RDIV vs. EQQQ.DE
Compare and contrast key facts about Invesco S&P Ultra Dividend Revenue ETF (RDIV) and Invesco EQQQ NASDAQ-100 UCITS ETF (EQQQ.DE).
RDIV and EQQQ.DE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. RDIV is a passively managed fund by Invesco that tracks the performance of the S&P 900 Dividend Revenue-Weighted Index. It was launched on Oct 1, 2013. EQQQ.DE is a passively managed fund by Invesco that tracks the performance of the NASDAQ-100 Index. It was launched on Dec 2, 2002. Both RDIV and EQQQ.DE 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: RDIV or EQQQ.DE.
Key characteristics
| RDIV | EQQQ.DE | |
|---|---|---|
| YTD Return | 16.76% | 20.68% |
| 1Y Return | 35.37% | 31.20% |
| 3Y Return (Ann) | 11.07% | 9.33% |
| 5Y Return (Ann) | 9.51% | 20.25% |
| 10Y Return (Ann) | 9.69% | 19.12% |
| Sharpe Ratio | 2.45 | 1.83 |
| Sortino Ratio | 3.57 | 2.44 |
| Omega Ratio | 1.44 | 1.34 |
| Calmar Ratio | 1.89 | 2.19 |
| Martin Ratio | 18.03 | 7.26 |
| Ulcer Index | 2.21% | 4.05% |
| Daily Std Dev | 15.97% | 16.04% |
| Max Drawdown | -49.97% | -47.04% |
| Current Drawdown | -2.73% | -2.95% |
Correlation
The correlation between RDIV and EQQQ.DE is 0.28, 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
RDIV vs. EQQQ.DE - Performance Comparison
In the year-to-date period, RDIV achieves a 16.76% return, which is significantly lower than EQQQ.DE's 20.68% return. Over the past 10 years, RDIV has underperformed EQQQ.DE with an annualized return of 9.69%, while EQQQ.DE has yielded a comparatively higher 19.12% annualized 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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RDIV vs. EQQQ.DE - Expense Ratio Comparison
RDIV has a 0.39% expense ratio, which is higher than EQQQ.DE's 0.30% expense ratio.
Risk-Adjusted Performance
RDIV vs. EQQQ.DE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco S&P Ultra Dividend Revenue ETF (RDIV) and Invesco EQQQ NASDAQ-100 UCITS ETF (EQQQ.DE). 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
RDIV vs. EQQQ.DE - Dividend Comparison
RDIV's dividend yield for the trailing twelve months is around 3.75%, more than EQQQ.DE's 0.41% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RDIV Invesco S&P Ultra Dividend Revenue ETF | 3.75% | 3.93% | 3.44% | 3.31% | 4.93% | 3.85% | 4.32% | 4.26% | 3.12% | 4.49% | 3.36% | 0.92% |
EQQQ.DE Invesco EQQQ NASDAQ-100 UCITS ETF | 0.41% | 0.39% | 0.57% | 0.25% | 0.41% | 0.54% | 0.64% | 0.68% | 0.78% | 0.73% | 0.97% | 0.94% |
Drawdowns
RDIV vs. EQQQ.DE - Drawdown Comparison
The maximum RDIV drawdown since its inception was -49.97%, which is greater than EQQQ.DE's maximum drawdown of -47.04%. Use the drawdown chart below to compare losses from any high point for RDIV and EQQQ.DE. For additional features, visit the drawdowns tool.
Volatility
RDIV vs. EQQQ.DE - Volatility Comparison
Invesco S&P Ultra Dividend Revenue ETF (RDIV) and Invesco EQQQ NASDAQ-100 UCITS ETF (EQQQ.DE) have volatilities of 3.75% and 3.63%, 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.