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Relative Intelligence · Application Software

How Intuit (INTU) compares with the whole market and its popular alternatives

Built by QuantCommons' quantitative engine, this page is about relative opportunity, not data on INTU alone. It places INTU (Intuit Inc.) against 20+ popular alternatives, its neighboring categories and the entire market of over 10,000 U.S.-listed stocks and ETFs, and surfaces what has done better on consistent outperformance, return for the risk taken, behavior in real market crashes and diversification. The result is a clearer view of where INTU stands in the market, and of the alternatives worth a closer look.

Period covered: INTU's full trading record, from March 1993 through September 2026. All returns include reinvested dividends. Data as of October 20, 2026.

Data as of October 20, 2026. Full tables and charts read best on a larger screen.

Rank the market against INTU →Chart INTU vs. 22 alternatives →
On this page12 sections

Key findings

How much would $10,000 in INTU have grown?

This chart tracks a hypothetical $10,000 investment in INTU over the past 29 years, with dividends reinvested, alongside the same amount in the S&P 500, investments that ended ahead of INTU over the same span and INTU's popular alternatives, among those that traded for the entire period. A second view covers the past 5 years, the period the better options further down the page are judged on. It shows not only where each investment ended up but also how smooth or uneven the path was.

Choose a period

From the end of September 1997 to the end of September 2026. The scale is logarithmic, so equal steps up the chart are equal percentage gains. Hover over a fund in the key to pick out its line. 80 of the 1,042 stocks and funds worth at least $500 million that traded the whole period ended ahead of INTU; the chart shows 5, closest alternatives first. The other 3 lines are popular alternatives, shown for context.

$10,000$100,000$1M$10M199720022007201220172022$10,000$100,000$1M$10M19972004201120182025
  • AAPL$21M+205,249% total · +30.1% a year
  • ORLY$2M+22,426% total · +20.5% a year
  • ESLT$2M+16,428% total · +19.3% a year
  • RMD$2M+16,400% total · +19.3% a year
  • CASY$625,987+6,160% total · +15.3% a year
  • INTU$591,451+5,815% total · +15.1% a year
  • ADP$235,442+2,254% total · +11.5% a year
  • SAP$136,626+1,266% total · +9.4% a year
  • SPY (S&P 500)$132,907+1,229% total · +9.3% a year
  • HRB$104,735+947% total · +8.4% a year
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From the end of September 2021 to the end of September 2026. Hover over a fund in the key to pick out its line. 3,213 of the 3,628 stocks and funds worth at least $500 million that traded the whole period ended ahead of INTU; the chart shows 5, closest alternatives first. The other 3 lines are popular alternatives, shown for context.

$0$5,000$10,000$15,000$20,000$25,000$30,000202120222023202420252026$0$10,000$20,000$30,000202120222023202420252026
  • HRB$19,278+92.8% total · +14.0% a year
  • SPY (S&P 500)$19,000+90.0% total · +13.7% a year
  • V$16,755+67.5% total · +10.9% a year
  • SAP$16,715+67.2% total · +10.8% a year
  • ADP$14,432+44.3% total · +7.6% a year
  • SHOP$10,938+9.4% total · +1.8% a year
  • CRM$8,626−13.7% total · −2.9% a year
  • INTU$5,301−47.0% total · −11.9% a year
  • PCTY$5,084−49.2% total · −12.7% a year
  • PAYC$4,511−54.9% total · −14.7% a year
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INTU at a glance

This section summarizes the key facts about the stock, its returns over periods from one to ten years and the risk it has carried, with dividends reinvested throughout. These figures serve as the baseline for every comparison that follows.

The company

Market value
$90B
Industry
Software - Application
Price history from
March 1993

Returns

Past 1 year
−48.9%total return
Past 3 years
−32.1%−12.1% a year
Past 5 years
−38.8%−9.4% a year
Past 10 years
+237%+12.9% a year
Best calendar year
+148%1999
Worst calendar year
−39.1%2022
Losing years
4 of 29full calendar years

Risk

Volatility
39.1%typical yearly swing, 5 years
Sharpe ratio
-0.06return per unit of risk, 5 years
Worst decline ever
−75.3%Dec 1995 to Apr 1997
From its all-time high
−57.8%below the peak

INTU against the whole market

Where INTU ranks among every stock and fund, and what across the market has done better.

