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 0.15, 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
Key characteristics
WT:
0.97
AAPL:
1.49
WT:
1.48
AAPL:
2.11
WT:
1.19
AAPL:
1.27
WT:
0.45
AAPL:
2.14
WT:
2.44
AAPL:
6.40
WT:
11.92%
AAPL:
5.55%
WT:
30.14%
AAPL:
23.85%
WT:
-99.93%
AAPL:
-81.80%
WT:
-55.17%
AAPL:
-4.99%
Fundamentals
WT:
$1.37B
AAPL:
$3.68T
WT:
$0.33
AAPL:
$6.31
WT:
28.39
AAPL:
38.81
WT:
$427.74M
AAPL:
$395.76B
WT:
$320.36M
AAPL:
$184.10B
WT:
$91.28M
AAPL:
$134.27B
Returns By Period
In the year-to-date period, WT achieves a -11.05% return, which is significantly lower than AAPL's -1.72% return. Over the past 10 years, WT has underperformed AAPL with an annualized return of -4.60%, while AAPL has yielded a comparatively higher 23.60% annualized return.
WT
-11.05%
-4.50%
-4.71%
26.87%
15.29%
-4.60%
AAPL
-1.72%
10.54%
9.73%
35.47%
26.57%
23.60%
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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.
Dividends
WT vs. AAPL - Dividend Comparison
WT's dividend yield for the trailing twelve months is around 1.28%, more than AAPL's 0.41% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WT WisdomTree Inc. | 1.28% | 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 | 0.41% | 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.
Volatility
WT vs. AAPL - Volatility Comparison
The current volatility for WisdomTree Inc. (WT) is 4.98%, while Apple Inc (AAPL) has a volatility of 7.62%. This indicates that WT 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.
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