0QMG.L vs. SLHN.SW
Compare and contrast key facts about Swiss Life Holding AG (0QMG.L) and Swiss Life Holding AG (SLHN.SW).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: 0QMG.L or SLHN.SW.
Key characteristics
| 0QMG.L | SLHN.SW | |
|---|---|---|
| YTD Return | 26.18% | 24.78% |
| 1Y Return | 31.50% | 30.54% |
| 3Y Return (Ann) | 19.18% | 18.47% |
| 5Y Return (Ann) | 13.43% | 12.99% |
| 10Y Return (Ann) | 22.93% | 16.16% |
| Sharpe Ratio | 1.69 | 1.73 |
| Daily Std Dev | 17.58% | 16.68% |
| Max Drawdown | -86.31% | -96.04% |
| Current Drawdown | 0.00% | -0.43% |
Fundamentals
| 0QMG.L | SLHN.SW | |
|---|---|---|
| Market Cap | CHF 16.24B | CHF 19.22B |
| EPS | CHF 39.93 | CHF 37.48 |
| PE Ratio | 0.12 | 18.47 |
| Total Revenue (TTM) | CHF 18.14B | CHF 15.41B |
| Gross Profit (TTM) | CHF 18.07B | CHF 15.35B |
| EBITDA (TTM) | CHF 177.00M | CHF 127.00M |
Correlation
The correlation between 0QMG.L and SLHN.SW is 0.47, 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
0QMG.L vs. SLHN.SW - Performance Comparison
In the year-to-date period, 0QMG.L achieves a 26.18% return, which is significantly higher than SLHN.SW's 24.78% return. Over the past 10 years, 0QMG.L has outperformed SLHN.SW with an annualized return of 22.93%, while SLHN.SW has yielded a comparatively lower 16.16% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
0QMG.L vs. SLHN.SW - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Swiss Life Holding AG (0QMG.L) and Swiss Life Holding AG (SLHN.SW). 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
0QMG.L vs. SLHN.SW - Dividend Comparison
0QMG.L's dividend yield for the trailing twelve months is around 4.71%, less than SLHN.SW's 4.77% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
0QMG.L Swiss Life Holding AG | 4.71% | 5.14% | 5.22% | 3.73% | 4.83% | 0.51% | 3.57% | 3.19% | 2.95% | 2.70% | 0.00% | 0.00% |
SLHN.SW Swiss Life Holding AG | 4.77% | 5.14% | 5.24% | 3.76% | 4.85% | 0.51% | 3.57% | 3.19% | 2.95% | 2.40% | 2.33% | 2.43% |
Drawdowns
0QMG.L vs. SLHN.SW - Drawdown Comparison
The maximum 0QMG.L drawdown since its inception was -86.31%, smaller than the maximum SLHN.SW drawdown of -96.04%. Use the drawdown chart below to compare losses from any high point for 0QMG.L and SLHN.SW. For additional features, visit the drawdowns tool.
Volatility
0QMG.L vs. SLHN.SW - Volatility Comparison
Swiss Life Holding AG (0QMG.L) and Swiss Life Holding AG (SLHN.SW) have volatilities of 2.68% and 2.68%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Financials
0QMG.L vs. SLHN.SW - Financials Comparison
This section allows you to compare key financial metrics between Swiss Life Holding AG and Swiss Life Holding AG. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities