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OGIG vs FXA

Comparison between ALPS | O'SHARES GLOBAL INTERNET GIANTS ETF SHARES (OGIG, ETF) and Invesco CurrencyShares Australian Dollar Trust (FXA, ETF).

5-Year PerformanceFXA has outperformed OGIG, delivering a return of -1.1% compared to -2.6%

OGIG vs FXA - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
OGIG
$106M
FXA
$106M
Expense Ratio
OGIG
0.48%
Winner
FXA
0.40%
Max Drawdown
OGIG
66.05%
Winner
FXA
47.90%
Sharpe Ratio
OGIG
-0.52
Winner
FXA
0.72
5Y Beta
OGIG
1.20
Winner
FXA
0.25
P/E Ratio
OGIG
39.71
FXA
N/A
Forward P/E
OGIG
28.96
FXA
N/A
Debt to Equity
OGIG
22.22%
FXA
N/A
P/S Ratio
OGIG
3.15
FXA
N/A
P/B Ratio
OGIG
7.61
FXA
N/A

OGIG vs FXA - Historical Returns

Returns include dividend reinvestment.

1M
Winner
OGIG
+4.38%
FXA
-1.79%
3M
Winner
OGIG
+4.60%
FXA
+0.70%
6M
OGIG
-14.59%
Winner
FXA
+6.63%
1Y
OGIG
-10.15%
Winner
FXA
+9.30%
5Y(CAGR)
OGIG
-2.59%
Winner
FXA
-1.11%
10Y(CAGR)
OGIG
N/A
FXA
+0.16%
Max(CAGR)
Winner
OGIG
+7.93%
FXA
+1.74%

OGIG vs FXA - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

YearOGIGFXA
2026-10.54%+5.65%
2025+13.85%+8.81%
2024+29.95%-6.94%
2023+49.82%+2.43%
2022-50.27%-5.42%
2021-8.51%-5.63%
2020+101.99%+10.01%
2019+36.49%+0.73%
2018-24.48%-9.19%
2017N/A+8.86%
2016N/A+1.31%
2015N/A-8.71%
2014N/A-6.72%
2013N/A-13.31%
2012N/A+3.23%
2011N/A+4.61%
2010N/A+16.03%
2009N/A+29.45%
2008N/A-14.79%
2007N/A+16.79%
2006N/A+10.78%

OGIG vs FXA Drawdown Comparison

The maximum drawdown for OGIG was -66.05%, occurring on Nov 9, 2022. This drawdown has not yet recovered.

The maximum drawdown for FXA was -40.97%, occurring on Mar 19, 2020. This drawdown has not yet recovered.

The current OGIG drawdown is -27.00%. The current FXA drawdown is -25.31%.

RankOGIGFXA
#1-66.05%
Feb 12, 2021 - Nov 9, 2022
-40.97%
Apr 11, 2013 - Mar 19, 2020
#2-31.57%
Jun 14, 2018 - Jul 15, 2019
-37.26%
Jul 15, 2008 - Nov 16, 2009
#3-30.18%
Feb 19, 2020 - May 6, 2020
-12.87%
Apr 14, 2010 - Sep 9, 2010
#4-13.12%
Jul 26, 2019 - Dec 27, 2019
-12.72%
Jul 27, 2011 - Feb 7, 2012
#5-11.80%
Sep 1, 2020 - Oct 12, 2020
-10.37%
Jul 25, 2007 - Sep 26, 2007
#6-9.64%
Nov 6, 2020 - Nov 27, 2020
-9.47%
Mar 1, 2012 - Dec 14, 2012
#7-6.97%
Oct 13, 2020 - Nov 5, 2020
-7.46%
Nov 7, 2007 - Feb 19, 2008
#8-6.96%
Jul 9, 2020 - Aug 3, 2020
-7.22%
Nov 16, 2009 - Apr 6, 2010
#9-6.01%
Aug 5, 2020 - Aug 20, 2020
-5.41%
Nov 4, 2010 - Dec 29, 2010
#10-5.02%
Jan 25, 2021 - Feb 2, 2021
-5.24%
Feb 28, 2008 - Apr 22, 2008
#11-3.81%
Dec 22, 2020 - Jan 8, 2021
-4.20%
Apr 29, 2011 - Jul 26, 2011
#12-3.80%
Jun 10, 2020 - Jun 16, 2020
-3.50%
Jan 10, 2013 - Apr 10, 2013
#13-3.75%
Jan 17, 2020 - Feb 4, 2020
-3.47%
Feb 28, 2011 - Mar 24, 2011
#14-2.59%
Jun 3, 2020 - Jun 10, 2020
-3.37%
Dec 31, 2010 - Feb 25, 2011
#15-2.55%
May 22, 2020 - May 29, 2020
-3.30%
Sep 5, 2006 - Oct 27, 2006

Correlation

Correlation between OGIG and FXA is 0.30 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.30
-101

Dividend Comparison (2006 - 2026)

OGIG vs FXA dividend yield comparison.

YearOGIGFXA
20260.00%0.48%
20250.07%1.16%
20240.00%1.66%
20230.00%0.98%
20220.00%0.05%
20200.00%0.03%
20190.00%0.53%
20180.00%1.04%
20170.00%0.83%
20160.00%1.01%
20150.00%1.52%
20140.00%2.01%
20130.00%2.14%
20120.00%3.10%
20110.00%4.01%
20100.00%3.02%
20090.00%2.07%
20080.00%7.17%
20070.00%5.18%
20060.00%2.23%

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