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^XBD vs. ^NDX
Performance
Risk-Adjusted Performance
Drawdowns
Volatility

Correlation

The correlation between ^XBD and ^NDX is 0.77, 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

^XBD vs. ^NDX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in NYSE Arca Securities Broker/Dealer Index (^XBD) and NASDAQ 100 (^NDX). The values are adjusted to include any dividend payments, if applicable.

4,000.00%5,000.00%6,000.00%7,000.00%8,000.00%December2025FebruaryMarchAprilMay
7,229.84%
5,377.51%
^XBD
^NDX

Key characteristics

Sharpe Ratio

^XBD:

1.53

^NDX:

0.44

Sortino Ratio

^XBD:

2.10

^NDX:

0.77

Omega Ratio

^XBD:

1.31

^NDX:

1.11

Calmar Ratio

^XBD:

1.69

^NDX:

0.47

Martin Ratio

^XBD:

6.53

^NDX:

1.56

Ulcer Index

^XBD:

6.14%

^NDX:

6.99%

Daily Std Dev

^XBD:

26.57%

^NDX:

25.24%

Max Drawdown

^XBD:

-80.20%

^NDX:

-82.90%

Current Drawdown

^XBD:

-5.57%

^NDX:

-9.52%

Returns By Period

In the year-to-date period, ^XBD achieves a 8.05% return, which is significantly higher than ^NDX's -4.51% return. Both investments have delivered pretty close results over the past 10 years, with ^XBD having a 16.25% annualized return and ^NDX not far ahead at 16.32%.


^XBD

YTD

8.05%

1M

23.74%

6M

6.88%

1Y

40.25%

5Y*

28.93%

10Y*

16.25%

^NDX

YTD

-4.51%

1M

17.40%

6M

-4.92%

1Y

10.94%

5Y*

16.88%

10Y*

16.32%

*Annualized

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Risk-Adjusted Performance

^XBD vs. ^NDX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

^XBD
The Risk-Adjusted Performance Rank of ^XBD is 9898
Overall Rank
The Sharpe Ratio Rank of ^XBD is 9898
Sharpe Ratio Rank
The Sortino Ratio Rank of ^XBD is 9898
Sortino Ratio Rank
The Omega Ratio Rank of ^XBD is 9898
Omega Ratio Rank
The Calmar Ratio Rank of ^XBD is 100100
Calmar Ratio Rank
The Martin Ratio Rank of ^XBD is 9898
Martin Ratio Rank

^NDX
The Risk-Adjusted Performance Rank of ^NDX is 6161
Overall Rank
The Sharpe Ratio Rank of ^NDX is 5858
Sharpe Ratio Rank
The Sortino Ratio Rank of ^NDX is 6060
Sortino Ratio Rank
The Omega Ratio Rank of ^NDX is 6060
Omega Ratio Rank
The Calmar Ratio Rank of ^NDX is 6767
Calmar Ratio Rank
The Martin Ratio Rank of ^NDX is 6262
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

^XBD vs. ^NDX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for NYSE Arca Securities Broker/Dealer Index (^XBD) and NASDAQ 100 (^NDX). 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.


The current ^XBD Sharpe Ratio is 1.53, which is higher than the ^NDX Sharpe Ratio of 0.44. The chart below compares the historical Sharpe Ratios of ^XBD and ^NDX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.001.002.003.004.00December2025FebruaryMarchAprilMay
1.53
0.44
^XBD
^NDX

Drawdowns

^XBD vs. ^NDX - Drawdown Comparison

The maximum ^XBD drawdown since its inception was -80.20%, roughly equal to the maximum ^NDX drawdown of -82.90%. Use the drawdown chart below to compare losses from any high point for ^XBD and ^NDX. For additional features, visit the drawdowns tool.


-20.00%-15.00%-10.00%-5.00%0.00%December2025FebruaryMarchAprilMay
-5.57%
-9.52%
^XBD
^NDX

Volatility

^XBD vs. ^NDX - Volatility Comparison

The current volatility for NYSE Arca Securities Broker/Dealer Index (^XBD) is 12.49%, while NASDAQ 100 (^NDX) has a volatility of 13.81%. This indicates that ^XBD experiences smaller price fluctuations and is considered to be less risky than ^NDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


5.00%10.00%15.00%December2025FebruaryMarchAprilMay
12.49%
13.81%
^XBD
^NDX