AV.L vs. AVVIY
AV.L (Aviva plc) and AVVIY (Aviva plc) are both stocks. Both operate in the Insurance - Diversified industry within the Financial Services sector. Over the past 10 years, AV.L returned 7.32%/yr vs 12.65%/yr for AVVIY. A 0.79 correlation means they provide meaningful diversification when combined.
Performance
AV.L vs. AVVIY - Performance Comparison
Loading charts...
Different Trading Currencies
AV.L is traded in GBp, while AVVIY is traded in USD. To make them comparable, the AVVIY values have been converted to GBp using the latest available exchange rates.
Returns By Period
In the year-to-date period, AV.L achieves a 2.46% return, which is significantly higher than AVVIY's 1.67% return. Over the past 10 years, AV.L has underperformed AVVIY with an annualized return of 7.32%, while AVVIY has yielded a comparatively higher 12.65% annualized return.
AV.L
- 1D
- -0.12%
- 1M
- 5.83%
- 6M
- 2.82%
- YTD
- 2.46%
- 1Y
- 12.43%
- 3Y*
- 27.57%
- 5Y*
- 11.30%
- 10Y*
- 7.32%
- ALL TIME*
- 5.89%
AVVIY
- 1D
- 0.32%
- 1M
- 6.46%
- 6M
- 2.69%
- YTD
- 1.67%
- 1Y
- 11.27%
- 3Y*
- 27.55%
- 5Y*
- 19.40%
- 10Y*
- 12.65%
- ALL TIME*
- 9.41%
AV.L vs. AVVIY - Yearly Performance Comparison
Correlation
The correlation between AV.L and AVVIY is 0.85, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.85 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.79 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.80 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.79 |
Correlation (All Time) Calculated using the full available price history since Jan 4, 2016 | 0.79 |
The correlation between AV.L and AVVIY has been stable across timeframes, ranging from 0.79 to 0.85 - a consistent structural relationship.
Fundamentals
AV.L:
£20.09B
AVVIY:
$26.00B
AV.L:
£0.42
AVVIY:
£1.19
AV.L:
15.98
AVVIY:
11.43
AV.L:
0.57
AVVIY:
0.19
AV.L:
0.31
AVVIY:
0.22
AV.L:
2.59
AVVIY:
1.83
AV.L:
£80.81B
AVVIY:
£89.20B
AV.L:
£84.57B
AVVIY:
£90.61B
AV.L:
£2.85B
AVVIY:
£3.64B
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
AV.L vs. AVVIY — Risk / Return Rank
AV.L
AVVIY
AV.L vs. AVVIY - Risk-Adjusted Trends 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| AV.L | AVVIY | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.07 | ||
| Sortino ratioReturn per unit of downside risk | +0.07 | ||
| Omega ratioGain probability vs. loss probability | 1.12 | 1.11 | +0.01 |
| Calmar ratioReturn relative to maximum drawdown | 1.01 | 0.85 | +0.16 |
| Martin ratioReturn relative to average drawdown | 2.26 | 1.89 | +0.38 |
Loading charts...
Drawdowns
AV.L vs. AVVIY - Drawdown Comparison
The maximum AV.L drawdown since its inception was -59.72%, roughly equal to the maximum AVVIY drawdown of -58.10%. Use the drawdown chart below to compare losses from any high point for AV.L and AVVIY.
Loading charts...
Drawdown Indicators
| AV.L | AVVIY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.72% | -58.10% | -1.62% |
Max Drawdown (1Y)Largest decline over 1 year | -12.23% | -13.26% | +1.03% |
Max Drawdown (3Y)Largest decline over 3 years | -12.83% | -13.26% | +0.43% |
Max Drawdown (5Y)Largest decline over 5 years | -39.21% | -18.82% | -20.39% |
Max Drawdown (10Y)Largest decline over 10 years | -59.72% | -58.10% | -1.62% |
Current DrawdownCurrent decline from peak | -0.62% | -0.42% | -0.20% |
Average DrawdownAverage peak-to-trough decline | -16.50% | -11.74% | -4.76% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.48% | 5.99% | -0.51% |
Volatility
AV.L vs. AVVIY - Volatility Comparison
Aviva plc (AV.L) and Aviva plc (AVVIY) have volatilities of 4.75% and 4.61%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| AV.L | AVVIY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.75% | 4.61% | +0.14% |
Volatility (6M)Calculated over the trailing 6-month period | 16.24% | 16.09% | +0.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.42% | 21.06% | -0.64% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.86% | 22.40% | +3.46% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.74% | 26.14% | +0.60% |
Dividends
AV.L vs. AVVIY - Dividend Comparison
AV.L's dividend yield for the trailing twelve months is around 5.85%, more than AVVIY's 5.78% yield.
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
Frequently Asked Questions
AV.L and AVVIY have a correlation of 0.85, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
Find the right allocation for AV.L and AVVIY
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer