IDIP.PA vs. IBDRY
IDIP.PA (IDI) and IBDRY (Iberdrola SA) are both stocks. IDIP.PA operates in Asset Management (Financial Services), while IBDRY operates in Utilities - Diversified (Utilities). Over the past 10 years, IDIP.PA returned 15.67%/yr vs 18.40%/yr for IBDRY. At a 0.06 correlation, their price movements are largely independent.
Performance
IDIP.PA vs. IBDRY - Performance Comparison
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Different Trading Currencies
IDIP.PA is traded in EUR, while IBDRY is traded in USD. To make them comparable, the IBDRY values have been converted to EUR using the latest available exchange rates.
Returns By Period
In the year-to-date period, IDIP.PA achieves a 7.14% return, which is significantly lower than IBDRY's 9.35% return. Over the past 10 years, IDIP.PA has underperformed IBDRY with an annualized return of 15.67%, while IBDRY has yielded a comparatively higher 18.40% annualized return.
IDIP.PA
- 1D
- -0.56%
- 1M
- 2.09%
- YTD
- 7.14%
- 6M
- 6.52%
- 1Y
- 0.15%
- 3Y*
- 12.10%
- 5Y*
- 15.74%
- 10Y*
- 15.67%
IBDRY
- 1D
- 1.49%
- 1M
- 0.15%
- YTD
- 9.35%
- 6M
- 11.74%
- 1Y
- 29.08%
- 3Y*
- 25.17%
- 5Y*
- 18.50%
- 10Y*
- 18.40%
IDIP.PA vs. IBDRY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IDIP.PA IDI | 7.14% | 1.29% | 8.23% | 43.18% | -2.87% | 34.40% | -1.49% | 16.39% | -13.95% | 89.17% |
IBDRY Iberdrola SA | 9.35% | 46.08% | 17.28% | 13.84% | 10.01% | -8.78% | 32.45% | 36.29% | 12.78% | 12.12% |
Correlation
The correlation between IDIP.PA and IBDRY is 0.14, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.14 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.07 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.04 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.06 |
Correlation (All Time) Calculated using the full available price history since Aug 29, 2007 | 0.06 |
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Return for Risk
IDIP.PA vs. IBDRY — Risk / Return Rank
IDIP.PA
IBDRY
IDIP.PA vs. IBDRY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for IDI (IDIP.PA) and Iberdrola SA (IBDRY). 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.
| IDIP.PA | IBDRY | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.84 | ||
| Sortino ratioReturn per unit of downside risk | -2.37 | ||
| Omega ratioGain probability vs. loss probability | 1.01 | 1.33 | -0.32 |
| Calmar ratioReturn relative to maximum drawdown | -0.02 | 4.01 | -4.03 |
| Martin ratioReturn relative to average drawdown | -0.04 | 9.02 | -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
| IDIP.PA | IBDRY | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.03 | 1.81 | -1.84 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.84 | 0.97 | -0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.73 | 0.84 | -0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.33 | +0.24 |
Drawdowns
IDIP.PA vs. IBDRY - Drawdown Comparison
The maximum IDIP.PA drawdown since its inception was -67.27%, smaller than the maximum IBDRY drawdown of -72.32%. Use the drawdown chart below to compare losses from any high point for IDIP.PA and IBDRY.
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Drawdown Indicators
| IDIP.PA | IBDRY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -67.27% | -72.32% | +5.05% |
Max Drawdown (1Y)Largest decline over 1 year | -16.88% | -7.28% | -9.60% |
Max Drawdown (3Y)Largest decline over 3 years | -16.88% | -15.65% | -1.23% |
Max Drawdown (5Y)Largest decline over 5 years | -20.76% | -19.70% | -1.06% |
Max Drawdown (10Y)Largest decline over 10 years | -39.66% | -31.35% | -8.31% |
Current DrawdownCurrent decline from peak | -7.16% | -3.36% | -3.80% |
Average DrawdownAverage peak-to-trough decline | -14.16% | -23.02% | +8.86% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.26% | 3.23% | +6.03% |
Volatility
IDIP.PA vs. IBDRY - Volatility Comparison
The current volatility for IDI (IDIP.PA) is 3.74%, while Iberdrola SA (IBDRY) has a volatility of 4.78%. This indicates that IDIP.PA experiences smaller price fluctuations and is considered to be less risky than IBDRY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IDIP.PA | IBDRY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.74% | 4.78% | -1.04% |
Volatility (6M)Calculated over the trailing 6-month period | 11.68% | 12.40% | -0.72% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.79% | 16.12% | -1.33% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.53% | 19.21% | -0.68% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.21% | 22.04% | -0.83% |
Dividends
IDIP.PA vs. IBDRY - Dividend Comparison
IDIP.PA's dividend yield for the trailing twelve months is around 4.10%, more than IBDRY's 3.43% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IBDRY Iberdrola SA | 3.43% | 4.18% | 4.38% | 4.11% | 4.14% | 3.77% | 2.83% | 3.01% | 3.76% | 7.28% | 10.00% | 1.71% |
IDIP.PA IDI | 4.10% | 0.44% | 6.96% | 3.71% | 4.67% | 5.87% | 3.55% | 4.28% | 1.73% | 3.41% | 5.38% | 5.05% |
Financials
IDIP.PA vs. IBDRY - Financials Comparison
This section allows you to compare key financial metrics between IDI and Iberdrola SA. 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
IDIP.PA and IBDRY have a correlation of 0.14, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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