UNH vs. AAPL
Compare and contrast key facts about UnitedHealth Group Incorporated (UNH) and Apple Inc (AAPL).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: UNH or AAPL.
Correlation
The correlation between UNH and AAPL is 0.51, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
UNH vs. AAPL - Performance Comparison
Key characteristics
UNH:
-0.34
AAPL:
0.80
UNH:
-0.19
AAPL:
1.30
UNH:
0.97
AAPL:
1.19
UNH:
-0.39
AAPL:
0.78
UNH:
-1.06
AAPL:
2.94
UNH:
11.78%
AAPL:
8.85%
UNH:
37.28%
AAPL:
32.69%
UNH:
-82.68%
AAPL:
-81.80%
UNH:
-32.50%
AAPL:
-19.11%
Fundamentals
UNH:
$386.16B
AAPL:
$3.13T
UNH:
$23.88
AAPL:
$6.30
UNH:
17.77
AAPL:
33.07
UNH:
0.92
AAPL:
2.01
UNH:
0.94
AAPL:
7.91
UNH:
3.86
AAPL:
46.04
UNH:
$297.84B
AAPL:
$305.01B
UNH:
$63.75B
AAPL:
$141.83B
UNH:
$21.97B
AAPL:
$106.62B
Returns By Period
The year-to-date returns for both investments are quite close, with UNH having a -16.89% return and AAPL slightly higher at -16.34%. Over the past 10 years, UNH has underperformed AAPL with an annualized return of 15.33%, while AAPL has yielded a comparatively higher 21.84% annualized return.
UNH
-16.89%
-19.21%
-25.24%
-13.88%
9.14%
15.33%
AAPL
-16.34%
-5.53%
-9.36%
23.77%
25.03%
21.84%
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Risk-Adjusted Performance
UNH vs. AAPL — Risk-Adjusted Performance Rank
UNH
AAPL
UNH vs. AAPL - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for UnitedHealth Group Incorporated (UNH) 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.
Dividends
UNH vs. AAPL - Dividend Comparison
UNH's dividend yield for the trailing twelve months is around 2.01%, more than AAPL's 0.48% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UNH UnitedHealth Group Incorporated | 2.01% | 1.62% | 1.38% | 1.21% | 1.12% | 1.38% | 1.41% | 1.38% | 1.30% | 1.48% | 1.59% | 1.39% |
AAPL Apple Inc | 0.48% | 0.40% | 0.49% | 0.70% | 0.49% | 0.61% | 1.04% | 1.79% | 1.45% | 1.93% | 1.93% | 1.67% |
Drawdowns
UNH vs. AAPL - Drawdown Comparison
The maximum UNH drawdown since its inception was -82.68%, roughly equal to the maximum AAPL drawdown of -81.80%. Use the drawdown chart below to compare losses from any high point for UNH and AAPL. For additional features, visit the drawdowns tool.
Volatility
UNH vs. AAPL - Volatility Comparison
UnitedHealth Group Incorporated (UNH) has a higher volatility of 28.02% compared to Apple Inc (AAPL) at 22.62%. This indicates that UNH'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.
Financials
UNH vs. AAPL - Financials Comparison
This section allows you to compare key financial metrics between UnitedHealth Group Incorporated 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