AAGIY vs. AIA
AAGIY (AIA Group Ltd ADR) is a stock, while AIA (iShares Asia 50 ETF) is Asia Pacific Equities fund tracking the S&P Asia 50 Index. Over the past 10 years, AAGIY returned 7.53%/yr vs 14.96%/yr for AIA. A 0.60 correlation means they provide meaningful diversification when combined.
Performance
AAGIY vs. AIA - Performance Comparison
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Returns By Period
In the year-to-date period, AAGIY achieves a -6.32% return, which is significantly lower than AIA's 43.04% return. Over the past 10 years, AAGIY has underperformed AIA with an annualized return of 7.53%, while AIA has yielded a comparatively higher 14.96% annualized return.
AAGIY
- 1D
- -0.13%
- 1M
- -12.12%
- YTD
- -6.32%
- 6M
- -9.77%
- 1Y
- 10.54%
- 3Y*
- 1.57%
- 5Y*
- -2.96%
- 10Y*
- 7.53%
AIA
- 1D
- -7.46%
- 1M
- 3.93%
- YTD
- 43.04%
- 6M
- 46.22%
- 1Y
- 80.75%
- 3Y*
- 36.18%
- 5Y*
- 11.29%
- 10Y*
- 14.96%
AAGIY vs. AIA - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AAGIY AIA Group Ltd ADR | -6.32% | 46.33% | -12.94% | -20.35% | 12.33% | -16.82% | 18.71% | 30.08% | -2.70% | 56.35% |
AIA iShares Asia 50 ETF | 43.04% | 47.79% | 20.26% | 4.32% | -24.08% | -10.91% | 33.73% | 22.21% | -14.22% | 45.00% |
Correlation
The correlation between AAGIY and AIA is 0.42, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.42 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.54 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.55 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.60 |
Correlation (All Time) Calculated using the full available price history since Feb 28, 2011 | 0.60 |
The correlation between AAGIY and AIA shifts across timeframes, from 0.42 (1 year) to 0.60 (10 years), reflecting how their relationship changes across market environments.
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Return for Risk
AAGIY vs. AIA — Risk / Return Rank
AAGIY
AIA
AAGIY vs. AIA - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AIA Group Ltd ADR (AAGIY) and iShares Asia 50 ETF (AIA). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| AAGIY | AIA | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.37 | ||
| Sortino ratioReturn per unit of downside risk | -2.45 | ||
| Omega ratioGain probability vs. loss probability | 1.09 | 1.48 | -0.39 |
| Calmar ratioReturn relative to maximum drawdown | 0.49 | 5.74 | -5.25 |
| Martin ratioReturn relative to average drawdown | 1.66 | 19.64 | -17.98 |
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Drawdowns
AAGIY vs. AIA - Drawdown Comparison
The maximum AAGIY drawdown since its inception was -55.79%, smaller than the maximum AIA drawdown of -60.89%. Use the drawdown chart below to compare losses from any high point for AAGIY and AIA.
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Drawdown Indicators
| AAGIY | AIA | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.79% | -60.89% | +5.10% |
Max Drawdown (1Y)Largest decline over 1 year | -21.49% | -14.15% | -7.34% |
Max Drawdown (3Y)Largest decline over 3 years | -43.90% | -21.64% | -22.26% |
Max Drawdown (5Y)Largest decline over 5 years | -51.73% | -50.11% | -1.62% |
Max Drawdown (10Y)Largest decline over 10 years | -55.79% | -54.64% | -1.15% |
Current DrawdownCurrent decline from peak | -21.59% | -7.46% | -14.13% |
Average DrawdownAverage peak-to-trough decline | -14.60% | -16.64% | +2.04% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.36% | 4.13% | +2.23% |
Volatility
AAGIY vs. AIA - Volatility Comparison
The current volatility for AIA Group Ltd ADR (AAGIY) is 10.89%, while iShares Asia 50 ETF (AIA) has a volatility of 16.92%. This indicates that AAGIY experiences smaller price fluctuations and is considered to be less risky than AIA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AAGIY | AIA | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.89% | 16.92% | -6.03% |
Volatility (6M)Calculated over the trailing 6-month period | 20.16% | 26.32% | -6.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.65% | 29.51% | -1.86% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.60% | 26.34% | +4.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.17% | 23.93% | +5.24% |
Dividends
AAGIY vs. AIA - Dividend Comparison
AAGIY's dividend yield for the trailing twelve months is around 2.61%, more than AIA's 1.54% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAGIY AIA Group Ltd ADR | 2.61% | 2.26% | 4.91% | 2.29% | 1.70% | 1.69% | 1.29% | 1.50% | 1.46% | 2.17% | 3.26% | 1.00% |
AIA iShares Asia 50 ETF | 1.54% | 2.50% | 2.78% | 2.07% | 2.59% | 1.54% | 1.11% | 2.24% | 2.49% | 1.45% | 2.29% | 2.88% |
Frequently Asked Questions
AAGIY and AIA have a correlation of 0.42, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AIA has higher volatility (16.92%) compared to AAGIY (10.89%). In terms of maximum drawdown, AAGIY dropped -55.79% vs AIA's -60.89%.
AIA currently has the higher Sharpe Ratio (2.75 vs 0.38), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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