USBOX vs. EQWL
Compare and contrast key facts about Pear Tree Quality Fund (USBOX) and Invesco S&P 100 Equal Weight ETF (EQWL).
USBOX is managed by Pear Tree Funds. It was launched on May 6, 1985. EQWL is a passively managed fund by Invesco that tracks the performance of the S&P 100 Equal Weighted. It was launched on Dec 1, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: USBOX or EQWL.
Correlation
The correlation between USBOX and EQWL is 0.82, 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
USBOX vs. EQWL - Performance Comparison
Key characteristics
USBOX:
0.85
EQWL:
2.02
USBOX:
1.09
EQWL:
2.82
USBOX:
1.18
EQWL:
1.37
USBOX:
0.69
EQWL:
3.92
USBOX:
5.49
EQWL:
12.66
USBOX:
2.17%
EQWL:
1.68%
USBOX:
14.04%
EQWL:
10.51%
USBOX:
-72.83%
EQWL:
-49.36%
USBOX:
-10.73%
EQWL:
-4.71%
Returns By Period
In the year-to-date period, USBOX achieves a 9.64% return, which is significantly lower than EQWL's 18.99% return. Over the past 10 years, USBOX has underperformed EQWL with an annualized return of 3.11%, while EQWL has yielded a comparatively higher 12.23% annualized return.
USBOX
9.64%
-8.15%
-4.27%
10.17%
5.10%
3.11%
EQWL
18.99%
-1.90%
9.27%
20.04%
12.98%
12.23%
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USBOX vs. EQWL - Expense Ratio Comparison
USBOX has a 1.16% expense ratio, which is higher than EQWL's 0.25% expense ratio.
Risk-Adjusted Performance
USBOX vs. EQWL - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Pear Tree Quality Fund (USBOX) and Invesco S&P 100 Equal Weight ETF (EQWL). 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
USBOX vs. EQWL - Dividend Comparison
USBOX has not paid dividends to shareholders, while EQWL's dividend yield for the trailing twelve months is around 1.39%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
USBOX Pear Tree Quality Fund | 0.00% | 0.35% | 0.48% | 0.22% | 0.50% | 0.83% | 0.72% | 0.92% | 1.18% | 1.00% | 1.90% | 1.04% |
EQWL Invesco S&P 100 Equal Weight ETF | 1.39% | 1.97% | 2.12% | 1.65% | 2.01% | 2.04% | 2.23% | 1.27% | 2.01% | 2.03% | 1.74% | 1.61% |
Drawdowns
USBOX vs. EQWL - Drawdown Comparison
The maximum USBOX drawdown since its inception was -72.83%, which is greater than EQWL's maximum drawdown of -49.36%. Use the drawdown chart below to compare losses from any high point for USBOX and EQWL. For additional features, visit the drawdowns tool.
Volatility
USBOX vs. EQWL - Volatility Comparison
Pear Tree Quality Fund (USBOX) has a higher volatility of 8.86% compared to Invesco S&P 100 Equal Weight ETF (EQWL) at 3.40%. This indicates that USBOX's price experiences larger fluctuations and is considered to be riskier than EQWL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.