VDC vs. AAPL

Last updated Jun 6, 2026

VDC (Vanguard Consumer Staples ETF) is Consumer Staples Equities fund tracking the MSCI US Investable Market Consumer Staples 25/50 Index, while AAPL (Apple Inc) is a stock. Over the past 10 years, VDC returned 7.76%/yr vs 29.85%/yr for AAPL. At a 0.36 correlation, their price movements are largely independent.

Performance

VDC vs. AAPL - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard Consumer Staples ETF (VDC) and Apple Inc (AAPL). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, VDC achieves a 7.46% return, which is significantly lower than AAPL's 13.26% return. Over the past 10 years, VDC has underperformed AAPL with an annualized return of 7.76%, while AAPL has yielded a comparatively higher 29.85% annualized return.

VDC

• 1D: 1.73%
• 1M: -2.10%
• YTD: 7.46%
• 6M: 6.75%
• 1Y: 4.71%
• 3Y*: 8.27%
• 5Y*: 6.40%
• 10Y*: 7.76%

AAPL

• 1D: -1.25%
• 1M: 7.00%
• YTD: 13.26%
• 6M: 10.45%
• 1Y: 53.80%
• 3Y*: 20.25%
• 5Y*: 20.16%
• 10Y*: 29.85%

*Multi-year figures are annualized to reflect compound growth (CAGR)

VDC vs. AAPL - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
VDC Vanguard Consumer Staples ETF	7.46%	2.17%	13.30%	2.38%	-1.79%	17.64%	10.86%	26.11%	-7.79%	11.85%
AAPL Apple Inc	13.26%	9.05%	30.71%	49.01%	-26.40%	34.65%	82.31%	88.96%	-5.39%	48.46%

Correlation

The correlation between VDC and AAPL is 0.16, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.16
Correlation (3Y) Calculated over the trailing 3-year period	0.19
Correlation (5Y) Calculated over the trailing 5-year period	0.33
Correlation (10Y) Calculated over the trailing 10-year period	0.35
Correlation (All Time) Calculated using the full available price history since Feb 2, 2004	0.36

Over the past year, the correlation between VDC and AAPL has dropped to 0.16 - well below their long-term average of 0.36, suggesting their price drivers have been diverging.

Return for Risk

VDC vs. AAPL — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

VDC

VDC Risk / Return Rank: 15
VDC Sharpe Ratio Rank: 15
VDC Sortino Ratio Rank: 15
VDC Omega Ratio Rank: 14
VDC Calmar Ratio Rank: 16
VDC Martin Ratio Rank: 14

AAPL

AAPL Risk / Return Rank: 89
AAPL Sharpe Ratio Rank: 91
AAPL Sortino Ratio Rank: 91
AAPL Omega Ratio Rank: 90
AAPL Calmar Ratio Rank: 87
AAPL Martin Ratio Rank: 87

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

VDC vs. AAPL - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard Consumer Staples ETF (VDC) 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.

	VDC	AAPL	Difference
Sharpe ratio: Return per unit of total volatility	0.38	2.42	-2.04
Sortino ratio: Return per unit of downside risk	0.64	3.39	-2.75
Omega ratio: Gain probability vs. loss probability	1.07	1.43	-0.36
Calmar ratio: Return relative to maximum drawdown	0.51	3.92	-3.41
Martin ratio: Return relative to average drawdown	1.05	9.86	-8.81
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

VDC vs. AAPL - Sharpe Ratio Comparison

The current VDC Sharpe Ratio is 0.38, which is lower than the AAPL Sharpe Ratio of 2.42. The chart below compares the historical Sharpe Ratios of VDC and AAPL, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	VDC	AAPL	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.38	2.42	-2.04
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.49	0.74	-0.25
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.53	1.04	-0.51
Sharpe Ratio (All Time) Calculated using the full available price history	0.67	0.44	+0.23

Drawdowns

VDC vs. AAPL - Drawdown Comparison

The maximum VDC drawdown since its inception was -34.24%, smaller than the maximum AAPL drawdown of -81.80%. Use the drawdown chart below to compare losses from any high point for VDC and AAPL.

Drawdown Indicators

	VDC	AAPL	Difference
Max Drawdown Largest peak-to-trough decline	-34.24%	-81.80%	+47.56%
Max Drawdown (1Y) Largest decline over 1 year	-9.28%	-13.80%	+4.52%
Max Drawdown (3Y) Largest decline over 3 years	-11.78%	-33.36%	+21.58%
Max Drawdown (5Y) Largest decline over 5 years	-16.55%	-33.36%	+16.81%
Max Drawdown (10Y) Largest decline over 10 years	-25.31%	-38.52%	+13.21%
Current Drawdown Current decline from peak	-7.04%	-2.49%	-4.55%
Average Drawdown Average peak-to-trough decline	-3.73%	-29.61%	+25.88%
Ulcer Index Depth and duration of drawdowns from previous peaks	4.50%	5.47%	-0.97%

Volatility

VDC vs. AAPL - Volatility Comparison

The current volatility for Vanguard Consumer Staples ETF (VDC) is 4.47%, while Apple Inc (AAPL) has a volatility of 5.23%. This indicates that VDC experiences smaller price fluctuations and is considered to be less risky than AAPL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	VDC	AAPL	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.47%	5.23%	-0.76%
Volatility (6M) Calculated over the trailing 6-month period	9.89%	15.92%	-6.03%
Volatility (1Y) Calculated over the trailing 1-year period	12.47%	22.35%	-9.88%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	13.15%	27.45%	-14.30%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	14.65%	28.89%	-14.24%

Dividends

VDC vs. AAPL - Dividend Comparison

VDC's dividend yield for the trailing twelve months is around 2.14%, 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%
VDC Vanguard Consumer Staples ETF	2.14%	2.26%	2.33%	2.65%	2.37%	2.14%	2.50%	2.44%	2.78%	2.52%	2.39%	2.55%

Frequently Asked Questions

Can I hold both VDC and AAPL in my portfolio?

VDC and AAPL have a correlation of 0.16, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, VDC or AAPL?

AAPL has higher volatility (5.23%) compared to VDC (4.47%). In terms of maximum drawdown, VDC dropped -34.24% vs AAPL's -81.80%.

Which has better risk-adjusted returns?

AAPL currently has the higher Sharpe Ratio (2.42 vs 0.38), 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.