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WITS.AS vs. AAPL
Performance
Return for Risk
Drawdowns
Volatility
Dividends

WITS.AS vs. AAPL

Last updated Jun 4, 2026

WITS.AS (iShares MSCI World Information Technology Sector ESG UCITS ETF) is Technology Equities fund tracking the MSCI World/Information Tech NR USD, while AAPL (Apple Inc) is a stock. Over the past 5 years, WITS.AS returned 20.75%/yr vs 20.38%/yr for AAPL. At a 0.41 correlation, their price movements are largely independent.

Performance

WITS.AS vs. AAPL - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares MSCI World Information Technology Sector ESG UCITS ETF (WITS.AS) and Apple Inc (AAPL). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, WITS.AS achieves a 25.61% return, which is significantly higher than AAPL's 14.34% return.

WITS.AS

1D
-0.60%
1M
18.25%
YTD
25.61%
6M
25.35%
1Y
51.09%
3Y*
32.27%
5Y*
20.75%
10Y*
—

AAPL

1D
-1.57%
1M
12.18%
YTD
14.34%
6M
9.39%
1Y
53.24%
3Y*
20.25%
5Y*
20.38%
10Y*
30.12%
*Multi-year figures are annualized to reflect compound growth (CAGR)

WITS.AS vs. AAPL - Yearly Performance Comparison

2026 (YTD)2025202420232022202120202019
WITS.AS
iShares MSCI World Information Technology Sector ESG UCITS ETF		25.61%22.39%28.01%60.19%-33.27%30.12%44.49%12.11%
AAPL
Apple Inc		14.34%9.05%30.71%49.01%-26.40%34.65%82.31%22.46%

Correlation

The correlation between WITS.AS and AAPL is 0.26, which is low. Their price movements are largely independent, making them effective diversification partners.

Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.26

Correlation (3Y)
Calculated over the trailing 3-year period

0.27

Correlation (5Y)
Calculated over the trailing 5-year period

0.40

Correlation (All Time)
Calculated using the full available price history since Oct 22, 2019

0.41

The correlation between WITS.AS and AAPL shifts across timeframes, from 0.26 (1 year) to 0.41 (all time), reflecting how their relationship changes across market environments.

Compare stocks, funds, or ETFs

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iShares MSCI World Information Technology Sector ESG UCITS ETF

Apple Inc

Often compared with WITS.AS:
WITS.AS vs. XDWT.LWITS.AS vs. IUIT.LWITS.AS vs. JEPQWITS.AS vs. AYEW.DEWITS.AS vs. FIKHXWITS.AS vs. MSFTWITS.AS vs. BRK-A
Often compared with AAPL:
AAPL vs. MSFTAAPL vs. NVDAAAPL vs. SPYAAPL vs. GOOGAAPL vs. TSLAAAPL vs. AMZNAAPL vs. VOO

Return for Risk

WITS.AS vs. AAPL — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
WITS.AS
WITS.AS Risk / Return Rank: 6868
Overall Rank
WITS.AS Sharpe Ratio Rank: 7878
Sharpe Ratio Rank
WITS.AS Sortino Ratio Rank: 7474
Sortino Ratio Rank
WITS.AS Omega Ratio Rank: 6969
Omega Ratio Rank
WITS.AS Calmar Ratio Rank: 6363
Calmar Ratio Rank
WITS.AS Martin Ratio Rank: 5656
Martin Ratio Rank
AAPL
AAPL Risk / Return Rank: 8989
Overall Rank
AAPL Sharpe Ratio Rank: 9191
Sharpe Ratio Rank
AAPL Sortino Ratio Rank: 9191
Sortino Ratio Rank
AAPL Omega Ratio Rank: 8989
Omega Ratio Rank
AAPL Calmar Ratio Rank: 8787
Calmar Ratio Rank
AAPL Martin Ratio Rank: 8686
Martin Ratio Rank
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.

WITS.AS vs. AAPL - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares MSCI World Information Technology Sector ESG UCITS ETF (WITS.AS) 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.

WITS.ASAAPLDifference
Sharpe ratioReturn per unit of total volatility
2.56
2.40

+0.16

Sortino ratioReturn per unit of downside risk
3.38
3.36

+0.02

Omega ratioGain probability vs. loss probability

1.42

1.43

-0.01

Calmar ratioReturn relative to maximum drawdown

3.13

3.88

-0.74

Martin ratioReturn relative to average drawdown

9.74

9.76

-0.02

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

WITS.AS vs. AAPL - Sharpe Ratio Comparison

The current WITS.AS Sharpe Ratio is 2.56, which is comparable to the AAPL Sharpe Ratio of 2.40. The chart below compares the historical Sharpe Ratios of WITS.AS 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.

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Sharpe Ratios by Period

WITS.ASAAPLDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.56

2.40

+0.16

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.86

0.75

+0.12

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

—

1.05

—

Sharpe Ratio (All Time)

Calculated using the full available price history

1.03

0.44

+0.58

Drawdowns

WITS.AS vs. AAPL - Drawdown Comparison

The maximum WITS.AS drawdown since its inception was -39.08%, smaller than the maximum AAPL drawdown of -81.80%. Use the drawdown chart below to compare losses from any high point for WITS.AS and AAPL.

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Drawdown Indicators

WITS.ASAAPLDifference

Max Drawdown

Largest peak-to-trough decline

-39.08%

-81.80%

+42.72%

Max Drawdown (1Y)

Largest decline over 1 year

-16.07%

-13.80%

-2.27%

Max Drawdown (3Y)

Largest decline over 3 years

-25.21%

-33.36%

+8.15%

Max Drawdown (5Y)

Largest decline over 5 years

-39.08%

-33.36%

-5.72%

Max Drawdown (10Y)

Largest decline over 10 years

—

-38.52%

—

Current Drawdown

Current decline from peak

-0.60%

-1.57%

+0.97%

Average Drawdown

Average peak-to-trough decline

-8.50%

-29.61%

+21.11%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.20%

5.47%

-0.27%

Volatility

WITS.AS vs. AAPL - Volatility Comparison

iShares MSCI World Information Technology Sector ESG UCITS ETF (WITS.AS) has a higher volatility of 6.94% compared to Apple Inc (AAPL) at 5.46%. This indicates that WITS.AS'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

WITS.ASAAPLDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.94%

5.46%

+1.48%

Volatility (6M)

Calculated over the trailing 6-month period

15.44%

15.91%

-0.47%

Volatility (1Y)

Calculated over the trailing 1-year period

19.76%

22.32%

-2.56%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

23.75%

27.46%

-3.71%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

24.61%

28.89%

-4.28%

Dividends

WITS.AS vs. AAPL - Dividend Comparison

WITS.AS's dividend yield for the trailing twelve months is around 0.25%, less than AAPL's 0.34% yield.

PositionTTM20252024202320222021202020192018201720162015
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%
WITS.AS
iShares MSCI World Information Technology Sector ESG UCITS ETF		0.25%0.31%0.38%0.46%0.81%0.41%0.73%0.12%0.00%0.00%0.00%0.00%

Frequently Asked Questions

WITS.AS and AAPL have a correlation of 0.26, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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