How does INTU rank among all stocks?

This section ranks INTU on return, volatility, risk-adjusted return and worst decline against every stock worth at least $300 million with enough history. Where the comparisons with its popular alternatives show how INTU stacks up against its peers, these rankings show where it stands in the market as a whole.

Ranked against U.S.-listed stocks worth at least $300M that have enough history for each measure, so the count changes from row to row; smaller stocks are left out. Lower volatility and smaller declines rank higher.

MeasureINTURankStanding
1-year return−48.9%3,093 of 3,287bottom 7%
3-year return−32.1%2,715 of 3,017bottom 11%
5-year return−38.8%2,269 of 2,893bottom 23%
10-year return+237%752 of 2,202top 34%
Volatility, 5 years39.1%1,402 of 2,893top 48%
Sharpe ratio, 5 years-0.062,461 of 2,893bottom 16%
Worst decline, past 10 years−68.2%1,228 of 2,187bottom 45%

What has beaten INTU on both return and risk?

Each dot is an investment, placed by how much it earned a year over the past 5 years (higher is better) and how much its price swung, its volatility (further left is calmer). INTU sits where the dashed lines cross. Anything in the green box above and to the left earned more than INTU with smaller swings, a better trade-off over this period on both counts. Past results are no promise, but a name in the box is worth a closer look.

Annual return is the annualized total return with dividends reinvested, and volatility the annualized swing in daily prices, both over 5 years. Labeled dots are the strongest picks from the table below and the names called out above, colored by how close they sit to INTU; faint dots are 90 more of the 2,119 in the green region (the strongest, one per fund family). 3,633 stocks and funds worth at least $500 million were screened. Hover over a dot for its figures.

−10.0%0.0%10.0%20.0%30.0%40.0%50.0%−20.0%−10.0%0.0%10.0%20.0%30.0%40.0%50.0%60.0%Volatility over 5 years (annualized)Annual return over 5 yearsMore return, less volatility than INTUCSCO: +16.8% a year, volatility 26.1%MRK: +16.3% a year, volatility 24.8%AMGN: +19.6% a year, volatility 24.9%LIN: +11.5% a year, volatility 20.9%AZN: +8.7% a year, volatility 35.7%VIG: +10.4% a year, volatility 14.1%TMO: +2.9% a year, volatility 27.8%SCHD: +9.7% a year, volatility 14.3%RSG: +13.9% a year, volatility 18.5%RY: +17.3% a year, volatility 18.2%ORLY: +15.9% a year, volatility 23.4%MSI: +14.8% a year, volatility 23.6%WM: +9.3% a year, volatility 19.2%ESLT: +39.8% a year, volatility 34.6%FAST: +15.8% a year, volatility 24.6%ICE: +5.4% a year, volatility 21.8%JAAA: +5.1% a year, volatility 1.7%MRSH: +4.4% a year, volatility 20.9%IRM: +24.6% a year, volatility 30.3%CASY: +29.9% a year, volatility 29.3%AAPL: +18.5% a year, volatility 28.0%FNV: +12.5% a year, volatility 31.3%WCN: +6.1% a year, volatility 20.0%A: +2.6% a year, volatility 30.6%KDP: +2.5% a year, volatility 22.1%MGV: +12.6% a year, volatility 13.4%EXPD: +12.0% a year, volatility 27.1%VRSN: +7.8% a year, volatility 25.9%VTI: +11.5% a year, volatility 17.5%EWT: +20.4% a year, volatility 24.2%MTD: +2.6% a year, volatility 32.5%RMD: −0.3% a year, volatility 31.8%MUSA: +26.1% a year, volatility 31.2%IOO: +15.7% a year, volatility 17.2%XLG: +13.8% a year, volatility 18.9%AMZN: +9.0% a year, volatility 36.6%BRO: +2.6% a year, volatility 26.0%MOAT: +9.1% a year, volatility 18.4%XOM: +27.1% a year, volatility 26.5%NHC: +32.0% a year, volatility 28.5%JPM: +17.3% a year, volatility 24.3%ABBV: +26.1% a year, volatility 23.4%HSBC: +33.1% a year, volatility 25.9%TDIV: +16.2% a year, volatility 21.3%JNJ: +12.7% a year, volatility 17.9%DXJ: +26.6% a year, volatility 19.1%LVHI: +17.0% a year, volatility 11.1%CSW: +17.1% a year, volatility 34.4%KO: +14.7% a year, volatility 16.8%BALT: +6.3% a year, volatility 3.3%CVX: +19.5% a year, volatility 25.2%CAT: +31.1% a year, volatility 31.9%COST: +17.4% a year, volatility 22.9%VXUS: +8.2% a year, volatility 16.4%SUSA: +10.4% a year, volatility 17.4%NIC: +19.0% a year, volatility 30.1%QQQ: +14.5% a year, volatility 23.0%MUFG: +33.2% a year, volatility 29.4%EQWL: +11.6% a year, volatility 15.0%PM: +21.0% a year, volatility 23.4%CHE: +3.4% a year, volatility 25.3%MCK: +38.7% a year, volatility 25.0%VRIG: +4.7% a year, volatility 1.3%NVS: +17.1% a year, volatility 20.7%APH: +33.8% a year, volatility 32.2%RTX: +18.6% a year, volatility 24.3%CHCO: +15.9% a year, volatility 22.8%GILD: +22.8% a year, volatility 24.9%GS: +19.6% a year, volatility 28.6%VEA: +9.3% a year, volatility 16.9%MS: +16.0% a year, volatility 28.8%TD: +15.8% a year, volatility 20.0%BFC: +19.0% a year, volatility 27.3%IBKR: +35.4% a year, volatility 35.4%MFG: +33.6% a year, volatility 30.6%TJX: +19.9% a year, volatility 22.3%TTE: +18.0% a year, volatility 