MO vs. AIPO

Last updated Jun 13, 2026

MO (Altria Group, Inc.) is a stock, while AIPO (Defiance AI & Power Infrastructure ETF) is Building & Construction fund tracking the MarketVector™ US Listed AI and Power Infrastructure Index. At a correlation of -0.20, they often move in opposite directions.

Performance

MO vs. AIPO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Altria Group, Inc. (MO) and Defiance AI & Power Infrastructure ETF (AIPO). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, MO achieves a 26.86% return, which is significantly lower than AIPO's 42.18% return.

MO

• 1D: 0.74%
• 1M: -1.57%
• YTD: 26.86%
• 6M: 26.78%
• 1Y: 28.74%
• 3Y*: 25.73%
• 5Y*: 16.36%
• 10Y*: 7.93%

AIPO

• 1D: 1.81%
• 1M: -2.51%
• YTD: 42.18%
• 6M: 37.77%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

MO vs. AIPO - Yearly Performance Comparison

	2026 (YTD)	2025
MO Altria Group, Inc.	26.86%	0.09%
AIPO Defiance AI & Power Infrastructure ETF	42.18%	9.46%

Correlation

The correlation between MO and AIPO is -0.20, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.

	Correlation
Correlation (All Time) Calculated using the full available price history since Jul 25, 2025	-0.20

Return for Risk

MO vs. AIPO — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

MO

MO Risk / Return Rank: 75
MO Sharpe Ratio Rank: 79
MO Sortino Ratio Rank: 73
MO Omega Ratio Rank: 75
MO Calmar Ratio Rank: 74
MO Martin Ratio Rank: 75

AIPO

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

MO vs. AIPO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Altria Group, Inc. (MO) and Defiance AI & Power Infrastructure ETF (AIPO). 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.

	MO	AIPO	Difference
Sharpe ratio: Return per unit of total volatility	1.27	—	—
Sortino ratio: Return per unit of downside risk	1.77	—	—
Omega ratio: Gain probability vs. loss probability	1.24	—	—
Calmar ratio: Return relative to maximum drawdown	1.75	—	—
Martin ratio: Return relative to average drawdown	4.39	—	—

Drawdowns

MO vs. AIPO - Drawdown Comparison

The maximum MO drawdown since its inception was -65.43%, which is greater than AIPO's maximum drawdown of -17.31%. Use the drawdown chart below to compare losses from any high point for MO and AIPO.

Drawdown Indicators

	MO	AIPO	Difference
Max Drawdown Largest peak-to-trough decline	-65.43%	-17.31%	-48.12%
Max Drawdown (1Y) Largest decline over 1 year	-16.40%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-16.40%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-25.83%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-53.69%	—	—
Current Drawdown Current decline from peak	-3.50%	-7.53%	+4.03%
Average Drawdown Average peak-to-trough decline	-11.92%	-4.48%	-7.44%
Ulcer Index Depth and duration of drawdowns from previous peaks	6.50%	—	—

Volatility

Volatility by Period

	MO	AIPO	Difference
Volatility (1M) Calculated over the trailing 1-month period	6.71%	—	—
Volatility (6M) Calculated over the trailing 6-month period	17.60%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	22.59%	35.17%	-12.58%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	20.68%	35.17%	-14.49%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	22.97%	35.17%	-12.20%

Dividends

MO vs. AIPO - Dividend Comparison

MO's dividend yield for the trailing twelve months is around 5.84%, more than AIPO's 0.01% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
AIPO Defiance AI & Power Infrastructure ETF	0.01%	0.01%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
MO Altria Group, Inc.	5.84%	7.21%	7.65%	9.52%	8.05%	7.43%	8.29%	6.57%	6.07%	3.56%	3.48%	3.73%

Frequently Asked Questions

Can I hold both MO and AIPO in my portfolio?

MO and AIPO have a correlation of -0.20, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.