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ASX vs. UMC
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

ASX vs. UMC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in ASE Technology Holding Co., Ltd. (ASX) and United Microelectronics Corporation (UMC). The values are adjusted to include any dividend payments, if applicable.

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ASX vs. UMC - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
ASX
ASE Technology Holding Co., Ltd.
34.66%65.68%10.14%60.87%-12.75%38.25%8.13%53.97%-37.08%31.93%
UMC
United Microelectronics Corporation
14.25%28.65%-19.01%39.20%-40.32%43.16%230.69%56.10%-21.85%39.99%

Fundamentals

Market Cap

ASX:

$48.37B

UMC:

$22.43B

EPS

ASX:

$18.31

UMC:

$16.62

PE Ratio

ASX:

1.18

UMC:

0.54

PS Ratio

ASX:

0.07

UMC:

0.09

PB Ratio

ASX:

0.14

UMC:

0.06

Total Revenue (TTM)

ASX:

$643.37B

UMC:

$238.14B

Gross Profit (TTM)

ASX:

$114.19B

UMC:

$68.91B

EBITDA (TTM)

ASX:

$121.53B

UMC:

$109.50B

Returns By Period

In the year-to-date period, ASX achieves a 34.66% return, which is significantly higher than UMC's 14.25% return. Over the past 10 years, ASX has underperformed UMC with an annualized return of 19.55%, while UMC has yielded a comparatively higher 21.08% annualized return.


ASX

1D
3.78%
1M
-10.75%
YTD
34.66%
6M
95.49%
1Y
156.46%
3Y*
45.96%
5Y*
28.43%
10Y*
19.55%

UMC

1D
4.30%
1M
-13.98%
YTD
14.25%
6M
18.47%
1Y
33.42%
3Y*
7.30%
5Y*
5.21%
10Y*
21.08%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

ASX vs. UMC — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ASX
ASX Risk / Return Rank: 9797
Overall Rank
ASX Sharpe Ratio Rank: 9898
Sharpe Ratio Rank
ASX Sortino Ratio Rank: 9797
Sortino Ratio Rank
ASX Omega Ratio Rank: 9696
Omega Ratio Rank
ASX Calmar Ratio Rank: 9898
Calmar Ratio Rank
ASX Martin Ratio Rank: 9898
Martin Ratio Rank

UMC
UMC Risk / Return Rank: 7070
Overall Rank
UMC Sharpe Ratio Rank: 7070
Sharpe Ratio Rank
UMC Sortino Ratio Rank: 7070
Sortino Ratio Rank
UMC Omega Ratio Rank: 6666
Omega Ratio Rank
UMC Calmar Ratio Rank: 7171
Calmar Ratio Rank
UMC Martin Ratio Rank: 7373
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.

ASX vs. UMC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for ASE Technology Holding Co., Ltd. (ASX) and United Microelectronics Corporation (UMC). 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.


ASXUMCDifference

Sharpe ratio

Return per unit of total volatility

3.68

0.82

+2.86

Sortino ratio

Return per unit of downside risk

4.01

1.54

+2.46

Omega ratio

Gain probability vs. loss probability

1.54

1.19

+0.35

Calmar ratio

Return relative to maximum drawdown

8.71

1.47

+7.24

Martin ratio

Return relative to average drawdown

24.25

4.07

+20.19

ASX vs. UMC - Sharpe Ratio Comparison

The current ASX Sharpe Ratio is 3.68, which is higher than the UMC Sharpe Ratio of 0.82. The chart below compares the historical Sharpe Ratios of ASX and UMC, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


ASXUMCDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

3.68

0.82

+2.86

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.73

0.14

+0.59

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.51

0.55

-0.04

Sharpe Ratio (All Time)

Calculated using the full available price history

0.33

0.10

+0.23

Correlation

The correlation between ASX and UMC is 0.52, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Dividends

ASX vs. UMC - Dividend Comparison

ASX's dividend yield for the trailing twelve months is around 1.66%, less than UMC's 5.30% yield.


TTM20252024202320222021202020192018201720162015
ASX
ASE Technology Holding Co., Ltd.
1.66%2.23%3.19%6.07%7.64%3.86%2.34%2.88%14.19%2.51%3.63%4.00%
UMC
United Microelectronics Corporation
5.30%6.06%7.14%6.93%7.92%2.44%1.62%3.51%6.59%2.41%3.61%3.15%

Drawdowns

ASX vs. UMC - Drawdown Comparison

The maximum ASX drawdown since its inception was -78.05%, which is greater than UMC's maximum drawdown of -72.52%. Use the drawdown chart below to compare losses from any high point for ASX and UMC.


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Drawdown Indicators


ASXUMCDifference

Max Drawdown

Largest peak-to-trough decline

-78.05%

-72.52%

-5.53%

Max Drawdown (1Y)

Largest decline over 1 year

-17.83%

-31.01%

+13.18%

Max Drawdown (5Y)

Largest decline over 5 years

-45.99%

-54.30%

+8.31%

Max Drawdown (10Y)

Largest decline over 10 years

-54.17%

-54.30%

+0.13%

Current Drawdown

Current decline from peak

-13.66%

-28.04%

+14.38%

Average Drawdown

Average peak-to-trough decline

-22.72%

-42.82%

+20.10%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.40%

11.22%

-4.82%

Volatility

ASX vs. UMC - Volatility Comparison

ASE Technology Holding Co., Ltd. (ASX) has a higher volatility of 13.88% compared to United Microelectronics Corporation (UMC) at 11.07%. This indicates that ASX's price experiences larger fluctuations and is considered to be riskier than UMC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ASXUMCDifference

Volatility (1M)

Calculated over the trailing 1-month period

13.88%

11.07%

+2.81%

Volatility (6M)

Calculated over the trailing 6-month period

30.48%

34.25%

-3.77%

Volatility (1Y)

Calculated over the trailing 1-year period

42.77%

41.96%

+0.81%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

39.08%

38.14%

+0.94%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

38.17%

38.40%

-0.23%

Financials

ASX vs. UMC - Financials Comparison

This section allows you to compare key financial metrics between ASE Technology Holding Co., Ltd. and United Microelectronics Corporation. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


50.00B100.00B150.00B200.00BAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
179.60B
62.39B
(ASX) Total Revenue
(UMC) Total Revenue
Values in USD except per share items

ASX vs. UMC - Profitability Comparison

The chart below illustrates the profitability comparison between ASE Technology Holding Co., Ltd. and United Microelectronics Corporation over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

10.0%20.0%30.0%40.0%50.0%AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
22.2%
30.4%
Portfolio components
ASX - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, ASE Technology Holding Co., Ltd. reported a gross profit of 39.81B and revenue of 179.60B. Therefore, the gross margin over that period was 22.2%.

UMC - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, United Microelectronics Corporation reported a gross profit of 18.96B and revenue of 62.39B. Therefore, the gross margin over that period was 30.4%.

ASX - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, ASE Technology Holding Co., Ltd. reported an operating income of 17.69B and revenue of 179.60B, resulting in an operating margin of 9.9%.

UMC - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, United Microelectronics Corporation reported an operating income of 12.23B and revenue of 62.39B, resulting in an operating margin of 19.6%.

ASX - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, ASE Technology Holding Co., Ltd. reported a net income of 14.71B and revenue of 179.60B, resulting in a net margin of 8.2%.

UMC - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, United Microelectronics Corporation reported a net income of 10.06B and revenue of 62.39B, resulting in a net margin of 16.1%.