25.8%GLD: +17.7% a year, volatility 18.9%FLRT: +6.0% a year, volatility 2.3%IBM: +16.6% a year, volatility 30.5%PG: +5.1% a year, volatility 18.3%VGT: +18.4% a year, volatility 26.0%UBS: +25.4% a year, volatility 30.4%SMFG: +33.7% a year, volatility 29.4%PH: +27.4% a year, volatility 28.8%BHP: +16.6% a year, volatility 31.4%C: +15.1% a year, volatility 29.4%PTNQ: +9.7% a year, volatility 14.1%BAC: +4.0% a year, volatility 26.6%BTI: +18.7% a year, volatility 22.0%INTU: −9.4% a year, volatility 39.1%SPY (S&P 500): +12.7% a year, volatility 17.1%V: +12.8% a year, volatility 22.9%SAP: +11.5% a year, volatility 30.0%ADP: +9.0% a year, volatility 22.9%HRB: +18.3% a year, volatility 34.9%CRM: −3.2% a year, volatility 39.4%ORCL: +7.7% a year, volatility 44.3%MSFT: +12.5% a year, volatility 28.2%ADI: +19.5% a year, volatility 34.1%TXN: +9.9% a year, volatility 33.7%MA: +12.4% a year, volatility 23.8%SMH: +33.4% a year, volatility 36.9%CDNS: +14.8% a year, volatility 37.2%GOOG: +19.0% a year, volatility 32.0%LLY: +40.7% a year, volatility 32.8%VOO: +12.8% a year, volatility 16.9%WMT: +20.8% a year, volatility 22.6%BRK-B: +13.4% a year, volatility 17.1%SGOV: +3.8% a year, volatility 0.3%INSW: +56.5% a year, volatility 40.5%UPS: −8.6% a year, volatility 28.9%CAH: +42.1% a year, volatility 24.7%MPC: +51.2% a year, volatility 33.4%INTUSPY (S&P 500)SAPADPHRBCRMORCLADITXNSMHCDNSGOOGLLYVOOWMTSGOVINSWUPSCAHMPC−10.0%0.0%10.0%20.0%30.0%40.0%50.0%−20.0%0.0%20.0%40.0%60.0%Volatility over 5 years (annualized)Annual return over 5 yearsMore return, less volatility than INTUCSCO: +16.8% a year, volatility 26.1%MRK: +16.3% a year, volatility 24.8%AMGN: +19.6% a year, volatility 24.9%LIN: +11.5% a year, volatility 20.9%AZN: +8.7% a year, volatility 35.7%VIG: +10.4% a year, volatility 14.1%TMO: +2.9% a year, volatility 27.8%SCHD: +9.7% a year, volatility 14.3%RSG: +13.9% a year, volatility 18.5%RY: +17.3% a year, volatility 18.2%ORLY: +15.9% a year, volatility 23.4%MSI: +14.8% a year, volatility 23.6%WM: +9.3% a year, volatility 19.2%ESLT: +39.8% a year, volatility 34.6%FAST: +15.8% a year, volatility 24.6%ICE: +5.4% a year, volatility 21.8%JAAA: +5.1% a year, volatility 1.7%MRSH: +4.4% a year, volatility 20.9%IRM: +24.6% a year, volatility 30.3%CASY: +29.9% a year, volatility 29.3%AAPL: +18.5% a year, volatility 28.0%FNV: +12.5% a year, volatility 31.3%WCN: +6.1% a year, volatility 20.0%A: +2.6% a year, volatility 30.6%KDP: +2.5% a year, volatility 22.1%MGV: +12.6% a year, volatility 13.4%EXPD: +12.0% a year, volatility 27.1%VRSN: +7.8% a year, volatility 25.9%VTI: +11.5% a year, volatility 17.5%EWT: +20.4% a year, volatility 24.2%MTD: +2.6% a year, volatility 32.5%RMD: −0.3% a year, volatility 31.8%MUSA: +26.1% a year, volatility 31.2%IOO: +15.7% a year, volatility 17.2%XLG: +13.8% a year, volatility 18.9%AMZN: +9.0% a year, volatility 36.6%BRO: +2.6% a year, volatility 26.0%MOAT: +9.1% a year, volatility 