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 0.20, 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
Key characteristics
AAGIY:
0.12
SPDW:
0.75
AAGIY:
0.41
SPDW:
1.12
AAGIY:
1.05
SPDW:
1.14
AAGIY:
0.07
SPDW:
1.02
AAGIY:
0.21
SPDW:
2.40
AAGIY:
18.55%
SPDW:
4.09%
AAGIY:
32.65%
SPDW:
13.12%
AAGIY:
-55.89%
SPDW:
-60.02%
AAGIY:
-36.92%
SPDW:
-0.91%
Returns By Period
In the year-to-date period, AAGIY achieves a 12.66% return, which is significantly higher than SPDW's 8.79% return. Over the past 10 years, AAGIY has underperformed SPDW with an annualized return of 4.57%, while SPDW has yielded a comparatively higher 5.78% annualized return.
AAGIY
12.66%
17.10%
16.69%
9.06%
-1.63%
4.57%
SPDW
8.79%
4.12%
3.39%
8.78%
9.00%
5.78%
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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 2.56%, less than SPDW's 2.94% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAGIY AIA Group Ltd ADR | 2.53% | 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 | 2.96% | 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.
Volatility
AAGIY vs. SPDW - Volatility Comparison
AIA Group Ltd ADR (AAGIY) has a higher volatility of 9.94% compared to SPDR Portfolio World ex-US ETF (SPDW) at 4.53%. 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.