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:
-0.23
EQWL:
0.55
USBOX:
-0.19
EQWL:
0.87
USBOX:
0.97
EQWL:
1.13
USBOX:
-0.20
EQWL:
0.60
USBOX:
-0.64
EQWL:
2.85
USBOX:
6.26%
EQWL:
3.14%
USBOX:
17.36%
EQWL:
16.16%
USBOX:
-72.83%
EQWL:
-49.36%
USBOX:
-16.71%
EQWL:
-10.55%
Returns By Period
In the year-to-date period, USBOX achieves a -6.10% return, which is significantly lower than EQWL's -5.30% return. Over the past 10 years, USBOX has underperformed EQWL with an annualized return of 2.30%, while EQWL has yielded a comparatively higher 11.61% annualized return.
USBOX
-6.10%
-6.18%
-15.37%
-2.93%
5.67%
2.30%
EQWL
-5.30%
-6.81%
-6.67%
8.65%
15.55%
11.61%
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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 Rank
USBOX
EQWL
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's dividend yield for the trailing twelve months is around 0.18%, less than EQWL's 2.04% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
USBOX Pear Tree Quality Fund | 0.18% | 0.17% | 0.35% | 0.48% | 0.22% | 0.50% | 0.83% | 0.72% | 0.92% | 1.18% | 1.00% | 1.90% |
EQWL Invesco S&P 100 Equal Weight ETF | 2.04% | 1.86% | 1.97% | 2.12% | 1.65% | 2.01% | 2.04% | 2.23% | 1.27% | 2.01% | 2.03% | 1.74% |
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
The current volatility for Pear Tree Quality Fund (USBOX) is 10.39%, while Invesco S&P 100 Equal Weight ETF (EQWL) has a volatility of 11.94%. This indicates that USBOX experiences smaller price fluctuations and is considered to be less risky than EQWL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.