TRV vs. AVGO
TRV (The Travelers Companies, Inc.) and AVGO (Broadcom Inc.) are both stocks. TRV operates in Insurance - Property & Casualty (Financial Services), while AVGO operates in Semiconductors (Technology). Over the past 10 years, TRV returned 14.59%/yr vs 40.73%/yr for AVGO. At a 0.21 correlation, their price movements are largely independent.
Performance
TRV vs. AVGO - Performance Comparison
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Returns By Period
In the year-to-date period, TRV achieves a 28.04% return, which is significantly higher than AVGO's 9.67% return. Over the past 10 years, TRV has underperformed AVGO with an annualized return of 14.59%, while AVGO has yielded a comparatively higher 40.73% annualized return.
TRV
- 1D
- -0.13%
- 1M
- 19.72%
- 6M
- 37.85%
- YTD
- 28.04%
- 1Y
- 40.75%
- 3Y*
- 31.04%
- 5Y*
- 21.74%
- 10Y*
- 14.59%
- ALL TIME*
- 11.80%
AVGO
- 1D
- 1.98%
- 1M
- -7.92%
- 6M
- 7.92%
- YTD
- 9.67%
- 1Y
- 34.44%
- 3Y*
- 63.51%
- 5Y*
- 54.04%
- 10Y*
- 40.73%
- ALL TIME*
- 40.58%
TRV vs. AVGO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TRV The Travelers Companies, Inc. | 28.04% | 22.38% | 28.76% | 3.93% | 22.42% | 13.96% | 5.31% | 17.00% | -9.64% | 13.36% |
AVGO Broadcom Inc. | 9.67% | 50.63% | 110.49% | 104.18% | -13.27% | 56.48% | 44.88% | 29.05% | 2.18% | 48.19% |
Correlation
The correlation between TRV and AVGO is -0.30, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.30 |
Correlation (3Y) Calculated over the trailing 3-year period | -0.11 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.03 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.13 |
Correlation (All Time) Calculated using the full available price history since Aug 6, 2009 | 0.21 |
The correlation between TRV and AVGO shifts across timeframes, from -0.30 (1 year) to 0.21 (all time), reflecting how their relationship changes across market environments.
Fundamentals
TRV:
$78.36B
AVGO:
$1.80T
TRV:
$37.59
AVGO:
$6.01
TRV:
9.80
AVGO:
62.92
TRV:
0.45
AVGO:
0.78
TRV:
1.66
AVGO:
24.45
TRV:
2.38
AVGO:
21.03
TRV:
$48.98B
AVGO:
$75.47B
TRV:
$17.01B
AVGO:
$50.53B
TRV:
$11.31B
AVGO:
$42.03B
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Return for Risk
TRV vs. AVGO — Risk / Return Rank
TRV
AVGO
TRV vs. AVGO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for The Travelers Companies, Inc. (TRV) and Broadcom Inc. (AVGO). 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.
| TRV | AVGO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.28 | ||
| Sortino ratioReturn per unit of downside risk | +1.78 | ||
| Omega ratioGain probability vs. loss probability | 1.37 | 1.16 | +0.21 |
| Calmar ratioReturn relative to maximum drawdown | 4.93 | 1.21 | +3.72 |
| Martin ratioReturn relative to average drawdown | 12.51 | 2.49 | +10.02 |
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Drawdowns
TRV vs. AVGO - Drawdown Comparison
The maximum TRV drawdown since its inception was -55.11%, which is greater than AVGO's maximum drawdown of -48.30%. Use the drawdown chart below to compare losses from any high point for TRV and AVGO.
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Drawdown Indicators
| TRV | AVGO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.11% | -48.30% | -6.81% |
Max Drawdown (1Y)Largest decline over 1 year | -8.31% | -28.67% | +20.36% |
Max Drawdown (3Y)Largest decline over 3 years | -12.47% | -41.15% | +28.68% |
Max Drawdown (5Y)Largest decline over 5 years | -18.90% | -41.15% | +22.25% |
Max Drawdown (10Y)Largest decline over 10 years | -46.28% | -48.30% | +2.02% |
Current DrawdownCurrent decline from peak | -0.13% | -21.35% | +21.22% |
Average DrawdownAverage peak-to-trough decline | -11.08% | -8.05% | -3.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.27% | 13.84% | -10.57% |
Volatility
TRV vs. AVGO - Volatility Comparison
The current volatility for The Travelers Companies, Inc. (TRV) is 10.55%, while Broadcom Inc. (AVGO) has a volatility of 13.79%. This indicates that TRV experiences smaller price fluctuations and is considered to be less risky than AVGO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TRV | AVGO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.55% | 13.79% | -3.24% |
Volatility (6M)Calculated over the trailing 6-month period | 15.87% | 34.41% | -18.54% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.40% | 47.31% | -26.91% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.18% | 43.87% | -21.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.60% | 39.68% | -15.08% |
Dividends
TRV vs. AVGO - Dividend Comparison
TRV's dividend yield for the trailing twelve months is around 1.23%, more than AVGO's 0.67% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AVGO Broadcom Inc. | 0.67% | 0.70% | 0.94% | 1.71% | 3.02% | 2.24% | 3.05% | 3.54% | 3.11% | 1.87% | 1.43% | 1.13% |
TRV The Travelers Companies, Inc. | 1.23% | 1.50% | 1.72% | 2.06% | 1.96% | 2.23% | 2.40% | 2.36% | 2.53% | 2.09% | 2.14% | 2.11% |
Financials
TRV vs. AVGO - Financials Comparison
This section allows you to compare key financial metrics between The Travelers Companies, Inc. and Broadcom 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
TRV vs. AVGO - Profitability Comparison
TRV - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2026, The Travelers Companies, Inc. reported a gross profit of 4.45B and revenue of 12.15B. Therefore, the gross margin over that period was 36.6%.
AVGO - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2026, Broadcom Inc. reported a gross profit of 14.92B and revenue of 22.19B. Therefore, the gross margin over that period was 67.2%.
TRV - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, The Travelers Companies, Inc. reported an operating income of 2.88B and revenue of 12.15B, resulting in an operating margin of 23.7%.
AVGO - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, Broadcom Inc. reported an operating income of 10.87B and revenue of 22.19B, resulting in an operating margin of 49.0%.
TRV - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, The Travelers Companies, Inc. reported a net income of 2.21B and revenue of 12.15B, resulting in a net margin of 18.2%.
AVGO - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, Broadcom Inc. reported a net income of 9.31B and revenue of 22.19B, resulting in a net margin of 42.0%.
Frequently Asked Questions
TRV and AVGO have a correlation of -0.30, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AVGO has higher volatility (13.79%) compared to TRV (10.55%). In terms of maximum drawdown, TRV dropped -55.11% vs AVGO's -48.30%.
TRV currently has the higher Sharpe Ratio (2.01 vs 0.73), 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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