18.4%XOM: +27.1% a year, volatility 26.5%NHC: +32.0% a year, volatility 28.5%JPM: +17.3% a year, volatility 24.3%ABBV: +26.1% a year, volatility 23.4%HSBC: +33.1% a year, volatility 25.9%TDIV: +16.2% a year, volatility 21.3%JNJ: +12.7% a year, volatility 17.9%DXJ: +26.6% a year, volatility 19.1%LVHI: +17.0% a year, volatility 11.1%CSW: +17.1% a year, volatility 34.4%KO: +14.7% a year, volatility 16.8%BALT: +6.3% a year, volatility 3.3%CVX: +19.5% a year, volatility 25.2%CAT: +31.1% a year, volatility 31.9%COST: +17.4% a year, volatility 22.9%VXUS: +8.2% a year, volatility 16.4%SUSA: +10.4% a year, volatility 17.4%NIC: +19.0% a year, volatility 30.1%QQQ: +14.5% a year, volatility 23.0%MUFG: +33.2% a year, volatility 29.4%EQWL: +11.6% a year, volatility 15.0%PM: +21.0% a year, volatility 23.4%CHE: +3.4% a year, volatility 25.3%MCK: +38.7% a year, volatility 25.0%VRIG: +4.7% a year, volatility 1.3%NVS: +17.1% a year, volatility 20.7%APH: +33.8% a year, volatility 32.2%RTX: +18.6% a year, volatility 24.3%CHCO: +15.9% a year, volatility 22.8%GILD: +22.8% a year, volatility 24.9%GS: +19.6% a year, volatility 28.6%VEA: +9.3% a year, volatility 16.9%MS: +16.0% a year, volatility 28.8%TD: +15.8% a year, volatility 20.0%BFC: +19.0% a year, volatility 27.3%IBKR: +35.4% a year, volatility 35.4%MFG: +33.6% a year, volatility 30.6%TJX: +19.9% a year, volatility 22.3%TTE: +18.0% a year, volatility 25.8%GLD: +17.7% a year, volatility 18.9%FLRT: +6.0% a year, volatility 2.3%IBM: +16.6% a year, volatility 30.5%PG: +5.1% a year, volatility 18.3%VGT: +18.4% a year, volatility 26.0%UBS: +25.4% a year, volatility 30.4%SMFG: +33.7% a year, volatility 29.4%PH: +27.4% a year, volatility 28.8%BHP: +16.6% a year, volatility 31.4%C: +15.1% a year, volatility 29.4%PTNQ: +9.7% a year, volatility 14.1%BAC: +4.0% a year, volatility 26.6%BTI: +18.7% a year, volatility 22.0%INTU: −9.4% a year, volatility 39.1%SPY (S&P 500): +12.7% a year, volatility 17.1%V: +12.8% a year, volatility 22.9%SAP: +11.5% a year, volatility 30.0%ADP: +9.0% a year, volatility 22.9%HRB: +18.3% a year, volatility 34.9%CRM: −3.2% a year, volatility 39.4%ORCL: +7.7% a year, volatility 44.3%MSFT: +12.5% a year, volatility 28.2%ADI: +19.5% a year, volatility 34.1%TXN: +9.9% a year, volatility 33.7%MA: +12.4% a year, volatility 23.8%SMH: +33.4% a year, volatility 36.9%CDNS: +14.8% a year, volatility 37.2%GOOG: +19.0% a year, volatility 32.0%LLY: +40.7% a year, volatility 32.8%VOO: +12.8% a year, volatility 16.9%WMT: +20.8% a year, volatility 22.6%BRK-B: +13.4% a year, volatility 17.1%SGOV: +3.8% a year, volatility 0.3%INSW: +56.5% a year, volatility 40.5%UPS: −8.6% a year, volatility 28.9%CAH: +42.1% a year, volatility 24.7%MPC: +51.2% a year, volatility 33.4%INTUSPY (S&P 500)ADPHRBCRMORCLADISMHLLYVOOWMTSGOVINSWUPSCAHMPC
  • Popular alternatives
  • Same and neighboring categories, and shared themes
  • The whole market
  • Others in the green region

