AAPL vs. FENY
AAPL (Apple Inc) is a stock, while FENY (Fidelity MSCI Energy Index ETF) is Energy Equities fund tracking the MSCI USA IMI Energy 25/50 Index. Over the past 10 years, AAPL returned 30.72%/yr vs 8.73%/yr for FENY. At a 0.24 correlation, their price movements are largely independent.
Performance
AAPL vs. FENY - Performance Comparison
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Returns By Period
In the year-to-date period, AAPL achieves a 20.69% return, which is significantly lower than FENY's 28.29% return. Over the past 10 years, AAPL has outperformed FENY with an annualized return of 30.72%, while FENY has yielded a comparatively lower 8.73% annualized return.
AAPL
- 1D
- 4.01%
- 1M
- 10.49%
- 6M
- 26.21%
- YTD
- 20.69%
- 1Y
- 57.24%
- 3Y*
- 20.31%
- 5Y*
- 18.08%
- 10Y*
- 30.72%
FENY
- 1D
- -0.85%
- 1M
- 2.43%
- 6M
- 19.38%
- YTD
- 28.29%
- 1Y
- 34.59%
- 3Y*
- 15.55%
- 5Y*
- 22.74%
- 10Y*
- 8.73%
AAPL vs. FENY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AAPL Apple Inc | 20.69% | 9.05% | 30.71% | 49.01% | -26.40% | 34.65% | 82.31% | 88.96% | -5.39% | 48.46% |
FENY Fidelity MSCI Energy Index ETF | 28.29% | 7.27% | 6.62% | -0.04% | 62.94% | 55.62% | -33.15% | 9.11% | -19.99% | -2.30% |
Correlation
The correlation between AAPL and FENY is -0.12, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.12 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.03 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.15 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.22 |
Correlation (All Time) Calculated using the full available price history since Oct 24, 2013 | 0.24 |
The correlation between AAPL and FENY shifts across timeframes, from -0.12 (1 year) to 0.24 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
AAPL vs. FENY — Risk / Return Rank
AAPL
FENY
AAPL vs. FENY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Apple Inc (AAPL) and Fidelity MSCI Energy Index ETF (FENY). 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 | FENY | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.69 | ||
| Sortino ratioReturn per unit of downside risk | +0.98 | ||
| Omega ratioGain probability vs. loss probability | 1.43 | 1.27 | +0.15 |
| Calmar ratioReturn relative to maximum drawdown | 4.17 | 2.32 | +1.85 |
| Martin ratioReturn relative to average drawdown | 9.93 | 6.34 | +3.59 |
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Drawdowns
AAPL vs. FENY - Drawdown Comparison
The maximum AAPL drawdown since its inception was -81.80%, which is greater than FENY's maximum drawdown of -74.35%. Use the drawdown chart below to compare losses from any high point for AAPL and FENY.
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Drawdown Indicators
| AAPL | FENY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -81.80% | -74.35% | -7.45% |
Max Drawdown (1Y)Largest decline over 1 year | -13.80% | -14.96% | +1.16% |
Max Drawdown (3Y)Largest decline over 3 years | -33.36% | -21.47% | -11.89% |
Max Drawdown (5Y)Largest decline over 5 years | -33.36% | -26.64% | -6.72% |
Max Drawdown (10Y)Largest decline over 10 years | -38.52% | -69.07% | +30.55% |
Current DrawdownCurrent decline from peak | 0.00% | -9.17% | +9.17% |
Average DrawdownAverage peak-to-trough decline | -29.55% | -23.01% | -6.54% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.78% | 5.47% | +0.31% |
Volatility
AAPL vs. FENY - Volatility Comparison
Apple Inc (AAPL) has a higher volatility of 10.40% compared to Fidelity MSCI Energy Index ETF (FENY) at 6.99%. This indicates that AAPL's price experiences larger fluctuations and is considered to be riskier than FENY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AAPL | FENY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.40% | 6.99% | +3.41% |
Volatility (6M)Calculated over the trailing 6-month period | 19.17% | 16.58% | +2.59% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.34% | 20.88% | +3.46% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.82% | 26.34% | +1.48% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.07% | 29.79% | -0.72% |
Dividends
AAPL vs. FENY - Dividend Comparison
AAPL's dividend yield for the trailing twelve months is around 0.32%, less than FENY's 2.48% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL Apple Inc | 0.32% | 0.38% | 0.40% | 0.49% | 0.70% | 0.49% | 0.61% | 1.04% | 1.79% | 1.45% | 1.93% | 1.93% |
FENY Fidelity MSCI Energy Index ETF | 2.48% | 3.18% | 3.05% | 3.33% | 3.33% | 3.69% | 4.60% | 6.43% | 3.21% | 2.94% | 2.29% | 3.05% |
Frequently Asked Questions
AAPL and FENY have a correlation of -0.12, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AAPL has higher volatility (10.40%) compared to FENY (6.99%). In terms of maximum drawdown, AAPL dropped -81.80% vs FENY's -74.35%.
AAPL currently has the higher Sharpe Ratio (2.36 vs 1.67), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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