XAIX.DE vs. QQQ
Compare and contrast key facts about Xtrackers Artificial Intelligence & Big Data UCITS ETF (XAIX.DE) and Invesco QQQ (QQQ).
XAIX.DE and QQQ are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XAIX.DE is a passively managed fund by Xtrackers that tracks the performance of the Nasdaq Global Artificial Intelligence and Big Data. It was launched on Jan 29, 2019. QQQ is a passively managed fund by Invesco that tracks the performance of the NASDAQ-100 Index. It was launched on Mar 10, 1999. Both XAIX.DE and QQQ 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: XAIX.DE or QQQ.
Key characteristics
| XAIX.DE | QQQ | |
|---|---|---|
| YTD Return | 16.66% | 16.41% |
| 1Y Return | 26.92% | 26.86% |
| 3Y Return (Ann) | 12.37% | 8.93% |
| 5Y Return (Ann) | 18.39% | 20.65% |
| Sharpe Ratio | 1.69 | 1.57 |
| Daily Std Dev | 17.94% | 17.78% |
| Max Drawdown | -33.08% | -82.98% |
| Current Drawdown | -6.82% | -5.49% |
Correlation
The correlation between XAIX.DE and QQQ 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
XAIX.DE vs. QQQ - Performance Comparison
The year-to-date returns for both stocks are quite close, with XAIX.DE having a 16.66% return and QQQ slightly lower at 16.41%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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XAIX.DE vs. QQQ - Expense Ratio Comparison
XAIX.DE has a 0.35% expense ratio, which is higher than QQQ's 0.20% expense ratio.
Risk-Adjusted Performance
XAIX.DE vs. QQQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers Artificial Intelligence & Big Data UCITS ETF (XAIX.DE) and Invesco QQQ (QQQ). 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
XAIX.DE vs. QQQ - Dividend Comparison
XAIX.DE has not paid dividends to shareholders, while QQQ's dividend yield for the trailing twelve months is around 0.61%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XAIX.DE Xtrackers Artificial Intelligence & Big Data 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% |
QQQ Invesco QQQ | 0.61% | 0.62% | 0.80% | 0.43% | 0.55% | 0.74% | 0.91% | 0.84% | 1.06% | 0.99% | 1.41% | 1.01% |
Drawdowns
XAIX.DE vs. QQQ - Drawdown Comparison
The maximum XAIX.DE drawdown since its inception was -33.08%, smaller than the maximum QQQ drawdown of -82.98%. Use the drawdown chart below to compare losses from any high point for XAIX.DE and QQQ. For additional features, visit the drawdowns tool.
Volatility
XAIX.DE vs. QQQ - Volatility Comparison
The current volatility for Xtrackers Artificial Intelligence & Big Data UCITS ETF (XAIX.DE) is 5.54%, while Invesco QQQ (QQQ) has a volatility of 6.03%. This indicates that XAIX.DE experiences smaller price fluctuations and is considered to be less risky than QQQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.