IDEXY vs. CAIXY
IDEXY (Industria de Diseno Textil SA ADR) and CAIXY (Caixabank SA ADR) are both stocks. IDEXY operates in Apparel Retail (Consumer Cyclical), while CAIXY operates in Banks - Regional (Financial Services). Over the past 10 years, IDEXY returned 10.19%/yr vs 28.40%/yr for CAIXY. At a 0.25 correlation, their price movements are largely independent.
Performance
IDEXY vs. CAIXY - Performance Comparison
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Returns By Period
In the year-to-date period, IDEXY achieves a -3.45% return, which is significantly lower than CAIXY's 20.93% return. Over the past 10 years, IDEXY has underperformed CAIXY with an annualized return of 10.19%, while CAIXY has yielded a comparatively higher 28.40% annualized return.
IDEXY
- 1D
- -0.63%
- 1M
- 7.04%
- YTD
- -3.45%
- 6M
- -3.56%
- 1Y
- 25.33%
- 3Y*
- 23.44%
- 5Y*
- 15.18%
- 10Y*
- 10.19%
CAIXY
- 1D
- -0.84%
- 1M
- 9.22%
- YTD
- 20.93%
- 6M
- 20.63%
- 1Y
- 78.21%
- 3Y*
- 66.88%
- 5Y*
- 45.53%
- 10Y*
- 28.40%
IDEXY vs. CAIXY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IDEXY Industria de Diseno Textil SA ADR | -3.45% | 33.98% | 20.32% | 70.42% | -13.95% | 3.22% | -8.37% | 42.84% | -25.45% | 5.15% |
CAIXY Caixabank SA ADR | 20.93% | 149.59% | 46.64% | 16.68% | 45.44% | 10.31% | -14.12% | -10.97% | -23.98% | 52.94% |
Correlation
The correlation between IDEXY and CAIXY is 0.40, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.40 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.32 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.34 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.30 |
Correlation (All Time) Calculated using the full available price history since Dec 4, 2012 | 0.25 |
The correlation between IDEXY and CAIXY shifts across timeframes, from 0.25 (all time) to 0.40 (1 year), reflecting how their relationship changes across market environments.
Fundamentals
IDEXY:
$195.16B
CAIXY:
$99.21B
IDEXY:
€0.50
CAIXY:
€0.28
IDEXY:
27.31
CAIXY:
14.70
IDEXY:
1.59
CAIXY:
1.17
IDEXY:
4.28
CAIXY:
4.51
IDEXY:
9.04
CAIXY:
2.36
IDEXY:
€40.11B
CAIXY:
€19.49B
IDEXY:
€18.69B
CAIXY:
€12.00B
IDEXY:
€11.54B
CAIXY:
€8.98B
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Return for Risk
IDEXY vs. CAIXY — Risk / Return Rank
IDEXY
CAIXY
IDEXY vs. CAIXY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Industria de Diseno Textil SA ADR (IDEXY) and Caixabank SA ADR (CAIXY). 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.
| IDEXY | CAIXY | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.92 | ||
| Sortino ratioReturn per unit of downside risk | -1.93 | ||
| Omega ratioGain probability vs. loss probability | 1.18 | 1.44 | -0.26 |
| Calmar ratioReturn relative to maximum drawdown | 1.39 | 4.61 | -3.22 |
| Martin ratioReturn relative to average drawdown | 3.60 | 15.29 | -11.69 |
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Drawdowns
IDEXY vs. CAIXY - Drawdown Comparison
The maximum IDEXY drawdown since its inception was -48.28%, smaller than the maximum CAIXY drawdown of -74.24%. Use the drawdown chart below to compare losses from any high point for IDEXY and CAIXY.
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Drawdown Indicators
| IDEXY | CAIXY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.28% | -74.24% | +25.96% |
Max Drawdown (1Y)Largest decline over 1 year | -18.26% | -17.04% | -1.22% |
Max Drawdown (3Y)Largest decline over 3 years | -20.97% | -31.74% | +10.77% |
Max Drawdown (5Y)Largest decline over 5 years | -45.61% | -31.74% | -13.87% |
Max Drawdown (10Y)Largest decline over 10 years | -48.28% | -70.45% | +22.17% |
Current DrawdownCurrent decline from peak | -7.05% | -1.04% | -6.01% |
Average DrawdownAverage peak-to-trough decline | -12.13% | -32.46% | +20.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.06% | 5.13% | +1.93% |
Volatility
IDEXY vs. CAIXY - Volatility Comparison
Industria de Diseno Textil SA ADR (IDEXY) and Caixabank SA ADR (CAIXY) have volatilities of 7.48% and 7.24%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IDEXY | CAIXY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.48% | 7.24% | +0.24% |
Volatility (6M)Calculated over the trailing 6-month period | 19.77% | 22.80% | -3.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 28.15% | 27.77% | +0.38% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 28.52% | 43.29% | -14.77% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 28.74% | 46.38% | -17.64% |
Dividends
IDEXY vs. CAIXY - Dividend Comparison
IDEXY's dividend yield for the trailing twelve months is around 3.20%, less than CAIXY's 4.08% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CAIXY Caixabank SA ADR | 4.08% | 6.82% | 10.76% | 6.11% | 4.26% | 1.22% | 2.17% | 2.69% | 3.70% | 3.16% | 2.70% | 2.71% |
IDEXY Industria de Diseno Textil SA ADR | 3.20% | 2.94% | 3.26% | 2.97% | 3.64% | 2.54% | 0.74% | 2.36% | 2.51% | 2.67% | 3.36% | 1.18% |
Financials
IDEXY vs. CAIXY - Financials Comparison
This section allows you to compare key financial metrics between Industria de Diseno Textil SA ADR and Caixabank SA ADR. 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
IDEXY vs. CAIXY - Profitability Comparison
IDEXY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Industria de Diseno Textil SA ADR reported a gross profit of 4.53B and revenue of 8.71B. Therefore, the gross margin over that period was 52.0%.
CAIXY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Caixabank SA ADR reported a gross profit of 4.19B and revenue of 4.19B. Therefore, the gross margin over that period was 100.0%.
IDEXY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Industria de Diseno Textil SA ADR reported an operating income of 1.76B and revenue of 8.71B, resulting in an operating margin of 20.2%.
CAIXY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Caixabank SA ADR reported an operating income of 2.23B and revenue of 4.19B, resulting in an operating margin of 53.2%.
IDEXY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Industria de Diseno Textil SA ADR reported a net income of 1.37B and revenue of 8.71B, resulting in a net margin of 15.7%.
CAIXY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Caixabank SA ADR reported a net income of 1.57B and revenue of 4.19B, resulting in a net margin of 37.5%.
Frequently Asked Questions
IDEXY and CAIXY have a correlation of 0.40, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
IDEXY has higher volatility (7.48%) compared to CAIXY (7.24%). In terms of maximum drawdown, IDEXY dropped -48.28% vs CAIXY's -74.24%.
CAIXY currently has the higher Sharpe Ratio (2.83 vs 0.91), 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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