AON vs. UNH
Compare and contrast key facts about Aon plc (AON) and UnitedHealth Group Incorporated (UNH).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AON or UNH.
Key characteristics
| AON | UNH | |
|---|---|---|
| YTD Return | 4.69% | -10.59% |
| 1Y Return | -7.09% | -5.79% |
| 3Y Return (Ann) | 9.19% | 7.76% |
| 5Y Return (Ann) | 12.63% | 17.97% |
| 10Y Return (Ann) | 15.15% | 21.89% |
| Sharpe Ratio | -0.29 | -0.32 |
| Daily Std Dev | 19.20% | 21.69% |
| Max Drawdown | -67.38% | -82.68% |
| Current Drawdown | -11.39% | -14.58% |
Fundamentals
| AON | UNH | |
|---|---|---|
| Market Cap | $66.18B | $456.08B |
| EPS | $12.52 | $23.87 |
| PE Ratio | 26.66 | 20.72 |
| PEG Ratio | 1.65 | 1.40 |
| Revenue (TTM) | $13.38B | $371.62B |
| Gross Profit (TTM) | $5.82B | $79.62B |
| EBITDA (TTM) | $4.29B | $35.13B |
Correlation
The correlation between AON and UNH is 0.24, 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.
Performance
AON vs. UNH - Performance Comparison
In the year-to-date period, AON achieves a 4.69% return, which is significantly higher than UNH's -10.59% return. Over the past 10 years, AON has underperformed UNH with an annualized return of 15.15%, while UNH has yielded a comparatively higher 21.89% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
AON vs. UNH - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Aon plc (AON) and UnitedHealth Group Incorporated (UNH). 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.
Dividends
AON vs. UNH - Dividend Comparison
AON's dividend yield for the trailing twelve months is around 0.81%, less than UNH's 1.60% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AON Aon plc | 0.81% | 0.83% | 0.73% | 0.66% | 0.84% | 0.83% | 1.07% | 1.05% | 1.16% | 1.25% | 0.98% | 0.81% |
UNH UnitedHealth Group Incorporated | 1.60% | 1.38% | 1.21% | 1.12% | 1.38% | 1.41% | 1.38% | 1.30% | 1.48% | 1.59% | 1.39% | 1.40% |
Drawdowns
AON vs. UNH - Drawdown Comparison
The maximum AON drawdown since its inception was -67.38%, smaller than the maximum UNH drawdown of -82.68%. Use the drawdown chart below to compare losses from any high point for AON and UNH. For additional features, visit the drawdowns tool.
Volatility
AON vs. UNH - Volatility Comparison
The current volatility for Aon plc (AON) is 4.97%, while UnitedHealth Group Incorporated (UNH) has a volatility of 9.60%. This indicates that AON experiences smaller price fluctuations and is considered to be less risky than UNH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.