XAID.L vs. AAPL

Last updated Jun 4, 2026

XAID.L (Xtrackers Artificial Intelligence & Big Data UCITS ETF 1C) is Technology Equities fund tracking the Nasdaq Global Artificial Intelligence and Big Data Index, while AAPL (Apple Inc) is a stock. Over the past 5 years, XAID.L returned 21.54%/yr vs 20.38%/yr for AAPL. At a 0.31 correlation, their price movements are largely independent.

Performance

XAID.L vs. AAPL - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Xtrackers Artificial Intelligence & Big Data UCITS ETF 1C (XAID.L) and Apple Inc (AAPL). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, XAID.L achieves a 38.65% return, which is significantly higher than AAPL's 14.34% return.

XAID.L

• 1D: -1.40%
• 1M: 24.02%
• YTD: 38.65%
• 6M: 41.80%
• 1Y: 68.63%
• 3Y*: 40.87%
• 5Y*: 21.54%
• 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)

XAID.L vs. AAPL - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019
XAID.L Xtrackers Artificial Intelligence & Big Data UCITS ETF 1C	38.65%	29.99%	27.58%	67.18%	-35.60%	25.35%	37.72%	18.49%
AAPL Apple Inc	14.34%	9.05%	30.71%	49.01%	-26.40%	34.65%	82.31%	92.70%

Correlation

The correlation between XAID.L and AAPL is 0.21, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.21
Correlation (3Y) Calculated over the trailing 3-year period	0.24
Correlation (5Y) Calculated over the trailing 5-year period	0.34
Correlation (All Time) Calculated using the full available price history since Jan 30, 2019	0.31

The correlation between XAID.L and AAPL shifts across timeframes, from 0.21 (1 year) to 0.34 (5 years), reflecting how their relationship changes across market environments.

Return for Risk

XAID.L vs. AAPL — Risk / Return Rank

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

XAID.L

XAID.L Risk / Return Rank: 90
XAID.L Sharpe Ratio Rank: 92
XAID.L Sortino Ratio Rank: 91
XAID.L Omega Ratio Rank: 88
XAID.L Calmar Ratio Rank: 89
XAID.L Martin Ratio Rank: 87

AAPL

AAPL Risk / Return Rank: 89
AAPL Sharpe Ratio Rank: 91
AAPL Sortino Ratio Rank: 91
AAPL Omega Ratio Rank: 89
AAPL Calmar Ratio Rank: 87
AAPL Martin Ratio Rank: 86

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.

XAID.L vs. AAPL - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Xtrackers Artificial Intelligence & Big Data UCITS ETF 1C (XAID.L) 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.

	XAID.L	AAPL	Difference
Sharpe ratio: Return per unit of total volatility	3.29	2.40	+0.89
Sortino ratio: Return per unit of downside risk	4.38	3.36	+1.02
Omega ratio: Gain probability vs. loss probability	1.56	1.43	+0.13
Calmar ratio: Return relative to maximum drawdown	5.30	3.88	+1.43
Martin ratio: Return relative to average drawdown	18.70	9.76	+8.94
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

XAID.L vs. AAPL - Sharpe Ratio Comparison

The current XAID.L Sharpe Ratio is 3.29, which is higher than the AAPL Sharpe Ratio of 2.40. The chart below compares the historical Sharpe Ratios of XAID.L 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

	XAID.L	AAPL	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	3.29	2.40	+0.89
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	1.02	0.44	+0.58

Drawdowns

XAID.L vs. AAPL - Drawdown Comparison

The maximum XAID.L drawdown since its inception was -41.08%, smaller than the maximum AAPL drawdown of -81.80%. Use the drawdown chart below to compare losses from any high point for XAID.L and AAPL.

Drawdown Indicators

	XAID.L	AAPL	Difference
Max Drawdown Largest peak-to-trough decline	-41.08%	-81.80%	+40.72%
Max Drawdown (1Y) Largest decline over 1 year	-12.81%	-13.80%	+0.99%
Max Drawdown (3Y) Largest decline over 3 years	-24.00%	-33.36%	+9.36%
Max Drawdown (5Y) Largest decline over 5 years	-41.08%	-33.36%	-7.72%
Max Drawdown (10Y) Largest decline over 10 years	—	-38.52%	—
Current Drawdown Current decline from peak	-1.40%	-1.57%	+0.17%
Average Drawdown Average peak-to-trough decline	-8.19%	-29.61%	+21.42%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.65%	5.47%	-1.82%

Volatility

XAID.L vs. AAPL - Volatility Comparison

Xtrackers Artificial Intelligence & Big Data UCITS ETF 1C (XAID.L) has a higher volatility of 9.02% compared to Apple Inc (AAPL) at 5.46%. This indicates that XAID.L'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.

Volatility by Period

	XAID.L	AAPL	Difference
Volatility (1M) Calculated over the trailing 1-month period	9.02%	5.46%	+3.56%
Volatility (6M) Calculated over the trailing 6-month period	17.03%	15.91%	+1.12%
Volatility (1Y) Calculated over the trailing 1-year period	20.72%	22.32%	-1.60%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	24.98%	27.46%	-2.48%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	24.19%	28.89%	-4.70%

Dividends

XAID.L vs. AAPL - Dividend Comparison

XAID.L has not paid dividends to shareholders, while AAPL's dividend yield for the trailing twelve months is around 0.34%.

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%
XAID.L Xtrackers Artificial Intelligence & Big Data UCITS ETF 1C	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both XAID.L and AAPL in my portfolio?

XAID.L and AAPL have a correlation of 0.21, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.