SP5.PA vs. EQQQ.L
Compare and contrast key facts about Amundi S&P 500 UCITS ETF - Dist EUR (SP5.PA) and Invesco EQQQ NASDAQ-100 UCITS ETF (EQQQ.L).
SP5.PA 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. SP5.PA is a passively managed fund by Amundi that tracks the performance of the S&P 500 Index. It was launched on Mar 24, 2021. 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 SP5.PA 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: SP5.PA or EQQQ.L.
Correlation
The correlation between SP5.PA and EQQQ.L is 0.84, 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
SP5.PA vs. EQQQ.L - Performance Comparison
Key characteristics
SP5.PA:
2.14
EQQQ.L:
1.70
SP5.PA:
2.93
EQQQ.L:
2.30
SP5.PA:
1.43
EQQQ.L:
1.32
SP5.PA:
3.17
EQQQ.L:
2.29
SP5.PA:
14.06
EQQQ.L:
6.86
SP5.PA:
1.90%
EQQQ.L:
4.07%
SP5.PA:
12.59%
EQQQ.L:
16.47%
SP5.PA:
-33.67%
EQQQ.L:
-33.75%
SP5.PA:
0.00%
EQQQ.L:
-1.00%
Returns By Period
The year-to-date returns for both investments are quite close, with SP5.PA having a 3.47% return and EQQQ.L slightly higher at 3.63%. Over the past 10 years, SP5.PA has underperformed EQQQ.L with an annualized return of 13.96%, while EQQQ.L has yielded a comparatively higher 20.49% annualized return.
SP5.PA
3.47%
1.79%
17.62%
29.67%
15.22%
13.96%
EQQQ.L
3.63%
0.43%
16.50%
27.81%
19.61%
20.49%
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SP5.PA vs. EQQQ.L - Expense Ratio Comparison
SP5.PA has a 0.05% expense ratio, which is lower than EQQQ.L's 0.30% expense ratio.
Risk-Adjusted Performance
SP5.PA vs. EQQQ.L — Risk-Adjusted Performance Rank
SP5.PA
EQQQ.L
SP5.PA vs. EQQQ.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Amundi S&P 500 UCITS ETF - Dist EUR (SP5.PA) 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
SP5.PA vs. EQQQ.L - Dividend Comparison
SP5.PA's dividend yield for the trailing twelve months is around 1.16%, more than EQQQ.L's 0.36% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SP5.PA Amundi S&P 500 UCITS ETF - Dist EUR | 1.16% | 1.20% | 1.05% | 2.12% | 1.09% | 1.55% | 1.64% | 1.93% | 1.76% | 1.89% | 2.03% | 1.14% |
EQQQ.L Invesco EQQQ NASDAQ-100 UCITS ETF | 0.36% | 0.38% | 0.39% | 0.56% | 0.25% | 0.41% | 0.56% | 0.63% | 0.67% | 0.77% | 0.72% | 1.01% |
Drawdowns
SP5.PA vs. EQQQ.L - Drawdown Comparison
The maximum SP5.PA drawdown since its inception was -33.67%, roughly equal to the maximum EQQQ.L drawdown of -33.75%. Use the drawdown chart below to compare losses from any high point for SP5.PA and EQQQ.L. For additional features, visit the drawdowns tool.
Volatility
SP5.PA vs. EQQQ.L - Volatility Comparison
The current volatility for Amundi S&P 500 UCITS ETF - Dist EUR (SP5.PA) is 3.46%, while Invesco EQQQ NASDAQ-100 UCITS ETF (EQQQ.L) has a volatility of 5.35%. This indicates that SP5.PA 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.