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AAPL vs. AVGO

Last updated Jun 2, 2023

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


AAPLAVGO
YTD Return39.01%42.30%
1Y Return21.82%42.19%
5Y Return (Ann)31.76%29.76%
10Y Return (Ann)29.16%39.42%
Sharpe Ratio0.691.20
Daily Std Dev31.26%33.75%
Max Drawdown-81.80%-48.30%

Fundamentals


AAPLAVGO
Market Cap$2.79T$336.86B
EPS$5.90$29.64
PE Ratio30.0427.26
PEG Ratio2.750.86
Revenue (TTM)$385.10B$34.41B
Gross Profit (TTM)$170.78B$24.95B
EBITDA (TTM)$123.79B$20.00B

Correlation

0.50
-1.001.00

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.


-20.00%0.00%20.00%40.00%60.00%2023FebruaryMarchAprilMayJune
22.19%
48.35%
AAPL
AVGO

Compare stocks, funds, or ETFs


Apple Inc.

Broadcom Inc.

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.


TTM20222021202020192018201720162015201420132012
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 ratioSortino ratioOmega ratioCalmar ratioUlcer Index
AAPL
Apple Inc.
0.69
AVGO
Broadcom Inc.
1.20

AAPL vs. AVGO - Sharpe Ratio Comparison

The current AAPL Sharpe Ratio is 0.69, which is lower than the AVGO Sharpe Ratio of 1.20. The chart below compares the 12-month rolling Sharpe Ratio of AAPL and AVGO.


-1.00-0.500.000.501.001.502023FebruaryMarchAprilMayJune
0.69
1.20
AAPL
AVGO

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


-35.00%-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%2023FebruaryMarchAprilMayJune
-0.19%
-2.80%
AAPL
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.


4.00%6.00%8.00%10.00%12.00%14.00%2023FebruaryMarchAprilMayJune
5.99%
14.04%
AAPL
AVGO