SMNEY vs. AIQ

Last updated Jun 25, 2026

SMNEY (Siemens Energy AG) is a stock, while AIQ (Global X Artificial Intelligence & Technology ETF) is Technology Equities fund tracking the Indxx Artificial Intelligence & Big Data Index. At a 0.43 correlation, their price movements are largely independent.

Performance

SMNEY vs. AIQ - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Siemens Energy AG (SMNEY) and Global X Artificial Intelligence & Technology ETF (AIQ). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

SMNEY

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

AIQ

• 1D: 0.06%
• 1M: 0.92%
• YTD: 24.64%
• 6M: 23.32%
• 1Y: 47.37%
• 3Y*: 32.44%
• 5Y*: 16.04%
• 10Y*: —

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

SMNEY vs. AIQ - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020
SMNEY Siemens Energy AG	25.32%	167.97%	298.17%	-29.76%	-27.66%	-31.90%	21.11%
AIQ Global X Artificial Intelligence & Technology ETF	24.64%	31.89%	24.11%	55.39%	-36.44%	17.09%	3.20%

Correlation

The correlation between SMNEY and AIQ is 0.36, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.36
Correlation (3Y) Calculated over the trailing 3-year period	0.42
Correlation (5Y) Calculated over the trailing 5-year period	0.43
Correlation (All Time) Calculated using the full available price history since Dec 14, 2020	0.43

Return for Risk

SMNEY vs. AIQ — Risk / Return Rank

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

SMNEY

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

AIQ

AIQ Risk / Return Rank: 58
AIQ Sharpe Ratio Rank: 60
AIQ Sortino Ratio Rank: 52
AIQ Omega Ratio Rank: 57
AIQ Calmar Ratio Rank: 64
AIQ Martin Ratio Rank: 57

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.

SMNEY vs. AIQ - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Siemens Energy AG (SMNEY) and Global X Artificial Intelligence & Technology ETF (AIQ). 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.

	SMNEY	AIQ	Difference
Sharpe ratio: Return per unit of total volatility	—	1.80	—
Sortino ratio: Return per unit of downside risk	—	2.30	—
Omega ratio: Gain probability vs. loss probability	—	1.32	—
Calmar ratio: Return relative to maximum drawdown	—	2.89	—
Martin ratio: Return relative to average drawdown	—	9.23	—

Drawdowns

Drawdown Indicators

	SMNEY	AIQ	Difference
Max Drawdown Largest peak-to-trough decline	—	-44.66%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-16.47%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-26.35%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-44.66%	—
Current Drawdown Current decline from peak	—	-9.62%	—
Average Drawdown Average peak-to-trough decline	—	-9.78%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	5.15%	—

Volatility

Volatility by Period

	SMNEY	AIQ	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	15.09%	—
Volatility (6M) Calculated over the trailing 6-month period	—	22.62%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	26.52%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	26.01%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	25.84%	—

Dividends

SMNEY vs. AIQ - Dividend Comparison

SMNEY has not paid dividends to shareholders, while AIQ's dividend yield for the trailing twelve months is around 0.15%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018
AIQ Global X Artificial Intelligence & Technology ETF	0.15%	0.18%	0.14%	0.16%	0.56%	0.15%	0.50%	0.51%	0.51%
SMNEY Siemens Energy AG	0.00%	0.00%	0.00%	0.00%	0.61%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both SMNEY and AIQ in my portfolio?

SMNEY and AIQ have a correlation of 0.36, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.