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ANZ.AX vs. VHYAX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

ANZ.AX vs. VHYAX - Performance Comparison

The chart below illustrates the hypothetical performance of a A$10,000 investment in ANZ Group Holdings Limited (ANZ.AX) and Vanguard High Dividend Yield Index Fund Admiral Shares (VHYAX). The values are adjusted to include any dividend payments, if applicable.

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ANZ.AX vs. VHYAX - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
ANZ.AX
ANZ Group Holdings Limited
0.08%33.91%16.31%17.72%-8.23%27.41%-4.99%-2.83%
VHYAX
Vanguard High Dividend Yield Index Fund Admiral Shares
0.40%7.01%29.20%6.76%6.12%33.47%-7.81%18.08%
Different Trading Currencies

ANZ.AX is traded in AUD, while VHYAX is traded in USD. To make them comparable, the VHYAX values have been converted to AUD using the latest available exchange rates.

Returns By Period

In the year-to-date period, ANZ.AX achieves a 0.08% return, which is significantly lower than VHYAX's 0.40% return.


ANZ.AX

1D
1.11%
1M
-7.53%
YTD
0.08%
6M
11.67%
1Y
29.75%
3Y*
23.71%
5Y*
11.52%
10Y*
9.48%

VHYAX

1D
1.04%
1M
-1.22%
YTD
0.40%
6M
1.88%
1Y
7.29%
3Y*
13.96%
5Y*
13.21%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

ANZ.AX vs. VHYAX — Risk / Return Rank

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

ANZ.AX
ANZ.AX Risk / Return Rank: 7979
Overall Rank
ANZ.AX Sharpe Ratio Rank: 8181
Sharpe Ratio Rank
ANZ.AX Sortino Ratio Rank: 7777
Sortino Ratio Rank
ANZ.AX Omega Ratio Rank: 7575
Omega Ratio Rank
ANZ.AX Calmar Ratio Rank: 8080
Calmar Ratio Rank
ANZ.AX Martin Ratio Rank: 8181
Martin Ratio Rank

VHYAX
VHYAX Risk / Return Rank: 6969
Overall Rank
VHYAX Sharpe Ratio Rank: 6565
Sharpe Ratio Rank
VHYAX Sortino Ratio Rank: 6565
Sortino Ratio Rank
VHYAX Omega Ratio Rank: 6666
Omega Ratio Rank
VHYAX Calmar Ratio Rank: 7171
Calmar Ratio Rank
VHYAX Martin Ratio Rank: 7777
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.

ANZ.AX vs. VHYAX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for ANZ Group Holdings Limited (ANZ.AX) and Vanguard High Dividend Yield Index Fund Admiral Shares (VHYAX). 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.


ANZ.AXVHYAXDifference

Sharpe ratio

Return per unit of total volatility

1.37

0.49

+0.89

Sortino ratio

Return per unit of downside risk

1.99

0.74

+1.25

Omega ratio

Gain probability vs. loss probability

1.25

1.10

+0.15

Calmar ratio

Return relative to maximum drawdown

2.37

0.81

+1.57

Martin ratio

Return relative to average drawdown

6.55

2.82

+3.73

ANZ.AX vs. VHYAX - Sharpe Ratio Comparison

The current ANZ.AX Sharpe Ratio is 1.37, which is higher than the VHYAX Sharpe Ratio of 0.49. The chart below compares the historical Sharpe Ratios of ANZ.AX and VHYAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


ANZ.AXVHYAXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.37

0.49

+0.89

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.62

1.05

-0.43

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.41

Sharpe Ratio (All Time)

Calculated using the full available price history

0.37

0.74

-0.38

Correlation

The correlation between ANZ.AX and VHYAX is 0.09, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

ANZ.AX vs. VHYAX - Dividend Comparison

ANZ.AX's dividend yield for the trailing twelve months is around 4.56%, more than VHYAX's 2.35% yield.


TTM20252024202320222021202020192018201720162015
ANZ.AX
ANZ Group Holdings Limited
4.56%4.57%5.82%6.75%6.17%5.14%2.54%6.23%6.27%0.29%0.01%0.01%
VHYAX
Vanguard High Dividend Yield Index Fund Admiral Shares
2.35%2.42%2.72%3.09%2.98%2.74%3.16%3.00%0.00%0.00%0.00%0.00%

Drawdowns

ANZ.AX vs. VHYAX - Drawdown Comparison

The maximum ANZ.AX drawdown since its inception was -62.31%, which is greater than VHYAX's maximum drawdown of -25.66%. Use the drawdown chart below to compare losses from any high point for ANZ.AX and VHYAX.


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Drawdown Indicators


ANZ.AXVHYAXDifference

Max Drawdown

Largest peak-to-trough decline

-62.31%

-35.14%

-27.17%

Max Drawdown (1Y)

Largest decline over 1 year

-12.20%

-11.30%

-0.90%

Max Drawdown (5Y)

Largest decline over 5 years

-24.44%

-15.87%

-8.57%

Max Drawdown (10Y)

Largest decline over 10 years

-51.89%

Current Drawdown

Current decline from peak

-11.05%

-4.81%

-6.24%

Average Drawdown

Average peak-to-trough decline

-15.20%

-3.84%

-11.36%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.42%

2.56%

+1.86%

Volatility

ANZ.AX vs. VHYAX - Volatility Comparison

ANZ Group Holdings Limited (ANZ.AX) has a higher volatility of 6.40% compared to Vanguard High Dividend Yield Index Fund Admiral Shares (VHYAX) at 3.39%. This indicates that ANZ.AX's price experiences larger fluctuations and is considered to be riskier than VHYAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ANZ.AXVHYAXDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.40%

3.39%

+3.01%

Volatility (6M)

Calculated over the trailing 6-month period

16.10%

7.27%

+8.83%

Volatility (1Y)

Calculated over the trailing 1-year period

21.63%

13.81%

+7.82%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.69%

12.64%

+6.05%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

22.98%

16.54%

+6.44%