AAGIY vs. TOELY
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 7.53%/yr vs 34.41%/yr for TOELY. At a 0.26 correlation, their price movements are largely independent.
Performance
AAGIY vs. TOELY - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, AAGIY achieves a -6.32% return, which is significantly lower than TOELY's 105.04% return. Over the past 10 years, AAGIY has underperformed TOELY with an annualized return of 7.53%, while TOELY has yielded a comparatively higher 34.41% annualized return.
AAGIY
- 1D
- -0.13%
- 1M
- -12.12%
- YTD
- -6.32%
- 6M
- -9.77%
- 1Y
- 10.54%
- 3Y*
- 1.57%
- 5Y*
- -2.96%
- 10Y*
- 7.53%
TOELY
- 1D
- -7.74%
- 1M
- 45.06%
- YTD
- 105.04%
- 6M
- 114.70%
- 1Y
- 178.65%
- 3Y*
- 50.80%
- 5Y*
- 25.87%
- 10Y*
- 34.41%
AAGIY vs. TOELY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AAGIY AIA Group Ltd ADR | -6.32% | 46.33% | -12.94% | -20.35% | 12.33% | -16.82% | 18.71% | 30.08% | -2.70% | 56.35% |
TOELY Tokyo Electron ADR | 105.04% | 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 0.29, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.29 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.22 |
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 Feb 28, 2011 | 0.26 |
Fundamentals
AAGIY:
$99.33B
TOELY:
$208.77B
AAGIY:
$4.94
TOELY:
¥632.07
AAGIY:
7.65
TOELY:
58.25
AAGIY:
0.66
TOELY:
4.78
AAGIY:
1.67
TOELY:
13.71
AAGIY:
2.30
TOELY:
16.23
AAGIY:
$59.82B
TOELY:
¥2.47T
AAGIY:
$52.76B
TOELY:
¥1.12T
AAGIY:
$15.90B
TOELY:
¥753.39B
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
AAGIY vs. TOELY — Risk / Return Rank
AAGIY
TOELY
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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| AAGIY | TOELY | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.90 | ||
| Sortino ratioReturn per unit of downside risk | -2.55 | ||
| Omega ratioGain probability vs. loss probability | 1.09 | 1.44 | -0.35 |
| Calmar ratioReturn relative to maximum drawdown | 0.49 | 5.93 | -5.44 |
| Martin ratioReturn relative to average drawdown | 1.66 | 14.82 | -13.16 |
Loading charts...
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.
Loading charts...
Drawdown Indicators
| AAGIY | TOELY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.79% | -92.92% | +37.13% |
Max Drawdown (1Y)Largest decline over 1 year | -21.49% | -30.30% | +8.81% |
Max Drawdown (3Y)Largest decline over 3 years | -43.90% | -53.52% | +9.62% |
Max Drawdown (5Y)Largest decline over 5 years | -51.73% | -59.40% | +7.67% |
Max Drawdown (10Y)Largest decline over 10 years | -55.79% | -59.40% | +3.61% |
Current DrawdownCurrent decline from peak | -21.59% | -7.74% | -13.85% |
Average DrawdownAverage peak-to-trough decline | -14.60% | -49.53% | +34.93% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.36% | 12.10% | -5.74% |
Volatility
AAGIY vs. TOELY - Volatility Comparison
The current volatility for AIA Group Ltd ADR (AAGIY) is 10.89%, while Tokyo Electron ADR (TOELY) has a volatility of 23.35%. 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.
Loading charts...
Volatility by Period
| AAGIY | TOELY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.89% | 23.35% | -12.46% |
Volatility (6M)Calculated over the trailing 6-month period | 20.16% | 41.10% | -20.94% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.65% | 54.81% | -27.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.60% | 45.36% | -14.76% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.17% | 39.89% | -10.72% |
Dividends
AAGIY vs. TOELY - Dividend Comparison
AAGIY's dividend yield for the trailing twelve months is around 2.61%, 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 | 2.61% | 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 - Financials Comparison
This section allows you to compare key financial metrics between AIA Group Ltd ADR and Tokyo Electron ADR. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
AAGIY vs. TOELY - Profitability Comparison
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
AAGIY and TOELY have a correlation of 0.29, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
TOELY has higher volatility (23.35%) compared to AAGIY (10.89%). In terms of maximum drawdown, AAGIY dropped -55.79% vs TOELY's -92.92%.
TOELY currently has the higher Sharpe Ratio (3.28 vs 0.38), 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.
Find the right allocation for AAGIY and TOELY
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer