KXI vs. AAPL
KXI (iShares Global Consumer Staples ETF) is Consumer Staples Equities fund tracking the S&P Global Consumer Staples Index, while AAPL (Apple Inc) is a stock. Over the past 10 years, KXI returned 5.67%/yr vs 29.63%/yr for AAPL. At a 0.40 correlation, their price movements are largely independent.
Performance
KXI vs. AAPL - Performance Comparison
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Returns By Period
In the year-to-date period, KXI achieves a 3.99% return, which is significantly lower than AAPL's 11.12% return. Over the past 10 years, KXI has underperformed AAPL with an annualized return of 5.67%, while AAPL has yielded a comparatively higher 29.63% annualized return.
KXI
- 1D
- -0.27%
- 1M
- -2.04%
- YTD
- 3.99%
- 6M
- 5.03%
- 1Y
- 3.34%
- 3Y*
- 6.25%
- 5Y*
- 4.04%
- 10Y*
- 5.67%
AAPL
- 1D
- -1.89%
- 1M
- 2.90%
- YTD
- 11.12%
- 6M
- 8.71%
- 1Y
- 48.46%
- 3Y*
- 19.11%
- 5Y*
- 19.46%
- 10Y*
- 29.63%
KXI vs. AAPL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
KXI iShares Global Consumer Staples ETF | 3.99% | 9.68% | 4.20% | 2.41% | -6.02% | 13.71% | 7.69% | 23.40% | -10.71% | 17.60% |
AAPL Apple Inc | 11.12% | 9.05% | 30.71% | 49.01% | -26.40% | 34.65% | 82.31% | 88.96% | -5.39% | 48.46% |
Correlation
The correlation between KXI and AAPL is 0.20, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.20 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.20 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.35 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.38 |
Correlation (All Time) Calculated using the full available price history since Sep 22, 2006 | 0.40 |
The correlation between KXI and AAPL shifts across timeframes, from 0.20 (1 year) to 0.40 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
KXI vs. AAPL — Risk / Return Rank
KXI
AAPL
KXI vs. AAPL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Global Consumer Staples ETF (KXI) 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.
| KXI | AAPL | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.89 | ||
| Sortino ratioReturn per unit of downside risk | -2.61 | ||
| Omega ratioGain probability vs. loss probability | 1.06 | 1.39 | -0.34 |
| Calmar ratioReturn relative to maximum drawdown | 0.33 | 3.53 | -3.20 |
| Martin ratioReturn relative to average drawdown | 0.71 | 8.89 | -8.17 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| KXI | AAPL | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.28 | 2.18 | -1.89 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.33 | 0.71 | -0.39 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.41 | 1.03 | -0.62 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.44 | +0.05 |
Drawdowns
KXI vs. AAPL - Drawdown Comparison
The maximum KXI drawdown since its inception was -42.27%, smaller than the maximum AAPL drawdown of -81.80%. Use the drawdown chart below to compare losses from any high point for KXI and AAPL.
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Drawdown Indicators
| KXI | AAPL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.27% | -81.80% | +39.53% |
Max Drawdown (1Y)Largest decline over 1 year | -10.24% | -13.80% | +3.56% |
Max Drawdown (3Y)Largest decline over 3 years | -11.92% | -33.36% | +21.44% |
Max Drawdown (5Y)Largest decline over 5 years | -17.45% | -33.36% | +15.91% |
Max Drawdown (10Y)Largest decline over 10 years | -24.59% | -38.52% | +13.93% |
Current DrawdownCurrent decline from peak | -8.61% | -4.33% | -4.28% |
Average DrawdownAverage peak-to-trough decline | -5.37% | -29.60% | +24.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.69% | 5.48% | -0.79% |
Volatility
KXI vs. AAPL - Volatility Comparison
The current volatility for iShares Global Consumer Staples ETF (KXI) is 3.85%, while Apple Inc (AAPL) has a volatility of 5.68%. This indicates that KXI experiences smaller price fluctuations and is considered to be less risky than AAPL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| KXI | AAPL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.85% | 5.68% | -1.83% |
Volatility (6M)Calculated over the trailing 6-month period | 9.39% | 15.99% | -6.60% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.81% | 22.41% | -10.60% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.46% | 27.47% | -15.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.75% | 28.91% | -15.16% |
Dividends
KXI vs. AAPL - Dividend Comparison
KXI's dividend yield for the trailing twelve months is around 2.21%, more than AAPL's 0.35% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL Apple Inc | 0.35% | 0.38% | 0.40% | 0.49% | 0.70% | 0.49% | 0.61% | 1.04% | 1.79% | 1.45% | 1.93% | 1.93% |
KXI iShares Global Consumer Staples ETF | 2.21% | 2.29% | 2.51% | 2.99% | 1.98% | 2.26% | 2.34% | 2.17% | 2.97% | 2.17% | 2.34% | 2.20% |
Frequently Asked Questions
KXI and AAPL have a correlation of 0.20, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AAPL has higher volatility (5.68%) compared to KXI (3.85%). In terms of maximum drawdown, KXI dropped -42.27% vs AAPL's -81.80%.
AAPL currently has the higher Sharpe Ratio (2.18 vs 0.28), 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.
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