UMC vs. AAPL
UMC (United Microelectronics Corporation) and AAPL (Apple Inc) are both stocks. Both are in the Technology sector — UMC in Semiconductors, AAPL in Consumer Electronics. Over the past 10 years, UMC returned 31.85%/yr vs 29.23%/yr for AAPL. Their 0.34 correlation means their historical movements had little consistent relationship.
Performance
UMC vs. AAPL - Performance Comparison
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Returns By Period
In the year-to-date period, UMC achieves a 146.37% return, which is significantly higher than AAPL's 13.84% return. Over the past 10 years, UMC has outperformed AAPL with an annualized return of 31.85%, while AAPL has yielded a comparatively lower 29.23% annualized return.
UMC
- 1D
- 0.48%
- 1M
- -21.09%
- 6M
- 90.23%
- YTD
- 146.37%
- 1Y
- 184.36%
- 3Y*
- 42.98%
- 5Y*
- 18.83%
- 10Y*
- 31.85%
- ALL TIME*
- 8.14%
AAPL
- 1D
- -7.35%
- 1M
- 0.09%
- 6M
- 19.27%
- YTD
- 13.84%
- 1Y
- 53.24%
- 3Y*
- 16.99%
- 5Y*
- 16.79%
- 10Y*
- 29.23%
- ALL TIME*
- 19.30%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
AAPL Apple Inc | $19.18B | $17.68B | $17.20B |
| $331.44M | $369.70M | $380.82M |
UMC vs. AAPL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
UMC United Microelectronics Corporation | 146.37% | 28.65% | -19.01% | 39.20% | -40.32% | 43.16% | 230.69% | 56.10% | -21.85% | 39.99% |
AAPL Apple Inc | 13.84% | 9.05% | 30.71% | 49.01% | -26.40% | 34.65% | 82.31% | 88.96% | -5.39% | 48.46% |
Correlation
The correlation between UMC and AAPL is 0.15, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.15 |
Correlation (3Y) Balances recent behavior with more history. | 0.25 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.39 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.37 |
Correlation (All Time) Calculated using the full available price history since Sep 19, 2000 | 0.34 |
The correlation between UMC and AAPL shifts across timeframes, from 0.15 (1 year) to 0.39 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
UMC:
$47.47B
AAPL:
$4.54T
UMC:
NT$41.67
AAPL:
$8.69
UMC:
14.79
AAPL:
35.54
UMC:
4.93
AAPL:
9.82
UMC:
0.70
AAPL:
42.38
UMC:
NT$250.71B
AAPL:
$466.82B
UMC:
NT$76.72B
AAPL:
$227.12B
UMC:
NT$156.27B
AAPL:
$168.49B
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Return for Risk
UMC vs. AAPL — Risk / Return Rank
UMC
AAPL
UMC vs. AAPL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for United Microelectronics Corporation (UMC) 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.
| UMC | AAPL | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.15 | ||
| Sortino ratioReturn per unit of downside risk | +1.05 | ||
| Omega ratioGain probability vs. loss probability | 1.47 | 1.35 | +0.11 |
| Calmar ratioReturn relative to maximum drawdown | 4.87 | 3.60 | +1.27 |
| Martin ratioReturn relative to average drawdown | 14.42 | 8.56 | +5.85 |
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Drawdowns
UMC vs. AAPL - Drawdown Comparison
The maximum UMC drawdown since its inception was -72.52%, smaller than the maximum AAPL drawdown of -81.80%. Use the drawdown chart below to compare losses from any high point for UMC and AAPL.
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Drawdown Indicators
| UMC | AAPL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -72.52% | -81.80% | +9.28% |
Max Drawdown (1Y)Largest decline over 1 year | -37.84% | -13.80% | -24.04% |
Max Drawdown (3Y)Largest decline over 3 years | -37.84% | -33.36% | -4.48% |
Max Drawdown (5Y)Largest decline over 5 years | -54.30% | -33.36% | -20.94% |
Max Drawdown (10Y)Largest decline over 10 years | -54.30% | -38.52% | -15.78% |
Current DrawdownCurrent decline from peak | -30.86% | -9.17% | -21.69% |
Average DrawdownAverage peak-to-trough decline | -42.39% | -29.52% | -12.87% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 12.76% | 5.79% | +6.97% |
Volatility
UMC vs. AAPL - Volatility Comparison
United Microelectronics Corporation (UMC) has a higher volatility of 24.73% compared to Apple Inc (AAPL) at 11.52%. This indicates that UMC's price experiences larger fluctuations and is considered to be riskier 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
| UMC | AAPL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 24.73% | 11.52% | +13.21% |
Volatility (6M)Calculated over the trailing 6-month period | 50.05% | 20.71% | +29.34% |
Volatility (1Y)Calculated over the trailing 1-year period | 60.25% | 25.91% | +34.34% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 42.41% | 28.02% | +14.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 41.08% | 29.12% | +11.96% |
Dividends
UMC vs. AAPL - Dividend Comparison
UMC's dividend yield for the trailing twelve months is around 2.17%, more than AAPL's 0.34% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL Apple Inc | 0.34% | 0.38% | 0.40% | 0.49% | 0.70% | 0.49% | 0.61% | 1.04% | 1.79% | 1.45% | 1.93% | 1.93% |
UMC United Microelectronics Corporation | 2.17% | 6.06% | 7.14% | 6.93% | 7.92% | 2.44% | 1.62% | 3.51% | 6.59% | 2.41% | 3.61% | 3.15% |
Financials
UMC vs. AAPL - Financials Comparison
This section allows you to compare key financial metrics between United Microelectronics Corporation 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
UMC vs. AAPL - Profitability Comparison
UMC - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, United Microelectronics Corporation reported a gross profit of 22.32B and revenue of 68.73B. Therefore, the gross margin over that period was 32.5%.
AAPL - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Apple Inc reported a gross profit of 54.77B and revenue of 109.42B. Therefore, the gross margin over that period was 50.1%.
UMC - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, United Microelectronics Corporation reported an operating income of 14.88B and revenue of 68.73B, resulting in an operating margin of 21.7%.
AAPL - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Apple Inc reported an operating income of 35.70B and revenue of 109.42B, resulting in an operating margin of 32.6%.
UMC - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, United Microelectronics Corporation reported a net income of 42.26B and revenue of 68.73B, resulting in a net margin of 61.5%.
AAPL - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Apple Inc reported a net income of 29.79B and revenue of 109.42B, resulting in a net margin of 27.2%.
Frequently Asked Questions
UMC and AAPL have a correlation of 0.15, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
UMC has higher volatility (24.73%) compared to AAPL (11.52%). In terms of maximum drawdown, UMC dropped -72.52% vs AAPL's -81.80%.
UMC currently has the higher Sharpe Ratio (3.07 vs 1.92), 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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