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.
Key characteristics
| AAGIY | AIA | |
|---|---|---|
| YTD Return | -16.65% | 14.32% |
| 1Y Return | -13.24% | 16.42% |
| 3Y Return (Ann) | -14.41% | -4.93% |
| 5Y Return (Ann) | -5.45% | 3.72% |
| 10Y Return (Ann) | 4.45% | 5.02% |
| Sharpe Ratio | -0.50 | 0.85 |
| Daily Std Dev | 30.49% | 20.11% |
| Max Drawdown | -55.89% | -60.89% |
| Current Drawdown | -45.44% | -30.77% |
Correlation
The correlation between AAGIY and AIA is 0.36, 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
In the year-to-date period, AAGIY achieves a -16.65% return, which is significantly lower than AIA's 14.32% return. Over the past 10 years, AAGIY has underperformed AIA with an annualized return of 4.45%, while AIA has yielded a comparatively higher 5.02% 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
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.
Dividends
AAGIY vs. AIA - Dividend Comparison
AAGIY's dividend yield for the trailing twelve months is around 2.96%, more than AIA's 2.08% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAGIY AIA Group Ltd ADR | 2.96% | 2.28% | 1.70% | 1.77% | 1.35% | 1.55% | 1.59% | 1.34% | 1.66% | 1.13% | 1.03% | 0.99% |
AIA iShares Asia 50 ETF | 2.08% | 2.62% | 2.58% | 1.52% | 1.10% | 2.22% | 2.49% | 1.44% | 2.27% | 2.85% | 2.22% | 2.05% |
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.
Volatility
AAGIY vs. AIA - Volatility Comparison
AIA Group Ltd ADR (AAGIY) has a higher volatility of 7.84% compared to iShares Asia 50 ETF (AIA) at 6.86%. This indicates that AAGIY's price experiences larger fluctuations and is considered to be riskier than AIA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.