CQQQ vs UCON

Comparison between INVESCO CHINA TECHNOLOGY ETF (CQQQ, ETF) and FIRST TRUST TCW UNCONSTRAINED PLUS BOND ETF (UCON, ETF).

5-Year PerformanceUCON has outperformed CQQQ, delivering a return of +2.8% compared to -6.9%

CQQQ vs UCON - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CQQQ(ETF)	UCON(ETF)
Net Assets	$3.20B	$3.30B
Expense Ratio	0.65%	0.86%
Max Drawdown	74.15%	15.31%
Sharpe Ratio	0.93	0.52
5Y Beta	0.91	0.04
5Y Dividends CAGR	25.89%	8.79%

Net Assets

CQQQ

$3.20B

Winner

UCON

$3.30B

Expense Ratio

Winner

CQQQ

0.65%

UCON

0.86%

Max Drawdown

CQQQ

74.15%

Winner

UCON

15.31%

Sharpe Ratio

Winner

CQQQ

0.93

UCON

0.52

5Y Beta

CQQQ

0.91

Winner

UCON

0.04

5Y Dividends CAGR

Winner

CQQQ

25.89%

UCON

8.79%

CQQQ vs UCON - Historical Returns

Returns include dividend reinvestment.

Period	CQQQ	UCON
1 month	+5.48%	+0.95%
3 months	+13.43%	+1.20%
6 months	+9.28%	+0.85%
1 year	+31.98%	+5.38%
5 years(CAGR)	-6.86%	+2.82%
10 years(CAGR)	+6.07%	+3.70%
Max(CAGR)	+5.90%	+3.70%

Winner

CQQQ

+5.48%

UCON

+0.95%

Winner

CQQQ

+13.43%

UCON

+1.20%

Winner

CQQQ

+9.28%

UCON

+0.85%

Winner

CQQQ

+31.98%

UCON

+5.38%

5Y(CAGR)

CQQQ

-6.86%

Winner

UCON

+2.82%

10Y(CAGR)

Winner

CQQQ

+6.07%

UCON

+3.70%

Max(CAGR)

Winner

CQQQ

+5.90%

UCON

+3.70%

CQQQ vs UCON - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	CQQQ	UCON
2026	+1.38%	+0.77%
2025	+38.47%	+7.00%
2024	+13.15%	+4.90%
2023	-20.50%	+7.67%
2022	-29.95%	-5.72%
2021	-25.23%	+1.05%
2020	+49.54%	+6.67%
2019	+33.47%	+7.13%
2018	-37.28%	+1.11%
2017	+72.46%	N/A
2016	+3.44%	N/A
2015	+6.25%	N/A
2014	-1.04%	N/A
2013	+54.39%	N/A
2012	+8.40%	N/A
2011	-25.11%	N/A
2010	+3.59%	N/A
2009	+3.24%	N/A

CQQQ vs UCON Drawdown Comparison

The maximum drawdown for CQQQ was -73.98%, occurring on Feb 2, 2024. This drawdown has not yet recovered.

The maximum drawdown for UCON was -15.31%, occurring on Mar 18, 2020. Recovery took 83 trading sessions.

The current CQQQ drawdown is -47.47%. The current UCON drawdown is -0.40%.

Rank	CQQQ	UCON
#1	-73.98% Feb 16, 2021 - Feb 2, 2024	-15.31% Mar 5, 2020 - Jul 2, 2020
#2	-43.04% Jan 26, 2018 - Jul 6, 2020	-9.60% Sep 14, 2021 - Dec 14, 2023
#3	-41.76% Apr 20, 2011 - Sep 10, 2013	-2.45% Feb 26, 2026 - Mar 26, 2026
#4	-38.76% May 19, 2015 - Apr 28, 2017	-1.70% Feb 1, 2024 - May 15, 2024
#5	-21.93% Mar 6, 2014 - Apr 2, 2015	-1.67% Sep 24, 2024 - Feb 24, 2025
#6	-18.66% Apr 9, 2010 - Oct 18, 2010	-1.53% Mar 3, 2025 - May 30, 2025
#7	-14.19% Jan 14, 2010 - Mar 17, 2010	-1.12% Nov 9, 2018 - Jan 10, 2019
#8	-13.59% Nov 22, 2017 - Jan 26, 2018	-1.07% Feb 11, 2021 - May 26, 2021
#9	-10.09% Jan 22, 2014 - Mar 4, 2014	-0.96% Sep 4, 2019 - Oct 1, 2019
#10	-9.29% Jul 9, 2020 - Oct 12, 2020	-0.88% Feb 24, 2020 - Mar 3, 2020
#11	-8.94% Oct 21, 2013 - Dec 31, 2013	-0.87% Dec 28, 2023 - Jan 12, 2024
#12	-8.07% Feb 17, 2011 - Apr 4, 2011	-0.83% Oct 13, 2020 - Nov 5, 2020
#13	-7.04% Nov 8, 2010 - Jan 13, 2011	-0.75% Oct 28, 2025 - Nov 25, 2025
#14	-6.56% Jan 25, 2021 - Feb 8, 2021	-0.73% May 15, 2024 - Jun 4, 2024
#15	-5.62% Sep 18, 2017 - Oct 3, 2017	-0.73% Feb 19, 2019 - Mar 6, 2019

Correlation

Correlation between CQQQ and UCON is 0.05 which considered as a very weak or no correlation - the stocks move independently of each other.

0.05

-101

Dividend Comparison (2010 - 2026)

CQQQ vs UCON dividend yield comparison.

Year	CQQQ	UCON
2026	0.00%	1.83%
2025	2.17%	4.63%
2024	0.28%	4.95%
2023	0.55%	4.75%
2022	0.08%	3.12%
2021	0.00%	2.20%
2020	0.47%	3.14%
2019	0.01%	3.25%
2018	0.43%	1.76%
2017	1.41%	0.00%
2016	1.69%	0.00%
2015	1.77%	0.00%
2014	1.00%	0.00%
2013	0.79%	0.00%
2012	1.91%	0.00%
2011	2.77%	0.00%
2010	0.48%	0.00%