SYM vs. EUFN
SYM (Symbotic Inc) is a stock, while EUFN (iShares MSCI Europe Financials ETF) is Financials Equities fund tracking the MSCI Europe Financials Index (Net). Over the past 5 years, SYM returned 36.10%/yr vs 21.93%/yr for EUFN. Their 0.26 correlation means their historical movements had little consistent relationship.
Performance
SYM vs. EUFN - Performance Comparison
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Returns By Period
In the year-to-date period, SYM achieves a -22.94% return, which is significantly lower than EUFN's 16.93% return.
SYM
- 1D
- 6.50%
- 1M
- 7.28%
- 6M
- -15.30%
- YTD
- -22.94%
- 1Y
- -9.83%
- 3Y*
- -5.08%
- 5Y*
- 36.10%
- 10Y*
- —
- ALL TIME*
- 31.72%
EUFN
- 1D
- 1.01%
- 1M
- 5.62%
- 6M
- 11.63%
- YTD
- 16.93%
- 1Y
- 38.68%
- 3Y*
- 35.13%
- 5Y*
- 21.93%
- 10Y*
- 14.68%
- ALL TIME*
- 7.83%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $50.49M | $59.15M | $51.02M | |
SYM Symbotic Inc | $58.84M | $60.99M | $99.20M |
SYM vs. EUFN - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
SYM Symbotic Inc | -22.94% | 150.95% | -53.81% | 329.90% | 19.40% | -3.38% |
EUFN iShares MSCI Europe Financials ETF | 16.93% | 65.73% | 17.20% | 26.15% | -8.78% | 7.76% |
Correlation
The correlation between SYM and EUFN is 0.36, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.36 |
Correlation (3Y) Balances recent behavior with more history. | 0.34 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.28 |
Correlation (All Time) Calculated using the full available price history since Mar 9, 2021 | 0.26 |
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Return for Risk
SYM vs. EUFN — Risk / Return Rank
SYM
EUFN
SYM vs. EUFN - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Symbotic Inc (SYM) and iShares MSCI Europe Financials ETF (EUFN). 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 | EUFN | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.02 | ||
| Sortino ratioReturn per unit of downside risk | -2.21 | ||
| Omega ratioGain probability vs. loss probability | 1.06 | 1.32 | -0.26 |
| Calmar ratioReturn relative to maximum drawdown | -0.18 | 2.63 | -2.81 |
| Martin ratioReturn relative to average drawdown | -0.29 | 9.24 | -9.53 |
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Drawdowns
SYM vs. EUFN - Drawdown Comparison
The maximum SYM drawdown since its inception was -72.46%, which is greater than EUFN's maximum drawdown of -53.25%. Use the drawdown chart below to compare losses from any high point for SYM and EUFN.
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Drawdown Indicators
| SYM | EUFN | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -72.46% | -53.25% | -19.21% |
Max Drawdown (1Y)Largest decline over 1 year | -55.82% | -14.77% | -41.05% |
Max Drawdown (3Y)Largest decline over 3 years | -69.93% | -15.95% | -53.98% |
Max Drawdown (5Y)Largest decline over 5 years | -72.46% | -35.15% | -37.31% |
Max Drawdown (10Y)Largest decline over 10 years | — | -53.25% | — |
Current DrawdownCurrent decline from peak | -47.48% | 0.00% | -47.48% |
Average DrawdownAverage peak-to-trough decline | -28.71% | -14.42% | -14.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 34.27% | 4.20% | +30.07% |
Volatility
SYM vs. EUFN - Volatility Comparison
Symbotic Inc (SYM) has a higher volatility of 16.91% compared to iShares MSCI Europe Financials ETF (EUFN) at 6.11%. This indicates that SYM's price experiences larger fluctuations and is considered to be riskier than EUFN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SYM | EUFN | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 16.91% | 6.11% | +10.80% |
Volatility (6M)Calculated over the trailing 6-month period | 43.48% | 17.74% | +25.74% |
Volatility (1Y)Calculated over the trailing 1-year period | 86.27% | 20.40% | +65.87% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 104.62% | 21.82% | +82.80% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 100.63% | 23.71% | +76.92% |
Dividends
SYM vs. EUFN - Dividend Comparison
SYM has not paid dividends to shareholders, while EUFN's dividend yield for the trailing twelve months is around 3.93%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EUFN iShares MSCI Europe Financials ETF | 3.93% | 3.57% | 5.36% | 5.00% | 4.24% | 4.15% | 1.38% | 4.55% | 6.48% | 3.04% | 4.03% | 3.65% |
SYM Symbotic 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% |
Frequently Asked Questions
SYM and EUFN have a correlation of 0.36, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SYM has higher volatility (16.91%) compared to EUFN (6.11%). In terms of maximum drawdown, SYM dropped -72.46% vs EUFN's -53.25%.
EUFN currently has the higher Sharpe Ratio (1.91 vs -0.11), 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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