AV.L vs. AVVIY
Compare and contrast key facts about Aviva plc (AV.L) and Aviva plc (AVVIY).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AV.L or AVVIY.
Key characteristics
| AV.L | AVVIY | |
|---|---|---|
| YTD Return | 21.75% | 27.58% |
| 1Y Return | 32.98% | 43.06% |
| 3Y Return (Ann) | 11.87% | 10.00% |
| 5Y Return (Ann) | 10.20% | 12.09% |
| 10Y Return (Ann) | 4.75% | 3.17% |
| Sharpe Ratio | 1.91 | 2.28 |
| Daily Std Dev | 16.79% | 19.25% |
| Max Drawdown | -79.50% | -64.63% |
| Current Drawdown | -0.29% | 0.00% |
Fundamentals
| AV.L | AVVIY | |
|---|---|---|
| Market Cap | £13.10B | $17.45B |
| EPS | £0.46 | $1.21 |
| PE Ratio | 10.72 | 10.86 |
| PEG Ratio | 1.93 | 1.97 |
| Total Revenue (TTM) | £48.65B | $48.65B |
| Gross Profit (TTM) | £41.89B | $41.89B |
| EBITDA (TTM) | -£784.00M | -$784.00M |
Correlation
The correlation between AV.L and AVVIY is 0.89, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
AV.L vs. AVVIY - Performance Comparison
In the year-to-date period, AV.L achieves a 21.75% return, which is significantly lower than AVVIY's 27.58% return. Over the past 10 years, AV.L has outperformed AVVIY with an annualized return of 4.75%, while AVVIY has yielded a comparatively lower 3.17% 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
AV.L vs. AVVIY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Aviva plc (AV.L) and Aviva plc (AVVIY). 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
AV.L vs. AVVIY - Dividend Comparison
AV.L's dividend yield for the trailing twelve months is around 6.94%, more than AVVIY's 6.63% yield.
Drawdowns
AV.L vs. AVVIY - Drawdown Comparison
The maximum AV.L drawdown since its inception was -79.50%, which is greater than AVVIY's maximum drawdown of -64.63%. Use the drawdown chart below to compare losses from any high point for AV.L and AVVIY. For additional features, visit the drawdowns tool.
Volatility
AV.L vs. AVVIY - Volatility Comparison
The current volatility for Aviva plc (AV.L) is 3.84%, while Aviva plc (AVVIY) has a volatility of 4.76%. This indicates that AV.L experiences smaller price fluctuations and is considered to be less risky than AVVIY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
AV.L vs. AVVIY - Financials Comparison
This section allows you to compare key financial metrics between Aviva plc and Aviva plc. 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