PM vs. AIPO

Last updated Jun 13, 2026

PM (Philip Morris International 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 -0.12, they often move in opposite directions.

Performance

PM vs. AIPO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Philip Morris International Inc. (PM) 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, PM achieves a 15.93% return, which is significantly lower than AIPO's 42.18% return.

PM

• 1D: 1.95%
• 1M: -2.80%
• YTD: 15.93%
• 6M: 22.12%
• 1Y: 3.53%
• 3Y*: 31.18%
• 5Y*: 18.78%
• 10Y*: 11.71%

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)

PM vs. AIPO - Yearly Performance Comparison

	2026 (YTD)	2025
PM Philip Morris International Inc.	15.93%	1.43%
AIPO Defiance AI & Power Infrastructure ETF	42.18%	9.46%

Correlation

The correlation between PM and AIPO is -0.12, 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	-0.12

Return for Risk

PM vs. AIPO — Risk / Return Rank

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

PM

PM Risk / Return Rank: 44
PM Sharpe Ratio Rank: 48
PM Sortino Ratio Rank: 41
PM Omega Ratio Rank: 41
PM Calmar Ratio Rank: 47
PM Martin Ratio Rank: 47

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.

PM vs. AIPO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Philip Morris International Inc. (PM) 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.

	PM	AIPO	Difference
Sharpe ratio: Return per unit of total volatility	0.13	—	—
Sortino ratio: Return per unit of downside risk	0.37	—	—
Omega ratio: Gain probability vs. loss probability	1.05	—	—
Calmar ratio: Return relative to maximum drawdown	0.18	—	—
Martin ratio: Return relative to average drawdown	0.34	—	—

Drawdowns

PM vs. AIPO - Drawdown Comparison

The maximum PM drawdown since its inception was -42.87%, which is greater than AIPO's maximum drawdown of -17.31%. Use the drawdown chart below to compare losses from any high point for PM and AIPO.

Drawdown Indicators

	PM	AIPO	Difference
Max Drawdown Largest peak-to-trough decline	-42.87%	-17.31%	-25.56%
Max Drawdown (1Y) Largest decline over 1 year	-20.64%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-20.64%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-22.78%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-42.87%	—	—
Current Drawdown Current decline from peak	-3.94%	-7.53%	+3.59%
Average Drawdown Average peak-to-trough decline	-10.02%	-4.48%	-5.54%
Ulcer Index Depth and duration of drawdowns from previous peaks	10.81%	—	—

Volatility

Volatility by Period

	PM	AIPO	Difference
Volatility (1M) Calculated over the trailing 1-month period	7.76%	—	—
Volatility (6M) Calculated over the trailing 6-month period	21.07%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	27.73%	35.17%	-7.44%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	22.73%	35.17%	-12.44%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	24.46%	35.17%	-10.71%

Dividends

PM vs. AIPO - Dividend Comparison

PM's dividend yield for the trailing twelve months is around 3.13%, 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%
PM Philip Morris International Inc.	3.13%	3.52%	4.40%	5.46%	4.98%	5.16%	5.73%	5.43%	6.73%	3.99%	4.50%	4.60%

Frequently Asked Questions

Can I hold both PM and AIPO in my portfolio?

PM and AIPO have a correlation of -0.12, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.