AAPL.NEO vs. MSFT
AAPL.NEO (Apple Inc CDR) and MSFT (Microsoft Corporation) are both stocks. Both are in the Technology sector — AAPL.NEO in Consumer Electronics, MSFT in Software - Infrastructure. Over the past 3 years, AAPL.NEO returned 17.61%/yr vs 9.95%/yr for MSFT. At a 0.47 correlation, their price movements are largely independent.
Performance
AAPL.NEO vs. MSFT - Performance Comparison
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Different Trading Currencies
AAPL.NEO is traded in CAD, while MSFT is traded in USD. To make them comparable, the MSFT values have been converted to CAD using the latest available exchange rates.
Returns By Period
In the year-to-date period, AAPL.NEO achieves a 13.85% return, which is significantly higher than MSFT's -12.10% return.
AAPL.NEO
- 1D
- 0.48%
- 1M
- 8.14%
- YTD
- 13.85%
- 6M
- 10.83%
- 1Y
- 52.65%
- 3Y*
- 17.61%
- 5Y*
- —
- 10Y*
- —
MSFT
- 1D
- -2.45%
- 1M
- 3.12%
- YTD
- -12.10%
- 6M
- -12.61%
- 1Y
- -8.46%
- 3Y*
- 9.95%
- 5Y*
- 14.86%
- 10Y*
- 25.77%
AAPL.NEO vs. MSFT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
AAPL.NEO Apple Inc CDR | 13.85% | 6.55% | 29.10% | 47.14% | -27.57% | 19.47% |
MSFT Microsoft Corporation | -12.10% | 10.28% | 22.63% | 54.71% | -22.90% | 12.04% |
Correlation
The correlation between AAPL.NEO and MSFT is 0.05, 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 | 0.05 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.31 |
Correlation (All Time) Calculated using the full available price history since Aug 26, 2021 | 0.47 |
Over the past year, the correlation between AAPL.NEO and MSFT has dropped to 0.05 - well below their long-term average of 0.47, suggesting their price drivers have been diverging.
Fundamentals
AAPL.NEO:
CA$651.80B
MSFT:
$3.10T
AAPL.NEO:
CA$7.56
MSFT:
$16.79
AAPL.NEO:
5.84
MSFT:
24.82
AAPL.NEO:
1.57
MSFT:
9.76
AAPL.NEO:
8.84
MSFT:
7.49
AAPL.NEO:
CA$416.16B
MSFT:
$318.27B
AAPL.NEO:
CA$195.20B
MSFT:
$217.41B
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Return for Risk
AAPL.NEO vs. MSFT — Risk / Return Rank
AAPL.NEO
MSFT
AAPL.NEO vs. MSFT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Apple Inc CDR (AAPL.NEO) and Microsoft Corporation (MSFT). 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.
| AAPL.NEO | MSFT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.53 | ||
| Sortino ratioReturn per unit of downside risk | +3.40 | ||
| Omega ratioGain probability vs. loss probability | 1.40 | 0.96 | +0.44 |
| Calmar ratioReturn relative to maximum drawdown | 3.57 | -0.25 | +3.82 |
| Martin ratioReturn relative to average drawdown | 8.86 | -0.50 | +9.36 |
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
| AAPL.NEO | MSFT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.19 | -0.34 | +2.53 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.59 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 1.00 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.90 | -0.34 |
Drawdowns
AAPL.NEO vs. MSFT - Drawdown Comparison
The maximum AAPL.NEO drawdown since its inception was -33.25%, roughly equal to the maximum MSFT drawdown of -34.17%. Use the drawdown chart below to compare losses from any high point for AAPL.NEO and MSFT.
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Drawdown Indicators
| AAPL.NEO | MSFT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.25% | -34.17% | +0.92% |
Max Drawdown (1Y)Largest decline over 1 year | -14.27% | -34.17% | +19.90% |
Max Drawdown (3Y)Largest decline over 3 years | -33.25% | -34.17% | +0.92% |
Max Drawdown (5Y)Largest decline over 5 years | — | -34.17% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -34.17% | — |
Current DrawdownCurrent decline from peak | -1.14% | -22.69% | +21.55% |
Average DrawdownAverage peak-to-trough decline | -9.54% | -7.54% | -2.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.74% | 16.80% | -11.06% |
Volatility
AAPL.NEO vs. MSFT - Volatility Comparison
The current volatility for Apple Inc CDR (AAPL.NEO) is 5.40%, while Microsoft Corporation (MSFT) has a volatility of 10.16%. This indicates that AAPL.NEO experiences smaller price fluctuations and is considered to be less risky than MSFT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AAPL.NEO | MSFT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.40% | 10.16% | -4.76% |
Volatility (6M)Calculated over the trailing 6-month period | 16.08% | 22.25% | -6.17% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.25% | 25.10% | -1.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.95% | 25.48% | +2.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.95% | 25.96% | +1.99% |
Dividends
AAPL.NEO vs. MSFT - Dividend Comparison
AAPL.NEO's dividend yield for the trailing twelve months is around 0.46%, less than MSFT's 0.85% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL.NEO Apple Inc CDR | 0.46% | 0.53% | 0.54% | 0.67% | 0.91% | 0.15% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
MSFT Microsoft Corporation | 0.85% | 0.70% | 0.73% | 0.74% | 1.06% | 0.68% | 0.94% | 1.20% | 1.69% | 1.86% | 2.37% | 2.33% |
Financials
AAPL.NEO vs. MSFT - Financials Comparison
This section allows you to compare key financial metrics between Apple Inc CDR and Microsoft Corporation. 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
AAPL.NEO vs. MSFT - Profitability Comparison
AAPL.NEO - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Apple Inc CDR reported a gross profit of 48.34B and revenue of 102.47B. Therefore, the gross margin over that period was 47.2%.
MSFT - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Microsoft Corporation reported a gross profit of 56.06B and revenue of 82.89B. Therefore, the gross margin over that period was 67.6%.
AAPL.NEO - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Apple Inc CDR reported an operating income of 32.43B and revenue of 102.47B, resulting in an operating margin of 31.7%.
MSFT - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Microsoft Corporation reported an operating income of 38.40B and revenue of 82.89B, resulting in an operating margin of 46.3%.
AAPL.NEO - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Apple Inc CDR reported a net income of 27.47B and revenue of 102.47B, resulting in a net margin of 26.8%.
MSFT - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Microsoft Corporation reported a net income of 31.78B and revenue of 82.89B, resulting in a net margin of 38.3%.
Frequently Asked Questions
AAPL.NEO and MSFT have a correlation of 0.05, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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