ASX vs. UMC
Compare and contrast key facts about ASE Technology Holding Co., Ltd. (ASX) and United Microelectronics Corporation (UMC).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ASX or UMC.
Key characteristics
| ASX | UMC | |
|---|---|---|
| YTD Return | 7.33% | -7.92% |
| 1Y Return | 59.50% | 5.81% |
| 3Y Return (Ann) | 13.10% | -5.16% |
| 5Y Return (Ann) | 22.87% | 35.98% |
| 10Y Return (Ann) | 14.46% | 19.24% |
| Sharpe Ratio | 1.81 | 0.32 |
| Daily Std Dev | 32.52% | 27.63% |
| Max Drawdown | -72.64% | -85.96% |
| Current Drawdown | -13.38% | -28.63% |
Fundamentals
| ASX | UMC | |
|---|---|---|
| Market Cap | $21.81B | $19.52B |
| EPS | $0.49 | $0.74 |
| PE Ratio | 20.61 | 10.53 |
| PEG Ratio | 1.38 | 1.20 |
| Revenue (TTM) | $583.83B | $222.96B |
| Gross Profit (TTM) | $134.93B | $125.76B |
| EBITDA (TTM) | $95.81B | $93.90B |
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.
Performance
ASX vs. UMC - Performance Comparison
In the year-to-date period, ASX achieves a 7.33% return, which is significantly higher than UMC's -7.92% return. Over the past 10 years, ASX has underperformed UMC with an annualized return of 14.46%, while UMC has yielded a comparatively higher 19.24% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
ASX vs. UMC - Risk-Adjusted Performance 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.
Dividends
ASX vs. UMC - Dividend Comparison
ASX's dividend yield for the trailing twelve months is around 5.57%, less than UMC's 7.52% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ASX ASE Technology Holding Co., Ltd. | 5.57% | 5.98% | 7.64% | 3.85% | 2.33% | 2.87% | 14.14% | 4.46% | 6.23% | 7.12% | 4.42% | 4.58% |
UMC United Microelectronics Corporation | 7.52% | 6.93% | 7.92% | 2.45% | 1.62% | 3.50% | 6.49% | 3.44% | 5.15% | 4.50% | 3.66% | 3.21% |
Drawdowns
ASX vs. UMC - Drawdown Comparison
The maximum ASX drawdown since its inception was -72.64%, smaller than the maximum UMC drawdown of -85.96%. Use the drawdown chart below to compare losses from any high point for ASX and UMC. For additional features, visit the drawdowns tool.
Volatility
ASX vs. UMC - Volatility Comparison
ASE Technology Holding Co., Ltd. (ASX) has a higher volatility of 7.69% compared to United Microelectronics Corporation (UMC) at 6.15%. 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.
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.
Total Revenue: Total amount of money received from sales and other business activities