ALIZY vs. IBDRY
ALIZY (Allianz SE ADR) and IBDRY (Iberdrola SA) are both stocks. ALIZY operates in Insurance - Diversified (Financial Services), while IBDRY operates in Utilities - Diversified (Utilities). Over the past 5 years, ALIZY returned 20.62%/yr vs 20.48%/yr for IBDRY. Their 0.49 correlation means their historical movements had little consistent relationship.
Performance
ALIZY vs. IBDRY - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, ALIZY achieves a 13.07% return, which is significantly lower than IBDRY's 16.70% return.
ALIZY
- 1D
- -0.18%
- 1M
- 3.93%
- 6M
- 18.04%
- YTD
- 13.07%
- 1Y
- 34.43%
- 3Y*
- 34.15%
- 5Y*
- 20.62%
- 10Y*
- —
- ALL TIME*
- 17.29%
IBDRY
- 1D
- 0.61%
- 1M
- 1.15%
- 6M
- 10.10%
- YTD
- 16.70%
- 1Y
- 42.81%
- 3Y*
- 31.73%
- 5Y*
- 20.48%
- 10Y*
- 18.92%
- ALL TIME*
- 8.27%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
ALIZY Allianz SE ADR | $10.66M | $10.78M | $11.47M |
IBDRY Iberdrola SA | $5.59M | $6.21M | $8.54M |
ALIZY vs. IBDRY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
ALIZY Allianz SE ADR | 13.07% | 56.96% | 20.60% | 31.20% | -4.34% | 0.09% | 5.98% |
IBDRY Iberdrola SA | 16.70% | 65.75% | 10.02% | 17.36% | 3.59% | -15.13% | 45.58% |
Correlation
The correlation between ALIZY and IBDRY is 0.47, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.47 |
Correlation (3Y) Balances recent behavior with more history. | 0.46 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.48 |
Correlation (All Time) Calculated using the full available price history since Jan 6, 2020 | 0.49 |
Fundamentals
ALIZY:
$189.21B
IBDRY:
$154.47B
ALIZY:
€3.17
IBDRY:
€4.30
ALIZY:
13.64
IBDRY:
19.27
ALIZY:
0.94
IBDRY:
1.59
ALIZY:
1.16
IBDRY:
3.01
ALIZY:
2.51
IBDRY:
2.31
ALIZY:
€141.95B
IBDRY:
€45.14B
ALIZY:
€116.91B
IBDRY:
€17.31B
ALIZY:
€1.56B
IBDRY:
€18.21B
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
ALIZY vs. IBDRY — Risk / Return Rank
ALIZY
IBDRY
ALIZY vs. IBDRY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Allianz SE ADR (ALIZY) and Iberdrola SA (IBDRY). 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.
| ALIZY | IBDRY | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.92 | ||
| Sortino ratioReturn per unit of downside risk | -1.07 | ||
| Omega ratioGain probability vs. loss probability | 1.28 | 1.44 | -0.15 |
| Calmar ratioReturn relative to maximum drawdown | 2.34 | 4.77 | -2.43 |
| Martin ratioReturn relative to average drawdown | 6.25 | 13.42 | -7.17 |
Loading charts...
Drawdowns
ALIZY vs. IBDRY - Drawdown Comparison
The maximum ALIZY drawdown since its inception was -49.10%, smaller than the maximum IBDRY drawdown of -77.08%. Use the drawdown chart below to compare losses from any high point for ALIZY and IBDRY.
Loading charts...
Drawdown Indicators
| ALIZY | IBDRY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.10% | -77.08% | +27.98% |
Max Drawdown (1Y)Largest decline over 1 year | -13.55% | -9.17% | -4.38% |
Max Drawdown (3Y)Largest decline over 3 years | -13.55% | -14.65% | +1.10% |
Max Drawdown (5Y)Largest decline over 5 years | -37.72% | -26.79% | -10.93% |
Max Drawdown (10Y)Largest decline over 10 years | — | -37.43% | — |
Current DrawdownCurrent decline from peak | -0.18% | -2.07% | +1.89% |
Average DrawdownAverage peak-to-trough decline | -8.49% | -29.25% | +20.76% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.07% | 3.25% | +1.82% |
Volatility
ALIZY vs. IBDRY - Volatility Comparison
Allianz SE ADR (ALIZY) and Iberdrola SA (IBDRY) have volatilities of 4.29% and 4.50%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| ALIZY | IBDRY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.29% | 4.50% | -0.21% |
Volatility (6M)Calculated over the trailing 6-month period | 15.19% | 14.08% | +1.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.56% | 17.19% | +2.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.07% | 21.32% | +0.75% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.44% | 22.86% | +4.58% |
Dividends
ALIZY vs. IBDRY - Dividend Comparison
ALIZY's dividend yield for the trailing twelve months is around 3.93%, more than IBDRY's 3.28% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ALIZY Allianz SE ADR | 3.93% | 3.71% | 4.91% | 4.70% | 5.43% | 4.87% | 2.95% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IBDRY Iberdrola SA | 3.28% | 4.18% | 4.38% | 4.11% | 4.14% | 3.77% | 2.83% | 3.01% | 3.76% | 7.28% | 10.00% | 1.71% |
Financials
ALIZY vs. IBDRY - Financials Comparison
This section allows you to compare key financial metrics between Allianz SE ADR and Iberdrola SA. 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
ALIZY vs. IBDRY - Profitability Comparison
ALIZY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Allianz SE ADR reported a gross profit of 24.81B and revenue of 31.07B. Therefore, the gross margin over that period was 79.9%.
IBDRY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Iberdrola SA reported a gross profit of 5.83B and revenue of 10.45B. Therefore, the gross margin over that period was 55.8%.
ALIZY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Allianz SE ADR reported an operating income of 5.12B and revenue of 31.07B, resulting in an operating margin of 16.5%.
IBDRY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Iberdrola SA reported an operating income of 2.63B and revenue of 10.45B, resulting in an operating margin of 25.2%.
ALIZY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Allianz SE ADR reported a net income of 3.69B and revenue of 31.07B, resulting in a net margin of 11.9%.
IBDRY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Iberdrola SA reported a net income of 2.63B and revenue of 10.45B, resulting in a net margin of 25.1%.
Frequently Asked Questions
ALIZY and IBDRY have a correlation of 0.47, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
IBDRY has higher volatility (4.50%) compared to ALIZY (4.29%). In terms of maximum drawdown, ALIZY dropped -49.10% vs IBDRY's -77.08%.
IBDRY currently has the higher Sharpe Ratio (2.54 vs 1.62), 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 ALIZY and IBDRY
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