AIA vs. COST
AIA (iShares Asia 50 ETF) is Asia Pacific Equities fund tracking the S&P Asia 50, while COST (Costco Wholesale Corporation) is a stock. Over the past 10 years, AIA returned 15.05%/yr vs 22.27%/yr for COST. At a 0.33 correlation, their price movements are largely independent.
Performance
AIA vs. COST - Performance Comparison
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Returns By Period
In the year-to-date period, AIA achieves a 44.56% return, which is significantly higher than COST's 14.24% return. Over the past 10 years, AIA has underperformed COST with an annualized return of 15.05%, while COST has yielded a comparatively higher 22.27% annualized return.
AIA
- 1D
- 0.54%
- 1M
- 6.70%
- YTD
- 44.56%
- 6M
- 50.54%
- 1Y
- 83.79%
- 3Y*
- 34.57%
- 5Y*
- 11.52%
- 10Y*
- 15.05%
COST
- 1D
- 0.68%
- 1M
- -6.35%
- YTD
- 14.24%
- 6M
- 11.38%
- 1Y
- -0.24%
- 3Y*
- 25.12%
- 5Y*
- 22.12%
- 10Y*
- 22.27%
AIA vs. COST - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AIA iShares Asia 50 ETF | 44.56% | 47.79% | 20.26% | 4.32% | -24.08% | -10.91% | 33.73% | 22.21% | -14.22% | 45.00% |
COST Costco Wholesale Corporation | 14.24% | -5.39% | 39.62% | 49.00% | -19.05% | 51.82% | 32.67% | 45.70% | 10.60% | 22.37% |
Correlation
The correlation between AIA and COST is -0.11, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.11 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.14 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.18 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.25 |
Correlation (All Time) Calculated using the full available price history since Nov 20, 2007 | 0.33 |
The correlation between AIA and COST shifts across timeframes, from -0.11 (1 year) to 0.33 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
AIA vs. COST — Risk / Return Rank
AIA
COST
AIA vs. COST - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Asia 50 ETF (AIA) and Costco Wholesale Corporation (COST). 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.
| AIA | COST | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.97 | ||
| Sortino ratioReturn per unit of downside risk | +3.39 | ||
| Omega ratioGain probability vs. loss probability | 1.49 | 1.00 | +0.49 |
| Calmar ratioReturn relative to maximum drawdown | 5.70 | -0.10 | +5.80 |
| Martin ratioReturn relative to average drawdown | 19.76 | -0.22 | +19.98 |
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Drawdowns
AIA vs. COST - Drawdown Comparison
The maximum AIA drawdown since its inception was -60.89%, which is greater than COST's maximum drawdown of -53.39%. Use the drawdown chart below to compare losses from any high point for AIA and COST.
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Drawdown Indicators
| AIA | COST | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.89% | -53.39% | -7.50% |
Max Drawdown (1Y)Largest decline over 1 year | -14.15% | -15.14% | +0.99% |
Max Drawdown (3Y)Largest decline over 3 years | -21.64% | -20.74% | -0.90% |
Max Drawdown (5Y)Largest decline over 5 years | -50.11% | -31.40% | -18.71% |
Max Drawdown (10Y)Largest decline over 10 years | -54.64% | -31.40% | -23.24% |
Current DrawdownCurrent decline from peak | -6.44% | -10.23% | +3.79% |
Average DrawdownAverage peak-to-trough decline | -16.66% | -13.36% | -3.30% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.08% | 6.67% | -2.59% |
Volatility
AIA vs. COST - Volatility Comparison
iShares Asia 50 ETF (AIA) has a higher volatility of 14.34% compared to Costco Wholesale Corporation (COST) at 7.44%. This indicates that AIA's price experiences larger fluctuations and is considered to be riskier than COST based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AIA | COST | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 14.34% | 7.44% | +6.90% |
Volatility (6M)Calculated over the trailing 6-month period | 24.49% | 14.53% | +9.96% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.93% | 18.80% | +9.13% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.96% | 22.72% | +3.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.78% | 21.95% | +1.83% |
Dividends
AIA vs. COST - Dividend Comparison
AIA's dividend yield for the trailing twelve months is around 1.73%, more than COST's 0.55% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AIA iShares Asia 50 ETF | 1.73% | 2.50% | 2.78% | 2.07% | 2.59% | 1.54% | 1.11% | 2.24% | 2.49% | 1.45% | 2.29% | 2.88% |
COST Costco Wholesale Corporation | 0.55% | 0.59% | 0.49% | 2.87% | 0.76% | 0.54% | 3.38% | 0.86% | 1.08% | 4.81% | 1.09% | 4.06% |
Frequently Asked Questions
AIA and COST have a correlation of -0.11, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AIA has higher volatility (14.34%) compared to COST (7.44%). In terms of maximum drawdown, AIA dropped -60.89% vs COST's -53.39%.
AIA currently has the higher Sharpe Ratio (2.89 vs -0.08), 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.
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