WT vs. AAPL
Compare and contrast key facts about WisdomTree Inc. (WT) and Apple Inc (AAPL).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WT or AAPL.
Correlation
The correlation between WT and AAPL is 0.26, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
WT vs. AAPL - Performance Comparison
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Key characteristics
WT:
0.09
AAPL:
0.25
WT:
0.37
AAPL:
0.63
WT:
1.05
AAPL:
1.09
WT:
0.05
AAPL:
0.28
WT:
0.18
AAPL:
0.95
WT:
17.83%
AAPL:
9.81%
WT:
34.23%
AAPL:
32.34%
WT:
-99.93%
AAPL:
-81.80%
WT:
-54.69%
AAPL:
-23.27%
Fundamentals
WT:
$1.34B
AAPL:
$2.96T
WT:
$0.33
AAPL:
$6.42
WT:
27.67
AAPL:
30.86
WT:
3.06
AAPL:
7.39
WT:
3.36
AAPL:
44.16
WT:
$438.98M
AAPL:
$400.37B
WT:
$297.93M
AAPL:
$186.70B
WT:
$94.88M
AAPL:
$138.87B
Returns By Period
In the year-to-date period, WT achieves a -10.10% return, which is significantly higher than AAPL's -20.63% return. Over the past 10 years, WT has underperformed AAPL with an annualized return of -4.84%, while AAPL has yielded a comparatively higher 21.60% annualized return.
WT
-10.10%
11.45%
-12.67%
3.00%
27.67%
-4.84%
AAPL
-20.63%
-0.16%
-12.43%
8.07%
21.40%
21.60%
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Risk-Adjusted Performance
WT vs. AAPL — Risk-Adjusted Performance Rank
WT
AAPL
WT vs. AAPL - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree Inc. (WT) 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.
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Dividends
WT vs. AAPL - Dividend Comparison
WT's dividend yield for the trailing twelve months is around 0.95%, more than AAPL's 0.50% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WT WisdomTree Inc. | 0.95% | 1.14% | 1.73% | 2.20% | 1.96% | 2.24% | 2.48% | 1.80% | 2.55% | 2.87% | 3.64% | 0.51% |
AAPL Apple Inc | 0.50% | 0.40% | 0.49% | 0.70% | 0.49% | 0.61% | 1.04% | 1.79% | 1.45% | 1.93% | 1.93% | 1.67% |
Drawdowns
WT vs. AAPL - Drawdown Comparison
The maximum WT drawdown since its inception was -99.93%, which is greater than AAPL's maximum drawdown of -81.80%. Use the drawdown chart below to compare losses from any high point for WT and AAPL. For additional features, visit the drawdowns tool.
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Volatility
WT vs. AAPL - Volatility Comparison
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Financials
WT vs. AAPL - Financials Comparison
This section allows you to compare key financial metrics between WisdomTree Inc. 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
WT vs. AAPL - Profitability Comparison
WT - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, WisdomTree Inc. reported a gross profit of 74.29M and revenue of 108.08M. Therefore, the gross margin over that period was 68.7%.
AAPL - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Apple Inc reported a gross profit of 44.87B and revenue of 95.36B. Therefore, the gross margin over that period was 47.1%.
WT - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, WisdomTree Inc. reported an operating income of 34.16M and revenue of 108.08M, resulting in an operating margin of 31.6%.
AAPL - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Apple Inc reported an operating income of 29.59B and revenue of 95.36B, resulting in an operating margin of 31.0%.
WT - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, WisdomTree Inc. reported a net income of 24.63M and revenue of 108.08M, resulting in a net margin of 22.8%.
AAPL - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Apple Inc reported a net income of 24.78B and revenue of 95.36B, resulting in a net margin of 26.0%.