ARZGY vs. ITUB
Compare and contrast key facts about Assicurazioni Generali SpA ADR (ARZGY) and Itaú Unibanco Holding S.A. (ITUB).
Performance
ARZGY vs. ITUB - Performance Comparison
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ARZGY vs. ITUB - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ARZGY Assicurazioni Generali SpA ADR | -3.73% | 54.48% | 40.64% | 24.14% | -10.87% | 28.86% | -14.12% | 28.32% | -4.59% | 36.49% |
ITUB Itaú Unibanco Holding S.A. | 18.24% | 86.06% | -23.49% | 54.53% | 30.82% | -6.05% | -30.47% | 8.46% | 12.68% | 30.90% |
Fundamentals
ARZGY:
$62.45B
ITUB:
$108.94B
ARZGY:
$2.57
ITUB:
$3.90
ARZGY:
7.84
ITUB:
2.15
ARZGY:
0.18
ITUB:
0.21
ARZGY:
0.52
ITUB:
0.29
ARZGY:
1.95
ITUB:
0.53
ARZGY:
$117.75B
ITUB:
$333.12B
ARZGY:
$117.75B
ITUB:
$98.22B
ARZGY:
$14.58B
ITUB:
$52.41B
Returns By Period
In the year-to-date period, ARZGY achieves a -3.73% return, which is significantly lower than ITUB's 18.24% return. Both investments have delivered pretty close results over the past 10 years, with ARZGY having a 17.58% annualized return and ITUB not far ahead at 17.98%.
ARZGY
- 1D
- 3.60%
- 1M
- -5.13%
- YTD
- -3.73%
- 6M
- 2.39%
- 1Y
- 19.44%
- 3Y*
- 32.29%
- 5Y*
- 20.79%
- 10Y*
- 17.58%
ITUB
- 1D
- 6.48%
- 1M
- -6.56%
- YTD
- 18.24%
- 6M
- 25.99%
- 1Y
- 71.86%
- 3Y*
- 35.41%
- 5Y*
- 32.17%
- 10Y*
- 17.98%
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Return for Risk
ARZGY vs. ITUB — Risk / Return Rank
ARZGY
ITUB
ARZGY vs. ITUB - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Assicurazioni Generali SpA ADR (ARZGY) and Itaú Unibanco Holding S.A. (ITUB). 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.
| ARZGY | ITUB | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.91 | 2.34 | -1.43 |
Sortino ratioReturn per unit of downside risk | 1.31 | 2.92 | -1.61 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.38 | -0.21 |
Calmar ratioReturn relative to maximum drawdown | 1.75 | 3.95 | -2.20 |
Martin ratioReturn relative to average drawdown | 3.94 | 12.57 | -8.64 |
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
| ARZGY | ITUB | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.91 | 2.34 | -1.43 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.87 | 0.95 | -0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.60 | 0.46 | +0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.25 | 0.34 | -0.09 |
Correlation
The correlation between ARZGY and ITUB is 0.17, 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
ARZGY vs. ITUB - Dividend Comparison
ARZGY's dividend yield for the trailing twelve months is around 3.89%, less than ITUB's 7.59% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARZGY Assicurazioni Generali SpA ADR | 3.89% | 3.75% | 4.91% | 4.00% | 6.43% | 6.29% | 2.04% | 3.15% | 4.04% | 7.97% | 11.37% | 0.00% |
ITUB Itaú Unibanco Holding S.A. | 7.59% | 11.26% | 9.20% | 3.61% | 4.21% | 29.81% | 4.80% | 8.21% | 6.93% | 3.35% | 15.63% | 3.89% |
Drawdowns
ARZGY vs. ITUB - Drawdown Comparison
The maximum ARZGY drawdown since its inception was -51.13%, smaller than the maximum ITUB drawdown of -69.35%. Use the drawdown chart below to compare losses from any high point for ARZGY and ITUB.
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Drawdown Indicators
| ARZGY | ITUB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.13% | -69.35% | +18.22% |
Max Drawdown (1Y)Largest decline over 1 year | -10.72% | -18.02% | +7.30% |
Max Drawdown (5Y)Largest decline over 5 years | -39.90% | -31.59% | -8.31% |
Max Drawdown (10Y)Largest decline over 10 years | -51.13% | -61.96% | +10.83% |
Current DrawdownCurrent decline from peak | -6.10% | -11.61% | +5.51% |
Average DrawdownAverage peak-to-trough decline | -14.10% | -21.09% | +6.99% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.77% | 5.67% | -0.90% |
Volatility
ARZGY vs. ITUB - Volatility Comparison
The current volatility for Assicurazioni Generali SpA ADR (ARZGY) is 7.49%, while Itaú Unibanco Holding S.A. (ITUB) has a volatility of 13.74%. This indicates that ARZGY experiences smaller price fluctuations and is considered to be less risky than ITUB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ARZGY | ITUB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.49% | 13.74% | -6.25% |
Volatility (6M)Calculated over the trailing 6-month period | 14.59% | 23.77% | -9.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.54% | 30.87% | -9.33% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.91% | 33.99% | -10.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.61% | 38.85% | -9.24% |
Financials
ARZGY vs. ITUB - Financials Comparison
This section allows you to compare key financial metrics between Assicurazioni Generali SpA ADR and Itaú Unibanco Holding S.A.. 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
ARZGY vs. ITUB - Profitability Comparison
ARZGY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Assicurazioni Generali SpA ADR reported a gross profit of 34.35B and revenue of 34.35B. Therefore, the gross margin over that period was 100.0%.
ITUB - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Itaú Unibanco Holding S.A. reported a gross profit of 0.00 and revenue of 100.37B. Therefore, the gross margin over that period was 0.0%.
ARZGY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Assicurazioni Generali SpA ADR reported an operating income of 2.88B and revenue of 34.35B, resulting in an operating margin of 8.4%.
ITUB - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Itaú Unibanco Holding S.A. reported an operating income of 10.61B and revenue of 100.37B, resulting in an operating margin of 10.6%.
ARZGY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Assicurazioni Generali SpA ADR reported a net income of 2.01B and revenue of 34.35B, resulting in a net margin of 5.8%.
ITUB - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Itaú Unibanco Holding S.A. reported a net income of 12.09B and revenue of 100.37B, resulting in a net margin of 12.0%.