AVVIY vs. AV.L
Compare and contrast key facts about Aviva plc (AVVIY) and Aviva plc (AV.L).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AVVIY or AV.L.
Key characteristics
| AVVIY | AV.L | |
|---|---|---|
| YTD Return | 13.06% | 12.27% |
| 1Y Return | 22.20% | 18.57% |
| 3Y Return (Ann) | 6.92% | 8.97% |
| 5Y Return (Ann) | 6.92% | 6.72% |
| 10Y Return (Ann) | 2.19% | 3.72% |
| Sharpe Ratio | 1.32 | 1.15 |
| Sortino Ratio | 1.88 | 1.65 |
| Omega Ratio | 1.22 | 1.20 |
| Calmar Ratio | 1.83 | 2.03 |
| Martin Ratio | 6.41 | 5.90 |
| Ulcer Index | 3.70% | 3.03% |
| Daily Std Dev | 17.99% | 15.56% |
| Max Drawdown | -64.63% | -58.94% |
| Current Drawdown | -12.98% | -8.49% |
Fundamentals
| AVVIY | AV.L | |
|---|---|---|
| Market Cap | $15.76B | £12.07B |
| EPS | $1.19 | £0.46 |
| PE Ratio | 9.87 | 9.88 |
| PEG Ratio | 1.89 | 1.89 |
| Total Revenue (TTM) | $37.71B | £37.71B |
| Gross Profit (TTM) | $41.89B | £41.89B |
| EBITDA (TTM) | -$784.00M | -£784.00M |
Correlation
The correlation between AVVIY and AV.L 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
AVVIY vs. AV.L - Performance Comparison
In the year-to-date period, AVVIY achieves a 13.06% return, which is significantly higher than AV.L's 12.27% return. Over the past 10 years, AVVIY has underperformed AV.L with an annualized return of 2.19%, while AV.L has yielded a comparatively higher 3.72% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
AVVIY vs. AV.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Aviva plc (AVVIY) and Aviva plc (AV.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.
Dividends
AVVIY vs. AV.L - Dividend Comparison
AVVIY's dividend yield for the trailing twelve months is around 7.49%, which matches AV.L's 7.52% yield.
Drawdowns
AVVIY vs. AV.L - Drawdown Comparison
The maximum AVVIY drawdown since its inception was -64.63%, which is greater than AV.L's maximum drawdown of -58.94%. Use the drawdown chart below to compare losses from any high point for AVVIY and AV.L. For additional features, visit the drawdowns tool.
Volatility
AVVIY vs. AV.L - Volatility Comparison
Aviva plc (AVVIY) and Aviva plc (AV.L) have volatilities of 5.86% and 5.67%, 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.
Financials
AVVIY vs. AV.L - 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