AVGO vs. XOVR
AVGO (Broadcom Inc.) is a stock, while XOVR (ERShares Entrepreneur Private-Public Crossover ETF) is Large Cap Growth Equities fund tracking the ER30TR Index. Over the past 5 years, AVGO returned 55.09%/yr vs 5.40%/yr for XOVR. A 0.61 correlation means they provide meaningful diversification when combined.
Performance
AVGO vs. XOVR - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, AVGO achieves a 10.62% return, which is significantly higher than XOVR's -0.89% return.
AVGO
- 1D
- -0.91%
- 1M
- -8.33%
- YTD
- 10.62%
- 6M
- 6.58%
- 1Y
- 50.41%
- 3Y*
- 67.17%
- 5Y*
- 55.09%
- 10Y*
- 40.96%
XOVR
- 1D
- -0.70%
- 1M
- 5.78%
- YTD
- -0.89%
- 6M
- 0.05%
- 1Y
- 8.89%
- 3Y*
- 17.94%
- 5Y*
- 5.40%
- 10Y*
- —
AVGO vs. XOVR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AVGO Broadcom Inc. | 10.62% | 50.63% | 110.49% | 104.18% | -13.27% | 56.48% | 44.88% | 29.05% | 2.18% | -4.69% |
XOVR ERShares Entrepreneur Private-Public Crossover ETF | -0.89% | 11.83% | 33.21% | 51.89% | -41.09% | -7.24% | 50.39% | 31.72% | -5.02% | 1.54% |
Correlation
The correlation between AVGO and XOVR is 0.51, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.51 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.62 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.65 |
Correlation (All Time) Calculated using the full available price history since Nov 8, 2017 | 0.61 |
The correlation between AVGO and XOVR shifts across timeframes, from 0.51 (1 year) to 0.65 (5 years), reflecting how their relationship changes across market environments.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
AVGO vs. XOVR — Risk / Return Rank
AVGO
XOVR
AVGO vs. XOVR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Broadcom Inc. (AVGO) and ERShares Entrepreneur Private-Public Crossover ETF (XOVR). 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.
| AVGO | XOVR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.69 | ||
| Sortino ratioReturn per unit of downside risk | +0.97 | ||
| Omega ratioGain probability vs. loss probability | 1.22 | 1.09 | +0.13 |
| Calmar ratioReturn relative to maximum drawdown | 1.77 | 0.37 | +1.40 |
| Martin ratioReturn relative to average drawdown | 4.11 | 0.81 | +3.30 |
Loading charts...
Drawdowns
AVGO vs. XOVR - Drawdown Comparison
The maximum AVGO drawdown since its inception was -48.30%, smaller than the maximum XOVR drawdown of -56.28%. Use the drawdown chart below to compare losses from any high point for AVGO and XOVR.
Loading charts...
Drawdown Indicators
| AVGO | XOVR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.30% | -56.28% | +7.98% |
Max Drawdown (1Y)Largest decline over 1 year | -28.67% | -24.32% | -4.35% |
Max Drawdown (3Y)Largest decline over 3 years | -41.15% | -25.23% | -15.92% |
Max Drawdown (5Y)Largest decline over 5 years | -41.15% | -49.35% | +8.20% |
Max Drawdown (10Y)Largest decline over 10 years | -48.30% | — | — |
Current DrawdownCurrent decline from peak | -20.66% | -8.06% | -12.60% |
Average DrawdownAverage peak-to-trough decline | -7.98% | -18.37% | +10.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 12.30% | 11.02% | +1.28% |
Volatility
AVGO vs. XOVR - Volatility Comparison
Broadcom Inc. (AVGO) has a higher volatility of 20.53% compared to ERShares Entrepreneur Private-Public Crossover ETF (XOVR) at 8.27%. This indicates that AVGO's price experiences larger fluctuations and is considered to be riskier than XOVR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| AVGO | XOVR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 20.53% | 8.27% | +12.26% |
Volatility (6M)Calculated over the trailing 6-month period | 35.04% | 16.23% | +18.81% |
Volatility (1Y)Calculated over the trailing 1-year period | 45.57% | 21.11% | +24.46% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 43.39% | 26.31% | +17.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 39.52% | 26.93% | +12.59% |
Dividends
AVGO vs. XOVR - Dividend Comparison
AVGO's dividend yield for the trailing twelve months is around 0.65%, while XOVR has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
XOVR ERShares Entrepreneur Private-Public Crossover ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 57.75% | 6.31% | 0.08% | 3.71% | 0.08% | 0.00% | 0.00% |
Frequently Asked Questions
AVGO and XOVR have a correlation of 0.51, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AVGO has higher volatility (20.53%) compared to XOVR (8.27%). In terms of maximum drawdown, AVGO dropped -48.30% vs XOVR's -56.28%.
AVGO currently has the higher Sharpe Ratio (1.11 vs 0.42), 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.
Find the right allocation for AVGO and XOVR
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer