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 0.12, 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. SPDW - Performance Comparison
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Key characteristics
AAGIY:
0.05
SPDW:
0.63
AAGIY:
0.52
SPDW:
1.06
AAGIY:
1.06
SPDW:
1.14
AAGIY:
0.13
SPDW:
0.85
AAGIY:
0.33
SPDW:
2.63
AAGIY:
19.68%
SPDW:
4.40%
AAGIY:
31.66%
SPDW:
17.23%
AAGIY:
-55.89%
SPDW:
-60.02%
AAGIY:
-37.29%
SPDW:
0.00%
Returns By Period
In the year-to-date period, AAGIY achieves a 12.00% return, which is significantly lower than SPDW's 13.10% return. Over the past 10 years, AAGIY has underperformed SPDW with an annualized return of 3.58%, while SPDW has yielded a comparatively higher 5.45% annualized return.
AAGIY
12.00%
24.07%
4.25%
1.61%
0.27%
3.58%
SPDW
13.10%
9.16%
9.29%
10.73%
12.19%
5.45%
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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.
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Dividends
AAGIY vs. SPDW - Dividend Comparison
AAGIY's dividend yield for the trailing twelve months is around 2.58%, less than SPDW's 2.82% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAGIY AIA Group Ltd ADR | 2.58% | 2.89% | 2.28% | 1.70% | 1.77% | 1.35% | 1.55% | 1.59% | 1.35% | 1.66% | 1.13% | 1.04% |
SPDW SPDR Portfolio World ex-US ETF | 2.82% | 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 -55.89%, 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.
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Volatility
AAGIY vs. SPDW - Volatility Comparison
AIA Group Ltd ADR (AAGIY) has a higher volatility of 7.45% compared to SPDR Portfolio World ex-US ETF (SPDW) at 3.89%. 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.
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