ZETA vs. AVGO
ZETA (Zeta Global Holdings Corp.) and AVGO (Broadcom Inc.) are both stocks. Both are in the Technology sector — ZETA in Software - Application, AVGO in Semiconductors. Over the past 5 years, ZETA returned 16.14%/yr vs 55.97%/yr for AVGO. At a 0.33 correlation, their price movements are largely independent.
Performance
ZETA vs. AVGO - Performance Comparison
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Returns By Period
In the year-to-date period, ZETA achieves a -9.24% return, which is significantly lower than AVGO's 13.72% return.
ZETA
- 1D
- -2.28%
- 1M
- -1.70%
- YTD
- -9.24%
- 6M
- 0.82%
- 1Y
- 30.25%
- 3Y*
- 29.63%
- 5Y*
- 16.14%
- 10Y*
- —
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%
ZETA vs. AVGO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
ZETA Zeta Global Holdings Corp. | -9.24% | 13.12% | 103.97% | 7.96% | -2.97% | -6.55% |
AVGO Broadcom Inc. | 13.72% | 50.63% | 110.49% | 104.18% | -13.27% | 46.54% |
Correlation
The correlation between ZETA and AVGO is 0.25, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.25 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.32 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.33 |
Correlation (All Time) Calculated using the full available price history since Jun 10, 2021 | 0.33 |
Fundamentals
ZETA:
-$0.14
AVGO:
$6.01
ZETA:
2.13
AVGO:
25.35
ZETA:
$1.44B
AVGO:
$75.47B
ZETA:
$881.70M
AVGO:
$50.53B
ZETA:
$50.09M
AVGO:
$42.03B
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Return for Risk
ZETA vs. AVGO — Risk / Return Rank
ZETA
AVGO
ZETA vs. AVGO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Zeta Global Holdings Corp. (ZETA) 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.
| ZETA | AVGO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.84 | ||
| Sortino ratioReturn per unit of downside risk | -0.61 | ||
| Omega ratioGain probability vs. loss probability | 1.14 | 1.24 | -0.10 |
| Calmar ratioReturn relative to maximum drawdown | 0.75 | 2.03 | -1.28 |
| Martin ratioReturn relative to average drawdown | 1.51 | 4.63 | -3.12 |
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Drawdowns
ZETA vs. AVGO - Drawdown Comparison
The maximum ZETA drawdown since its inception was -70.01%, which is greater than AVGO's maximum drawdown of -48.30%. Use the drawdown chart below to compare losses from any high point for ZETA and AVGO.
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Drawdown Indicators
| ZETA | AVGO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.01% | -48.30% | -21.71% |
Max Drawdown (1Y)Largest decline over 1 year | -40.37% | -28.67% | -11.70% |
Max Drawdown (3Y)Largest decline over 3 years | -70.01% | -41.15% | -28.86% |
Max Drawdown (5Y)Largest decline over 5 years | -70.01% | -41.15% | -28.86% |
Max Drawdown (10Y)Largest decline over 10 years | — | -48.30% | — |
Current DrawdownCurrent decline from peak | -49.73% | -18.44% | -31.29% |
Average DrawdownAverage peak-to-trough decline | -34.17% | -8.00% | -26.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 20.10% | 12.57% | +7.53% |
Volatility
ZETA vs. AVGO - Volatility Comparison
Zeta Global Holdings Corp. (ZETA) has a higher volatility of 22.86% compared to Broadcom Inc. (AVGO) at 21.58%. This indicates that ZETA's price experiences larger fluctuations and is considered to be riskier 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
| ZETA | AVGO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 22.86% | 21.58% | +1.28% |
Volatility (6M)Calculated over the trailing 6-month period | 48.43% | 33.32% | +15.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 72.98% | 46.48% | +26.50% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 72.10% | 43.61% | +28.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 72.02% | 39.64% | +32.38% |
Dividends
ZETA vs. AVGO - Dividend Comparison
ZETA has not paid dividends to shareholders, while AVGO's dividend yield for the trailing twelve months is around 0.65%.
| 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% |
ZETA Zeta Global Holdings Corp. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Financials
ZETA vs. AVGO - Financials Comparison
This section allows you to compare key financial metrics between Zeta Global Holdings Corp. 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
ZETA vs. AVGO - Profitability Comparison
ZETA - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Zeta Global Holdings Corp. reported a gross profit of 233.86M and revenue of 396.30M. Therefore, the gross margin over that period was 59.0%.
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%.
ZETA - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Zeta Global Holdings Corp. reported an operating income of -18.84M and revenue of 396.30M, resulting in an operating margin of -4.8%.
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%.
ZETA - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Zeta Global Holdings Corp. reported a net income of -13.25M and revenue of 396.30M, resulting in a net margin of -3.3%.
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
ZETA and AVGO have a correlation of 0.25, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ZETA has higher volatility (22.86%) compared to AVGO (21.58%). In terms of maximum drawdown, ZETA dropped -70.01% vs AVGO's -48.30%.
AVGO currently has the higher Sharpe Ratio (1.26 vs 0.42), 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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