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AAPL vs. REET
Performance
Return for Risk
Drawdowns
Volatility
Dividends

AAPL vs. REET

Last updated Jun 13, 2026

AAPL (Apple Inc) is a stock, while REET (iShares Global REIT ETF) is REIT fund tracking the FTSE EPRA/NAREIT Global REIT Index. Over the past 10 years, AAPL returned 29.36%/yr vs 4.50%/yr for REET. At a 0.37 correlation, their price movements are largely independent.

Performance

AAPL vs. REET - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Apple Inc (AAPL) and iShares Global REIT ETF (REET). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, AAPL achieves a 7.29% return, which is significantly lower than REET's 12.42% return. Over the past 10 years, AAPL has outperformed REET with an annualized return of 29.36%, while REET has yielded a comparatively lower 4.50% annualized return.

AAPL

1D
-1.52%
1M
-2.59%
YTD
7.29%
6M
4.81%
1Y
46.73%
3Y*
17.21%
5Y*
18.59%
10Y*
29.36%

REET

1D
0.76%
1M
2.38%
YTD
12.42%
6M
13.41%
1Y
15.04%
3Y*
10.34%
5Y*
2.51%
10Y*
4.50%
*Multi-year figures are annualized to reflect compound growth (CAGR)

AAPL vs. REET - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
AAPL
Apple Inc		7.29%9.05%30.71%49.01%-26.40%34.65%82.31%88.96%-5.39%48.46%
REET
iShares Global REIT ETF		12.42%7.97%2.65%10.28%-24.10%32.43%-10.48%24.42%-5.27%7.48%

Correlation

The correlation between AAPL and REET is 0.26, which is low. Their price movements are largely independent, making them effective diversification partners.

Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.26

Correlation (3Y)
Calculated over the trailing 3-year period

0.27

Correlation (5Y)
Calculated over the trailing 5-year period

0.41

Correlation (10Y)
Calculated over the trailing 10-year period

0.36

Correlation (All Time)
Calculated using the full available price history since Jul 10, 2014

0.37

The correlation between AAPL and REET shifts across timeframes, from 0.26 (1 year) to 0.41 (5 years), reflecting how their relationship changes across market environments.

Compare stocks, funds, or ETFs

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Apple Inc

iShares Global REIT ETF

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Often compared with REET:
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Return for Risk

AAPL vs. REET — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
AAPL
AAPL Risk / Return Rank: 8888
Overall Rank
AAPL Sharpe Ratio Rank: 9090
Sharpe Ratio Rank
AAPL Sortino Ratio Rank: 8989
Sortino Ratio Rank
AAPL Omega Ratio Rank: 8888
Omega Ratio Rank
AAPL Calmar Ratio Rank: 8686
Calmar Ratio Rank
AAPL Martin Ratio Rank: 8686
Martin Ratio Rank
REET
REET Risk / Return Rank: 3939
Overall Rank
REET Sharpe Ratio Rank: 3939
Sharpe Ratio Rank
REET Sortino Ratio Rank: 3737
Sortino Ratio Rank
REET Omega Ratio Rank: 3737
Omega Ratio Rank
REET Calmar Ratio Rank: 3838
Calmar Ratio Rank
REET Martin Ratio Rank: 4242
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

AAPL vs. REET - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Apple Inc (AAPL) and iShares Global REIT ETF (REET). 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.

AAPLREETDifference
Sharpe ratioReturn per unit of total volatility
2.07
1.23

+0.85

Sortino ratioReturn per unit of downside risk
2.93
1.73

+1.20

Omega ratioGain probability vs. loss probability

1.38

1.22

+0.15

Calmar ratioReturn relative to maximum drawdown

3.40

1.67

+1.73

Martin ratioReturn relative to average drawdown

8.47

6.00

+2.47

AAPL vs. REET - Sharpe Ratio Comparison

The current AAPL Sharpe Ratio is 2.07, which is higher than the REET Sharpe Ratio of 1.23. The chart below compares the historical Sharpe Ratios of AAPL and REET, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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Drawdowns

AAPL vs. REET - Drawdown Comparison

The maximum AAPL drawdown since its inception was -81.80%, which is greater than REET's maximum drawdown of -44.59%. Use the drawdown chart below to compare losses from any high point for AAPL and REET.

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Drawdown Indicators

AAPLREETDifference

Max Drawdown

Largest peak-to-trough decline

-81.80%

-44.59%

-37.21%

Max Drawdown (1Y)

Largest decline over 1 year

-13.80%

-9.04%

-4.76%

Max Drawdown (3Y)

Largest decline over 3 years

-33.36%

-18.02%

-15.34%

Max Drawdown (5Y)

Largest decline over 5 years

-33.36%

-32.11%

-1.25%

Max Drawdown (10Y)

Largest decline over 10 years

-38.52%

-44.59%

+6.07%

Current Drawdown

Current decline from peak

-7.64%

0.00%

-7.64%

Average Drawdown

Average peak-to-trough decline

-29.59%

-9.76%

-19.83%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.53%

2.52%

+3.01%

Volatility

AAPL vs. REET - Volatility Comparison

Apple Inc (AAPL) has a higher volatility of 6.73% compared to iShares Global REIT ETF (REET) at 4.16%. This indicates that AAPL's price experiences larger fluctuations and is considered to be riskier than REET based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

AAPLREETDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.73%

4.16%

+2.57%

Volatility (6M)

Calculated over the trailing 6-month period

16.53%

9.07%

+7.46%

Volatility (1Y)

Calculated over the trailing 1-year period

22.64%

12.31%

+10.33%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

27.52%

16.97%

+10.55%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

28.92%

18.85%

+10.07%

Dividends

AAPL vs. REET - Dividend Comparison

AAPL's dividend yield for the trailing twelve months is around 0.36%, less than REET's 3.29% yield.

PositionTTM20252024202320222021202020192018201720162015
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%
REET
iShares Global REIT ETF		3.29%3.67%3.64%3.27%2.43%3.18%2.65%5.25%5.73%3.84%5.37%3.56%

Frequently Asked Questions

AAPL and REET have a correlation of 0.26, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

AAPL has higher volatility (6.73%) compared to REET (4.16%). In terms of maximum drawdown, AAPL dropped -81.80% vs REET's -44.59%.

AAPL currently has the higher Sharpe Ratio (2.07 vs 1.23), 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.

Portfolio Optimizer

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