LTI.L vs. EQQQ.L
Compare and contrast key facts about Lindsell Train Investment Trust plc (LTI.L) and Invesco EQQQ NASDAQ-100 UCITS ETF (EQQQ.L).
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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LTI.L or EQQQ.L.
Correlation
The correlation between LTI.L and EQQQ.L is 0.24, 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
LTI.L vs. EQQQ.L - Performance Comparison
Key characteristics
LTI.L:
0.37
EQQQ.L:
1.41
LTI.L:
0.69
EQQQ.L:
1.93
LTI.L:
1.08
EQQQ.L:
1.26
LTI.L:
0.14
EQQQ.L:
1.88
LTI.L:
1.05
EQQQ.L:
5.63
LTI.L:
8.41%
EQQQ.L:
4.08%
LTI.L:
23.61%
EQQQ.L:
16.41%
LTI.L:
-69.93%
EQQQ.L:
-33.75%
LTI.L:
-56.14%
EQQQ.L:
-2.34%
Returns By Period
In the year-to-date period, LTI.L achieves a 9.63% return, which is significantly higher than EQQQ.L's 2.23% return. Over the past 10 years, LTI.L has underperformed EQQQ.L with an annualized return of 7.69%, while EQQQ.L has yielded a comparatively higher 20.27% annualized return.
LTI.L
9.63%
3.66%
9.90%
8.01%
-4.07%
7.69%
EQQQ.L
2.23%
-2.34%
16.65%
22.92%
19.25%
20.27%
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Risk-Adjusted Performance
LTI.L vs. EQQQ.L — Risk-Adjusted Performance Rank
LTI.L
EQQQ.L
LTI.L vs. EQQQ.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Lindsell Train Investment Trust plc (LTI.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
LTI.L vs. EQQQ.L - Dividend Comparison
LTI.L's dividend yield for the trailing twelve months is around 5.87%, more than EQQQ.L's 0.37% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LTI.L Lindsell Train Investment Trust plc | 5.87% | 6.44% | 5.96% | 5.01% | 3.93% | 3.03% | 0.13% | 1.80% | 1.88% | 0.98% | 1.26% | 1.80% |
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
LTI.L vs. EQQQ.L - Drawdown Comparison
The maximum LTI.L drawdown since its inception was -69.93%, which is greater than EQQQ.L's maximum drawdown of -33.75%. Use the drawdown chart below to compare losses from any high point for LTI.L and EQQQ.L. For additional features, visit the drawdowns tool.
Volatility
LTI.L vs. EQQQ.L - Volatility Comparison
Lindsell Train Investment Trust plc (LTI.L) and Invesco EQQQ NASDAQ-100 UCITS ETF (EQQQ.L) have volatilities of 5.38% and 5.16%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.