AAPL vs. BLK
Compare and contrast key facts about Apple Inc. (AAPL) and BlackRock, Inc. (BLK).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AAPL or BLK.
Key characteristics
| AAPL | BLK | |
|---|---|---|
| YTD Return | 36.82% | -6.54% |
| 1Y Return | 19.80% | 1.13% |
| 5Y Return (Ann) | 31.37% | 6.81% |
| 10Y Return (Ann) | 28.99% | 11.73% |
| Sharpe Ratio | 0.61 | 0.05 |
| Daily Std Dev | 31.23% | 33.54% |
| Max Drawdown | -81.80% | -60.36% |
Fundamentals
| AAPL | BLK | |
|---|---|---|
| Market Cap | $2.79T | $100.69B |
| EPS | $5.90 | $32.27 |
| PE Ratio | 30.04 | 20.83 |
| PEG Ratio | 2.75 | 13.91 |
| Revenue (TTM) | $385.10B | $17.42B |
| Gross Profit (TTM) | $170.78B | $8.79B |
| EBITDA (TTM) | $123.79B | $6.58B |
Correlation
The correlation between AAPL and BLK is 0.33, 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.
AAPL vs. BLK - Performance Comparison
In the year-to-date period, AAPL achieves a 36.82% return, which is significantly lower than BLK's -6.54% return. Over the past 10 years, AAPL has outperformed BLK with an annualized return of 28.99%, while BLK has yielded a comparatively lower 11.73% 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. BLK - Dividend Comparison
AAPL's dividend yield for the trailing twelve months is around 0.78%, less than BLK's 3.73% yield.
| TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL Apple Inc. | 0.78% | 0.70% | 0.49% | 0.62% | 1.06% | 1.86% | 1.53% | 2.06% | 2.11% | 1.86% | 2.39% | 1.16% |
BLK BlackRock, Inc. | 3.73% | 2.77% | 1.87% | 2.13% | 2.84% | 3.42% | 2.23% | 2.82% | 3.08% | 2.66% | 2.68% | 3.76% |
AAPL vs. BLK - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Apple Inc. (AAPL) and BlackRock, Inc. (BLK). 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. | 0.61 | ||||
BLK BlackRock, Inc. | 0.05 |
AAPL vs. BLK - Drawdown Comparison
The maximum AAPL drawdown for the period was -30.91%, roughly equal to the maximum BLK drawdown of -32.97%. The drawdown chart below compares losses from any high point along the way for AAPL and BLK
AAPL vs. BLK - Volatility Comparison
The current volatility for Apple Inc. (AAPL) is 5.92%, while BlackRock, Inc. (BLK) has a volatility of 7.20%. This indicates that AAPL experiences smaller price fluctuations and is considered to be less risky than BLK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.