AFG vs. UNH
Compare and contrast key facts about American Financial Group, Inc. (AFG) and UnitedHealth Group Incorporated (UNH).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AFG or UNH.
Correlation
The correlation between AFG and UNH is 0.24, 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
AFG vs. UNH - Performance Comparison
Key characteristics
AFG:
1.22
UNH:
-0.06
AFG:
1.80
UNH:
0.11
AFG:
1.22
UNH:
1.02
AFG:
1.65
UNH:
-0.07
AFG:
5.23
UNH:
-0.20
AFG:
4.61%
UNH:
7.87%
AFG:
19.68%
UNH:
27.27%
AFG:
-62.94%
UNH:
-82.68%
AFG:
-8.12%
UNH:
-19.70%
Fundamentals
AFG:
$11.57B
UNH:
$446.82B
AFG:
$10.67
UNH:
$15.39
AFG:
12.93
UNH:
31.55
AFG:
2.78
UNH:
1.34
AFG:
$8.22B
UNH:
$390.71B
AFG:
$8.26B
UNH:
$86.91B
AFG:
$1.27B
UNH:
$26.73B
Returns By Period
In the year-to-date period, AFG achieves a 23.84% return, which is significantly higher than UNH's -3.52% return. Over the past 10 years, AFG has underperformed UNH with an annualized return of 16.28%, while UNH has yielded a comparatively higher 19.00% annualized return.
AFG
23.84%
-2.69%
12.91%
24.11%
15.38%
16.28%
UNH
-3.52%
-15.97%
4.40%
-2.37%
12.81%
19.00%
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Risk-Adjusted Performance
AFG vs. UNH - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Financial Group, Inc. (AFG) and UnitedHealth Group Incorporated (UNH). 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
AFG vs. UNH - Dividend Comparison
AFG's dividend yield for the trailing twelve months is around 6.88%, more than UNH's 1.64% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AFG American Financial Group, Inc. | 6.88% | 6.81% | 10.42% | 20.43% | 4.39% | 4.51% | 4.92% | 4.41% | 2.44% | 2.82% | 3.15% | 3.13% |
UNH UnitedHealth Group Incorporated | 1.64% | 1.38% | 1.21% | 1.12% | 1.38% | 1.41% | 1.38% | 1.30% | 1.48% | 1.59% | 1.39% | 1.40% |
Drawdowns
AFG vs. UNH - Drawdown Comparison
The maximum AFG drawdown since its inception was -62.94%, smaller than the maximum UNH drawdown of -82.68%. Use the drawdown chart below to compare losses from any high point for AFG and UNH. For additional features, visit the drawdowns tool.
Volatility
AFG vs. UNH - Volatility Comparison
The current volatility for American Financial Group, Inc. (AFG) is 6.06%, while UnitedHealth Group Incorporated (UNH) has a volatility of 12.32%. This indicates that AFG experiences smaller price fluctuations and is considered to be less risky than UNH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
AFG vs. UNH - Financials Comparison
This section allows you to compare key financial metrics between American Financial Group, Inc. and UnitedHealth Group Incorporated. 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