KER.PA vs. EQQU.L
Compare and contrast key facts about Kering SA (KER.PA) and Invesco EQQQ NASDAQ-100 UCITS ETF (EQQU.L).
EQQU.L is a passively managed fund by Invesco that tracks the performance of the NASDAQ-100 Index. It was launched on Dec 2, 2002.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: KER.PA or EQQU.L.
Performance
KER.PA vs. EQQU.L - Performance Comparison
Returns By Period
In the year-to-date period, KER.PA achieves a -42.46% return, which is significantly lower than EQQU.L's 21.92% return.
KER.PA
-42.46%
-7.54%
-34.47%
-43.21%
-14.53%
6.14%
EQQU.L
21.92%
1.38%
10.41%
30.25%
19.85%
N/A
Key characteristics
| KER.PA | EQQU.L | |
|---|---|---|
| Sharpe Ratio | -1.23 | 1.77 |
| Sortino Ratio | -1.85 | 2.40 |
| Omega Ratio | 0.77 | 1.32 |
| Calmar Ratio | -0.61 | 2.36 |
| Martin Ratio | -1.55 | 8.27 |
| Ulcer Index | 27.86% | 3.51% |
| Daily Std Dev | 34.85% | 16.46% |
| Max Drawdown | -85.03% | -35.54% |
| Current Drawdown | -69.62% | -2.33% |
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Correlation
The correlation between KER.PA and EQQU.L is 0.48, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Risk-Adjusted Performance
KER.PA vs. EQQU.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Kering SA (KER.PA) 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.
Dividends
KER.PA vs. EQQU.L - Dividend Comparison
KER.PA's dividend yield for the trailing twelve months is around 6.36%, while EQQU.L has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
KER.PA Kering SA | 6.36% | 3.51% | 2.52% | 1.13% | 1.35% | 1.79% | 1.42% | 1.17% | 1.88% | 2.53% | 2.35% | 2.43% |
EQQU.L Invesco EQQQ NASDAQ-100 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% |
Drawdowns
KER.PA vs. EQQU.L - Drawdown Comparison
The maximum KER.PA drawdown since its inception was -85.03%, which is greater than EQQU.L's maximum drawdown of -35.54%. Use the drawdown chart below to compare losses from any high point for KER.PA and EQQU.L. For additional features, visit the drawdowns tool.
Volatility
KER.PA vs. EQQU.L - Volatility Comparison
Kering SA (KER.PA) has a higher volatility of 14.34% compared to Invesco EQQQ NASDAQ-100 UCITS ETF (EQQU.L) at 5.47%. This indicates that KER.PA's price experiences larger fluctuations and is considered to be riskier than EQQU.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.