higher than EQQQ.L's 2.95% return. Over the past 10 years, IWFS.L has underperformed EQQQ.L with an annualized return of 8.14%, while EQQQ.L has yielded a comparatively higher 20.48% annualized return.
IWFS.L
3.97%
1.36%
8.66%
12.29%
6.27%
8.14%
EQQQ.L
2.95%
1.00%
16.21%
24.25%
19.25%
20.48%
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IWFS.L vs. EQQQ.L - Expense Ratio Comparison
Both IWFS.L and EQQQ.L have an expense ratio of 0.30%.
Risk-Adjusted Performance
IWFS.L vs. EQQQ.L — Risk-Adjusted Performance Rank
IWFS.L
EQQQ.L
IWFS.L vs. EQQQ.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Edge MSCI World Size Factor UCITS ETF (IWFS.L) and Invesco EQQQ NASDAQ-100 UCITS ETF (EQQQ.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.
Dividends
IWFS.L vs. EQQQ.L - Dividend Comparison
IWFS.L has not paid dividends to shareholders, while EQQQ.L's dividend yield for the trailing twelve months is around 0.37%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IWFS.L iShares Edge MSCI World Size Factor UCITS ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
EQQQ.L Invesco EQQQ NASDAQ-100 UCITS ETF | 0.37% | 0.38% | 0.39% | 0.56% | 0.25% | 0.41% | 0.56% | 0.63% | 0.67% | 0.77% | 0.72% | 1.01% |
Drawdowns
IWFS.L vs. EQQQ.L - Drawdown Comparison
The maximum IWFS.L drawdown since its inception was -29.90%, smaller than the maximum EQQQ.L drawdown of -33.75%. Use the drawdown chart below to compare losses from any high point for IWFS.L and EQQQ.L. For additional features, visit the drawdowns tool.
Volatility
IWFS.L vs. EQQQ.L - Volatility Comparison
The current volatility for iShares Edge MSCI World Size Factor UCITS ETF (IWFS.L) is 3.40%, while Invesco EQQQ NASDAQ-100 UCITS ETF (EQQQ.L) has a volatility of 5.39%. This indicates that IWFS.L experiences smaller price fluctuations and is considered to be less risky than EQQQ.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.