BHP vs. AAPL
Compare and contrast key facts about BHP Group (BHP) and Apple Inc. (AAPL).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BHP or AAPL.
Key characteristics
| BHP | AAPL | |
|---|---|---|
| YTD Return | -12.34% | -12.63% |
| 1Y Return | -2.82% | 1.46% |
| 3Y Return (Ann) | 2.19% | 8.42% |
| 5Y Return (Ann) | 9.75% | 27.99% |
| 10Y Return (Ann) | 5.43% | 26.16% |
| Sharpe Ratio | -0.04 | 0.11 |
| Daily Std Dev | 26.21% | 19.63% |
| Max Drawdown | -75.95% | -81.80% |
| Current Drawdown | -13.08% | -15.09% |
Fundamentals
| BHP | AAPL | |
|---|---|---|
| Market Cap | $146.08B | $2.65T |
| EPS | $2.92 | $6.43 |
| PE Ratio | 19.76 | 26.67 |
| PEG Ratio | 0.00 | 2.11 |
| Revenue (TTM) | $55.66B | $385.71B |
| Gross Profit (TTM) | $43.24B | $170.78B |
| EBITDA (TTM) | $26.85B | $130.11B |
Correlation
The correlation between BHP and AAPL is 0.24, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
BHP vs. AAPL - Performance Comparison
The year-to-date returns for both stocks are quite close, with BHP having a -12.34% return and AAPL slightly lower at -12.63%. Over the past 10 years, BHP has underperformed AAPL with an annualized return of 5.43%, while AAPL has yielded a comparatively higher 26.16% 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
BHP vs. AAPL - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BHP Group (BHP) and Apple Inc. (AAPL). 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
BHP vs. AAPL - Dividend Comparison
BHP's dividend yield for the trailing twelve months is around 5.20%, more than AAPL's 0.57% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BHP BHP Group | 5.20% | 4.98% | 10.27% | 9.98% | 3.67% | 8.59% | 4.89% | 3.61% | 1.68% | 9.32% | 5.11% | 3.40% |
AAPL Apple Inc. | 0.57% | 0.49% | 0.70% | 0.49% | 0.61% | 1.04% | 1.79% | 1.45% | 1.93% | 1.93% | 1.67% | 2.10% |
Drawdowns
BHP vs. AAPL - Drawdown Comparison
The maximum BHP drawdown since its inception was -75.95%, smaller than the maximum AAPL drawdown of -81.80%. Use the drawdown chart below to compare losses from any high point for BHP and AAPL. For additional features, visit the drawdowns tool.
Volatility
BHP vs. AAPL - Volatility Comparison
BHP Group (BHP) and Apple Inc. (AAPL) have volatilities of 7.67% and 7.93%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.