AAPL vs. SMGB.L
AAPL (Apple Inc) is a stock, while SMGB.L (VanEck Semiconductor UCITS ETF) is Semiconductors fund tracking the MarketVector US Listed Semiconductor 10% Capped Screened Index. Over the past 5 years, AAPL returned 18.59%/yr vs 37.14%/yr for SMGB.L. At a 0.36 correlation, their price movements are largely independent.
Performance
AAPL vs. SMGB.L - Performance Comparison
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Different Trading Currencies
AAPL is traded in USD, while SMGB.L is traded in GBP. To make them comparable, the SMGB.L values have been converted to USD using the latest available exchange rates.
Returns By Period
In the year-to-date period, AAPL achieves a 7.29% return, which is significantly lower than SMGB.L's 86.62% return.
AAPL
- 1D
- -1.52%
- 1M
- -3.03%
- YTD
- 7.29%
- 6M
- 4.81%
- 1Y
- 48.78%
- 3Y*
- 17.21%
- 5Y*
- 18.59%
- 10Y*
- 29.36%
SMGB.L
- 1D
- 5.42%
- 1M
- 10.97%
- YTD
- 86.62%
- 6M
- 90.03%
- 1Y
- 164.81%
- 3Y*
- 58.63%
- 5Y*
- 37.14%
- 10Y*
- —
AAPL vs. SMGB.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
AAPL Apple Inc | 7.29% | 9.05% | 30.71% | 49.01% | -26.40% | 34.65% | 8.96% |
SMGB.L VanEck Semiconductor UCITS ETF | 86.62% | 49.26% | 24.21% | 74.92% | -35.50% | 43.10% | 2.03% |
Correlation
The correlation between AAPL and SMGB.L is 0.23, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.23 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.25 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.36 |
Correlation (All Time) Calculated using the full available price history since Dec 10, 2020 | 0.36 |
The correlation between AAPL and SMGB.L shifts across timeframes, from 0.23 (1 year) to 0.36 (5 years), reflecting how their relationship changes across market environments.
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Return for Risk
AAPL vs. SMGB.L — Risk / Return Rank
AAPL
SMGB.L
AAPL vs. SMGB.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Apple Inc (AAPL) and VanEck Semiconductor UCITS ETF (SMGB.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 | SMGB.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.71 | ||
| Sortino ratioReturn per unit of downside risk | -2.10 | ||
| Omega ratioGain probability vs. loss probability | 1.38 | 1.64 | -0.26 |
| Calmar ratioReturn relative to maximum drawdown | 3.40 | 11.25 | -7.85 |
| Martin ratioReturn relative to average drawdown | 8.47 | 40.27 | -31.80 |
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Drawdowns
AAPL vs. SMGB.L - Drawdown Comparison
The maximum AAPL drawdown since its inception was -81.80%, which is greater than SMGB.L's maximum drawdown of -45.92%. Use the drawdown chart below to compare losses from any high point for AAPL and SMGB.L.
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Drawdown Indicators
| AAPL | SMGB.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -81.80% | -45.92% | -35.88% |
Max Drawdown (1Y)Largest decline over 1 year | -13.80% | -14.18% | +0.38% |
Max Drawdown (3Y)Largest decline over 3 years | -33.36% | -36.85% | +3.49% |
Max Drawdown (5Y)Largest decline over 5 years | -33.36% | -45.92% | +12.56% |
Max Drawdown (10Y)Largest decline over 10 years | -38.52% | — | — |
Current DrawdownCurrent decline from peak | -7.64% | -1.60% | -6.04% |
Average DrawdownAverage peak-to-trough decline | -29.59% | -11.30% | -18.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.53% | 3.97% | +1.56% |
Volatility
AAPL vs. SMGB.L - Volatility Comparison
The current volatility for Apple Inc (AAPL) is 6.73%, while VanEck Semiconductor UCITS ETF (SMGB.L) has a volatility of 14.22%. This indicates that AAPL experiences smaller price fluctuations and is considered to be less risky than SMGB.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 | SMGB.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.73% | 14.22% | -7.49% |
Volatility (6M)Calculated over the trailing 6-month period | 16.53% | 26.95% | -10.42% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.64% | 33.36% | -10.72% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.52% | 32.39% | -4.87% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 28.92% | 32.05% | -3.13% |
Dividends
AAPL vs. SMGB.L - Dividend Comparison
AAPL's dividend yield for the trailing twelve months is around 0.36%, while SMGB.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% |
SMGB.L VanEck Semiconductor UCITS ETF | 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 SMGB.L have a correlation of 0.23, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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