IES.DE vs. SWDBY
IES.DE (Intesa Sanpaolo S.p.A) and SWDBY (Swedbank AB) are both stocks. Both operate in the Banks - Regional industry within the Financial Services sector. Over the past 10 years, IES.DE returned 18.81%/yr vs 13.62%/yr for SWDBY. At a 0.35 correlation, their price movements are largely independent.
Performance
IES.DE vs. SWDBY - Performance Comparison
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Different Trading Currencies
IES.DE is traded in EUR, while SWDBY is traded in USD. To make them comparable, the SWDBY values have been converted to EUR using the latest available exchange rates.
Returns By Period
In the year-to-date period, IES.DE achieves a -0.93% return, which is significantly lower than SWDBY's 14.68% return. Over the past 10 years, IES.DE has outperformed SWDBY with an annualized return of 18.81%, while SWDBY has yielded a comparatively lower 13.62% annualized return.
IES.DE
- 1D
- 0.64%
- 1M
- -1.25%
- YTD
- -0.93%
- 6M
- 4.79%
- 1Y
- 22.96%
- 3Y*
- 47.22%
- 5Y*
- 28.50%
- 10Y*
- 18.81%
SWDBY
- 1D
- -0.38%
- 1M
- 1.80%
- YTD
- 14.68%
- 6M
- 22.07%
- 1Y
- 46.70%
- 3Y*
- 38.10%
- 5Y*
- 24.60%
- 10Y*
- 13.62%
IES.DE vs. SWDBY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IES.DE Intesa Sanpaolo S.p.A | -0.93% | 64.22% | 59.34% | 39.13% | -1.03% | 28.73% | -5.63% | 32.74% | -27.71% | 23.46% |
SWDBY Swedbank AB | 14.68% | 67.68% | 12.17% | 21.90% | -3.87% | 33.59% | 18.22% | -24.71% | 4.33% | -0.90% |
Correlation
The correlation between IES.DE and SWDBY is 0.48, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.48 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.41 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.37 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.36 |
Correlation (All Time) Calculated using the full available price history since Aug 29, 2007 | 0.35 |
The correlation between IES.DE and SWDBY shifts across timeframes, from 0.35 (all time) to 0.48 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
IES.DE vs. SWDBY — Risk / Return Rank
IES.DE
SWDBY
IES.DE vs. SWDBY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Intesa Sanpaolo S.p.A (IES.DE) and Swedbank AB (SWDBY). 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.
| IES.DE | SWDBY | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.25 | ||
| Sortino ratioReturn per unit of downside risk | -1.46 | ||
| Omega ratioGain probability vs. loss probability | 1.19 | 1.38 | -0.19 |
| Calmar ratioReturn relative to maximum drawdown | 1.39 | 4.04 | -2.65 |
| Martin ratioReturn relative to average drawdown | 4.40 | 13.58 | -9.18 |
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
| IES.DE | SWDBY | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.07 | 2.32 | -1.25 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.84 | 0.98 | -0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | 0.49 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.14 | 0.23 | -0.09 |
Drawdowns
IES.DE vs. SWDBY - Drawdown Comparison
The maximum IES.DE drawdown since its inception was -80.65%, smaller than the maximum SWDBY drawdown of -93.37%. Use the drawdown chart below to compare losses from any high point for IES.DE and SWDBY.
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Drawdown Indicators
| IES.DE | SWDBY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -80.65% | -93.37% | +12.72% |
Max Drawdown (1Y)Largest decline over 1 year | -18.94% | -11.61% | -7.33% |
Max Drawdown (3Y)Largest decline over 3 years | -21.19% | -20.30% | -0.89% |
Max Drawdown (5Y)Largest decline over 5 years | -42.63% | -36.45% | -6.18% |
Max Drawdown (10Y)Largest decline over 10 years | -54.05% | -49.73% | -4.32% |
Current DrawdownCurrent decline from peak | -4.08% | -3.15% | -0.93% |
Average DrawdownAverage peak-to-trough decline | -30.86% | -22.05% | -8.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.99% | 3.47% | +2.52% |
Volatility
IES.DE vs. SWDBY - Volatility Comparison
Intesa Sanpaolo S.p.A (IES.DE) has a higher volatility of 6.50% compared to Swedbank AB (SWDBY) at 5.40%. This indicates that IES.DE's price experiences larger fluctuations and is considered to be riskier than SWDBY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IES.DE | SWDBY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.50% | 5.40% | +1.10% |
Volatility (6M)Calculated over the trailing 6-month period | 18.28% | 16.69% | +1.59% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.70% | 20.26% | +4.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 33.56% | 25.30% | +8.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 35.77% | 27.71% | +8.06% |
Dividends
IES.DE vs. SWDBY - Dividend Comparison
IES.DE's dividend yield for the trailing twelve months is around 6.61%, less than SWDBY's 9.28% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IES.DE Intesa Sanpaolo S.p.A | 6.61% | 6.01% | 8.32% | 8.84% | 7.31% | 10.33% | 10.02% | 8.35% | 14.49% | 6.42% | 5.83% | 2.26% |
SWDBY Swedbank AB | 9.28% | 5.70% | 7.49% | 4.63% | 7.15% | 8.58% | 5.23% | 10.26% | 7.05% | 12.07% | 11.31% | 5.97% |
Financials
IES.DE vs. SWDBY - Financials Comparison
This section allows you to compare key financial metrics between Intesa Sanpaolo S.p.A and Swedbank AB. 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
IES.DE and SWDBY have a correlation of 0.48, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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