BKHYY vs. ARES
BKHYY (Bank Hapoalim ADR) and ARES (Ares Management Corporation) are both stocks. Both are in the Financial Services sector — BKHYY in Banks - Regional, ARES in Asset Management. Over the past 10 years, BKHYY returned 21.39%/yr vs 29.23%/yr for ARES. At a 0.06 correlation, their price movements are largely independent.
Performance
BKHYY vs. ARES - Performance Comparison
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Returns By Period
In the year-to-date period, BKHYY achieves a 2.58% return, which is significantly higher than ARES's -22.80% return. Over the past 10 years, BKHYY has underperformed ARES with an annualized return of 21.39%, while ARES has yielded a comparatively higher 29.23% annualized return.
BKHYY
- 1D
- -0.32%
- 1M
- -12.12%
- YTD
- 2.58%
- 6M
- 10.08%
- 1Y
- 48.76%
- 3Y*
- 52.67%
- 5Y*
- 30.06%
- 10Y*
- 21.39%
ARES
- 1D
- -4.04%
- 1M
- 2.60%
- YTD
- -22.80%
- 6M
- -22.12%
- 1Y
- -24.14%
- 3Y*
- 14.81%
- 5Y*
- 20.60%
- 10Y*
- 29.23%
BKHYY vs. ARES - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BKHYY Bank Hapoalim ADR | 2.58% | 116.43% | 38.07% | 8.17% | -14.54% | 61.91% | -15.42% | 36.49% | -15.11% | 28.29% |
ARES Ares Management Corporation | -22.80% | -5.72% | 52.68% | 79.52% | -12.75% | 77.75% | 37.37% | 110.13% | -5.54% | 10.72% |
Correlation
The correlation between BKHYY and ARES is 0.09, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.09 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.04 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.04 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.07 |
Correlation (All Time) Calculated using the full available price history since May 5, 2014 | 0.06 |
Fundamentals
BKHYY:
$32.82
ARES:
$2.83
BKHYY:
3.62
ARES:
43.48
BKHYY:
0.21
ARES:
1.73
BKHYY:
0.80
ARES:
4.29
BKHYY:
$39.34B
ARES:
$6.31B
BKHYY:
$21.06B
ARES:
$4.46B
BKHYY:
$15.07B
ARES:
$2.42B
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Return for Risk
BKHYY vs. ARES — Risk / Return Rank
BKHYY
ARES
BKHYY vs. ARES - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Bank Hapoalim ADR (BKHYY) and Ares Management Corporation (ARES). 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.
| BKHYY | ARES | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.42 | -0.60 | +2.01 |
Sortino ratioReturn per unit of downside risk | 2.00 | -0.63 | +2.63 |
Omega ratioGain probability vs. loss probability | 1.25 | 0.92 | +0.33 |
Calmar ratioReturn relative to maximum drawdown | 2.51 | -0.49 | +3.00 |
Martin ratioReturn relative to average drawdown | 8.07 | -0.99 | +9.06 |
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
| BKHYY | ARES | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.42 | -0.60 | +2.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.69 | 0.56 | +0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.54 | 0.80 | -0.26 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.24 | 0.62 | -0.39 |
Drawdowns
BKHYY vs. ARES - Drawdown Comparison
The maximum BKHYY drawdown since its inception was -69.05%, which is greater than ARES's maximum drawdown of -49.73%. Use the drawdown chart below to compare losses from any high point for BKHYY and ARES.
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Drawdown Indicators
| BKHYY | ARES | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.05% | -49.73% | -19.32% |
Max Drawdown (1Y)Largest decline over 1 year | -19.55% | -49.05% | +29.50% |
Max Drawdown (3Y)Largest decline over 3 years | -26.52% | -49.73% | +23.21% |
Max Drawdown (5Y)Largest decline over 5 years | -36.39% | -49.73% | +13.34% |
Max Drawdown (10Y)Largest decline over 10 years | -46.47% | -49.73% | +3.26% |
Current DrawdownCurrent decline from peak | -16.81% | -35.00% | +18.19% |
Average DrawdownAverage peak-to-trough decline | -16.97% | -11.28% | -5.69% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.06% | 24.48% | -18.42% |
Volatility
BKHYY vs. ARES - Volatility Comparison
Bank Hapoalim ADR (BKHYY) has a higher volatility of 9.80% compared to Ares Management Corporation (ARES) at 9.18%. This indicates that BKHYY's price experiences larger fluctuations and is considered to be riskier than ARES based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BKHYY | ARES | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.80% | 9.18% | +0.62% |
Volatility (6M)Calculated over the trailing 6-month period | 24.84% | 34.82% | -9.98% |
Volatility (1Y)Calculated over the trailing 1-year period | 34.61% | 40.54% | -5.93% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 43.55% | 37.22% | +6.33% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 39.94% | 36.63% | +3.31% |
Dividends
BKHYY vs. ARES - Dividend Comparison
BKHYY's dividend yield for the trailing twelve months is around 4.23%, less than ARES's 4.51% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARES Ares Management Corporation | 4.51% | 3.29% | 2.10% | 2.59% | 3.57% | 2.31% | 3.40% | 3.59% | 7.50% | 5.65% | 4.32% | 6.81% |
BKHYY Bank Hapoalim ADR | 4.23% | 3.27% | 4.09% | 5.69% | 2.56% | 3.08% | 0.00% | 4.63% | 1.42% | 2.67% | 3.08% | 1.41% |
Financials
BKHYY vs. ARES - Financials Comparison
This section allows you to compare key financial metrics between Bank Hapoalim ADR and Ares Management Corporation. 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
BKHYY vs. ARES - Profitability Comparison
BKHYY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Bank Hapoalim ADR reported a gross profit of 5.60B and revenue of 9.95B. Therefore, the gross margin over that period was 56.3%.
ARES - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Ares Management Corporation reported a gross profit of 1.47B and revenue of 1.53B. Therefore, the gross margin over that period was 96.1%.
BKHYY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Bank Hapoalim ADR reported an operating income of 3.50B and revenue of 9.95B, resulting in an operating margin of 35.2%.
ARES - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Ares Management Corporation reported an operating income of 364.95M and revenue of 1.53B, resulting in an operating margin of 23.8%.
BKHYY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Bank Hapoalim ADR reported a net income of 2.13B and revenue of 9.95B, resulting in a net margin of 21.4%.
ARES - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Ares Management Corporation reported a net income of 142.59M and revenue of 1.53B, resulting in a net margin of 9.3%.
Frequently Asked Questions
BKHYY and ARES have a correlation of 0.09, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BKHYY has higher volatility (9.80%) compared to ARES (9.18%). In terms of maximum drawdown, BKHYY dropped -69.05% vs ARES's -49.73%.
BKHYY currently has the higher Sharpe Ratio (1.42 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.
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