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ASMH vs. AIPO
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

ASMH vs. AIPO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in ASML Holding NV ADR Hedged ETF (ASMH) and Defiance AI & Power Infrastructure ETF (AIPO). The values are adjusted to include any dividend payments, if applicable.

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ASMH vs. AIPO - Yearly Performance Comparison


Returns By Period

In the year-to-date period, ASMH achieves a 25.77% return, which is significantly higher than AIPO's 12.84% return.


ASMH

1D
4.15%
1M
-6.47%
YTD
25.77%
6M
39.55%
1Y
3Y*
5Y*
10Y*

AIPO

1D
4.70%
1M
-4.73%
YTD
12.84%
6M
10.42%
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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ASMH vs. AIPO - Expense Ratio Comparison

ASMH has a 0.19% expense ratio, which is lower than AIPO's 0.69% expense ratio.


Return for Risk

ASMH vs. AIPO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for ASML Holding NV ADR Hedged ETF (ASMH) and Defiance AI & Power Infrastructure ETF (AIPO). 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.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

ASMH vs. AIPO - Sharpe Ratio Comparison


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Sharpe Ratios by Period


ASMHAIPODifference

Sharpe Ratio (All Time)

Calculated using the full available price history

3.00

1.03

+1.96

Correlation

The correlation between ASMH and AIPO is 0.60, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Dividends

ASMH vs. AIPO - Dividend Comparison

ASMH's dividend yield for the trailing twelve months is around 1.29%, more than AIPO's 0.01% yield.


Drawdowns

ASMH vs. AIPO - Drawdown Comparison

The maximum ASMH drawdown since its inception was -15.89%, smaller than the maximum AIPO drawdown of -17.31%. Use the drawdown chart below to compare losses from any high point for ASMH and AIPO.


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Drawdown Indicators


ASMHAIPODifference

Max Drawdown

Largest peak-to-trough decline

-15.89%

-17.31%

+1.42%

Current Drawdown

Current decline from peak

-11.21%

-7.04%

-4.17%

Average Drawdown

Average peak-to-trough decline

-4.43%

-5.03%

+0.60%

Volatility

ASMH vs. AIPO - Volatility Comparison


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Volatility by Period


ASMHAIPODifference

Volatility (1Y)

Calculated over the trailing 1-year period

36.81%

34.05%

+2.76%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

36.81%

34.05%

+2.76%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

36.81%

34.05%

+2.76%