SHEL vs. AV.L
SHEL (Shell plc) and AV.L (Aviva plc) are both stocks. SHEL operates in Oil & Gas Integrated (Energy), while AV.L operates in Insurance - Diversified (Financial Services). Over the past 10 years, SHEL returned 10.03%/yr vs 5.14%/yr for AV.L. At a 0.38 correlation, their price movements are largely independent.
Performance
SHEL vs. AV.L - Performance Comparison
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Different Trading Currencies
SHEL is traded in USD, while AV.L is traded in GBp. To make them comparable, the AV.L values have been converted to USD using the latest available exchange rates.
Returns By Period
In the year-to-date period, SHEL achieves a 20.10% return, which is significantly higher than AV.L's -7.70% return. Over the past 10 years, SHEL has outperformed AV.L with an annualized return of 10.03%, while AV.L has yielded a comparatively lower 5.14% annualized return.
SHEL
- 1D
- 1.46%
- 1M
- 4.13%
- YTD
- 20.10%
- 6M
- 21.39%
- 1Y
- 32.28%
- 3Y*
- 18.69%
- 5Y*
- 23.01%
- 10Y*
- 10.03%
AV.L
- 1D
- 1.28%
- 1M
- -3.59%
- YTD
- -7.70%
- 6M
- -1.04%
- 1Y
- 2.61%
- 3Y*
- 26.18%
- 5Y*
- 6.71%
- 10Y*
- 5.14%
SHEL vs. AV.L - Yearly Performance Comparison
Correlation
The correlation between SHEL and AV.L is -0.01, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.01 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.17 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.27 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.32 |
Correlation (All Time) Calculated using the full available price history since Oct 20, 2009 | 0.38 |
The correlation between SHEL and AV.L shifts across timeframes, from -0.01 (1 year) to 0.38 (all time), reflecting how their relationship changes across market environments.
Fundamentals
SHEL:
$247.11B
AV.L:
£22.86B
SHEL:
$6.39
AV.L:
£0.49
SHEL:
13.55
AV.L:
12.48
SHEL:
0.68
AV.L:
0.44
SHEL:
0.95
AV.L:
0.24
SHEL:
1.42
AV.L:
2.36
SHEL:
$266.82B
AV.L:
£80.81B
SHEL:
$41.65B
AV.L:
£84.57B
SHEL:
$57.44B
AV.L:
£2.85B
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Return for Risk
SHEL vs. AV.L — Risk / Return Rank
SHEL
AV.L
SHEL vs. AV.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Shell plc (SHEL) and Aviva plc (AV.L). 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.
| SHEL | AV.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.41 | ||
| Sortino ratioReturn per unit of downside risk | +1.78 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 1.04 | +0.22 |
| Calmar ratioReturn relative to maximum drawdown | 3.00 | 0.21 | +2.79 |
| Martin ratioReturn relative to average drawdown | 8.40 | 0.49 | +7.91 |
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
| SHEL | AV.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.54 | 0.12 | +1.41 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.92 | 0.24 | +0.68 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.33 | 0.17 | +0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.22 | 0.13 | +0.09 |
Drawdowns
SHEL vs. AV.L - Drawdown Comparison
The maximum SHEL drawdown since its inception was -71.57%, which is greater than AV.L's maximum drawdown of -67.31%. Use the drawdown chart below to compare losses from any high point for SHEL and AV.L.
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Drawdown Indicators
| SHEL | AV.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -71.57% | -67.31% | -4.26% |
Max Drawdown (1Y)Largest decline over 1 year | -10.81% | -12.64% | +1.83% |
Max Drawdown (3Y)Largest decline over 3 years | -18.47% | -14.75% | -3.72% |
Max Drawdown (5Y)Largest decline over 5 years | -25.04% | -48.79% | +23.75% |
Max Drawdown (10Y)Largest decline over 10 years | -71.57% | -64.85% | -6.72% |
Current DrawdownCurrent decline from peak | -7.13% | -8.75% | +1.62% |
Average DrawdownAverage peak-to-trough decline | -16.74% | -22.03% | +5.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.85% | 5.31% | -1.46% |
Volatility
SHEL vs. AV.L - Volatility Comparison
Shell plc (SHEL) and Aviva plc (AV.L) have volatilities of 5.98% and 6.29%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SHEL | AV.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.98% | 6.29% | -0.31% |
Volatility (6M)Calculated over the trailing 6-month period | 17.50% | 16.63% | +0.87% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.15% | 21.12% | +0.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.22% | 28.56% | -3.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.84% | 30.95% | -0.11% |
Dividends
SHEL vs. AV.L - Dividend Comparison
SHEL's dividend yield for the trailing twelve months is around 3.41%, less than AV.L's 6.44% yield.
Financials
SHEL vs. AV.L - Financials Comparison
This section allows you to compare key financial metrics between Shell plc and Aviva plc. 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
SHEL vs. AV.L - Profitability Comparison
SHEL - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Shell plc reported a gross profit of 13.31B and revenue of 69.57B. Therefore, the gross margin over that period was 19.1%.
AV.L - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Aviva plc reported a gross profit of 38.52B and revenue of 38.52B. Therefore, the gross margin over that period was 100.0%.
SHEL - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Shell plc reported an operating income of 10.35B and revenue of 69.57B, resulting in an operating margin of 14.9%.
AV.L - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Aviva plc reported an operating income of 576.00M and revenue of 38.52B, resulting in an operating margin of 1.5%.
SHEL - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Shell plc reported a net income of 5.68B and revenue of 69.57B, resulting in a net margin of 8.2%.
AV.L - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Aviva plc reported a net income of 226.00M and revenue of 38.52B, resulting in a net margin of 0.6%.
Frequently Asked Questions
SHEL and AV.L have a correlation of -0.01, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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