AAGIY vs. AIA
Compare and contrast key facts about AIA Group Ltd ADR (AAGIY) and iShares Asia 50 ETF (AIA).
AIA is a passively managed fund by iShares that tracks the performance of the S&P Asia 50. It was launched on Nov 13, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AAGIY or AIA.
Correlation
The correlation between AAGIY and AIA is 0.12, 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
AAGIY vs. AIA - Performance Comparison
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Key characteristics
AAGIY:
0.04
AIA:
0.62
AAGIY:
0.41
AIA:
1.08
AAGIY:
1.05
AIA:
1.14
AAGIY:
0.08
AIA:
0.50
AAGIY:
0.20
AIA:
2.42
AAGIY:
19.65%
AIA:
7.32%
AAGIY:
31.68%
AIA:
27.27%
AAGIY:
-55.89%
AIA:
-60.89%
AAGIY:
-38.84%
AIA:
-20.72%
Returns By Period
The year-to-date returns for both stocks are quite close, with AAGIY having a 9.24% return and AIA slightly lower at 8.83%. Over the past 10 years, AAGIY has underperformed AIA with an annualized return of 3.72%, while AIA has yielded a comparatively higher 5.68% annualized return.
AAGIY
9.24%
21.02%
-0.63%
-0.89%
-0.52%
3.72%
AIA
8.83%
9.67%
3.69%
15.55%
6.83%
5.68%
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Risk-Adjusted Performance
AAGIY vs. AIA — Risk-Adjusted Performance Rank
AAGIY
AIA
AAGIY vs. AIA - Risk-Adjusted Performance 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.
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Dividends
AAGIY vs. AIA - Dividend Comparison
AAGIY's dividend yield for the trailing twelve months is around 2.64%, more than AIA's 2.56% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAGIY AIA Group Ltd ADR | 2.64% | 2.89% | 2.28% | 1.70% | 1.77% | 1.35% | 1.55% | 1.59% | 1.35% | 1.66% | 1.13% | 1.04% |
AIA iShares Asia 50 ETF | 2.56% | 2.78% | 2.62% | 2.59% | 1.53% | 1.11% | 2.24% | 2.50% | 1.45% | 2.29% | 2.88% | 2.24% |
Drawdowns
AAGIY vs. AIA - Drawdown Comparison
The maximum AAGIY drawdown since its inception was -55.89%, 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. For additional features, visit the drawdowns tool.
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Volatility
AAGIY vs. AIA - Volatility Comparison
AIA Group Ltd ADR (AAGIY) and iShares Asia 50 ETF (AIA) have volatilities of 7.74% and 7.95%, 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.
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