Is there a better investment than INTU?

Investments that beat INTU over the past 5 years on return, volatility, drawdowns, consistency, crash losses or fees, from its popular alternatives out to the whole market.

How this works

The table below lists investments that beat INTU over the past 5 years on at least one of these measures: a higher annual return with lower volatility, a higher annual return at similar volatility, a similar return with lower volatility, a higher Sharpe ratio with a smaller worst decline, a higher total return in most periods from 3 months to 10 years, or smaller losses in recent market crashes. It checks INTU's popular alternatives first, then the rest of its own and neighboring categories, then every stock and fund worth at least $500 million, and shows the strongest few in each group. The full list of those with a higher return and lower volatility than INTU follows the table.

Annual return is the annualized total return with dividends reinvested. Annual return, volatility and the Sharpe ratio cover 5 years; the worst decline covers the past 10 years. Green marks a better figure than INTU's. "On the frontier" means no other option shown or tested earned more with less volatility. Funds that hold the same thing are shown once. Beyond the popular alternatives, nothing with more than 1.5× INTU's volatility counts as better.

These figures cover the past 5 years. Green marks a better figure than INTU's.

Screen the whole market against INTU for any period in BetterThanSPYOpen these 21 in EasyCompare
InvestmentWhy it is betterPast 5 yearsDownsideLong runFit
Annual return?higher is betterVolatility?lower is calmerSharpe?return per unit of riskWorst decline?past 10 years10Y returntotalCorr. with INTU?lower diversifies moreExpenseper year
INTUIntuit Inc. · this page
−9.4%39.1%-0.06−68.2%+237%1.00—
SPYState Street SPDR S&P 500 ETF · S&P 500
+12.7%17.1%0.79−33.7%+321%0.440.09%
Popular alternativesbest 6 shownThe investments people most often weigh against INTU. 13 of 22 passed at least one test.
VVisa Inc. · Payment Processing
Higher return, lower volatilityHigher Sharpe, smaller worst declineHigher return in most periods+12.8%22.9%0.64−36.4%+429%0.37—
SAPSAP SE · Enterprise Software
Higher return, lower volatilityHigher Sharpe, smaller worst declineHigher return in most periods+11.5%30.0%0.52−52.5%+205%0.59—
ADPAutomatic Data Processing, Inc. · Business Services
Higher return, lower volatilityHigher Sharpe, smaller worst declineHigher return in most periods+9.0%22.9%0.49−40.8%+320%0.58—
HRBH&R Block, Inc. · Tax Preparation
Higher return, lower volatilityHigher Sharpe, smaller worst declineHigher return in most periods+18.3%34.9%0.65−57.7%+206%0.36—
CRMSalesforce, Inc. · Enterprise Software
Higher return, similar volatilityHigher Sharpe, smaller worst declineHigher return in most periods−3.2%39.4%0.12−58.7%+240%0.64—
ORCLOracle Corporation · Enterprise Software
Smaller losses in recent crashes+7.7%44.3%0.38−64.6%+300%0.44—
Same and neighboring categories, and shared themesbest 6 shownEverything else in Application Software and Software and the categories next to it (Enterprise Software, Payment Processing, Semiconductors), plus INTU's specific themes. 75 of 117 passed at least one test.
MSFTMicrosoft Corporation · Software
Higher return, lower volatilityHigher Sharpe, smaller worst declineHigher return in most periodsSmaller losses in recent crashes+12.5%28.2%0.56−37.1%+946%0.63—
ADIAnalog Devices, Inc. · Semiconductors
Higher return, lower volatilityHigher Sharpe, smaller worst declineHigher return in most periodsSmaller losses in recent crashes+19.5%34.1%0.69−33.6%+652%-0.01—
TXNTexas Instruments Incorporated · Semiconductors
Higher return, lower volatilityHigher Sharpe, smaller worst declineHigher return in most periodsSmaller losses in recent crashes+9.9%33.7%0.45−33.4%+424%-0.04—
MAMastercard Incorporated · Payment Processing
Higher return, lower volatilityHigher Sharpe, smaller worst declineHigher return in most periods+12.4%23.8%0.61−41.0%+541%0.44—
