MA vs. AVGO
MA (Mastercard Incorporated) and AVGO (Broadcom Inc.) are both stocks. MA operates in Credit Services (Financial Services), while AVGO operates in Semiconductors (Technology). Over the past 10 years, MA returned 20.36%/yr vs 40.86%/yr for AVGO. Their 0.39 correlation means their historical movements had little consistent relationship.
Performance
MA vs. AVGO - Performance Comparison
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Returns By Period
In the year-to-date period, MA achieves a 0.88% return, which is significantly lower than AVGO's 12.89% return. Over the past 10 years, MA has underperformed AVGO with an annualized return of 20.36%, while AVGO has yielded a comparatively higher 40.86% annualized return.
MA
- 1D
- -0.74%
- 1M
- 9.88%
- 6M
- 6.73%
- YTD
- 0.88%
- 1Y
- 1.80%
- 3Y*
- 13.69%
- 5Y*
- 8.87%
- 10Y*
- 20.36%
- ALL TIME*
- 28.48%
AVGO
- 1D
- 0.37%
- 1M
- 5.40%
- 6M
- 17.93%
- YTD
- 12.89%
- 1Y
- 33.51%
- 3Y*
- 63.70%
- 5Y*
- 54.52%
- 10Y*
- 40.86%
- ALL TIME*
- 40.74%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
AVGO Broadcom Inc. | $7.09B | $8.00B | $10.48B |
| $1.74B | $1.69B | $1.89B |
MA vs. AVGO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MA Mastercard Incorporated | 0.88% | 9.04% | 24.17% | 23.40% | -2.66% | 1.16% | 20.19% | 59.16% | 25.31% | 47.69% |
AVGO Broadcom Inc. | 12.89% | 50.63% | 110.49% | 104.18% | -13.27% | 56.48% | 44.88% | 29.05% | 2.18% | 48.19% |
Correlation
The correlation between MA and AVGO is -0.15, meaning they have often moved in opposite directions in the past. This relationship can weaken or reverse as market conditions change.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | -0.15 |
Correlation (3Y) Balances recent behavior with more history. | 0.10 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.28 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.37 |
Correlation (All Time) Calculated using the full available price history since Aug 6, 2009 | 0.39 |
The correlation between MA and AVGO shifts across timeframes, from -0.15 (1 year) to 0.39 (all time), reflecting how their relationship changes across market environments.
Fundamentals
MA:
$506.38B
AVGO:
$1.85T
MA:
$18.17
AVGO:
$6.01
MA:
31.54
AVGO:
64.77
MA:
1.84
AVGO:
0.80
MA:
14.62
AVGO:
25.16
MA:
90.19
AVGO:
21.65
MA:
$35.08B
AVGO:
$75.47B
MA:
$29.34B
AVGO:
$50.53B
MA:
$22.12B
AVGO:
$42.03B
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Return for Risk
MA vs. AVGO — Risk / Return Rank
MA
AVGO
MA vs. AVGO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Mastercard Incorporated (MA) 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.
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.
| MA | AVGO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.63 | ||
| Sortino ratioReturn per unit of downside risk | -0.99 | ||
| Omega ratioGain probability vs. loss probability | 1.03 | 1.16 | -0.13 |
| Calmar ratioReturn relative to maximum drawdown | 0.09 | 1.17 | -1.09 |
| Martin ratioReturn relative to average drawdown | 0.16 | 2.34 | -2.18 |
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Drawdowns
MA vs. AVGO - Drawdown Comparison
The maximum MA drawdown since its inception was -62.67%, which is greater than AVGO's maximum drawdown of -48.30%. Use the drawdown chart below to compare losses from any high point for MA and AVGO.
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Drawdown Indicators
| MA | AVGO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.67% | -48.30% | -14.37% |
Max Drawdown (1Y)Largest decline over 1 year | -20.91% | -28.67% | +7.76% |
Max Drawdown (3Y)Largest decline over 3 years | -20.91% | -41.15% | +20.24% |
Max Drawdown (5Y)Largest decline over 5 years | -28.25% | -41.15% | +12.90% |
Max Drawdown (10Y)Largest decline over 10 years | -41.00% | -48.30% | +7.30% |
Current DrawdownCurrent decline from peak | -3.72% | -19.04% | +15.32% |
Average DrawdownAverage peak-to-trough decline | -9.84% | -8.08% | -1.76% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.22% | 14.34% | -3.12% |
Volatility
MA vs. AVGO - Volatility Comparison
The current volatility for Mastercard Incorporated (MA) is 7.42%, while Broadcom Inc. (AVGO) has a volatility of 12.66%. This indicates that MA 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.
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Volatility by Period
| MA | AVGO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.42% | 12.66% | -5.24% |
Volatility (6M)Calculated over the trailing 6-month period | 17.65% | 34.37% | -16.72% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.29% | 47.48% | -25.19% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.99% | 43.94% | -19.95% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.92% | 39.72% | -12.80% |
Dividends
MA vs. AVGO - Dividend Comparison
MA's dividend yield for the trailing twelve months is around 0.59%, less than AVGO's 0.65% yield.
| 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% |
MA Mastercard Incorporated | 0.59% | 0.53% | 0.50% | 0.53% | 0.56% | 0.49% | 0.45% | 0.44% | 0.53% | 0.58% | 0.74% | 0.66% |
Financials
MA vs. AVGO - Financials Comparison
This section allows you to compare key financial metrics between Mastercard Incorporated and Broadcom Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
MA vs. AVGO - Profitability Comparison
MA - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Mastercard Incorporated reported a gross profit of 9.28B and revenue of 9.28B. Therefore, the gross margin over that period was 100.0%.
AVGO - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Broadcom Inc. reported a gross profit of 14.92B and revenue of 22.19B. Therefore, the gross margin over that period was 67.2%.
MA - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Mastercard Incorporated reported an operating income of 5.59B and revenue of 9.28B, resulting in an operating margin of 60.2%.
AVGO - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Broadcom Inc. reported an operating income of 10.87B and revenue of 22.19B, resulting in an operating margin of 49.0%.
MA - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Mastercard Incorporated reported a net income of 4.39B and revenue of 9.28B, resulting in a net margin of 47.3%.
AVGO - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Broadcom Inc. reported a net income of 9.31B and revenue of 22.19B, resulting in a net margin of 42.0%.
Frequently Asked Questions
MA and AVGO have a correlation of -0.15, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AVGO has higher volatility (12.66%) compared to MA (7.42%). In terms of maximum drawdown, MA dropped -62.67% vs AVGO's -48.30%.
AVGO currently has the higher Sharpe Ratio (0.71 vs 0.08), 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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