SPXP.L vs. EQQQ.L
Compare and contrast key facts about Invesco S&P 500 UCITS ETF (SPXP.L) and Invesco EQQQ NASDAQ-100 UCITS ETF (EQQQ.L).
SPXP.L 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. SPXP.L is a passively managed fund by Invesco that tracks the performance of the Russell 1000 TR USD. It was launched on May 20, 2010. 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 SPXP.L 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: SPXP.L or EQQQ.L.
Performance
SPXP.L vs. EQQQ.L - Performance Comparison
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Key characteristics
SPXP.L:
0.41
EQQQ.L:
0.25
SPXP.L:
0.64
EQQQ.L:
0.46
SPXP.L:
1.09
EQQQ.L:
1.06
SPXP.L:
0.31
EQQQ.L:
0.20
SPXP.L:
0.85
EQQQ.L:
0.52
SPXP.L:
7.55%
EQQQ.L:
9.19%
SPXP.L:
16.71%
EQQQ.L:
21.10%
SPXP.L:
-25.46%
EQQQ.L:
-33.75%
SPXP.L:
-6.70%
EQQQ.L:
-5.81%
Returns By Period
In the year-to-date period, SPXP.L achieves a -2.37% return, which is significantly lower than EQQQ.L's -1.40% return. Over the past 10 years, SPXP.L has underperformed EQQQ.L with an annualized return of 14.95%, while EQQQ.L has yielded a comparatively higher 19.99% annualized return.
SPXP.L
- YTD
- -2.37%
- 1M
- 3.67%
- 6M
- -3.14%
- 1Y
- 6.95%
- 3Y*
- 13.75%
- 5Y*
- 14.75%
- 10Y*
- 14.95%
EQQQ.L
- YTD
- -1.40%
- 1M
- 3.97%
- 6M
- -1.91%
- 1Y
- 5.35%
- 3Y*
- 18.74%
- 5Y*
- 15.17%
- 10Y*
- 19.99%
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SPXP.L vs. EQQQ.L - Expense Ratio Comparison
SPXP.L has a 0.05% expense ratio, which is lower than EQQQ.L's 0.30% expense ratio.
Risk-Adjusted Performance
SPXP.L vs. EQQQ.L — Risk-Adjusted Performance Rank
SPXP.L
EQQQ.L
SPXP.L vs. EQQQ.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco S&P 500 UCITS ETF (SPXP.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.
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Correlation
The correlation between SPXP.L and EQQQ.L is 0.57, 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.
Dividends
SPXP.L vs. EQQQ.L - Dividend Comparison
SPXP.L has not paid dividends to shareholders, while EQQQ.L's dividend yield for the trailing twelve months is around 0.35%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPXP.L Invesco S&P 500 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% |
EQQQ.L Invesco EQQQ NASDAQ-100 UCITS ETF | 0.35% | 0.38% | 0.39% | 0.56% | 0.25% | 0.41% | 0.56% | 0.63% | 0.67% | 0.77% | 0.72% | 1.01% |
Drawdowns
SPXP.L vs. EQQQ.L - Drawdown Comparison
The maximum SPXP.L drawdown since its inception was -25.46%, smaller than the maximum EQQQ.L drawdown of -33.75%. Use the drawdown chart below to compare losses from any high point for SPXP.L and EQQQ.L.
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Volatility
SPXP.L vs. EQQQ.L - Volatility Comparison
The current volatility for Invesco S&P 500 UCITS ETF (SPXP.L) is 2.29%, while Invesco EQQQ NASDAQ-100 UCITS ETF (EQQQ.L) has a volatility of 3.10%. This indicates that SPXP.L 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.
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