AV.L vs. BP.L
AV.L (Aviva plc) and BP.L (BP plc) are both stocks. AV.L operates in Insurance - Diversified (Financial Services), while BP.L operates in Oil & Gas Integrated (Energy). Over the past 10 years, AV.L returned 5.84%/yr vs 10.09%/yr for BP.L. At a 0.38 correlation, their price movements are largely independent.
Performance
AV.L vs. BP.L - Performance Comparison
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Returns By Period
In the year-to-date period, AV.L achieves a -6.88% return, which is significantly lower than BP.L's 29.24% return. Over the past 10 years, AV.L has underperformed BP.L with an annualized return of 5.84%, while BP.L has yielded a comparatively higher 10.09% annualized return.
AV.L
- 1D
- 1.23%
- 1M
- -1.48%
- YTD
- -6.88%
- 6M
- -1.16%
- 1Y
- 4.06%
- 3Y*
- 23.74%
- 5Y*
- 7.93%
- 10Y*
- 5.84%
BP.L
- 1D
- -0.07%
- 1M
- 2.99%
- YTD
- 29.24%
- 6M
- 24.19%
- 1Y
- 59.22%
- 3Y*
- 10.94%
- 5Y*
- 16.70%
- 10Y*
- 10.09%
AV.L vs. BP.L - Yearly Performance Comparison
Correlation
The correlation between AV.L and BP.L is -0.14, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.14 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.09 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.23 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.31 |
Correlation (All Time) Calculated using the full available price history since Oct 20, 2009 | 0.38 |
The correlation between AV.L and BP.L shifts across timeframes, from -0.14 (1 year) to 0.38 (all time), reflecting how their relationship changes across market environments.
Fundamentals
AV.L:
£22.86B
BP.L:
£85.45B
AV.L:
£0.49
BP.L:
£0.20
AV.L:
12.48
BP.L:
27.29
AV.L:
0.44
BP.L:
2.44
AV.L:
0.24
BP.L:
0.44
AV.L:
2.36
BP.L:
1.53
AV.L:
£80.81B
BP.L:
£193.54B
AV.L:
£84.57B
BP.L:
£42.27B
AV.L:
£2.85B
BP.L:
£35.50B
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Return for Risk
AV.L vs. BP.L — Risk / Return Rank
AV.L
BP.L
AV.L vs. BP.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Aviva plc (AV.L) and BP plc (BP.L). 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.
| AV.L | BP.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.87 | ||
| Sortino ratioReturn per unit of downside risk | -2.13 | ||
| Omega ratioGain probability vs. loss probability | 1.05 | 1.36 | -0.30 |
| Calmar ratioReturn relative to maximum drawdown | 0.33 | 4.17 | -3.84 |
| Martin ratioReturn relative to average drawdown | 0.76 | 11.63 | -10.87 |
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
| AV.L | BP.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.20 | 2.07 | -1.87 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.31 | 0.58 | -0.28 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.21 | 0.33 | -0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.18 | 0.16 | +0.02 |
Drawdowns
AV.L vs. BP.L - Drawdown Comparison
The maximum AV.L drawdown since its inception was -59.13%, smaller than the maximum BP.L drawdown of -63.14%. Use the drawdown chart below to compare losses from any high point for AV.L and BP.L.
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Drawdown Indicators
| AV.L | BP.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.13% | -63.14% | +4.01% |
Max Drawdown (1Y)Largest decline over 1 year | -12.23% | -14.14% | +1.91% |
Max Drawdown (3Y)Largest decline over 3 years | -12.83% | -35.64% | +22.81% |
Max Drawdown (5Y)Largest decline over 5 years | -39.21% | -35.64% | -3.57% |
Max Drawdown (10Y)Largest decline over 10 years | -59.13% | -63.14% | +4.01% |
Current DrawdownCurrent decline from peak | -8.30% | -8.97% | +0.67% |
Average DrawdownAverage peak-to-trough decline | -16.08% | -18.30% | +2.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.33% | 5.08% | +0.25% |
Volatility
AV.L vs. BP.L - Volatility Comparison
The current volatility for Aviva plc (AV.L) is 5.46%, while BP plc (BP.L) has a volatility of 7.77%. This indicates that AV.L experiences smaller price fluctuations and is considered to be less risky than BP.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AV.L | BP.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.46% | 7.77% | -2.31% |
Volatility (6M)Calculated over the trailing 6-month period | 15.98% | 24.27% | -8.29% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.18% | 28.49% | -8.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.94% | 28.62% | -2.68% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.65% | 30.65% | -3.00% |
Dividends
AV.L vs. BP.L - Dividend Comparison
AV.L's dividend yield for the trailing twelve months is around 6.44%, more than BP.L's 4.57% yield.
Financials
AV.L vs. BP.L - Financials Comparison
This section allows you to compare key financial metrics between Aviva plc and BP 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
AV.L vs. BP.L - Profitability Comparison
AV.L - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Aviva plc reported a gross profit of 38.52B and revenue of 38.52B. Therefore, the gross margin over that period was 100.0%.
BP.L - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, BP plc reported a gross profit of 12.32B and revenue of 51.14B. Therefore, the gross margin over that period was 24.1%.
AV.L - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Aviva plc reported an operating income of 576.00M and revenue of 38.52B, resulting in an operating margin of 1.5%.
BP.L - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, BP plc reported an operating income of 9.02B and revenue of 51.14B, resulting in an operating margin of 17.6%.
AV.L - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Aviva plc reported a net income of 226.00M and revenue of 38.52B, resulting in a net margin of 0.6%.
BP.L - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, BP plc reported a net income of 3.76B and revenue of 51.14B, resulting in a net margin of 7.4%.
Frequently Asked Questions
AV.L and BP.L have a correlation of -0.14, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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