AAGIY vs. TOELY

Last updated Jun 3, 2026

AAGIY (AIA Group Ltd ADR) and TOELY (Tokyo Electron ADR) are both stocks. AAGIY operates in Insurance - Life (Financial Services), while TOELY operates in Semiconductor Equipment & Materials (Technology). Over the past 10 years, AAGIY returned 8.22%/yr vs 31.22%/yr for TOELY. At a 0.26 correlation, their price movements are largely independent.

Performance

AAGIY vs. TOELY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in AIA Group Ltd ADR (AAGIY) and Tokyo Electron ADR (TOELY). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, AAGIY achieves a 4.19% return, which is significantly lower than TOELY's 54.95% return. Over the past 10 years, AAGIY has underperformed TOELY with an annualized return of 8.22%, while TOELY has yielded a comparatively higher 31.22% annualized return.

AAGIY

• 1D: 0.79%
• 1M: -3.93%
• YTD: 4.19%
• 6M: 3.21%
• 1Y: 27.61%
• 3Y*: 4.84%
• 5Y*: -1.02%
• 10Y*: 8.22%

TOELY

• 1D: 1.12%
• 1M: 12.28%
• YTD: 54.95%
• 6M: 72.58%
• 1Y: 114.52%
• 3Y*: 36.94%
• 5Y*: 18.96%
• 10Y*: 31.22%

*Multi-year figures are annualized to reflect compound growth (CAGR)

AAGIY vs. TOELY - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
AAGIY AIA Group Ltd ADR	4.19%	46.33%	-12.94%	-20.35%	12.33%	-16.82%	18.71%	30.08%	-2.70%	56.35%
TOELY Tokyo Electron ADR	54.95%	49.57%	-14.19%	82.22%	-49.18%	53.76%	71.31%	94.00%	-38.01%	94.67%

Correlation

The correlation between AAGIY and TOELY is 0.31, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.31
Correlation (3Y) Calculated over the trailing 3-year period	0.23
Correlation (5Y) Calculated over the trailing 5-year period	0.23
Correlation (10Y) Calculated over the trailing 10-year period	0.27
Correlation (All Time) Calculated using the full available price history since Mar 1, 2011	0.26

Fundamentals

Market Cap AAGIY : $110.48B TOELY : $157.77B
EPS AAGIY : $4.94 TOELY : $632.07
PE Ratio AAGIY : 8.51 TOELY : 0.27
PEG Ratio AAGIY : 0.74 TOELY : 0.02
PS Ratio AAGIY : 1.86 TOELY : 0.06
PB Ratio AAGIY : 2.55 TOELY : 0.08
Total Revenue (TTM) AAGIY : $59.82B TOELY : $2.47T
Gross Profit (TTM) AAGIY : $52.76B TOELY : $1.12T
EBITDA (TTM) AAGIY : $15.90B TOELY : $753.39B

Return for Risk

AAGIY vs. TOELY — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AAGIY

AAGIY Risk / Return Rank: 72
AAGIY Sharpe Ratio Rank: 73
AAGIY Sortino Ratio Rank: 68
AAGIY Omega Ratio Rank: 65
AAGIY Calmar Ratio Rank: 78
AAGIY Martin Ratio Rank: 78

TOELY

TOELY Risk / Return Rank: 86
TOELY Sharpe Ratio Rank: 90
TOELY Sortino Ratio Rank: 84
TOELY Omega Ratio Rank: 83
TOELY Calmar Ratio Rank: 87
TOELY Martin Ratio Rank: 86

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

AAGIY vs. TOELY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for AIA Group Ltd ADR (AAGIY) and Tokyo Electron ADR (TOELY). 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.

	AAGIY	TOELY	Difference
Sharpe ratio Return per unit of total volatility	1.08	2.27	-1.19
Sortino ratio Return per unit of downside risk	1.69	2.64	-0.95
Omega ratio Gain probability vs. loss probability	1.20	1.34	-0.15
Calmar ratio Return relative to maximum drawdown	2.51	3.89	-1.39
Martin ratio Return relative to average drawdown	5.95	9.76	-3.82
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

AAGIY vs. TOELY - Sharpe Ratio Comparison

The current AAGIY Sharpe Ratio is 1.08, which is lower than the TOELY Sharpe Ratio of 2.27. The chart below compares the historical Sharpe Ratios of AAGIY and TOELY, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	AAGIY	TOELY	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.08	2.27	-1.19
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	-0.03	0.43	-0.47
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.28	0.80	-0.51
Sharpe Ratio (All Time) Calculated using the full available price history	0.38	0.18	+0.20

Drawdowns

AAGIY vs. TOELY - Drawdown Comparison

The maximum AAGIY drawdown since its inception was -55.79%, smaller than the maximum TOELY drawdown of -92.92%. Use the drawdown chart below to compare losses from any high point for AAGIY and TOELY.

Drawdown Indicators

	AAGIY	TOELY	Difference
Max Drawdown Largest peak-to-trough decline	-55.79%	-92.92%	+37.13%
Max Drawdown (1Y) Largest decline over 1 year	-11.74%	-30.30%	+18.56%
Max Drawdown (3Y) Largest decline over 3 years	-44.61%	-53.52%	+8.91%
Max Drawdown (5Y) Largest decline over 5 years	-51.99%	-59.40%	+7.41%
Max Drawdown (10Y) Largest decline over 10 years	-55.79%	-59.40%	+3.61%
Current Drawdown Current decline from peak	-12.79%	-0.14%	-12.65%
Average Drawdown Average peak-to-trough decline	-14.58%	-49.69%	+35.11%
Ulcer Index Depth and duration of drawdowns from previous peaks	4.95%	12.08%	-7.13%

Volatility

AAGIY vs. TOELY - Volatility Comparison

The current volatility for AIA Group Ltd ADR (AAGIY) is 5.38%, while Tokyo Electron ADR (TOELY) has a volatility of 12.43%. This indicates that AAGIY experiences smaller price fluctuations and is considered to be less risky than TOELY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	AAGIY	TOELY	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.38%	12.43%	-7.05%
Volatility (6M) Calculated over the trailing 6-month period	17.48%	36.16%	-18.68%
Volatility (1Y) Calculated over the trailing 1-year period	25.71%	50.65%	-24.94%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	30.24%	44.19%	-13.95%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	29.08%	39.23%	-10.15%

Dividends

AAGIY vs. TOELY - Dividend Comparison

AAGIY's dividend yield for the trailing twelve months is around 2.35%, while TOELY has not paid dividends to shareholders.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
AAGIY AIA Group Ltd ADR	2.35%	2.26%	4.91%	2.29%	1.70%	1.69%	1.29%	1.50%	1.46%	2.17%	3.26%	1.00%
TOELY Tokyo Electron ADR	0.00%	1.02%	1.17%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	1.11%	2.27%	0.00%

Financials

AAGIY vs. TOELY - Profitability Comparison

The chart below illustrates the profitability comparison between AIA Group Ltd ADR and Tokyo Electron ADR over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

AAGIY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, AIA Group Ltd ADR reported a gross profit of 16.98B and revenue of 16.98B. Therefore, the gross margin over that period was 100.0%.

TOELY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Tokyo Electron ADR reported a gross profit of 339.31B and revenue of 724.89B. Therefore, the gross margin over that period was 46.8%.

AAGIY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, AIA Group Ltd ADR reported an operating income of 4.37B and revenue of 16.98B, resulting in an operating margin of 25.7%.

TOELY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Tokyo Electron ADR reported an operating income of 209.42B and revenue of 724.89B, resulting in an operating margin of 28.9%.

AAGIY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, AIA Group Ltd ADR reported a net income of 3.70B and revenue of 16.98B, resulting in a net margin of 21.8%.

TOELY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Tokyo Electron ADR reported a net income of 218.23B and revenue of 724.89B, resulting in a net margin of 30.1%.

Frequently Asked Questions

Can I hold both AAGIY and TOELY in my portfolio?

AAGIY and TOELY have a correlation of 0.31, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, AAGIY or TOELY?

TOELY has higher volatility (12.43%) compared to AAGIY (5.38%). In terms of maximum drawdown, AAGIY dropped -55.79% vs TOELY's -92.92%.

Which has better risk-adjusted returns?

TOELY currently has the higher Sharpe Ratio (2.27 vs 1.08), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.