AIQUY vs. MSCI
AIQUY (Air Liquide SA ADR) and MSCI (MSCI Inc.) are both stocks. AIQUY operates in Specialty Chemicals (Basic Materials), while MSCI operates in Financial Data & Stock Exchanges (Financial Services). Over the past 10 years, AIQUY returned 14.17%/yr vs 24.41%/yr for MSCI. At a 0.37 correlation, their price movements are largely independent.
Performance
AIQUY vs. MSCI - Performance Comparison
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Returns By Period
In the year-to-date period, AIQUY achieves a 13.41% return, which is significantly higher than MSCI's 7.76% return. Over the past 10 years, AIQUY has underperformed MSCI with an annualized return of 14.17%, while MSCI has yielded a comparatively higher 24.41% annualized return.
AIQUY
- 1D
- 1.91%
- 1M
- 3.04%
- YTD
- 13.41%
- 6M
- 11.51%
- 1Y
- 2.92%
- 3Y*
- 12.48%
- 5Y*
- 10.09%
- 10Y*
- 14.17%
MSCI
- 1D
- -2.65%
- 1M
- 5.76%
- YTD
- 7.76%
- 6M
- 13.32%
- 1Y
- 9.84%
- 3Y*
- 9.97%
- 5Y*
- 6.82%
- 10Y*
- 24.41%
AIQUY vs. MSCI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AIQUY Air Liquide SA ADR | 13.41% | 18.54% | -7.37% | 40.23% | -9.00% | 8.13% | 20.08% | 28.10% | 0.53% | 30.47% |
MSCI MSCI Inc. | 7.76% | -3.17% | 7.31% | 22.90% | -23.34% | 38.14% | 74.38% | 77.19% | 17.95% | 62.63% |
Correlation
The correlation between AIQUY and MSCI is 0.13, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.13 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.26 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.37 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.34 |
Correlation (All Time) Calculated using the full available price history since Nov 16, 2007 | 0.37 |
Over the past year, the correlation between AIQUY and MSCI has dropped to 0.13 - well below their long-term average of 0.37, suggesting their price drivers have been diverging.
Fundamentals
AIQUY:
$120.31B
MSCI:
$45.04B
AIQUY:
$2.36
MSCI:
$17.28
AIQUY:
17.68
MSCI:
35.51
AIQUY:
2.59
MSCI:
2.20
AIQUY:
2.23
MSCI:
14.47
AIQUY:
$53.90B
MSCI:
$3.24B
AIQUY:
$30.54B
MSCI:
$2.68B
AIQUY:
$15.33B
MSCI:
$1.99B
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Return for Risk
AIQUY vs. MSCI — Risk / Return Rank
AIQUY
MSCI
AIQUY vs. MSCI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Air Liquide SA ADR (AIQUY) and MSCI Inc. (MSCI). 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.
| AIQUY | MSCI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.19 | ||
| Sortino ratioReturn per unit of downside risk | -0.32 | ||
| Omega ratioGain probability vs. loss probability | 1.04 | 1.09 | -0.05 |
| Calmar ratioReturn relative to maximum drawdown | 0.19 | 0.55 | -0.36 |
| Martin ratioReturn relative to average drawdown | 0.38 | 1.43 | -1.06 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AIQUY | MSCI | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.15 | 0.35 | -0.19 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.47 | 0.22 | +0.25 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.64 | 0.79 | -0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.55 | -0.20 |
Drawdowns
AIQUY vs. MSCI - Drawdown Comparison
The maximum AIQUY drawdown since its inception was -50.46%, smaller than the maximum MSCI drawdown of -69.06%. Use the drawdown chart below to compare losses from any high point for AIQUY and MSCI.
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Drawdown Indicators
| AIQUY | MSCI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.46% | -69.06% | +18.60% |
Max Drawdown (1Y)Largest decline over 1 year | -15.57% | -18.07% | +2.50% |
Max Drawdown (3Y)Largest decline over 3 years | -18.81% | -25.99% | +7.18% |
Max Drawdown (5Y)Largest decline over 5 years | -31.23% | -43.74% | +12.51% |
Max Drawdown (10Y)Largest decline over 10 years | -31.23% | -43.74% | +12.51% |
Current DrawdownCurrent decline from peak | -3.80% | -4.70% | +0.90% |
Average DrawdownAverage peak-to-trough decline | -8.87% | -13.09% | +4.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.72% | 6.88% | +0.84% |
Volatility
AIQUY vs. MSCI - Volatility Comparison
The current volatility for Air Liquide SA ADR (AIQUY) is 6.33%, while MSCI Inc. (MSCI) has a volatility of 7.89%. This indicates that AIQUY experiences smaller price fluctuations and is considered to be less risky than MSCI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AIQUY | MSCI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.33% | 7.89% | -1.56% |
Volatility (6M)Calculated over the trailing 6-month period | 15.80% | 20.78% | -4.98% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.20% | 28.58% | -9.38% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.52% | 30.72% | -9.20% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.15% | 31.17% | -9.02% |
Dividends
AIQUY vs. MSCI - Dividend Comparison
AIQUY's dividend yield for the trailing twelve months is around 2.09%, more than MSCI's 1.25% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AIQUY Air Liquide SA ADR | 2.09% | 1.93% | 1.92% | 1.62% | 2.09% | 1.91% | 1.80% | 1.96% | 2.62% | 4.22% | 7.72% | 2.52% |
MSCI MSCI Inc. | 1.25% | 1.25% | 1.07% | 0.98% | 0.98% | 0.59% | 0.65% | 0.98% | 1.30% | 1.04% | 1.27% | 1.11% |
Financials
AIQUY vs. MSCI - Financials Comparison
This section allows you to compare key financial metrics between Air Liquide SA ADR and MSCI Inc.. 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
AIQUY vs. MSCI - Profitability Comparison
AIQUY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Air Liquide SA ADR reported a gross profit of 4.80B and revenue of 13.12B. Therefore, the gross margin over that period was 36.6%.
MSCI - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, MSCI Inc. reported a gross profit of 709.00M and revenue of 850.80M. Therefore, the gross margin over that period was 83.3%.
AIQUY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Air Liquide SA ADR reported an operating income of 2.82B and revenue of 13.12B, resulting in an operating margin of 21.5%.
MSCI - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, MSCI Inc. reported an operating income of 456.90M and revenue of 850.80M, resulting in an operating margin of 53.7%.
AIQUY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Air Liquide SA ADR reported a net income of 1.70B and revenue of 13.12B, resulting in a net margin of 13.0%.
MSCI - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, MSCI Inc. reported a net income of 406.00M and revenue of 850.80M, resulting in a net margin of 47.7%.
Frequently Asked Questions
AIQUY and MSCI have a correlation of 0.13, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
MSCI has higher volatility (7.89%) compared to AIQUY (6.33%). In terms of maximum drawdown, AIQUY dropped -50.46% vs MSCI's -69.06%.
MSCI currently has the higher Sharpe Ratio (0.35 vs 0.15), 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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