1299.HK vs. SPUS
Compare and contrast key facts about AIA Group Ltd (1299.HK) and SP Funds S&P 500 Sharia Industry Exclusions ETF (SPUS).
SPUS is a passively managed fund by Toroso Investments that tracks the performance of the S&P 500 Shariah Industry Exclusions Index. It was launched on Dec 18, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: 1299.HK or SPUS.
Correlation
The correlation between 1299.HK and SPUS is 0.10, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
1299.HK vs. SPUS - Performance Comparison
Key characteristics
1299.HK:
0.08
SPUS:
0.26
1299.HK:
1.18
SPUS:
0.52
1299.HK:
1.15
SPUS:
1.07
1299.HK:
0.49
SPUS:
0.26
1299.HK:
1.28
SPUS:
0.88
1299.HK:
19.31%
SPUS:
6.66%
1299.HK:
33.95%
SPUS:
22.82%
1299.HK:
-55.41%
SPUS:
-30.80%
1299.HK:
-39.06%
SPUS:
-11.34%
Returns By Period
In the year-to-date period, 1299.HK achieves a 8.71% return, which is significantly higher than SPUS's -7.83% return.
1299.HK
8.71%
15.05%
-1.05%
2.65%
-0.61%
3.60%
SPUS
-7.83%
14.89%
-8.42%
5.98%
16.15%
N/A
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Risk-Adjusted Performance
1299.HK vs. SPUS — Risk-Adjusted Performance Rank
1299.HK
SPUS
1299.HK vs. SPUS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for AIA Group Ltd (1299.HK) and SP Funds S&P 500 Sharia Industry Exclusions ETF (SPUS). 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
1299.HK vs. SPUS - Dividend Comparison
1299.HK's dividend yield for the trailing twelve months is around 2.67%, more than SPUS's 0.77% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
1299.HK AIA Group Ltd | 2.67% | 2.91% | 2.29% | 1.71% | 1.76% | 1.34% | 1.44% | 1.59% | 1.34% | 1.67% | 1.13% | 1.03% |
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF | 0.77% | 0.71% | 0.87% | 1.21% | 0.93% | 1.04% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
1299.HK vs. SPUS - Drawdown Comparison
The maximum 1299.HK drawdown since its inception was -55.41%, which is greater than SPUS's maximum drawdown of -30.80%. Use the drawdown chart below to compare losses from any high point for 1299.HK and SPUS. For additional features, visit the drawdowns tool.
Volatility
1299.HK vs. SPUS - Volatility Comparison
The current volatility for AIA Group Ltd (1299.HK) is 11.13%, while SP Funds S&P 500 Sharia Industry Exclusions ETF (SPUS) has a volatility of 12.83%. This indicates that 1299.HK experiences smaller price fluctuations and is considered to be less risky than SPUS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.