ALIZY vs. RTX
ALIZY (Allianz SE ADR) and RTX (RTX Corporation) are both stocks. ALIZY operates in Insurance - Diversified (Financial Services), while RTX operates in Aerospace & Defense (Industrials). Over the past 5 years, ALIZY returned 16.69%/yr vs 18.20%/yr for RTX. At a 0.36 correlation, their price movements are largely independent.
Performance
ALIZY vs. RTX - Performance Comparison
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Returns By Period
In the year-to-date period, ALIZY achieves a 1.59% return, which is significantly higher than RTX's 0.82% return.
ALIZY
- 1D
- 0.01%
- 1M
- 2.36%
- YTD
- 1.59%
- 6M
- 4.55%
- 1Y
- 17.68%
- 3Y*
- 31.68%
- 5Y*
- 16.69%
- 10Y*
- —
RTX
- 1D
- -0.37%
- 1M
- 3.47%
- YTD
- 0.82%
- 6M
- 3.50%
- 1Y
- 32.26%
- 3Y*
- 25.18%
- 5Y*
- 18.20%
- 10Y*
- 15.68%
ALIZY vs. RTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
ALIZY Allianz SE ADR | 1.59% | 56.96% | 20.60% | 31.20% | -4.34% | 0.09% | 5.98% |
RTX RTX Corporation | 0.82% | 61.44% | 40.76% | -14.44% | 20.01% | 23.27% | -9.86% |
Correlation
The correlation between ALIZY and RTX is 0.19, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.19 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.16 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.27 |
Correlation (All Time) Calculated using the full available price history since Jan 6, 2020 | 0.36 |
The correlation between ALIZY and RTX shifts across timeframes, from 0.16 (3 years) to 0.36 (all time), reflecting how their relationship changes across market environments.
Fundamentals
ALIZY:
$170.87B
RTX:
$250.45B
ALIZY:
€3.16
RTX:
$5.34
ALIZY:
12.25
RTX:
34.39
ALIZY:
0.85
RTX:
1.37
ALIZY:
1.04
RTX:
2.76
ALIZY:
2.24
RTX:
3.78
ALIZY:
€141.95B
RTX:
$90.37B
ALIZY:
€116.91B
RTX:
$18.27B
ALIZY:
€1.56B
RTX:
$13.81B
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Return for Risk
ALIZY vs. RTX — Risk / Return Rank
ALIZY
RTX
ALIZY vs. RTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Allianz SE ADR (ALIZY) and RTX Corporation (RTX). 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 | RTX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.45 | ||
| Sortino ratioReturn per unit of downside risk | -0.71 | ||
| Omega ratioGain probability vs. loss probability | 1.16 | 1.25 | -0.08 |
| Calmar ratioReturn relative to maximum drawdown | 1.31 | 1.68 | -0.37 |
| Martin ratioReturn relative to average drawdown | 3.39 | 4.55 | -1.16 |
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Drawdowns
ALIZY vs. RTX - Drawdown Comparison
The maximum ALIZY drawdown since its inception was -49.10%, smaller than the maximum RTX drawdown of -55.14%. Use the drawdown chart below to compare losses from any high point for ALIZY and RTX.
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Drawdown Indicators
| ALIZY | RTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.10% | -55.14% | +6.04% |
Max Drawdown (1Y)Largest decline over 1 year | -13.55% | -19.32% | +5.77% |
Max Drawdown (3Y)Largest decline over 3 years | -13.55% | -29.48% | +15.93% |
Max Drawdown (5Y)Largest decline over 5 years | -38.14% | -32.84% | -5.30% |
Max Drawdown (10Y)Largest decline over 10 years | — | -51.98% | — |
Current DrawdownCurrent decline from peak | -1.35% | -13.13% | +11.78% |
Average DrawdownAverage peak-to-trough decline | -8.65% | -13.03% | +4.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.23% | 7.10% | -1.87% |
Volatility
ALIZY vs. RTX - Volatility Comparison
The current volatility for Allianz SE ADR (ALIZY) is 6.09%, while RTX Corporation (RTX) has a volatility of 8.72%. This indicates that ALIZY experiences smaller price fluctuations and is considered to be less risky than RTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ALIZY | RTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.09% | 8.72% | -2.63% |
Volatility (6M)Calculated over the trailing 6-month period | 15.16% | 18.40% | -3.24% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.07% | 24.26% | -4.19% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.19% | 23.94% | -1.75% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.64% | 27.77% | -0.13% |
Dividends
ALIZY vs. RTX - Dividend Comparison
ALIZY's dividend yield for the trailing twelve months is around 4.37%, more than RTX's 1.51% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ALIZY Allianz SE ADR | 4.37% | 3.71% | 4.91% | 4.70% | 5.43% | 4.87% | 2.95% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
RTX RTX Corporation | 1.51% | 1.46% | 2.14% | 2.76% | 2.14% | 2.33% | 21.21% | 1.96% | 2.66% | 2.13% | 2.39% | 2.66% |
Financials
ALIZY vs. RTX - Financials Comparison
This section allows you to compare key financial metrics between Allianz SE ADR and RTX Corporation. 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. RTX - Profitability Comparison
ALIZY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 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%.
RTX - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, RTX Corporation reported a gross profit of 4.59B and revenue of 22.08B. Therefore, the gross margin over that period was 20.8%.
ALIZY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Allianz SE ADR reported an operating income of 5.12B and revenue of 31.07B, resulting in an operating margin of 16.5%.
RTX - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, RTX Corporation reported an operating income of 2.56B and revenue of 22.08B, resulting in an operating margin of 11.6%.
ALIZY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Allianz SE ADR reported a net income of 3.69B and revenue of 31.07B, resulting in a net margin of 11.9%.
RTX - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, RTX Corporation reported a net income of 2.06B and revenue of 22.08B, resulting in a net margin of 9.3%.
Frequently Asked Questions
ALIZY and RTX have a correlation of 0.19, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
RTX has higher volatility (8.72%) compared to ALIZY (6.09%). In terms of maximum drawdown, ALIZY dropped -49.10% vs RTX's -55.14%.
RTX currently has the higher Sharpe Ratio (1.34 vs 0.89), 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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