SMHVanEck Semiconductor ETF · Semiconductors
Higher return, lower volatilityHigher Sharpe, smaller worst declineHigher return in most periods+33.4%36.9%0.97−45.3%+1,665%0.100.35%
CDNSCadence Design Systems, Inc. · Software
Higher return, similar volatilityHigher Sharpe, smaller worst declineHigher return in most periodsSmaller losses in recent crashes+14.8%37.2%0.56−34.2%+1,139%0.24—
The whole marketbest 8 shownEvery other stock and fund worth at least $500 million. 2,679 of 3,494 passed at least one test.
GOOGAlphabet Inc. · Internet Services
Higher return, lower volatilityHigher Sharpe, smaller worst declineHigher return in most periodsSmaller losses in recent crashes+19.0%32.0%0.71−44.6%+752%0.15—
LLYEli Lilly and Company · Pharmaceuticals
Higher return, lower volatilityHigher Sharpe, smaller worst declineHigher return in most periodsSmaller losses in recent crashes+40.7%32.8%1.21−34.5%+1,807%-0.02—
VOOVanguard S&P 500 ETF · US Large-Cap Equity
Higher return, lower volatilityHigher Sharpe, smaller worst declineHigher return in most periodsSmaller losses in recent crashes+12.8%16.9%0.80−34.0%+324%0.440.03%
WMTWalmart Inc. · Discount Retail
Higher return, lower volatilityHigher Sharpe, smaller worst declineHigher return in most periodsSmaller losses in recent crashes+20.8%22.6%0.96−25.7%+508%0.12—
BRK-BBerkshire Hathaway Inc. · Insurance
Higher return, lower volatilityHigher Sharpe, smaller worst declineHigher return in most periodsSmaller losses in recent crashes+13.4%17.1%0.82−29.6%+274%0.16—
SGOViShares 0-3 Month Treasury Bond ETF · Treasury Bonds
On the frontierHigher return, lower volatilityHigher Sharpe, smaller worst declineHigher return in most periods+3.8%0.3%13.25−0.3%—0.200.09%
INSWInternational Seaways, Inc. · Oil & Gas
On the frontierHigher return, similar volatilityHigher Sharpe, smaller worst declineHigher return in most periods+56.5%40.5%1.31−57.4%—-0.24—
UPSUnited Parcel Service, Inc. · Freight & Logistics
Similar return, lower volatilityHigher return in most periods−8.6%28.9%-0.17−57.9%+35.4%0.19—
What these numbers mean for INTU
Annual return
INTU lost 9.4% a year over the past 5 years with dividends reinvested, against 12.7% a year for the S&P 500. At that pace, $10,000 became about $6,120. Annual return is the steady yearly rate that would produce the same total result, so investments held over the same span compare fairly. Guide: What is performance and return? →
Volatility
INTU's volatility over the past 5 years was 39.1%, 2.3 times the S&P 500's 17.1%. Volatility measures how widely returns swing around their average: in roughly two years out of three, INTU's return lands within 39.1% of its average, either way. The higher it is, the rougher the ride and the harder it is to hold through a slump. Guide: Understanding and measuring risk (volatility) →
Sharpe ratio
INTU's Sharpe ratio over the past 5 years was -0.06, against 0.79 for the S&P 500, so INTU earned less for each unit of risk than an index fund did. The Sharpe ratio is the return earned above cash for each unit of volatility: two investments with the same return are not equal if one got there with far bigger swings. Guide: Balancing reward with risk (Sharpe ratio) →
Worst decline
INTU's worst fall from a peak to a low over the past 10 years was 68.2%, against 33.7% for the S&P 500. Losses and gains are not symmetric: climbing back from a 68.2% fall takes a 214% gain. Guide: Market crash risk and tail risk →
Correlation
Over the past 5 years, INTU's monthly returns had a correlation of 0.44 with the S&P 500. Correlation runs from 1 (moving in lockstep) through 0 (unrelated) to −1 (moving in opposite directions). They often move together: some diversification next to an index fund, but not a cushion. In the table, the correlation column measures each option against INTU instead: the lower it is, the more that option would diversify a INTU holding. Guide: Correlation and diversification →
Show all 2,119 stocks and funds worth at least $500 million that earned more than INTU with less volatility

