AXAHY vs. SCMWY
AXAHY (AXA SA ADR) and SCMWY (SwissCom AG) are both stocks. AXAHY operates in Insurance - Diversified (Financial Services), while SCMWY operates in Telecom Services (Communication Services). Over the past 10 years, AXAHY returned 16.68%/yr vs 10.23%/yr for SCMWY. Their 0.38 correlation means their historical movements had little consistent relationship.
Performance
AXAHY vs. SCMWY - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, AXAHY achieves a 14.32% return, which is significantly higher than SCMWY's 9.70% return. Over the past 10 years, AXAHY has outperformed SCMWY with an annualized return of 16.68%, while SCMWY has yielded a comparatively lower 10.23% annualized return.
AXAHY
- 1D
- -0.59%
- 1M
- 3.31%
- 6M
- 19.94%
- YTD
- 14.32%
- 1Y
- 20.18%
- 3Y*
- 26.16%
- 5Y*
- 21.73%
- 10Y*
- 16.68%
- ALL TIME*
- 6.15%
SCMWY
- 1D
- -1.56%
- 1M
- 0.26%
- 6M
- -2.99%
- YTD
- 9.70%
- 1Y
- 14.52%
- 3Y*
- 12.02%
- 5Y*
- 10.17%
- 10Y*
- 10.23%
- ALL TIME*
- 9.26%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
AXAHY AXA SA ADR | $3.24M | $4.04M | $7.75M |
SCMWY SwissCom AG | $1.06M | $1.28M | $1.14M |
AXAHY vs. SCMWY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AXAHY AXA SA ADR | 14.32% | 42.15% | 15.60% | 24.26% | -0.12% | 32.10% | -11.41% | 39.57% | -23.77% | 23.28% |
SCMWY SwissCom AG | 9.70% | 35.49% | 1.05% | 13.81% | 1.30% | 9.86% | 5.96% | 15.36% | -5.59% | 31.65% |
Correlation
The correlation between AXAHY and SCMWY is 0.17, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.17 |
Correlation (3Y) Balances recent behavior with more history. | 0.27 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.29 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.27 |
Correlation (All Time) Calculated using the full available price history since Aug 31, 2007 | 0.38 |
Over the past year, the correlation between AXAHY and SCMWY has dropped to 0.17 - well below their long-term average of 0.38, suggesting their price drivers have been diverging.
Fundamentals
AXAHY:
$106.61B
SCMWY:
$39.76B
AXAHY:
€8.71
SCMWY:
CHF 2.40
AXAHY:
5.16
SCMWY:
25.80
AXAHY:
0.44
SCMWY:
2.15
AXAHY:
1.93
SCMWY:
2.88
AXAHY:
€206.92B
SCMWY:
CHF 14.92B
AXAHY:
€198.36B
SCMWY:
CHF 10.10B
AXAHY:
€21.17B
SCMWY:
CHF 5.60B
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
AXAHY vs. SCMWY — Risk / Return Rank
AXAHY
SCMWY
AXAHY vs. SCMWY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AXA SA ADR (AXAHY) and SwissCom AG (SCMWY). 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.
| AXAHY | SCMWY | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.17 | ||
| Sortino ratioReturn per unit of downside risk | -0.33 | ||
| Omega ratioGain probability vs. loss probability | 1.12 | 1.14 | -0.02 |
| Calmar ratioReturn relative to maximum drawdown | 0.84 | 0.89 | -0.05 |
| Martin ratioReturn relative to average drawdown | 1.61 | 2.33 | -0.72 |
Loading charts...
Drawdowns
AXAHY vs. SCMWY - Drawdown Comparison
The maximum AXAHY drawdown since its inception was -89.17%, which is greater than SCMWY's maximum drawdown of -33.75%. Use the drawdown chart below to compare losses from any high point for AXAHY and SCMWY.
Loading charts...
Drawdown Indicators
| AXAHY | SCMWY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -89.17% | -33.75% | -55.42% |
Max Drawdown (1Y)Largest decline over 1 year | -15.11% | -16.49% | +1.38% |
Max Drawdown (3Y)Largest decline over 3 years | -16.44% | -16.68% | +0.24% |
Max Drawdown (5Y)Largest decline over 5 years | -32.38% | -26.82% | -5.56% |
Max Drawdown (10Y)Largest decline over 10 years | -56.26% | -26.82% | -29.44% |
Current DrawdownCurrent decline from peak | -0.59% | -14.76% | +14.17% |
Average DrawdownAverage peak-to-trough decline | -42.89% | -8.55% | -34.34% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.91% | 6.31% | +1.60% |
Volatility
AXAHY vs. SCMWY - Volatility Comparison
The current volatility for AXA SA ADR (AXAHY) is 2.79%, while SwissCom AG (SCMWY) has a volatility of 4.81%. This indicates that AXAHY experiences smaller price fluctuations and is considered to be less risky than SCMWY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| AXAHY | SCMWY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.79% | 4.81% | -2.02% |
Volatility (6M)Calculated over the trailing 6-month period | 15.58% | 13.42% | +2.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.08% | 19.02% | +2.06% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.94% | 17.65% | +6.29% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.06% | 17.26% | +9.80% |
Dividends
AXAHY vs. SCMWY - Dividend Comparison
AXAHY's dividend yield for the trailing twelve months is around 5.24%, more than SCMWY's 4.40% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AXAHY AXA SA ADR | 5.24% | 5.10% | 5.91% | 5.50% | 6.00% | 5.70% | 3.45% | 5.36% | 7.26% | 4.26% | 4.96% | 3.90% |
SCMWY SwissCom AG | 4.40% | 3.44% | 8.77% | 3.99% | 4.30% | 4.38% | 4.28% | 4.13% | 4.91% | 8.30% | 9.75% | 4.60% |
Financials
AXAHY vs. SCMWY - Financials Comparison
This section allows you to compare key financial metrics between AXA SA ADR and SwissCom AG. 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
AXAHY vs. SCMWY - Profitability Comparison
AXAHY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, AXA SA ADR reported a gross profit of 70.40B and revenue of 70.40B. Therefore, the gross margin over that period was 100.0%.
SCMWY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, SwissCom AG reported a gross profit of 1.03B and revenue of 3.69B. Therefore, the gross margin over that period was 28.0%.
AXAHY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, AXA SA ADR reported an operating income of 0.00 and revenue of 70.40B, resulting in an operating margin of 0.0%.
SCMWY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, SwissCom AG reported an operating income of 618.49M and revenue of 3.69B, resulting in an operating margin of 16.8%.
AXAHY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, AXA SA ADR reported a net income of 5.86B and revenue of 70.40B, resulting in a net margin of 8.3%.
SCMWY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, SwissCom AG reported a net income of 339.41M and revenue of 3.69B, resulting in a net margin of 9.2%.
Frequently Asked Questions
AXAHY and SCMWY have a correlation of 0.17, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SCMWY has higher volatility (4.81%) compared to AXAHY (2.79%). In terms of maximum drawdown, AXAHY dropped -89.17% vs SCMWY's -33.75%.
SCMWY currently has the higher Sharpe Ratio (0.78 vs 0.60), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for AXAHY and SCMWY
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