AAPL vs. CSPX.L
AAPL (Apple Inc) is a stock, while CSPX.L (iShares Core S&P 500 UCITS ETF USD (Acc)) is S&P 500 fund tracking the S&P 500 Index. Over the past 10 years, AAPL returned 29.57%/yr vs 14.88%/yr for CSPX.L. At a 0.33 correlation, their price movements are largely independent.
Performance
AAPL vs. CSPX.L - Performance Comparison
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Returns By Period
In the year-to-date period, AAPL achieves a 8.95% return, which is significantly higher than CSPX.L's 6.25% return. Over the past 10 years, AAPL has outperformed CSPX.L with an annualized return of 29.57%, while CSPX.L has yielded a comparatively lower 14.88% annualized return.
AAPL
- 1D
- 1.39%
- 1M
- 0.28%
- YTD
- 8.95%
- 6M
- 6.53%
- 1Y
- 49.31%
- 3Y*
- 17.71%
- 5Y*
- 18.95%
- 10Y*
- 29.57%
CSPX.L
- 1D
- -0.41%
- 1M
- -0.68%
- YTD
- 6.25%
- 6M
- 6.74%
- 1Y
- 21.69%
- 3Y*
- 20.45%
- 5Y*
- 12.78%
- 10Y*
- 14.88%
AAPL vs. CSPX.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AAPL Apple Inc | 8.95% | 9.05% | 30.71% | 49.01% | -26.40% | 34.65% | 82.31% | 88.96% | -5.39% | 48.46% |
CSPX.L iShares Core S&P 500 UCITS ETF USD (Acc) | 6.25% | 17.45% | 25.25% | 26.74% | -18.72% | 29.35% | 17.62% | 30.55% | -5.46% | 21.60% |
Correlation
The correlation between AAPL and CSPX.L 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 | 0.30 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.39 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.38 |
Correlation (All Time) Calculated using the full available price history since Sep 15, 2010 | 0.33 |
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Return for Risk
AAPL vs. CSPX.L — Risk / Return Rank
AAPL
CSPX.L
AAPL vs. CSPX.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Apple Inc (AAPL) and iShares Core S&P 500 UCITS ETF USD (Acc) (CSPX.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.
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.
| AAPL | CSPX.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.38 | ||
| Sortino ratioReturn per unit of downside risk | +0.38 | ||
| Omega ratioGain probability vs. loss probability | 1.40 | 1.33 | +0.07 |
| Calmar ratioReturn relative to maximum drawdown | 3.59 | 2.64 | +0.95 |
| Martin ratioReturn relative to average drawdown | 8.97 | 11.05 | -2.08 |
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Drawdowns
AAPL vs. CSPX.L - Drawdown Comparison
The maximum AAPL drawdown since its inception was -81.80%, which is greater than CSPX.L's maximum drawdown of -33.90%. Use the drawdown chart below to compare losses from any high point for AAPL and CSPX.L.
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Drawdown Indicators
| AAPL | CSPX.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -81.80% | -33.90% | -47.90% |
Max Drawdown (1Y)Largest decline over 1 year | -13.80% | -8.17% | -5.63% |
Max Drawdown (3Y)Largest decline over 3 years | -33.36% | -18.50% | -14.86% |
Max Drawdown (5Y)Largest decline over 5 years | -33.36% | -24.39% | -8.97% |
Max Drawdown (10Y)Largest decline over 10 years | -38.52% | -33.90% | -4.62% |
Current DrawdownCurrent decline from peak | -6.21% | -4.20% | -2.01% |
Average DrawdownAverage peak-to-trough decline | -29.60% | -3.72% | -25.88% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.51% | 1.96% | +3.55% |
Volatility
AAPL vs. CSPX.L - Volatility Comparison
Apple Inc (AAPL) has a higher volatility of 6.72% compared to iShares Core S&P 500 UCITS ETF USD (Acc) (CSPX.L) at 3.56%. This indicates that AAPL's price experiences larger fluctuations and is considered to be riskier than CSPX.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AAPL | CSPX.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.72% | 3.56% | +3.16% |
Volatility (6M)Calculated over the trailing 6-month period | 16.46% | 8.82% | +7.64% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.68% | 11.90% | +10.78% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.52% | 16.01% | +11.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 28.92% | 16.21% | +12.71% |
Dividends
AAPL vs. CSPX.L - Dividend Comparison
AAPL's dividend yield for the trailing twelve months is around 0.36%, while CSPX.L has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL Apple Inc | 0.36% | 0.38% | 0.40% | 0.49% | 0.70% | 0.49% | 0.61% | 1.04% | 1.79% | 1.45% | 1.93% | 1.93% |
CSPX.L iShares Core S&P 500 UCITS ETF USD (Acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
AAPL and CSPX.L 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.
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