AAGIY vs. SPDW
Compare and contrast key facts about AIA Group Ltd ADR (AAGIY) and SPDR Portfolio World ex-US ETF (SPDW).
SPDW is a passively managed fund by State Street that tracks the performance of the S&P Developed Ex-U.S. BMI Index. It was launched on Apr 26, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AAGIY or SPDW.
Correlation
The correlation between AAGIY and SPDW is 0.47, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
AAGIY vs. SPDW - Performance Comparison
Key characteristics
AAGIY:
-0.24
SPDW:
0.63
AAGIY:
-0.11
SPDW:
0.95
AAGIY:
0.99
SPDW:
1.12
AAGIY:
-0.14
SPDW:
0.85
AAGIY:
-0.46
SPDW:
2.02
AAGIY:
17.55%
SPDW:
4.03%
AAGIY:
33.76%
SPDW:
12.91%
AAGIY:
-55.76%
SPDW:
-60.02%
AAGIY:
-45.19%
SPDW:
-4.76%
Returns By Period
In the year-to-date period, AAGIY achieves a -3.23% return, which is significantly lower than SPDW's 4.48% return. Over the past 10 years, AAGIY has underperformed SPDW with an annualized return of 3.99%, while SPDW has yielded a comparatively higher 5.61% annualized return.
AAGIY
-3.23%
-2.79%
8.28%
-5.87%
-5.74%
3.99%
SPDW
4.48%
4.06%
6.93%
9.64%
5.57%
5.61%
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Risk-Adjusted Performance
AAGIY vs. SPDW — Risk-Adjusted Performance Rank
AAGIY
SPDW
AAGIY vs. SPDW - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for AIA Group Ltd ADR (AAGIY) and SPDR Portfolio World ex-US ETF (SPDW). 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. SPDW - Dividend Comparison
AAGIY's dividend yield for the trailing twelve months is around 3.82%, more than SPDW's 3.06% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAGIY AIA Group Ltd ADR | 3.82% | 3.70% | 2.29% | 1.70% | 1.77% | 1.35% | 1.55% | 1.61% | 1.34% | 1.67% | 1.13% | 1.04% |
SPDW SPDR Portfolio World ex-US ETF | 3.06% | 3.19% | 2.75% | 3.12% | 3.04% | 1.87% | 3.13% | 3.08% | 1.86% | 3.11% | 2.79% | 3.51% |
Drawdowns
AAGIY vs. SPDW - Drawdown Comparison
The maximum AAGIY drawdown since its inception was -55.76%, smaller than the maximum SPDW drawdown of -60.02%. Use the drawdown chart below to compare losses from any high point for AAGIY and SPDW. For additional features, visit the drawdowns tool.
Volatility
AAGIY vs. SPDW - Volatility Comparison
AIA Group Ltd ADR (AAGIY) has a higher volatility of 6.07% compared to SPDR Portfolio World ex-US ETF (SPDW) at 3.98%. This indicates that AAGIY's price experiences larger fluctuations and is considered to be riskier than SPDW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.