IOO vs. AIA
Compare and contrast key facts about iShares Global 100 ETF (IOO) and iShares Asia 50 ETF (AIA).
IOO and AIA are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IOO is a passively managed fund by iShares that tracks the performance of the S&P Global 100 Index. It was launched on Dec 5, 2000. AIA is a passively managed fund by iShares that tracks the performance of the S&P Asia 50. It was launched on Nov 13, 2007. Both IOO and AIA are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IOO or AIA.
Performance
IOO vs. AIA - Performance Comparison
Returns By Period
In the year-to-date period, IOO achieves a 23.75% return, which is significantly higher than AIA's 20.08% return. Over the past 10 years, IOO has outperformed AIA with an annualized return of 12.03%, while AIA has yielded a comparatively lower 6.11% annualized return.
IOO
23.75%
-1.71%
7.55%
28.41%
15.62%
12.03%
AIA
20.08%
-6.95%
1.99%
21.58%
3.95%
6.11%
Key characteristics
| IOO | AIA | |
|---|---|---|
| Sharpe Ratio | 2.11 | 0.86 |
| Sortino Ratio | 2.81 | 1.33 |
| Omega Ratio | 1.39 | 1.16 |
| Calmar Ratio | 2.59 | 0.43 |
| Martin Ratio | 10.70 | 4.02 |
| Ulcer Index | 2.69% | 4.86% |
| Daily Std Dev | 13.66% | 22.79% |
| Max Drawdown | -55.85% | -60.89% |
| Current Drawdown | -2.60% | -27.28% |
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IOO vs. AIA - Expense Ratio Comparison
IOO has a 0.40% expense ratio, which is lower than AIA's 0.50% expense ratio.
Correlation
The correlation between IOO and AIA is 0.72, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Risk-Adjusted Performance
IOO vs. AIA - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Global 100 ETF (IOO) and iShares Asia 50 ETF (AIA). 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.
Dividends
IOO vs. AIA - Dividend Comparison
IOO's dividend yield for the trailing twelve months is around 1.10%, less than AIA's 1.98% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IOO iShares Global 100 ETF | 1.10% | 1.49% | 2.00% | 1.53% | 1.49% | 2.02% | 2.54% | 2.23% | 2.75% | 2.89% | 3.52% | 2.37% |
AIA iShares Asia 50 ETF | 1.98% | 2.62% | 2.59% | 1.53% | 1.11% | 2.24% | 2.50% | 1.45% | 2.29% | 2.88% | 2.24% | 2.07% |
Drawdowns
IOO vs. AIA - Drawdown Comparison
The maximum IOO drawdown since its inception was -55.85%, smaller than the maximum AIA drawdown of -60.89%. Use the drawdown chart below to compare losses from any high point for IOO and AIA. For additional features, visit the drawdowns tool.
Volatility
IOO vs. AIA - Volatility Comparison
The current volatility for iShares Global 100 ETF (IOO) is 4.18%, while iShares Asia 50 ETF (AIA) has a volatility of 6.91%. This indicates that IOO experiences smaller price fluctuations and is considered to be less risky than AIA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.