SYM vs. AVAV
SYM (Symbotic Inc) and AVAV (AeroVironment, Inc.) are both stocks. Both are in the Industrials sector — SYM in Specialty Industrial Machinery, AVAV in Aerospace & Defense. Over the past 5 years, SYM returned 33.12%/yr vs 8.68%/yr for AVAV. At a 0.23 correlation, their price movements are largely independent.
Performance
SYM vs. AVAV - Performance Comparison
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Returns By Period
The year-to-date returns for both investments are quite close, with SYM having a -30.03% return and AVAV slightly higher at -29.48%.
SYM
- 1D
- -2.80%
- 1M
- -16.29%
- YTD
- -30.03%
- 6M
- -32.23%
- 1Y
- 48.63%
- 3Y*
- -3.92%
- 5Y*
- 33.12%
- 10Y*
- —
AVAV
- 1D
- -7.14%
- 1M
- 5.96%
- YTD
- -29.48%
- 6M
- -28.63%
- 1Y
- -10.28%
- 3Y*
- 20.96%
- 5Y*
- 8.68%
- 10Y*
- 18.47%
SYM vs. AVAV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
SYM Symbotic Inc | -30.03% | 150.95% | -53.81% | 329.90% | 19.40% | -3.38% |
AVAV AeroVironment, Inc. | -29.48% | 57.18% | 22.10% | 47.14% | 38.09% | -39.51% |
Correlation
The correlation between SYM and AVAV is 0.39, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.39 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.31 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.23 |
Correlation (All Time) Calculated using the full available price history since Mar 9, 2021 | 0.23 |
The correlation between SYM and AVAV shifts across timeframes, from 0.23 (all time) to 0.39 (1 year), reflecting how their relationship changes across market environments.
Fundamentals
SYM:
$5.59B
AVAV:
$8.32B
SYM:
$0.09
AVAV:
-$4.63
SYM:
2.00
AVAV:
6.94
SYM:
5.44
AVAV:
1.95
SYM:
$2.52B
AVAV:
$1.19B
SYM:
$501.51M
AVAV:
$104.63M
SYM:
$16.80M
AVAV:
-$242.06M
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Return for Risk
SYM vs. AVAV — Risk / Return Rank
SYM
AVAV
SYM vs. AVAV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Symbotic Inc (SYM) and AeroVironment, Inc. (AVAV). 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.
| SYM | AVAV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.68 | ||
| Sortino ratioReturn per unit of downside risk | +1.09 | ||
| Omega ratioGain probability vs. loss probability | 1.17 | 1.04 | +0.13 |
| Calmar ratioReturn relative to maximum drawdown | 0.93 | -0.17 | +1.09 |
| Martin ratioReturn relative to average drawdown | 1.71 | -0.30 | +2.01 |
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Drawdowns
SYM vs. AVAV - Drawdown Comparison
The maximum SYM drawdown since its inception was -72.46%, which is greater than AVAV's maximum drawdown of -61.45%. Use the drawdown chart below to compare losses from any high point for SYM and AVAV.
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Drawdown Indicators
| SYM | AVAV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -72.46% | -61.45% | -11.01% |
Max Drawdown (1Y)Largest decline over 1 year | -52.76% | -61.45% | +8.69% |
Max Drawdown (3Y)Largest decline over 3 years | -72.46% | -61.45% | -11.01% |
Max Drawdown (5Y)Largest decline over 5 years | -72.46% | -61.45% | -11.01% |
Max Drawdown (10Y)Largest decline over 10 years | — | -61.45% | — |
Current DrawdownCurrent decline from peak | -52.31% | -58.38% | +6.07% |
Average DrawdownAverage peak-to-trough decline | -28.11% | -28.71% | +0.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 28.52% | 34.44% | -5.92% |
Volatility
SYM vs. AVAV - Volatility Comparison
The current volatility for Symbotic Inc (SYM) is 19.63%, while AeroVironment, Inc. (AVAV) has a volatility of 26.86%. This indicates that SYM experiences smaller price fluctuations and is considered to be less risky than AVAV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SYM | AVAV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 19.63% | 26.86% | -7.23% |
Volatility (6M)Calculated over the trailing 6-month period | 44.76% | 57.90% | -13.14% |
Volatility (1Y)Calculated over the trailing 1-year period | 90.71% | 74.35% | +16.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 104.15% | 56.01% | +48.14% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 101.53% | 52.05% | +49.48% |
Dividends
SYM vs. AVAV - Dividend Comparison
Neither SYM nor AVAV has paid dividends to shareholders.
Financials
SYM vs. AVAV - Financials Comparison
This section allows you to compare key financial metrics between Symbotic Inc and AeroVironment, 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
Frequently Asked Questions
SYM and AVAV have a correlation of 0.39, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AVAV has higher volatility (26.86%) compared to SYM (19.63%). In terms of maximum drawdown, SYM dropped -72.46% vs AVAV's -61.45%.
SYM currently has the higher Sharpe Ratio (0.54 vs -0.14), 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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