AXIA vs. AEG
AXIA (AXIA Energia SA) and AEG (Aegon N.V.) are both stocks. AXIA operates in Utilities - Renewable (Utilities), while AEG operates in Insurance - Diversified (Financial Services). Over the past 10 years, AXIA returned 17.84%/yr vs 12.97%/yr for AEG. At a 0.28 correlation, their price movements are largely independent.
Performance
AXIA vs. AEG - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, AXIA achieves a 12.55% return, which is significantly lower than AEG's 14.02% return. Over the past 10 years, AXIA has outperformed AEG with an annualized return of 17.84%, while AEG has yielded a comparatively lower 12.97% annualized return.
AXIA
- 1D
- 3.31%
- 1M
- -4.27%
- YTD
- 12.55%
- 6M
- 16.50%
- 1Y
- 93.49%
- 3Y*
- 21.08%
- 5Y*
- 10.26%
- 10Y*
- 17.84%
AEG
- 1D
- 1.43%
- 1M
- 2.10%
- YTD
- 14.02%
- 6M
- 14.76%
- 1Y
- 34.44%
- 3Y*
- 28.03%
- 5Y*
- 21.88%
- 10Y*
- 12.97%
AXIA vs. AEG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AXIA AXIA Energia SA | 12.55% | 121.49% | -31.28% | 9.41% | 32.73% | -6.42% | -21.77% | 50.39% | 11.40% | -16.91% |
AEG Aegon N.V. | 14.02% | 39.08% | 8.38% | 21.19% | 6.45% | 29.44% | -10.42% | 5.37% | -22.29% | 20.46% |
Correlation
The correlation between AXIA and AEG is 0.38, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.38 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.32 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.28 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.24 |
Correlation (All Time) Calculated using the full available price history since Nov 19, 2008 | 0.28 |
The correlation between AXIA and AEG shifts across timeframes, from 0.24 (10 years) to 0.38 (1 year), reflecting how their relationship changes across market environments.
Fundamentals
AXIA:
$23.36B
AEG:
$12.92B
AXIA:
R$4.28
AEG:
€1.07
AXIA:
12.39
AEG:
6.96
AXIA:
0.88
AEG:
0.20
AXIA:
2.79
AEG:
0.26
AXIA:
1.07
AEG:
1.50
AXIA:
R$42.79B
AEG:
€45.17B
AXIA:
R$19.78B
AEG:
€45.17B
AXIA:
R$6.39B
AEG:
€1.06B
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
AXIA vs. AEG — Risk / Return Rank
AXIA
AEG
AXIA vs. AEG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AXIA Energia SA (AXIA) and Aegon N.V. (AEG). 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.
| AXIA | AEG | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.25 | ||
| Sortino ratioReturn per unit of downside risk | +1.30 | ||
| Omega ratioGain probability vs. loss probability | 1.40 | 1.25 | +0.14 |
| Calmar ratioReturn relative to maximum drawdown | 3.41 | 2.21 | +1.20 |
| Martin ratioReturn relative to average drawdown | 10.45 | 6.37 | +4.08 |
Loading charts...
Drawdowns
AXIA vs. AEG - Drawdown Comparison
The maximum AXIA drawdown since its inception was -93.65%, roughly equal to the maximum AEG drawdown of -94.91%. Use the drawdown chart below to compare losses from any high point for AXIA and AEG.
Loading charts...
Drawdown Indicators
| AXIA | AEG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -93.65% | -94.91% | +1.26% |
Max Drawdown (1Y)Largest decline over 1 year | -27.55% | -15.65% | -11.90% |
Max Drawdown (3Y)Largest decline over 3 years | -38.66% | -18.37% | -20.29% |
Max Drawdown (5Y)Largest decline over 5 years | -45.28% | -36.56% | -8.72% |
Max Drawdown (10Y)Largest decline over 10 years | -72.80% | -71.11% | -1.69% |
Current DrawdownCurrent decline from peak | -23.23% | -61.02% | +37.79% |
Average DrawdownAverage peak-to-trough decline | -56.59% | -52.67% | -3.92% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.98% | 5.42% | +3.56% |
Volatility
AXIA vs. AEG - Volatility Comparison
AXIA Energia SA (AXIA) has a higher volatility of 9.52% compared to Aegon N.V. (AEG) at 6.12%. This indicates that AXIA's price experiences larger fluctuations and is considered to be riskier than AEG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| AXIA | AEG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.52% | 6.12% | +3.40% |
Volatility (6M)Calculated over the trailing 6-month period | 27.97% | 18.15% | +9.82% |
Volatility (1Y)Calculated over the trailing 1-year period | 36.09% | 25.51% | +10.58% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 37.52% | 30.72% | +6.80% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 94.92% | 35.56% | +59.36% |
Dividends
AXIA vs. AEG - Dividend Comparison
AXIA's dividend yield for the trailing twelve months is around 5.18%, less than AEG's 5.49% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AEG Aegon N.V. | 5.49% | 5.72% | 5.93% | 4.89% | 4.08% | 3.37% | 1.80% | 7.37% | 7.02% | 4.74% | 5.30% | 4.72% |
AXIA AXIA Energia SA | 5.18% | 7.19% | 3.85% | 0.51% | 1.89% | 7.32% | 4.38% | 2.21% | 0.00% | 0.00% | 0.00% | 0.00% |
Financials
AXIA vs. AEG - Financials Comparison
This section allows you to compare key financial metrics between AXIA Energia SA and Aegon N.V.. 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
AXIA vs. AEG - Profitability Comparison
AXIA - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, AXIA Energia SA reported a gross profit of 7.31B and revenue of 12.47B. Therefore, the gross margin over that period was 58.6%.
AEG - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Aegon N.V. reported a gross profit of 19.00B and revenue of 19.00B. Therefore, the gross margin over that period was 100.0%.
AXIA - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, AXIA Energia SA reported an operating income of 5.59B and revenue of 12.47B, resulting in an operating margin of 44.8%.
AEG - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Aegon N.V. reported an operating income of 365.28M and revenue of 19.00B, resulting in an operating margin of 1.9%.
AXIA - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, AXIA Energia SA reported a net income of 2.58B and revenue of 12.47B, resulting in a net margin of 20.7%.
AEG - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Aegon N.V. reported a net income of 389.10M and revenue of 19.00B, resulting in a net margin of 2.1%.
Frequently Asked Questions
AXIA and AEG have a correlation of 0.38, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AXIA has higher volatility (9.52%) compared to AEG (6.12%). In terms of maximum drawdown, AXIA dropped -93.65% vs AEG's -94.91%.
AXIA currently has the higher Sharpe Ratio (2.61 vs 1.36), 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 AXIA and AEG
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