AAPL vs. IGV
AAPL (Apple Inc) is a stock, while IGV (iShares Expanded Tech-Software Sector ETF) is Technology Equities fund tracking the S&P North American Expanded Technology Software Index. Over the past 10 years, AAPL returned 30.70%/yr vs 15.60%/yr for IGV. A 0.52 correlation means they provide meaningful diversification when combined.
Performance
AAPL vs. IGV - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, AAPL achieves a 20.35% return, which is significantly higher than IGV's -12.01% return. Over the past 10 years, AAPL has outperformed IGV with an annualized return of 30.70%, while IGV has yielded a comparatively lower 15.60% annualized return.
AAPL
- 1D
- -2.14%
- 1M
- 9.59%
- 6M
- 28.05%
- YTD
- 20.35%
- 1Y
- 55.26%
- 3Y*
- 19.94%
- 5Y*
- 18.17%
- 10Y*
- 30.70%
- ALL TIME*
- 19.46%
IGV
- 1D
- 0.19%
- 1M
- 4.37%
- 6M
- -5.40%
- YTD
- -12.01%
- 1Y
- -16.26%
- 3Y*
- 9.01%
- 5Y*
- 3.20%
- 10Y*
- 15.60%
- ALL TIME*
- 9.30%
AAPL vs. IGV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AAPL Apple Inc | 20.35% | 9.05% | 30.71% | 49.01% | -26.40% | 34.65% | 82.31% | 88.96% | -5.39% | 48.46% |
IGV iShares Expanded Tech-Software Sector ETF | -12.01% | 5.56% | 23.41% | 58.56% | -35.65% | 12.30% | 52.86% | 34.33% | 12.44% | 42.16% |
Correlation
The correlation between AAPL and IGV is 0.16, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.16 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.34 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.52 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.56 |
Correlation (All Time) Calculated using the full available price history since Jul 13, 2001 | 0.52 |
Over the past year, the correlation between AAPL and IGV has dropped to 0.16 - well below their long-term average of 0.52, suggesting their price drivers have been diverging.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
AAPL vs. IGV — Risk / Return Rank
AAPL
IGV
AAPL vs. IGV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Apple Inc (AAPL) and iShares Expanded Tech-Software Sector ETF (IGV). 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 | IGV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.84 | ||
| Sortino ratioReturn per unit of downside risk | +3.74 | ||
| Omega ratioGain probability vs. loss probability | 1.41 | 0.92 | +0.49 |
| Calmar ratioReturn relative to maximum drawdown | 4.02 | -0.45 | +4.47 |
| Martin ratioReturn relative to average drawdown | 9.58 | -0.86 | +10.44 |
Loading charts...
Drawdowns
AAPL vs. IGV - Drawdown Comparison
The maximum AAPL drawdown since its inception was -81.80%, which is greater than IGV's maximum drawdown of -63.45%. Use the drawdown chart below to compare losses from any high point for AAPL and IGV.
Loading charts...
Drawdown Indicators
| AAPL | IGV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -81.80% | -63.45% | -18.35% |
Max Drawdown (1Y)Largest decline over 1 year | -13.80% | -36.61% | +22.81% |
Max Drawdown (3Y)Largest decline over 3 years | -33.36% | -36.61% | +3.25% |
Max Drawdown (5Y)Largest decline over 5 years | -33.36% | -45.85% | +12.49% |
Max Drawdown (10Y)Largest decline over 10 years | -38.52% | -45.85% | +7.33% |
Current DrawdownCurrent decline from peak | -2.14% | -21.05% | +18.91% |
Average DrawdownAverage peak-to-trough decline | -29.54% | -14.48% | -15.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.78% | 18.89% | -13.11% |
Volatility
AAPL vs. IGV - Volatility Comparison
Apple Inc (AAPL) has a higher volatility of 10.61% compared to iShares Expanded Tech-Software Sector ETF (IGV) at 7.17%. This indicates that AAPL's price experiences larger fluctuations and is considered to be riskier than IGV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| AAPL | IGV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.61% | 7.17% | +3.44% |
Volatility (6M)Calculated over the trailing 6-month period | 19.34% | 25.18% | -5.84% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.55% | 28.69% | -4.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.79% | 28.08% | -0.29% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.08% | 26.41% | +2.67% |
Dividends
AAPL vs. IGV - Dividend Comparison
AAPL's dividend yield for the trailing twelve months is around 0.32%, more than IGV's 0.02% 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% |
IGV iShares Expanded Tech-Software Sector ETF | 0.02% | 0.00% | 0.00% | 0.01% | 0.01% | 0.00% | 0.35% | 0.02% | 0.16% | 0.09% | 0.82% | 0.22% |
Frequently Asked Questions
AAPL and IGV have a correlation of 0.16, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AAPL has higher volatility (10.61%) compared to IGV (7.17%). In terms of maximum drawdown, AAPL dropped -81.80% vs IGV's -63.45%.
AAPL currently has the higher Sharpe Ratio (2.27 vs -0.57), 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.
Find the right allocation for AAPL and IGV
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer