AEIS vs. AVGO
AEIS (Advanced Energy Industries, Inc.) and AVGO (Broadcom Inc.) are both stocks. AEIS operates in Electrical Equipment & Parts (Industrials), while AVGO operates in Semiconductors (Technology). Over the past 10 years, AEIS returned 25.27%/yr vs 40.96%/yr for AVGO. A 0.53 correlation means they provide meaningful diversification when combined.
Performance
AEIS vs. AVGO - Performance Comparison
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Returns By Period
In the year-to-date period, AEIS achieves a 69.36% return, which is significantly higher than AVGO's 10.62% return. Over the past 10 years, AEIS has underperformed AVGO with an annualized return of 25.27%, while AVGO has yielded a comparatively higher 40.96% annualized return.
AEIS
- 1D
- 4.10%
- 1M
- 9.59%
- YTD
- 69.36%
- 6M
- 64.87%
- 1Y
- 189.09%
- 3Y*
- 48.70%
- 5Y*
- 28.11%
- 10Y*
- 25.27%
AVGO
- 1D
- -0.91%
- 1M
- -10.14%
- YTD
- 10.62%
- 6M
- 6.58%
- 1Y
- 54.87%
- 3Y*
- 67.17%
- 5Y*
- 55.09%
- 10Y*
- 40.96%
AEIS vs. AVGO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AEIS Advanced Energy Industries, Inc. | 69.36% | 81.58% | 6.55% | 27.49% | -5.37% | -5.69% | 36.19% | 65.85% | -36.38% | 23.25% |
AVGO Broadcom Inc. | 10.62% | 50.63% | 110.49% | 104.18% | -13.27% | 56.48% | 44.88% | 29.05% | 2.18% | 48.19% |
Correlation
The correlation between AEIS and AVGO is 0.43, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.43 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.52 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.58 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.59 |
Correlation (All Time) Calculated using the full available price history since Aug 6, 2009 | 0.53 |
The correlation between AEIS and AVGO shifts across timeframes, from 0.43 (1 year) to 0.59 (10 years), reflecting how their relationship changes across market environments.
Fundamentals
AEIS:
$14.95B
AVGO:
$1.86T
AEIS:
$4.80
AVGO:
$6.01
AEIS:
73.80
AVGO:
63.58
AEIS:
1.43
AVGO:
0.79
AEIS:
7.38
AVGO:
24.70
AEIS:
10.80
AVGO:
21.24
AEIS:
$1.91B
AVGO:
$75.47B
AEIS:
$737.20M
AVGO:
$50.53B
AEIS:
$248.10M
AVGO:
$41.76B
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Return for Risk
AEIS vs. AVGO — Risk / Return Rank
AEIS
AVGO
AEIS vs. AVGO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Advanced Energy Industries, Inc. (AEIS) and Broadcom Inc. (AVGO). 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.
| AEIS | AVGO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.39 | ||
| Sortino ratioReturn per unit of downside risk | +1.96 | ||
| Omega ratioGain probability vs. loss probability | 1.49 | 1.22 | +0.26 |
| Calmar ratioReturn relative to maximum drawdown | 7.48 | 1.77 | +5.72 |
| Martin ratioReturn relative to average drawdown | 24.74 | 4.11 | +20.63 |
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Drawdowns
AEIS vs. AVGO - Drawdown Comparison
The maximum AEIS drawdown since its inception was -92.51%, which is greater than AVGO's maximum drawdown of -48.30%. Use the drawdown chart below to compare losses from any high point for AEIS and AVGO.
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Drawdown Indicators
| AEIS | AVGO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -92.51% | -48.30% | -44.21% |
Max Drawdown (1Y)Largest decline over 1 year | -24.24% | -28.67% | +4.43% |
Max Drawdown (3Y)Largest decline over 3 years | -39.87% | -41.15% | +1.28% |
Max Drawdown (5Y)Largest decline over 5 years | -39.87% | -41.15% | +1.28% |
Max Drawdown (10Y)Largest decline over 10 years | -62.28% | -48.30% | -13.98% |
Current DrawdownCurrent decline from peak | -8.89% | -20.66% | +11.77% |
Average DrawdownAverage peak-to-trough decline | -52.29% | -7.98% | -44.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.32% | 12.30% | -4.98% |
Volatility
AEIS vs. AVGO - Volatility Comparison
Advanced Energy Industries, Inc. (AEIS) and Broadcom Inc. (AVGO) have volatilities of 20.80% and 20.53%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AEIS | AVGO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 20.80% | 20.53% | +0.27% |
Volatility (6M)Calculated over the trailing 6-month period | 41.81% | 35.04% | +6.77% |
Volatility (1Y)Calculated over the trailing 1-year period | 51.83% | 45.57% | +6.26% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 43.21% | 43.39% | -0.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 44.56% | 39.52% | +5.04% |
Dividends
AEIS vs. AVGO - Dividend Comparison
AEIS's dividend yield for the trailing twelve months is around 0.11%, less than AVGO's 0.65% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AEIS Advanced Energy Industries, Inc. | 0.11% | 0.19% | 0.35% | 0.37% | 0.47% | 0.44% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
AVGO Broadcom Inc. | 0.65% | 0.70% | 0.94% | 1.71% | 3.02% | 2.24% | 3.05% | 3.54% | 3.11% | 1.87% | 1.43% | 1.13% |
Financials
AEIS vs. AVGO - Financials Comparison
This section allows you to compare key financial metrics between Advanced Energy Industries, Inc. and Broadcom Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
AEIS vs. AVGO - Profitability Comparison
AEIS - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Advanced Energy Industries, Inc. reported a gross profit of 200.90M and revenue of 511.00M. Therefore, the gross margin over that period was 39.3%.
AVGO - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Broadcom Inc. reported a gross profit of 14.92B and revenue of 22.19B. Therefore, the gross margin over that period was 67.2%.
AEIS - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Advanced Energy Industries, Inc. reported an operating income of 68.30M and revenue of 511.00M, resulting in an operating margin of 13.4%.
AVGO - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Broadcom Inc. reported an operating income of 10.87B and revenue of 22.19B, resulting in an operating margin of 49.0%.
AEIS - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Advanced Energy Industries, Inc. reported a net income of 66.80M and revenue of 511.00M, resulting in a net margin of 13.1%.
AVGO - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Broadcom Inc. reported a net income of 9.31B and revenue of 22.19B, resulting in a net margin of 42.0%.
Frequently Asked Questions
AEIS and AVGO have a correlation of 0.43, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AEIS has higher volatility (20.80%) compared to AVGO (20.53%). In terms of maximum drawdown, AEIS dropped -92.51% vs AVGO's -48.30%.
AEIS currently has the higher Sharpe Ratio (3.50 vs 1.11), 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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