1299.HK vs. SPUS

Last updated Apr 4, 2026

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.

Performance

1299.HK vs. SPUS - Performance Comparison

The chart below illustrates the hypothetical performance of a HK$10,000 investment in AIA Group Ltd (1299.HK) and SP Funds S&P 500 Sharia Industry Exclusions ETF (SPUS). The values are adjusted to include any dividend payments, if applicable.

Different Trading Currencies

1299.HK is traded in HKD, while SPUS is traded in USD. To make them comparable, the SPUS values have been converted to HKD using the latest available exchange rates.

Returns By Period

In the year-to-date period, 1299.HK achieves a 7.82% return, which is significantly higher than SPUS's -3.99% return.

1299.HK

• 1D: -1.54%
• 1M: 1.23%
• YTD: 7.82%
• 6M: 16.03%
• 1Y: 48.40%
• 3Y*: 3.57%
• 5Y*: 0.24%
• 10Y*: 9.21%

SPUS

• 1D: -0.05%
• 1M: -3.55%
• YTD: -3.99%
• 6M: -1.54%
• 1Y: 40.39%
• 3Y*: 19.54%
• 5Y*: 14.12%
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

1299.HK vs. SPUS - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019
1299.HK AIA Group Ltd	7.82%	45.95%	-15.02%	-19.98%	12.60%	-16.49%	18.84%	0.62%
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF	-3.99%	20.01%	25.84%	34.23%	-22.63%	36.65%	25.11%	0.83%

Correlation

The correlation between 1299.HK and SPUS is 0.08, meaning there is essentially no relationship between their price movements. They neither move together nor in opposition — each responds to its own set of market drivers. This independence makes them strong candidates for combining in a diversified portfolio.

Return for Risk

1299.HK vs. SPUS — Risk / Return Rank

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

1299.HK

1299.HK Risk / Return Rank: 81
1299.HK Sharpe Ratio Rank: 82
1299.HK Sortino Ratio Rank: 75
1299.HK Omega Ratio Rank: 76
1299.HK Calmar Ratio Rank: 84
1299.HK Martin Ratio Rank: 87

SPUS

SPUS Risk / Return Rank: 64
SPUS Sharpe Ratio Rank: 62
SPUS Sortino Ratio Rank: 67
SPUS Omega Ratio Rank: 66
SPUS Calmar Ratio Rank: 62
SPUS Martin Ratio Rank: 65

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

1299.HK vs. SPUS - Risk-Adjusted Trends 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.

	1299.HK	SPUS	Difference
Sharpe ratio Return per unit of total volatility	1.40	1.20	+0.19
Sortino ratio Return per unit of downside risk	1.93	1.83	+0.10
Omega ratio Gain probability vs. loss probability	1.26	1.27	-0.01
Calmar ratio Return relative to maximum drawdown	3.01	2.03	+0.98
Martin ratio Return relative to average drawdown	9.69	8.76	+0.93
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

1299.HK vs. SPUS - Sharpe Ratio Comparison

The current 1299.HK Sharpe Ratio is 1.40, which is comparable to the SPUS Sharpe Ratio of 1.20. The chart below compares the historical Sharpe Ratios of 1299.HK and SPUS, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	1299.HK	SPUS	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.40	1.20	+0.19
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.01	0.74	-0.73
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.32	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.38	0.77	-0.39

Drawdowns

1299.HK vs. SPUS - Drawdown Comparison

The maximum 1299.HK drawdown since its inception was -55.42%, which is greater than SPUS's maximum drawdown of -30.94%. Use the drawdown chart below to compare losses from any high point for 1299.HK and SPUS.

Drawdown Indicators

	1299.HK	SPUS	Difference
Max Drawdown Largest peak-to-trough decline	-55.42%	-30.80%	-24.62%
Max Drawdown (1Y) Largest decline over 1 year	-16.26%	-10.66%	-5.60%
Max Drawdown (5Y) Largest decline over 5 years	-53.42%	-28.06%	-25.36%
Max Drawdown (10Y) Largest decline over 10 years	-55.42%	—	—
Current Drawdown Current decline from peak	-11.81%	-6.91%	-4.90%
Average Drawdown Average peak-to-trough decline	-14.52%	-6.35%	-8.17%
Ulcer Index Depth and duration of drawdowns from previous peaks	5.30%	3.04%	+2.26%

Volatility

1299.HK vs. SPUS - Volatility Comparison

AIA Group Ltd (1299.HK) has a higher volatility of 15.92% compared to SP Funds S&P 500 Sharia Industry Exclusions ETF (SPUS) at 5.99%. This indicates that 1299.HK's price experiences larger fluctuations and is considered to be riskier than SPUS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	1299.HK	SPUS	Difference
Volatility (1M) Calculated over the trailing 1-month period	15.92%	5.99%	+9.93%
Volatility (6M) Calculated over the trailing 6-month period	25.61%	11.21%	+14.40%
Volatility (1Y) Calculated over the trailing 1-year period	34.66%	20.90%	+13.76%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	32.24%	19.17%	+13.07%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	29.83%	21.39%	+8.44%

Dividends

1299.HK vs. SPUS - Dividend Comparison

1299.HK's dividend yield for the trailing twelve months is around 2.09%, more than SPUS's 0.63% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
1299.HK AIA Group Ltd	2.09%	2.25%	2.91%	2.29%	1.71%	1.76%	1.34%	1.56%	1.59%	1.34%	1.67%	1.13%
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF	0.63%	0.60%	0.70%	0.87%	1.21%	1.15%	1.04%	0.00%	0.00%	0.00%	0.00%	0.00%