AV.L vs. VOD
Compare and contrast key facts about Aviva plc (AV.L) and Vodafone Group Plc (VOD).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AV.L or VOD.
Key characteristics
| AV.L | VOD | |
|---|---|---|
| YTD Return | 12.27% | 5.74% |
| 1Y Return | 18.57% | 6.44% |
| 3Y Return (Ann) | 8.97% | -9.85% |
| 5Y Return (Ann) | 6.72% | -8.55% |
| 10Y Return (Ann) | 3.72% | -6.97% |
| Sharpe Ratio | 1.15 | 0.07 |
| Sortino Ratio | 1.65 | 0.28 |
| Omega Ratio | 1.20 | 1.04 |
| Calmar Ratio | 2.03 | 0.03 |
| Martin Ratio | 5.90 | 0.34 |
| Ulcer Index | 3.03% | 5.86% |
| Daily Std Dev | 15.56% | 26.47% |
| Max Drawdown | -58.94% | -79.25% |
| Current Drawdown | -8.49% | -57.12% |
Fundamentals
| AV.L | VOD | |
|---|---|---|
| Market Cap | £12.07B | $22.12B |
| EPS | £0.46 | $0.48 |
| PE Ratio | 9.88 | 17.65 |
| PEG Ratio | 1.89 | 0.61 |
| Total Revenue (TTM) | £37.71B | $14.90B |
| Gross Profit (TTM) | £41.89B | $5.64B |
| EBITDA (TTM) | -£784.00M | $6.09B |
Correlation
The correlation between AV.L and VOD is 0.43, 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.
Performance
AV.L vs. VOD - Performance Comparison
In the year-to-date period, AV.L achieves a 12.27% return, which is significantly higher than VOD's 5.74% return. Over the past 10 years, AV.L has outperformed VOD with an annualized return of 3.72%, while VOD has yielded a comparatively lower -6.97% 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. VOD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Aviva plc (AV.L) and Vodafone Group Plc (VOD). 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. VOD - Dividend Comparison
AV.L's dividend yield for the trailing twelve months is around 7.52%, less than VOD's 10.86% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AV.L Aviva plc | 7.52% | 7.32% | 29.18% | 3.95% | 8.04% | 5.49% | 5.72% | 3.64% | 4.41% | 5.49% | 3.15% | 5.71% |
VOD Vodafone Group Plc | 10.86% | 11.14% | 9.27% | 7.12% | 6.18% | 4.97% | 9.18% | 5.29% | 9.16% | 5.40% | 19.75% | 4.11% |
Drawdowns
AV.L vs. VOD - Drawdown Comparison
The maximum AV.L drawdown since its inception was -58.94%, smaller than the maximum VOD drawdown of -79.25%. Use the drawdown chart below to compare losses from any high point for AV.L and VOD. For additional features, visit the drawdowns tool.
Volatility
AV.L vs. VOD - Volatility Comparison
The current volatility for Aviva plc (AV.L) is 5.67%, while Vodafone Group Plc (VOD) has a volatility of 11.30%. This indicates that AV.L experiences smaller price fluctuations and is considered to be less risky than VOD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
AV.L vs. VOD - Financials Comparison
This section allows you to compare key financial metrics between Aviva plc and Vodafone Group 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