EIX vs. LU
EIX (Edison International) and LU (Lufax Holding Ltd) are both stocks. EIX operates in Utilities - Regulated Electric (Utilities), while LU operates in Credit Services (Financial Services). Over the past 5 years, EIX returned 10.69%/yr vs -41.36%/yr for LU. At a 0.06 correlation, their price movements are largely independent.
Performance
EIX vs. LU - Performance Comparison
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Returns By Period
In the year-to-date period, EIX achieves a 23.54% return, which is significantly higher than LU's -51.17% return.
EIX
- 1D
- 0.43%
- 1M
- 1.43%
- YTD
- 23.54%
- 6M
- 22.29%
- 1Y
- 54.05%
- 3Y*
- 7.30%
- 5Y*
- 10.69%
- 10Y*
- 3.93%
LU
- 1D
- 0.00%
- 1M
- -23.78%
- YTD
- -51.17%
- 6M
- -53.01%
- 1Y
- -55.20%
- 3Y*
- -19.18%
- 5Y*
- -41.36%
- 10Y*
- —
EIX vs. LU - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
EIX Edison International | 23.54% | -20.42% | 15.24% | 17.37% | -2.58% | 13.59% | 13.25% |
LU Lufax Holding Ltd | -51.17% | 7.11% | 73.97% | -58.03% | -60.48% | -60.35% | 22.41% |
Correlation
The correlation between EIX and LU is 0.02, 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 | 0.02 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.08 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.09 |
Correlation (All Time) Calculated using the full available price history since Oct 30, 2020 | 0.06 |
Fundamentals
EIX:
$19.61B
LU:
CN¥31.92B
EIX:
$4.27B
LU:
CN¥13.50B
EIX:
$6.48B
LU:
-CN¥1.26B
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Return for Risk
EIX vs. LU — Risk / Return Rank
EIX
LU
EIX vs. LU - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Edison International (EIX) and Lufax Holding Ltd (LU). 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.
| EIX | LU | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +3.30 | ||
| Sortino ratioReturn per unit of downside risk | +4.72 | ||
| Omega ratioGain probability vs. loss probability | 1.36 | 0.80 | +0.57 |
| Calmar ratioReturn relative to maximum drawdown | 5.23 | -0.77 | +6.00 |
| Martin ratioReturn relative to average drawdown | 13.87 | -1.38 | +15.25 |
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Drawdowns
EIX vs. LU - Drawdown Comparison
The maximum EIX drawdown since its inception was -72.18%, smaller than the maximum LU drawdown of -96.68%. Use the drawdown chart below to compare losses from any high point for EIX and LU.
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Drawdown Indicators
| EIX | LU | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -72.18% | -96.68% | +24.50% |
Max Drawdown (1Y)Largest decline over 1 year | -10.39% | -71.59% | +61.20% |
Max Drawdown (3Y)Largest decline over 3 years | -43.88% | -71.59% | +27.71% |
Max Drawdown (5Y)Largest decline over 5 years | -43.88% | -94.67% | +50.79% |
Max Drawdown (10Y)Largest decline over 10 years | -43.88% | — | — |
Current DrawdownCurrent decline from peak | -11.17% | -95.69% | +84.52% |
Average DrawdownAverage peak-to-trough decline | -15.02% | -78.45% | +63.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.91% | 40.02% | -36.11% |
Volatility
EIX vs. LU - Volatility Comparison
The current volatility for Edison International (EIX) is 6.56%, while Lufax Holding Ltd (LU) has a volatility of 13.81%. This indicates that EIX experiences smaller price fluctuations and is considered to be less risky than LU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EIX | LU | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.56% | 13.81% | -7.25% |
Volatility (6M)Calculated over the trailing 6-month period | 17.07% | 35.05% | -17.98% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.08% | 53.37% | -29.29% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.43% | 76.72% | -51.29% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 28.09% | 76.20% | -48.11% |
Dividends
EIX vs. LU - Dividend Comparison
EIX's dividend yield for the trailing twelve months is around 4.72%, while LU has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EIX Edison International | 4.72% | 5.51% | 2.93% | 4.19% | 4.46% | 3.94% | 4.10% | 3.28% | 4.28% | 3.53% | 2.75% | 2.93% |
LU Lufax Holding Ltd | 0.00% | 0.00% | 101.26% | 11.60% | 26.29% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Financials
EIX vs. LU - Financials Comparison
This section allows you to compare key financial metrics between Edison International and Lufax Holding Ltd. 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
EIX and LU have a correlation of 0.02, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
LU has higher volatility (13.81%) compared to EIX (6.56%). In terms of maximum drawdown, EIX dropped -72.18% vs LU's -96.68%.
EIX currently has the higher Sharpe Ratio (2.26 vs -1.04), 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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