ASXFY vs. ASX
Compare and contrast key facts about ASX Limited ADR (ASXFY) and ASE Technology Holding Co., Ltd. (ASX).
Performance
ASXFY vs. ASX - Performance Comparison
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ASXFY vs. ASX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ASXFY ASX Limited ADR | 8.08% | -12.34% | -2.90% | -3.74% | -29.53% | 28.26% | -0.16% | 38.13% | 2.04% | 22.62% |
ASX ASE Technology Holding Co., Ltd. | 34.66% | 65.68% | 10.14% | 60.87% | -12.75% | 38.25% | 8.13% | 53.97% | -37.08% | 31.93% |
Fundamentals
ASXFY:
$7.03B
ASX:
$48.37B
ASXFY:
$5.18
ASX:
$18.31
ASXFY:
6.99
ASX:
1.18
ASXFY:
3.47
ASX:
0.07
ASXFY:
1.80
ASX:
0.14
ASXFY:
$2.03B
ASX:
$643.37B
ASXFY:
$1.36B
ASX:
$114.19B
ASXFY:
$2.27B
ASX:
$121.53B
Returns By Period
In the year-to-date period, ASXFY achieves a 8.08% return, which is significantly lower than ASX's 34.66% return. Over the past 10 years, ASXFY has underperformed ASX with an annualized return of 5.28%, while ASX has yielded a comparatively higher 19.55% annualized return.
ASXFY
- 1D
- 4.23%
- 1M
- -4.28%
- YTD
- 8.08%
- 6M
- -4.63%
- 1Y
- -7.89%
- 3Y*
- -3.32%
- 5Y*
- -4.71%
- 10Y*
- 5.28%
ASX
- 1D
- 3.78%
- 1M
- -10.75%
- YTD
- 34.66%
- 6M
- 95.49%
- 1Y
- 156.46%
- 3Y*
- 45.96%
- 5Y*
- 28.43%
- 10Y*
- 19.55%
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Return for Risk
ASXFY vs. ASX — Risk / Return Rank
ASXFY
ASX
ASXFY vs. ASX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for ASX Limited ADR (ASXFY) and ASE Technology Holding Co., Ltd. (ASX). 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.
| ASXFY | ASX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.27 | 3.68 | -3.95 |
Sortino ratioReturn per unit of downside risk | -0.19 | 4.01 | -4.20 |
Omega ratioGain probability vs. loss probability | 0.97 | 1.54 | -0.56 |
Calmar ratioReturn relative to maximum drawdown | -0.36 | 8.71 | -9.07 |
Martin ratioReturn relative to average drawdown | -0.60 | 24.25 | -24.85 |
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
| ASXFY | ASX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.27 | 3.68 | -3.95 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.17 | 0.73 | -0.90 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.21 | 0.51 | -0.30 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.29 | 0.33 | -0.05 |
Correlation
The correlation between ASXFY and ASX is 0.19, 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
ASXFY vs. ASX - Dividend Comparison
ASXFY's dividend yield for the trailing twelve months is around 4.02%, more than ASX's 1.66% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ASXFY ASX Limited ADR | 4.02% | 4.19% | 3.40% | 3.55% | 3.59% | 2.48% | 2.98% | 4.32% | 3.66% | 5.29% | 7.92% | 4.15% |
ASX ASE Technology Holding Co., Ltd. | 1.66% | 2.23% | 3.19% | 6.07% | 7.64% | 3.86% | 2.34% | 2.88% | 14.19% | 2.51% | 3.63% | 4.00% |
Drawdowns
ASXFY vs. ASX - Drawdown Comparison
The maximum ASXFY drawdown since its inception was -46.78%, smaller than the maximum ASX drawdown of -78.05%. Use the drawdown chart below to compare losses from any high point for ASXFY and ASX.
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Drawdown Indicators
| ASXFY | ASX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.78% | -78.05% | +31.27% |
Max Drawdown (1Y)Largest decline over 1 year | -27.92% | -17.83% | -10.09% |
Max Drawdown (5Y)Largest decline over 5 years | -46.78% | -45.99% | -0.79% |
Max Drawdown (10Y)Largest decline over 10 years | -46.78% | -54.17% | +7.39% |
Current DrawdownCurrent decline from peak | -39.29% | -13.66% | -25.63% |
Average DrawdownAverage peak-to-trough decline | -14.66% | -22.72% | +8.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 16.56% | 6.40% | +10.16% |
Volatility
ASXFY vs. ASX - Volatility Comparison
The current volatility for ASX Limited ADR (ASXFY) is 9.08%, while ASE Technology Holding Co., Ltd. (ASX) has a volatility of 13.88%. This indicates that ASXFY experiences smaller price fluctuations and is considered to be less risky than ASX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ASXFY | ASX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.08% | 13.88% | -4.80% |
Volatility (6M)Calculated over the trailing 6-month period | 17.29% | 30.48% | -13.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 29.62% | 42.77% | -13.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.67% | 39.08% | -11.41% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.98% | 38.17% | -13.19% |
Financials
ASXFY vs. ASX - Financials Comparison
This section allows you to compare key financial metrics between ASX Limited ADR and ASE Technology Holding Co., Ltd.. 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
ASXFY vs. ASX - Profitability Comparison
ASXFY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, ASX Limited ADR reported a gross profit of 518.12M and revenue of 638.66M. Therefore, the gross margin over that period was 81.1%.
ASX - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, ASE Technology Holding Co., Ltd. reported a gross profit of 39.81B and revenue of 179.60B. Therefore, the gross margin over that period was 22.2%.
ASXFY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, ASX Limited ADR reported an operating income of 376.07M and revenue of 638.66M, resulting in an operating margin of 58.9%.
ASX - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, ASE Technology Holding Co., Ltd. reported an operating income of 17.69B and revenue of 179.60B, resulting in an operating margin of 9.9%.
ASXFY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, ASX Limited ADR reported a net income of 258.76M and revenue of 638.66M, resulting in a net margin of 40.5%.
ASX - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, ASE Technology Holding Co., Ltd. reported a net income of 14.71B and revenue of 179.60B, resulting in a net margin of 8.2%.