BT-A.L vs. LGEN.L
BT-A.L (BT Group plc) and LGEN.L (Legal & General Group plc) are both stocks. BT-A.L operates in Telecom Services (Communication Services), while LGEN.L operates in Asset Management (Financial Services). Over the past 10 years, BT-A.L returned -2.53%/yr vs 9.70%/yr for LGEN.L. At a 0.40 correlation, their price movements are largely independent.
Performance
BT-A.L vs. LGEN.L - Performance Comparison
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Returns By Period
In the year-to-date period, BT-A.L achieves a 11.11% return, which is significantly higher than LGEN.L's 9.56% return. Over the past 10 years, BT-A.L has underperformed LGEN.L with an annualized return of -2.53%, while LGEN.L has yielded a comparatively higher 9.70% annualized return.
BT-A.L
- 1D
- 1.49%
- 1M
- -13.42%
- YTD
- 11.11%
- 6M
- 17.09%
- 1Y
- 19.68%
- 3Y*
- 17.95%
- 5Y*
- 7.11%
- 10Y*
- -2.53%
LGEN.L
- 1D
- 0.37%
- 1M
- 7.50%
- YTD
- 9.56%
- 6M
- 15.01%
- 1Y
- 14.74%
- 3Y*
- 13.55%
- 5Y*
- 8.11%
- 10Y*
- 9.70%
BT-A.L vs. LGEN.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BT-A.L BT Group plc | 11.11% | 33.10% | 23.69% | 17.70% | -30.23% | 29.97% | -31.28% | -12.15% | -6.56% | -21.99% |
LGEN.L Legal & General Group plc | 9.56% | 24.31% | -0.17% | 9.34% | -10.20% | 19.04% | -4.25% | 39.75% | -10.39% | 16.77% |
Correlation
The correlation between BT-A.L and LGEN.L is 0.23, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.23 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.31 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.34 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.33 |
Correlation (All Time) Calculated using the full available price history since Aug 21, 2006 | 0.40 |
The correlation between BT-A.L and LGEN.L shifts across timeframes, from 0.23 (1 year) to 0.40 (all time), reflecting how their relationship changes across market environments.
Fundamentals
BT-A.L:
£20.36B
LGEN.L:
£66.62B
BT-A.L:
£9.54B
LGEN.L:
£44.74B
BT-A.L:
£7.36B
LGEN.L:
£2.02B
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Return for Risk
BT-A.L vs. LGEN.L — Risk / Return Rank
BT-A.L
LGEN.L
BT-A.L vs. LGEN.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BT Group plc (BT-A.L) and Legal & General Group plc (LGEN.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.
| BT-A.L | LGEN.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.03 | ||
| Sortino ratioReturn per unit of downside risk | +0.21 | ||
| Omega ratioGain probability vs. loss probability | 1.16 | 1.14 | +0.01 |
| Calmar ratioReturn relative to maximum drawdown | 1.00 | 1.04 | -0.04 |
| Martin ratioReturn relative to average drawdown | 1.93 | 2.84 | -0.92 |
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
| BT-A.L | LGEN.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.75 | 0.71 | +0.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.24 | 0.34 | -0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | -0.08 | 0.32 | -0.40 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.12 | 0.28 | -0.16 |
Drawdowns
BT-A.L vs. LGEN.L - Drawdown Comparison
The maximum BT-A.L drawdown since its inception was -75.45%, smaller than the maximum LGEN.L drawdown of -84.94%. Use the drawdown chart below to compare losses from any high point for BT-A.L and LGEN.L.
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Drawdown Indicators
| BT-A.L | LGEN.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -75.45% | -84.94% | +9.49% |
Max Drawdown (1Y)Largest decline over 1 year | -19.61% | -14.17% | -5.44% |
Max Drawdown (3Y)Largest decline over 3 years | -25.74% | -15.59% | -10.15% |
Max Drawdown (5Y)Largest decline over 5 years | -43.18% | -29.00% | -14.18% |
Max Drawdown (10Y)Largest decline over 10 years | -71.80% | -56.47% | -15.33% |
Current DrawdownCurrent decline from peak | -34.05% | -0.73% | -33.32% |
Average DrawdownAverage peak-to-trough decline | -36.97% | -14.02% | -22.95% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.19% | 5.17% | +5.02% |
Volatility
BT-A.L vs. LGEN.L - Volatility Comparison
BT Group plc (BT-A.L) has a higher volatility of 11.13% compared to Legal & General Group plc (LGEN.L) at 7.44%. This indicates that BT-A.L's price experiences larger fluctuations and is considered to be riskier than LGEN.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BT-A.L | LGEN.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.13% | 7.44% | +3.69% |
Volatility (6M)Calculated over the trailing 6-month period | 20.44% | 17.27% | +3.17% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.27% | 20.62% | +5.65% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 29.83% | 24.16% | +5.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.99% | 30.63% | +0.36% |
Dividends
BT-A.L vs. LGEN.L - Dividend Comparison
BT-A.L's dividend yield for the trailing twelve months is around 4.01%, less than LGEN.L's 8.06% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BT-A.L BT Group plc | 4.01% | 4.46% | 5.62% | 6.23% | 6.87% | 1.36% | 0.00% | 8.00% | 6.37% | 5.67% | 3.94% | 2.73% |
LGEN.L Legal & General Group plc | 8.06% | 8.20% | 8.98% | 7.82% | 7.50% | 5.99% | 6.60% | 5.53% | 6.77% | 5.36% | 5.63% | 4.41% |
Financials
BT-A.L vs. LGEN.L - Financials Comparison
This section allows you to compare key financial metrics between BT Group plc and Legal & General 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
Frequently Asked Questions
BT-A.L and LGEN.L have a correlation of 0.23, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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