UCLU.DE vs. EQQQ.DE
Compare and contrast key facts about Invesco USD AAA CLO UCITS ETF Dist (UCLU.DE) and Invesco EQQQ NASDAQ-100 UCITS ETF (EQQQ.DE).
UCLU.DE 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. UCLU.DE is an actively managed fund by Invesco. It was launched on Oct 2, 2025. 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.
Performance
UCLU.DE vs. EQQQ.DE - Performance Comparison
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UCLU.DE vs. EQQQ.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
UCLU.DE Invesco USD AAA CLO UCITS ETF Dist | 2.81% | -8.02% |
EQQQ.DE Invesco EQQQ NASDAQ-100 UCITS ETF | -4.18% | 3.63% |
Returns By Period
In the year-to-date period, UCLU.DE achieves a 2.81% return, which is significantly higher than EQQQ.DE's -4.18% return.
UCLU.DE
- 1D
- 0.58%
- 1M
- 0.35%
- YTD
- 2.81%
- 6M
- 3.14%
- 1Y
- -2.00%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
EQQQ.DE
- 1D
- 0.16%
- 1M
- -2.02%
- YTD
- -4.18%
- 6M
- -1.98%
- 1Y
- 15.87%
- 3Y*
- 20.53%
- 5Y*
- 13.39%
- 10Y*
- 18.60%
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UCLU.DE vs. EQQQ.DE - Expense Ratio Comparison
UCLU.DE has a 0.25% expense ratio, which is lower than EQQQ.DE's 0.30% expense ratio.
Return for Risk
UCLU.DE vs. EQQQ.DE — Risk / Return Rank
UCLU.DE
EQQQ.DE
UCLU.DE vs. EQQQ.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco USD AAA CLO UCITS ETF Dist (UCLU.DE) 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.
| UCLU.DE | EQQQ.DE | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.28 | 0.77 | -1.05 |
Sortino ratioReturn per unit of downside risk | -0.33 | 1.18 | -1.51 |
Omega ratioGain probability vs. loss probability | 0.96 | 1.16 | -0.20 |
Calmar ratioReturn relative to maximum drawdown | -0.02 | 2.31 | -2.34 |
Martin ratioReturn relative to average drawdown | -0.04 | 6.92 | -6.96 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| UCLU.DE | EQQQ.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.28 | 0.77 | -1.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.67 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.94 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.66 | 0.75 | -1.40 |
Correlation
The correlation between UCLU.DE and EQQQ.DE is 0.24, 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.
Dividends
UCLU.DE vs. EQQQ.DE - Dividend Comparison
UCLU.DE's dividend yield for the trailing twelve months is around 4.55%, more than EQQQ.DE's 0.29% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UCLU.DE Invesco USD AAA CLO UCITS ETF Dist | 4.55% | 3.56% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
EQQQ.DE Invesco EQQQ NASDAQ-100 UCITS ETF | 0.29% | 0.29% | 0.37% | 0.39% | 0.57% | 0.25% | 0.41% | 0.54% | 0.64% | 0.68% | 0.78% | 0.73% |
Drawdowns
UCLU.DE vs. EQQQ.DE - Drawdown Comparison
The maximum UCLU.DE drawdown since its inception was -10.53%, smaller than the maximum EQQQ.DE drawdown of -47.04%. Use the drawdown chart below to compare losses from any high point for UCLU.DE and EQQQ.DE.
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Drawdown Indicators
| UCLU.DE | EQQQ.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -10.53% | -47.04% | +36.51% |
Max Drawdown (1Y)Largest decline over 1 year | -6.20% | -10.05% | +3.85% |
Max Drawdown (5Y)Largest decline over 5 years | — | -31.30% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -31.30% | — |
Current DrawdownCurrent decline from peak | -5.86% | -7.53% | +1.67% |
Average DrawdownAverage peak-to-trough decline | -7.43% | -7.40% | -0.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.85% | 3.36% | +0.49% |
Volatility
UCLU.DE vs. EQQQ.DE - Volatility Comparison
The current volatility for Invesco USD AAA CLO UCITS ETF Dist (UCLU.DE) is 1.98%, while Invesco EQQQ NASDAQ-100 UCITS ETF (EQQQ.DE) has a volatility of 4.70%. This indicates that UCLU.DE experiences smaller price fluctuations and is considered to be less risky than EQQQ.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UCLU.DE | EQQQ.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.98% | 4.70% | -2.72% |
Volatility (6M)Calculated over the trailing 6-month period | 4.16% | 11.85% | -7.69% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.12% | 20.51% | -13.39% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.30% | 19.85% | -12.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.30% | 19.67% | -12.37% |