P500 vs. EQQQ - ETF Comparison
P500 - Invesco S&P 500 UCITS ETF
The Invesco S&P 500 UCITS ETF is a large, accumulating ETF that tracks the S&P 500 index, comprising the 500 largest US stocks. It has a low expense ratio of 0.05% and uses a synthetic replication method with a swap. The fund is domiciled in Ireland and has been operating since 2010.
EQQQ - Invesco EQQQ Nasdaq-100 UCITS ETF
The Invesco EQQQ Nasdaq-100 UCITS ETF is an equity fund that tracks the Nasdaq 100 index, providing exposure to a selection of 100 non-financial stocks listed on the NASDAQ stock exchange. The fund is domiciled in Ireland and has a total expense ratio of 0.30% per annum. It distributes dividends quarterly and has a long-only investment strategy.
| P500 | EQQQ | |
|---|---|---|
| Fund Name | Invesco S&P 500 UCITS ETF | Invesco EQQQ Nasdaq-100 UCITS ETF |
| Fund Provider | Invesco | Invesco |
| Index | S&P 500 | Nasdaq 100 |
| Asset Class | Equity | Equity |
| Listing | EU-listed | EU-listed |
| Expense Ratio | 0.05% | 0.3% |
| Inception Date | 2010-05-20 | 2002-12-02 |
| Currency | USD | USD |
| Distribution Policy | Accumulating | Distributing |
| Region | United States | United States |
| Investment Style | Blend | Blend |
| Market Cap | Large-Cap | Large-Cap |
| Leveraged | Non-leveraged | Non-leveraged |
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Key Metrics
Performance Metrics
Risk Metrics
Detailed Returns
Benchmark Comparison
Key Metrics
Performance Metrics
Risk Metrics
Detailed Returns
Benchmark Comparison
Performance Analysis
The performance analysis examines historical data to assess the returns of the investment strategy, including key metrics such as Cumulative returns, End of Year (EoY) returns, and risk-adjusted returns like the Sharpe ratio or the Sortino ratio.
Cumulative Returns
End of Year Returns Table
End of Year Returns
Risk Analysis
The risk analysis refers to an assessment of potential negative events that could lead to a loss of capital. Conducting a risk analysis can help in deciding whether an investment should be made. This is done using risk metrics such as drawdowns, volatility and beta which reflect stakeholders' confidence in the consistency of an investment strategy.
Drawdowns
Drawdowns Table
Monte Carlo Simulation
The Monte Carlo simulation is a statistical method used to forecast portfolio returns by generating a wide range of potential outcomes through random sampling from historical asset price data. It helps investors assess the potential risk and return of a portfolio under various market conditions. The simulation takes into account the initial investment and optionally simulates cash flow scenarios like fixed contributions, fixed withdrawals, or percentage withdrawals.
IMPORTANT: The forecast generated through Monte Carlo simulations is purely hypothetical and does not guarantee future returns. Investment decisions should be made with consideration of various factors, and past performance is not indicative of future results.