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 33.70%/yr vs 20.98%/yr for EUFN. At a 0.26 correlation, their price movements are largely independent.
Performance
SYM vs. EUFN - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, SYM achieves a -28.69% return, which is significantly lower than EUFN's 10.35% return.
SYM
- 1D
- -2.77%
- 1M
- 1.92%
- 6M
- -42.06%
- YTD
- -28.69%
- 1Y
- -9.84%
- 3Y*
- -1.29%
- 5Y*
- 33.70%
- 10Y*
- —
EUFN
- 1D
- -0.95%
- 1M
- 5.35%
- 6M
- 9.64%
- YTD
- 10.35%
- 1Y
- 30.59%
- 3Y*
- 32.30%
- 5Y*
- 20.98%
- 10Y*
- 14.24%
SYM vs. EUFN - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
SYM Symbotic Inc | -28.69% | 150.95% | -53.81% | 329.90% | 19.40% | -3.38% |
EUFN iShares MSCI Europe Financials ETF | 10.35% | 65.73% | 17.20% | 26.15% | -8.78% | 7.76% |
Correlation
The correlation between SYM and EUFN is 0.33, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.33 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.33 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.27 |
Correlation (All Time) Calculated using the full available price history since Mar 9, 2021 | 0.26 |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
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 | -1.64 | ||
| Sortino ratioReturn per unit of downside risk | -1.73 | ||
| Omega ratioGain probability vs. loss probability | 1.06 | 1.26 | -0.21 |
| Calmar ratioReturn relative to maximum drawdown | -0.18 | 2.08 | -2.26 |
| Martin ratioReturn relative to average drawdown | -0.31 | 7.28 | -7.59 |
Loading charts...
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.
Loading charts...
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 | -72.46% | -15.95% | -56.51% |
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 | -51.40% | -1.90% | -49.50% |
Average DrawdownAverage peak-to-trough decline | -28.45% | -14.47% | -13.98% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 31.88% | 4.21% | +27.67% |
Volatility
SYM vs. EUFN - Volatility Comparison
Symbotic Inc (SYM) has a higher volatility of 16.32% compared to iShares MSCI Europe Financials ETF (EUFN) at 5.71%. 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.
Loading charts...
Volatility by Period
| SYM | EUFN | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 16.32% | 5.71% | +10.61% |
Volatility (6M)Calculated over the trailing 6-month period | 43.32% | 17.31% | +26.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 87.12% | 20.15% | +66.97% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 104.45% | 21.83% | +82.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 101.02% | 23.69% | +77.33% |
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 4.16%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EUFN iShares MSCI Europe Financials ETF | 4.16% | 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 0.33, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SYM has higher volatility (16.32%) compared to EUFN (5.71%). In terms of maximum drawdown, SYM dropped -72.46% vs EUFN's -53.25%.
EUFN currently has the higher Sharpe Ratio (1.53 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.
Find the right allocation for SYM and EUFN
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer