PortfoliosLab logoPortfoliosLab logo
AIA vs. IPAC
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

AIA vs. IPAC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Asia 50 ETF (AIA) and iShares Core MSCI Pacific ETF (IPAC). The values are adjusted to include any dividend payments, if applicable.

Loading graphics...

AIA vs. IPAC - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
AIA
iShares Asia 50 ETF
8.86%47.79%20.26%4.32%-24.08%-10.91%33.73%22.21%-14.22%45.00%
IPAC
iShares Core MSCI Pacific ETF
4.51%25.16%6.18%14.51%-13.68%3.09%12.39%19.44%-12.78%25.97%

Returns By Period

In the year-to-date period, AIA achieves a 8.86% return, which is significantly higher than IPAC's 4.51% return. Over the past 10 years, AIA has outperformed IPAC with an annualized return of 11.82%, while IPAC has yielded a comparatively lower 8.70% annualized return.


AIA

1D
3.98%
1M
-10.06%
YTD
8.86%
6M
14.17%
1Y
50.84%
3Y*
22.77%
5Y*
4.92%
10Y*
11.82%

IPAC

1D
3.03%
1M
-8.21%
YTD
4.51%
6M
7.48%
1Y
28.41%
3Y*
14.70%
5Y*
6.30%
10Y*
8.70%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


AIA vs. IPAC - Expense Ratio Comparison

AIA has a 0.50% expense ratio, which is higher than IPAC's 0.09% expense ratio.


Return for Risk

AIA vs. IPAC — Risk / Return Rank

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

AIA
AIA Risk / Return Rank: 9090
Overall Rank
AIA Sharpe Ratio Rank: 9090
Sharpe Ratio Rank
AIA Sortino Ratio Rank: 9090
Sortino Ratio Rank
AIA Omega Ratio Rank: 8989
Omega Ratio Rank
AIA Calmar Ratio Rank: 9191
Calmar Ratio Rank
AIA Martin Ratio Rank: 9191
Martin Ratio Rank

IPAC
IPAC Risk / Return Rank: 8282
Overall Rank
IPAC Sharpe Ratio Rank: 8080
Sharpe Ratio Rank
IPAC Sortino Ratio Rank: 8282
Sortino Ratio Rank
IPAC Omega Ratio Rank: 8080
Omega Ratio Rank
IPAC Calmar Ratio Rank: 8484
Calmar Ratio Rank
IPAC Martin Ratio Rank: 8383
Martin Ratio Rank
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.

AIA vs. IPAC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Asia 50 ETF (AIA) and iShares Core MSCI Pacific ETF (IPAC). 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.


AIAIPACDifference

Sharpe ratio

Return per unit of total volatility

1.94

1.47

+0.47

Sortino ratio

Return per unit of downside risk

2.53

2.07

+0.46

Omega ratio

Gain probability vs. loss probability

1.36

1.30

+0.06

Calmar ratio

Return relative to maximum drawdown

3.03

2.39

+0.64

Martin ratio

Return relative to average drawdown

11.92

9.08

+2.84

AIA vs. IPAC - Sharpe Ratio Comparison

The current AIA Sharpe Ratio is 1.94, which is higher than the IPAC Sharpe Ratio of 1.47. The chart below compares the historical Sharpe Ratios of AIA and IPAC, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading graphics...

Sharpe Ratios by Period


AIAIPACDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.94

1.47

+0.47

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.20

0.38

-0.19

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.51

0.53

-0.02

Sharpe Ratio (All Time)

Calculated using the full available price history

0.25

0.41

-0.15

Correlation

The correlation between AIA and IPAC is 0.69, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Dividends

AIA vs. IPAC - Dividend Comparison

AIA's dividend yield for the trailing twelve months is around 2.30%, less than IPAC's 4.14% yield.


TTM20252024202320222021202020192018201720162015
AIA
iShares Asia 50 ETF
2.30%2.50%2.78%2.07%2.59%1.54%1.11%2.24%2.49%1.45%2.29%2.88%
IPAC
iShares Core MSCI Pacific ETF
4.14%4.32%3.43%3.16%2.76%4.03%1.68%3.37%2.95%2.98%2.66%2.60%

Drawdowns

AIA vs. IPAC - Drawdown Comparison

The maximum AIA drawdown since its inception was -60.89%, which is greater than IPAC's maximum drawdown of -30.99%. Use the drawdown chart below to compare losses from any high point for AIA and IPAC.


Loading graphics...

Drawdown Indicators


AIAIPACDifference

Max Drawdown

Largest peak-to-trough decline

-60.89%

-30.99%

-29.90%

Max Drawdown (1Y)

Largest decline over 1 year

-16.68%

-11.49%

-5.19%

Max Drawdown (5Y)

Largest decline over 5 years

-51.12%

-29.64%

-21.48%

Max Drawdown (10Y)

Largest decline over 10 years

-54.64%

-30.99%

-23.65%

Current Drawdown

Current decline from peak

-10.73%

-8.62%

-2.11%

Average Drawdown

Average peak-to-trough decline

-16.82%

-7.55%

-9.27%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.24%

3.02%

+1.22%

Volatility

AIA vs. IPAC - Volatility Comparison

iShares Asia 50 ETF (AIA) has a higher volatility of 12.54% compared to iShares Core MSCI Pacific ETF (IPAC) at 8.46%. This indicates that AIA's price experiences larger fluctuations and is considered to be riskier than IPAC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading graphics...

Volatility by Period


AIAIPACDifference

Volatility (1M)

Calculated over the trailing 1-month period

12.54%

8.46%

+4.08%

Volatility (6M)

Calculated over the trailing 6-month period

19.46%

12.68%

+6.78%

Volatility (1Y)

Calculated over the trailing 1-year period

26.39%

19.43%

+6.96%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

24.87%

16.50%

+8.37%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

23.19%

16.58%

+6.61%