WSO-B vs. AVGO
WSO-B (Watsco Inc) and AVGO (Broadcom Inc.) are both stocks. WSO-B operates in Industrial Distribution (Industrials), while AVGO operates in Semiconductors (Technology). Over the past 10 years, WSO-B returned 13.42%/yr vs 42.25%/yr for AVGO. At a 0.13 correlation, their price movements are largely independent.
Performance
WSO-B vs. AVGO - Performance Comparison
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Returns By Period
In the year-to-date period, WSO-B achieves a 5.06% return, which is significantly lower than AVGO's 13.72% return. Over the past 10 years, WSO-B has underperformed AVGO with an annualized return of 13.42%, while AVGO has yielded a comparatively higher 42.25% annualized return.
WSO-B
- 1D
- 0.00%
- 1M
- -13.33%
- YTD
- 5.06%
- 6M
- 1.06%
- 1Y
- -19.74%
- 3Y*
- 1.29%
- 5Y*
- 6.66%
- 10Y*
- 13.42%
AVGO
- 1D
- -4.52%
- 1M
- -5.16%
- YTD
- 13.72%
- 6M
- 15.27%
- 1Y
- 58.01%
- 3Y*
- 70.37%
- 5Y*
- 55.97%
- 10Y*
- 42.25%
WSO-B vs. AVGO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WSO-B Watsco Inc | 5.06% | -34.99% | 29.78% | 72.27% | -15.13% | 35.54% | 33.36% | 39.97% | -17.38% | 17.15% |
AVGO Broadcom Inc. | 13.72% | 50.63% | 110.49% | 104.18% | -13.27% | 56.48% | 44.88% | 29.05% | 2.18% | 48.19% |
Correlation
The correlation between WSO-B and AVGO is 0.06, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.06 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.07 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.05 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.07 |
Correlation (All Time) Calculated using the full available price history since Aug 6, 2009 | 0.13 |
Fundamentals
WSO-B:
$13.29B
AVGO:
$1.91T
WSO-B:
$13.08
AVGO:
$6.01
WSO-B:
26.76
AVGO:
65.25
WSO-B:
5.20
AVGO:
0.81
WSO-B:
1.83
AVGO:
25.35
WSO-B:
4.13
AVGO:
21.80
WSO-B:
$7.24B
AVGO:
$75.47B
WSO-B:
$2.05B
AVGO:
$50.53B
WSO-B:
$778.38M
AVGO:
$42.03B
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Return for Risk
WSO-B vs. AVGO — Risk / Return Rank
WSO-B
AVGO
WSO-B vs. AVGO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Watsco Inc (WSO-B) and Broadcom Inc. (AVGO). 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.
| WSO-B | AVGO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.81 | ||
| Sortino ratioReturn per unit of downside risk | -2.51 | ||
| Omega ratioGain probability vs. loss probability | 0.77 | 1.24 | -0.47 |
| Calmar ratioReturn relative to maximum drawdown | -0.84 | 2.03 | -2.87 |
| Martin ratioReturn relative to average drawdown | -1.45 | 4.63 | -6.08 |
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Drawdowns
WSO-B vs. AVGO - Drawdown Comparison
The maximum WSO-B drawdown since its inception was -61.67%, which is greater than AVGO's maximum drawdown of -48.30%. Use the drawdown chart below to compare losses from any high point for WSO-B and AVGO.
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Drawdown Indicators
| WSO-B | AVGO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.67% | -48.30% | -13.37% |
Max Drawdown (1Y)Largest decline over 1 year | -23.61% | -28.67% | +5.06% |
Max Drawdown (3Y)Largest decline over 3 years | -34.99% | -41.15% | +6.16% |
Max Drawdown (5Y)Largest decline over 5 years | -34.99% | -41.15% | +6.16% |
Max Drawdown (10Y)Largest decline over 10 years | -34.99% | -48.30% | +13.31% |
Current DrawdownCurrent decline from peak | -31.70% | -18.44% | -13.26% |
Average DrawdownAverage peak-to-trough decline | -14.20% | -8.00% | -6.20% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 13.67% | 12.57% | +1.10% |
Volatility
WSO-B vs. AVGO - Volatility Comparison
The current volatility for Watsco Inc (WSO-B) is 14.31%, while Broadcom Inc. (AVGO) has a volatility of 21.58%. This indicates that WSO-B experiences smaller price fluctuations and is considered to be less risky than AVGO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WSO-B | AVGO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 14.31% | 21.58% | -7.27% |
Volatility (6M)Calculated over the trailing 6-month period | 33.13% | 33.32% | -0.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 35.89% | 46.48% | -10.59% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 31.07% | 43.61% | -12.54% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 28.07% | 39.64% | -11.57% |
Dividends
WSO-B vs. AVGO - Dividend Comparison
WSO-B's dividend yield for the trailing twelve months is around 3.51%, more than AVGO's 0.65% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AVGO Broadcom Inc. | 0.65% | 0.70% | 0.94% | 1.71% | 3.02% | 2.24% | 3.05% | 3.54% | 3.11% | 1.87% | 1.43% | 1.13% |
WSO-B Watsco Inc | 3.51% | 3.45% | 1.97% | 2.32% | 3.39% | 2.49% | 2.97% | 3.53% | 4.14% | 2.73% | 2.42% | 2.36% |
Financials
WSO-B vs. AVGO - Financials Comparison
This section allows you to compare key financial metrics between Watsco Inc and Broadcom 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
WSO-B vs. AVGO - Profitability Comparison
WSO-B - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Watsco Inc reported a gross profit of 427.56M and revenue of 1.53B. Therefore, the gross margin over that period was 27.9%.
AVGO - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Broadcom Inc. reported a gross profit of 14.92B and revenue of 22.19B. Therefore, the gross margin over that period was 67.2%.
WSO-B - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Watsco Inc reported an operating income of 110.18M and revenue of 1.53B, resulting in an operating margin of 7.2%.
AVGO - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Broadcom Inc. reported an operating income of 10.87B and revenue of 22.19B, resulting in an operating margin of 49.0%.
WSO-B - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Watsco Inc reported a net income of 79.07M and revenue of 1.53B, resulting in a net margin of 5.2%.
AVGO - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Broadcom Inc. reported a net income of 9.31B and revenue of 22.19B, resulting in a net margin of 42.0%.
Frequently Asked Questions
WSO-B and AVGO have a correlation of 0.06, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AVGO has higher volatility (21.58%) compared to WSO-B (14.31%). In terms of maximum drawdown, WSO-B dropped -61.67% vs AVGO's -48.30%.
AVGO currently has the higher Sharpe Ratio (1.26 vs -0.55), 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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