RKLB vs. AXP
RKLB (Rocket Lab USA, Inc.) and AXP (American Express Company) are both stocks. RKLB operates in Aerospace & Defense (Industrials), while AXP operates in Credit Services (Financial Services). Over the past 3 years, RKLB returned 179.23%/yr vs 23.52%/yr for AXP. At a 0.38 correlation, their price movements are largely independent.
Performance
RKLB vs. AXP - Performance Comparison
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Returns By Period
In the year-to-date period, RKLB achieves a 62.92% return, which is significantly higher than AXP's -15.13% return.
RKLB
- 1D
- 3.24%
- 1M
- 7.76%
- YTD
- 62.92%
- 6M
- 120.42%
- 1Y
- 292.98%
- 3Y*
- 179.23%
- 5Y*
- —
- 10Y*
- —
AXP
- 1D
- 0.53%
- 1M
- -1.18%
- YTD
- -15.13%
- 6M
- -13.33%
- 1Y
- 4.33%
- 3Y*
- 23.52%
- 5Y*
- 15.12%
- 10Y*
- 18.65%
RKLB vs. AXP - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
RKLB Rocket Lab USA, Inc. | 62.92% | 173.89% | 360.58% | 46.68% | -69.30% | 8.67% |
AXP American Express Company | -15.13% | 25.99% | 60.32% | 28.67% | -8.52% | 2.22% |
Correlation
The correlation between RKLB and AXP is 0.28, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.28 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.37 |
Correlation (All Time) Calculated using the full available price history since Aug 24, 2021 | 0.38 |
Fundamentals
RKLB:
$68.81B
AXP:
$214.24B
RKLB:
-$0.33
AXP:
$16.23
RKLB:
92.89
AXP:
2.62
RKLB:
30.39
AXP:
6.30
RKLB:
$679.58M
AXP:
$82.41B
RKLB:
$248.43M
AXP:
$68.81B
RKLB:
-$177.36M
AXP:
$18.41B
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Return for Risk
RKLB vs. AXP — Risk / Return Rank
RKLB
AXP
RKLB vs. AXP - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Rocket Lab USA, Inc. (RKLB) and American Express Company (AXP). 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.
| RKLB | AXP | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +3.04 | ||
| Sortino ratioReturn per unit of downside risk | +2.78 | ||
| Omega ratioGain probability vs. loss probability | 1.39 | 1.05 | +0.33 |
| Calmar ratioReturn relative to maximum drawdown | 6.86 | 0.18 | +6.68 |
| Martin ratioReturn relative to average drawdown | 15.94 | 0.40 | +15.55 |
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
| RKLB | AXP | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 3.20 | 0.17 | +3.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.52 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.59 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.76 | 0.29 | +0.47 |
Drawdowns
RKLB vs. AXP - Drawdown Comparison
The maximum RKLB drawdown since its inception was -82.96%, roughly equal to the maximum AXP drawdown of -83.91%. Use the drawdown chart below to compare losses from any high point for RKLB and AXP.
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Drawdown Indicators
| RKLB | AXP | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -82.96% | -83.91% | +0.95% |
Max Drawdown (1Y)Largest decline over 1 year | -43.01% | -23.90% | -19.11% |
Max Drawdown (3Y)Largest decline over 3 years | -55.49% | -28.76% | -26.73% |
Max Drawdown (5Y)Largest decline over 5 years | — | -31.55% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -49.64% | — |
Current DrawdownCurrent decline from peak | -24.35% | -18.42% | -5.93% |
Average DrawdownAverage peak-to-trough decline | -51.40% | -22.05% | -29.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 18.48% | 10.96% | +7.52% |
Volatility
RKLB vs. AXP - Volatility Comparison
Rocket Lab USA, Inc. (RKLB) has a higher volatility of 41.86% compared to American Express Company (AXP) at 6.27%. This indicates that RKLB's price experiences larger fluctuations and is considered to be riskier than AXP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RKLB | AXP | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 41.86% | 6.27% | +35.59% |
Volatility (6M)Calculated over the trailing 6-month period | 72.23% | 20.03% | +52.20% |
Volatility (1Y)Calculated over the trailing 1-year period | 92.32% | 26.27% | +66.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 81.48% | 29.49% | +51.99% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 81.48% | 31.83% | +49.65% |
Dividends
RKLB vs. AXP - Dividend Comparison
RKLB has not paid dividends to shareholders, while AXP's dividend yield for the trailing twelve months is around 1.09%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AXP American Express Company | 1.09% | 0.85% | 0.91% | 1.24% | 1.35% | 1.05% | 1.42% | 1.29% | 1.51% | 1.32% | 1.61% | 1.58% |
RKLB Rocket Lab USA, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Financials
RKLB vs. AXP - Financials Comparison
This section allows you to compare key financial metrics between Rocket Lab USA, Inc. and American Express Company. 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
RKLB vs. AXP - Profitability Comparison
RKLB - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Rocket Lab USA, Inc. reported a gross profit of 76.49M and revenue of 200.35M. Therefore, the gross margin over that period was 38.2%.
AXP - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, American Express Company reported a gross profit of 17.66B and revenue of 20.88B. Therefore, the gross margin over that period was 84.6%.
RKLB - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Rocket Lab USA, Inc. reported an operating income of -55.97M and revenue of 200.35M, resulting in an operating margin of -27.9%.
AXP - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, American Express Company reported an operating income of 6.60B and revenue of 20.88B, resulting in an operating margin of 31.6%.
RKLB - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Rocket Lab USA, Inc. reported a net income of -45.02M and revenue of 200.35M, resulting in a net margin of -22.5%.
AXP - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, American Express Company reported a net income of 2.97B and revenue of 20.88B, resulting in a net margin of 14.2%.
Frequently Asked Questions
RKLB and AXP have a correlation of 0.28, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
RKLB has higher volatility (41.86%) compared to AXP (6.27%). In terms of maximum drawdown, RKLB dropped -82.96% vs AXP's -83.91%.
RKLB currently has the higher Sharpe Ratio (3.20 vs 0.17), 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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