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 36.17%/yr vs 30.05%/yr for AAPL. At a 0.34 correlation, their price movements are largely independent.
Performance
UMC vs. AAPL - Performance Comparison
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Returns By Period
In the year-to-date period, UMC achieves a 233.33% return, which is significantly higher than AAPL's 8.46% return. Over the past 10 years, UMC has outperformed AAPL with an annualized return of 36.17%, while AAPL has yielded a comparatively lower 30.05% annualized return.
UMC
- 1D
- -4.73%
- 1M
- 43.80%
- YTD
- 233.33%
- 6M
- 228.73%
- 1Y
- 242.75%
- 3Y*
- 55.11%
- 5Y*
- 29.56%
- 10Y*
- 36.17%
AAPL
- 1D
- -0.91%
- 1M
- -4.70%
- YTD
- 8.46%
- 6M
- 8.26%
- 1Y
- 46.63%
- 3Y*
- 16.93%
- 5Y*
- 17.74%
- 10Y*
- 30.05%
UMC vs. AAPL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
UMC United Microelectronics Corporation | 233.33% | 28.65% | -19.01% | 39.20% | -40.32% | 43.16% | 230.69% | 56.10% | -21.85% | 39.99% |
AAPL Apple Inc | 8.46% | 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 0.21, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.21 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.27 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.41 |
Correlation (10Y) Calculated over the trailing 10-year period | 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 0.21 (1 year) to 0.41 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
UMC:
$13.19B
AAPL:
$4.35T
UMC:
NT$24.95
AAPL:
$8.24
UMC:
33.20
AAPL:
35.73
UMC:
6.91
AAPL:
9.70
UMC:
1.03
AAPL:
40.81
UMC:
NT$240.73B
AAPL:
$451.44B
UMC:
NT$71.28B
AAPL:
$216.07B
UMC:
NT$119.50B
AAPL:
$153.63B
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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 | +2.45 | ||
| Sortino ratioReturn per unit of downside risk | +2.23 | ||
| Omega ratioGain probability vs. loss probability | 1.65 | 1.38 | +0.27 |
| Calmar ratioReturn relative to maximum drawdown | 7.88 | 3.40 | +4.49 |
| Martin ratioReturn relative to average drawdown | 19.75 | 8.35 | +11.40 |
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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 | -31.01% | -13.80% | -17.21% |
Max Drawdown (3Y)Largest decline over 3 years | -36.00% | -33.36% | -2.64% |
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 | -4.73% | -6.63% | +1.90% |
Average DrawdownAverage peak-to-trough decline | -42.50% | -29.58% | -12.92% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 12.35% | 5.60% | +6.75% |
Volatility
UMC vs. AAPL - Volatility Comparison
United Microelectronics Corporation (UMC) has a higher volatility of 28.63% compared to Apple Inc (AAPL) at 6.98%. 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 | 28.63% | 6.98% | +21.65% |
Volatility (6M)Calculated over the trailing 6-month period | 48.45% | 16.62% | +31.83% |
Volatility (1Y)Calculated over the trailing 1-year period | 53.96% | 22.57% | +31.39% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 40.87% | 27.52% | +13.35% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 40.23% | 28.92% | +11.31% |
Dividends
UMC vs. AAPL - Dividend Comparison
UMC's dividend yield for the trailing twelve months is around 1.82%, more than AAPL's 0.36% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL Apple Inc | 0.36% | 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 | 1.82% | 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 Jun 2026, United Microelectronics Corporation reported a gross profit of 17.82B and revenue of 61.04B. Therefore, the gross margin over that period was 29.2%.
AAPL - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Apple Inc reported a gross profit of 54.78B and revenue of 111.18B. Therefore, the gross margin over that period was 49.3%.
UMC - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, United Microelectronics Corporation reported an operating income of 11.22B and revenue of 61.04B, resulting in an operating margin of 18.4%.
AAPL - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Apple Inc reported an operating income of 35.89B and revenue of 111.18B, resulting in an operating margin of 32.3%.
UMC - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, United Microelectronics Corporation reported a net income of 16.17B and revenue of 61.04B, resulting in a net margin of 26.5%.
AAPL - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Apple Inc reported a net income of 29.58B and revenue of 111.18B, resulting in a net margin of 26.6%.
Frequently Asked Questions
UMC and AAPL have a correlation of 0.21, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
UMC has higher volatility (28.63%) compared to AAPL (6.98%). In terms of maximum drawdown, UMC dropped -72.52% vs AAPL's -81.80%.
UMC currently has the higher Sharpe Ratio (4.53 vs 2.08), 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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