SMMNY vs. AAPL
SMMNY (Siemens Healthineers AG ADR) and AAPL (Apple Inc) are both stocks. SMMNY operates in Medical Devices (Healthcare), while AAPL operates in Consumer Electronics (Technology). Over the past 5 years, SMMNY returned -6.07%/yr vs 17.91%/yr for AAPL. At a 0.29 correlation, their price movements are largely independent.
Performance
SMMNY vs. AAPL - Performance Comparison
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Returns By Period
In the year-to-date period, SMMNY achieves a -23.26% return, which is significantly lower than AAPL's 9.45% return.
SMMNY
- 1D
- -0.25%
- 1M
- -1.70%
- YTD
- -23.26%
- 6M
- -23.32%
- 1Y
- -24.27%
- 3Y*
- -9.15%
- 5Y*
- -6.07%
- 10Y*
- —
AAPL
- 1D
- -0.34%
- 1M
- -3.82%
- YTD
- 9.45%
- 6M
- 9.81%
- 1Y
- 48.35%
- 3Y*
- 17.28%
- 5Y*
- 17.91%
- 10Y*
- 30.17%
SMMNY vs. AAPL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
SMMNY Siemens Healthineers AG ADR | -23.26% | 1.38% | -7.92% | 19.04% | -33.71% | 50.75% | 9.62% | 15.89% | 1.37% |
AAPL Apple Inc | 9.45% | 9.05% | 30.71% | 49.01% | -26.40% | 34.65% | 82.31% | 88.96% | -15.77% |
Correlation
The correlation between SMMNY and AAPL is 0.21, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.21 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.26 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.29 |
Correlation (All Time) Calculated using the full available price history since May 14, 2018 | 0.29 |
Fundamentals
SMMNY:
$88.38B
AAPL:
$4.39T
SMMNY:
€0.75
AAPL:
$8.24
SMMNY:
23.00
AAPL:
36.06
SMMNY:
4.32
AAPL:
4.74
SMMNY:
2.22
AAPL:
9.79
SMMNY:
4.24
AAPL:
41.19
SMMNY:
€21.77B
AAPL:
$451.44B
SMMNY:
€8.78B
AAPL:
$216.07B
SMMNY:
€4.42B
AAPL:
$153.63B
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Return for Risk
SMMNY vs. AAPL — Risk / Return Rank
SMMNY
AAPL
SMMNY vs. AAPL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Siemens Healthineers AG ADR (SMMNY) 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.
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.
| SMMNY | AAPL | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -3.12 | ||
| Sortino ratioReturn per unit of downside risk | -4.27 | ||
| Omega ratioGain probability vs. loss probability | 0.84 | 1.39 | -0.55 |
| Calmar ratioReturn relative to maximum drawdown | -0.78 | 3.52 | -4.30 |
| Martin ratioReturn relative to average drawdown | -1.54 | 8.68 | -10.22 |
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Drawdowns
SMMNY vs. AAPL - Drawdown Comparison
The maximum SMMNY drawdown since its inception was -47.57%, smaller than the maximum AAPL drawdown of -81.80%. Use the drawdown chart below to compare losses from any high point for SMMNY and AAPL.
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Drawdown Indicators
| SMMNY | AAPL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.57% | -81.80% | +34.23% |
Max Drawdown (1Y)Largest decline over 1 year | -31.10% | -13.80% | -17.30% |
Max Drawdown (3Y)Largest decline over 3 years | -34.77% | -33.36% | -1.41% |
Max Drawdown (5Y)Largest decline over 5 years | -47.57% | -33.36% | -14.21% |
Max Drawdown (10Y)Largest decline over 10 years | — | -38.52% | — |
Current DrawdownCurrent decline from peak | -43.48% | -5.77% | -37.71% |
Average DrawdownAverage peak-to-trough decline | -18.34% | -29.58% | +11.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 15.74% | 5.59% | +10.15% |
Volatility
SMMNY vs. AAPL - Volatility Comparison
The current volatility for Siemens Healthineers AG ADR (SMMNY) is 6.60%, while Apple Inc (AAPL) has a volatility of 7.01%. This indicates that SMMNY 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
| SMMNY | AAPL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.60% | 7.01% | -0.41% |
Volatility (6M)Calculated over the trailing 6-month period | 17.91% | 16.59% | +1.32% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.20% | 22.59% | +2.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.61% | 27.52% | +0.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 28.14% | 28.94% | -0.80% |
Dividends
SMMNY vs. AAPL - Dividend Comparison
SMMNY's dividend yield for the trailing twelve months is around 3.02%, 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% |
SMMNY Siemens Healthineers AG ADR | 3.02% | 1.85% | 1.96% | 1.73% | 1.93% | 1.28% | 1.08% | 1.07% | 0.00% | 0.00% | 0.00% | 0.00% |
Financials
SMMNY vs. AAPL - Financials Comparison
This section allows you to compare key financial metrics between Siemens Healthineers AG ADR and Apple 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
SMMNY vs. AAPL - Profitability Comparison
SMMNY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Siemens Healthineers AG ADR reported a gross profit of 2.18B and revenue of 5.77B. Therefore, the gross margin over that period was 37.7%.
AAPL - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Apple Inc reported a gross profit of 54.78B and revenue of 111.18B. Therefore, the gross margin over that period was 49.3%.
SMMNY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Siemens Healthineers AG ADR reported an operating income of 767.42M and revenue of 5.77B, resulting in an operating margin of 13.3%.
AAPL - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Apple Inc reported an operating income of 35.89B and revenue of 111.18B, resulting in an operating margin of 32.3%.
SMMNY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Siemens Healthineers AG ADR reported a net income of 514.32M and revenue of 5.77B, resulting in a net margin of 8.9%.
AAPL - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Apple Inc reported a net income of 29.58B and revenue of 111.18B, resulting in a net margin of 26.6%.
Frequently Asked Questions
SMMNY and AAPL have a correlation of 0.21, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AAPL has higher volatility (7.01%) compared to SMMNY (6.60%). In terms of maximum drawdown, SMMNY dropped -47.57% vs AAPL's -81.80%.
AAPL currently has the higher Sharpe Ratio (2.16 vs -0.97), 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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