UB20.L vs. EQQQ.L
Compare and contrast key facts about UBS ETF (LU) MSCI Pacific (ex Japan) UCITS ETF (USD) A-dis (UB20.L) and Invesco EQQQ NASDAQ-100 UCITS ETF (EQQQ.L).
UB20.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. UB20.L is a passively managed fund by UBS that tracks the performance of the MSCI Pacific Ex Japan NR USD. It was launched on Oct 2, 2009. 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 UB20.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: UB20.L or EQQQ.L.
Correlation
The correlation between UB20.L and EQQQ.L is 0.60, 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.
Performance
UB20.L vs. EQQQ.L - Performance Comparison
Key characteristics
UB20.L:
1.06
EQQQ.L:
1.43
UB20.L:
1.61
EQQQ.L:
1.96
UB20.L:
1.19
EQQQ.L:
1.27
UB20.L:
1.14
EQQQ.L:
1.91
UB20.L:
5.66
EQQQ.L:
5.70
UB20.L:
2.32%
EQQQ.L:
4.07%
UB20.L:
12.29%
EQQQ.L:
16.40%
UB20.L:
-32.34%
EQQQ.L:
-33.75%
UB20.L:
-2.05%
EQQQ.L:
-2.10%
Returns By Period
In the year-to-date period, UB20.L achieves a 3.62% return, which is significantly higher than EQQQ.L's 2.49% return. Over the past 10 years, UB20.L has underperformed EQQQ.L with an annualized return of 6.42%, while EQQQ.L has yielded a comparatively higher 20.34% annualized return.
UB20.L
3.62%
-0.56%
8.62%
13.07%
4.67%
6.42%
EQQQ.L
2.49%
-0.15%
15.77%
26.53%
19.32%
20.34%
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UB20.L vs. EQQQ.L - Expense Ratio Comparison
Both UB20.L and EQQQ.L have an expense ratio of 0.30%.
Risk-Adjusted Performance
UB20.L vs. EQQQ.L — Risk-Adjusted Performance Rank
UB20.L
EQQQ.L
UB20.L vs. EQQQ.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for UBS ETF (LU) MSCI Pacific (ex Japan) UCITS ETF (USD) A-dis (UB20.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
UB20.L vs. EQQQ.L - Dividend Comparison
UB20.L's dividend yield for the trailing twelve months is around 4.17%, more than EQQQ.L's 0.37% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UB20.L UBS ETF (LU) MSCI Pacific (ex Japan) UCITS ETF (USD) A-dis | 4.17% | 3.26% | 3.97% | 3.65% | 2.60% | 3.05% | 4.08% | 4.33% | 3.43% | 4.00% | 5.19% | 2.38% |
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
UB20.L vs. EQQQ.L - Drawdown Comparison
The maximum UB20.L drawdown since its inception was -32.34%, roughly equal to the maximum EQQQ.L drawdown of -33.75%. Use the drawdown chart below to compare losses from any high point for UB20.L and EQQQ.L. For additional features, visit the drawdowns tool.
Volatility
UB20.L vs. EQQQ.L - Volatility Comparison
The current volatility for UBS ETF (LU) MSCI Pacific (ex Japan) UCITS ETF (USD) A-dis (UB20.L) is 3.08%, while Invesco EQQQ NASDAQ-100 UCITS ETF (EQQQ.L) has a volatility of 5.13%. This indicates that UB20.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.