EQQU.L vs. RBTX.L
Compare and contrast key facts about Invesco EQQQ NASDAQ-100 UCITS ETF (EQQU.L) and iShares Automation & Robotics UCITS ETF (RBTX.L).
EQQU.L and RBTX.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. RBTX.L is a passively managed fund by iShares that tracks the performance of the MSCI World/Information Tech NR USD. It was launched on Sep 8, 2016. Both EQQU.L and RBTX.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: EQQU.L or RBTX.L.
Key characteristics
| EQQU.L | RBTX.L | |
|---|---|---|
| YTD Return | 14.64% | -4.87% |
| 1Y Return | 27.18% | 8.47% |
| 3Y Return (Ann) | 8.12% | -0.94% |
| 5Y Return (Ann) | 19.72% | 9.77% |
| Sharpe Ratio | 1.60 | 0.49 |
| Daily Std Dev | 16.89% | 17.31% |
| Max Drawdown | -35.54% | -33.46% |
| Current Drawdown | -5.60% | -10.42% |
Correlation
The correlation between EQQU.L and RBTX.L is 0.80, 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
EQQU.L vs. RBTX.L - Performance Comparison
In the year-to-date period, EQQU.L achieves a 14.64% return, which is significantly higher than RBTX.L's -4.87% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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EQQU.L vs. RBTX.L - Expense Ratio Comparison
EQQU.L has a 0.30% expense ratio, which is lower than RBTX.L's 0.40% expense ratio.
Risk-Adjusted Performance
EQQU.L vs. RBTX.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco EQQQ NASDAQ-100 UCITS ETF (EQQU.L) and iShares Automation & Robotics UCITS ETF (RBTX.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
EQQU.L vs. RBTX.L - Dividend Comparison
Neither EQQU.L nor RBTX.L has paid dividends to shareholders.
Drawdowns
EQQU.L vs. RBTX.L - Drawdown Comparison
The maximum EQQU.L drawdown since its inception was -35.54%, which is greater than RBTX.L's maximum drawdown of -33.46%. Use the drawdown chart below to compare losses from any high point for EQQU.L and RBTX.L. For additional features, visit the drawdowns tool.
Volatility
EQQU.L vs. RBTX.L - Volatility Comparison
The current volatility for Invesco EQQQ NASDAQ-100 UCITS ETF (EQQU.L) is 5.59%, while iShares Automation & Robotics UCITS ETF (RBTX.L) has a volatility of 5.92%. This indicates that EQQU.L experiences smaller price fluctuations and is considered to be less risky than RBTX.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.