AAPL vs. AVGO
Compare and contrast key facts about Apple Inc. (AAPL) and Broadcom Inc. (AVGO).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AAPL or AVGO.
Key characteristics
| AAPL | AVGO | |
|---|---|---|
| YTD Return | 39.01% | 42.30% |
| 1Y Return | 21.82% | 42.19% |
| 5Y Return (Ann) | 31.76% | 29.76% |
| 10Y Return (Ann) | 29.16% | 39.42% |
| Sharpe Ratio | 0.69 | 1.20 |
| Daily Std Dev | 31.26% | 33.75% |
| Max Drawdown | -81.80% | -48.30% |
Fundamentals
| AAPL | AVGO | |
|---|---|---|
| Market Cap | $2.79T | $336.86B |
| EPS | $5.90 | $29.64 |
| PE Ratio | 30.04 | 27.26 |
| PEG Ratio | 2.75 | 0.86 |
| Revenue (TTM) | $385.10B | $34.41B |
| Gross Profit (TTM) | $170.78B | $24.95B |
| EBITDA (TTM) | $123.79B | $20.00B |
Correlation
The correlation between AAPL and AVGO is 0.50, 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.
AAPL vs. AVGO - Performance Comparison
In the year-to-date period, AAPL achieves a 39.01% return, which is significantly lower than AVGO's 42.30% return. Over the past 10 years, AAPL has underperformed AVGO with an annualized return of 29.16%, while AVGO has yielded a comparatively higher 39.42% 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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AAPL vs. AVGO - Dividend Comparison
AAPL's dividend yield for the trailing twelve months is around 0.77%, less than AVGO's 2.72% yield.
| TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL Apple Inc. | 0.77% | 0.70% | 0.49% | 0.62% | 1.06% | 1.86% | 1.53% | 2.06% | 2.11% | 1.86% | 2.39% | 1.16% |
AVGO Broadcom Inc. | 2.72% | 3.04% | 2.33% | 3.26% | 3.97% | 3.61% | 2.33% | 1.86% | 1.53% | 1.69% | 2.40% | 2.54% |
AAPL vs. AVGO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Apple Inc. (AAPL) 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.
| Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Ulcer Index | |
|---|---|---|---|---|---|
AAPL Apple Inc. | 0.69 | ||||
AVGO Broadcom Inc. | 1.20 |
AAPL vs. AVGO - Drawdown Comparison
The maximum AAPL drawdown for the period was -30.91%, lower than the maximum AVGO drawdown of -21.29%. The drawdown chart below compares losses from any high point along the way for AAPL and AVGO
AAPL vs. AVGO - Volatility Comparison
The current volatility for Apple Inc. (AAPL) is 5.99%, while Broadcom Inc. (AVGO) has a volatility of 14.04%. This indicates that AAPL experiences smaller price fluctuations and is considered to be less risky than AVGO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.