Out of 3,633 tested over 5 years. The strongest 100 are listed, best first, with funds that hold the same thing listed once.

#InvestmentFound inAnnual returnVolatilitySharpeWorst decline10Y returnCorr. with INTUExpense
1
GOOGAlphabet Inc. · Internet Services
Whole market+19.0%32.0%0.71−44.6%+752%0.15—
2
LLYEli Lilly and Company · Pharmaceuticals
Whole market+40.7%32.8%1.21−34.5%+1,807%-0.02—
3
VOOVanguard S&P 500 ETF · US Large-Cap Equity
Whole market+12.8%16.9%0.80−34.0%+324%0.440.03%
4
WMTWalmart Inc. · Discount Retail
Whole market+20.8%22.6%0.96−25.7%+508%0.12—
5
BRK-BBerkshire Hathaway Inc. · Insurance
Whole market+13.4%17.1%0.82−29.6%+274%0.16—
6
CSCOCisco Systems, Inc. · Communications Equipment
Whole market+16.8%26.1%0.73−42.0%+374%0.10—
7
MRKMerck & Co., Inc. · Pharmaceuticals
Whole market+16.3%24.8%0.74−43.4%+241%-0.08—
8
AMGNAmgen Inc. · Biotechnology
Whole market+19.6%24.9%0.85−24.9%+266%0.05—
9
LINLinde plc · Chemicals
Whole market+11.5%20.9%0.63−32.6%+394%0.17—
10
SGOViShares 0-3 Month Treasury Bond ETF · Treasury Bonds
Whole market+3.8%0.3%13.25−0.3%—0.200.09%
11
AZNAstraZeneca PLC · Pharmaceuticals
Whole market+8.7%35.7%0.41−28.7%+257%-0.18—
12
VIGVanguard Dividend Appreciation ETF · US Dividend Equity
Whole market+10.4%14.1%0.78−31.7%+258%0.390.04%
13
TMOThermo Fisher Scientific Inc. · Life Sciences Tools
Whole market+2.9%27.8%0.24−40.9%+366%0.29—
14
SCHDSchwab U.S. Dividend Equity ETF · US Dividend Equity
Whole market+9.7%14.3%0.72−33.4%+252%0.270.06%
15
RSGRepublic Services, Inc. · Environmental Services
Whole market+13.9%18.5%0.80−34.0%+446%0.27—
16
RYRoyal Bank of Canada · Banks
Whole market+17.3%18.2%0.97−40.0%+352%0.09—
17
ORLYO'Reilly Automotive, Inc. · Specialty Retail
Whole market+15.9%23.4%0.75−42.0%+393%0.18—
18
MSIMotorola Solutions, Inc. · Communications Equipment
Whole market+14.8%23.6%0.71−32.8%+625%0.28—
19
WMWaste Management, Inc. · Environmental Services
Whole market+9.3%19.2%0.56−30.1%+344%0.22—
20
ESLTElbit Systems Ltd. · Aerospace & Defense
Whole market+39.8%34.6%1.15−35.4%+765%0.01—
21
FASTFastenal Company · Industrial Distribution
Whole market+15.8%24.6%0.72−30.7%+576%0.20—
22
ICEIntercontinental Exchange, Inc. · Capital Markets
Whole market+5.4%21.8%0.35−34.3%+240%0.57—
23
MSFTMicrosoft Corporation · Software
Same or nearby category+12.5%28.2%0.56−37.1%+946%0.63—
24
JAAAJanus Henderson AAA CLO ETF · CLO Bonds
Whole market+5.1%1.7%2.98−2.6%—0.190.20%
25
MRSHMarsh & McLennan Companies, Inc. · Insurance
Whole market+4.4%20.9%0.31−35.8%+245%0.41—
26
CAHCardinal Health, Inc. · Health Care Distribution
Whole market+42.1%24.7%1.55−46.1%+349%0.07—
27
IRMIron Mountain Incorporated · Specialty REITs
Whole market+24.6%30.3%0.88−39.0%+470%0.15—
28
CASYCasey's General Stores, Inc. · Convenience Stores
Whole market+29.9%29.3%1.04−36.1%+537%0.22—
29
AAPLApple Inc. · Computer Hardware
Whole market+18.5%28.0%0.75−38.5%+1,168%0.32—
30
FNVFranco-Nevada Corporation · Gold Mining
Whole market+12.5%31.3%0.53−37.1%+303%0.00—
31
WCNWaste Connections, Inc. · Environmental Services
Whole market+6.1%20.0%0.40−31.6%+270%0.26—
32
AAgilent Technologies, Inc. · Life Sciences Tools
Whole market+2.6%30.6%0.24−43.2%+306%0.24—
33
KDPKeurig Dr Pepper Inc. · Food & Beverages
Whole market+2.5%22.1%0.23−36.9%+281%0.02—
34
MGVVanguard Morningstar Mega Cap Value ETF · US Large-Cap Value
Whole market+12.6%13.4%0.95−35.4%+244%0.230.05%
35
EXPDExpeditors International of Washington, Inc. · Freight & Logistics
Whole market+12.0%27.1%0.56−35.6%+349%0.30—
36
VRSNVeriSign, Inc. · Internet Services
Whole market+7.8%25.9%0.42−38.9%+308%0.43—
37
VTIVanguard Morningstar Total Stock Market ETF · US Total Market
Whole market+11.5%17.5%0.71−35.0%+302%0.430.03%
38
EWTiShares MSCI Taiwan ETF · International Equity
Whole market+20.4%24.2%0.89−38.9%+468%-0.010.59%
39
MTDMettler-Toledo International Inc. · Life Sciences Tools
Whole market+2.6%32.5%0.24−43.5%+298%0.28—
40
RMDResMed Inc. · Medical Devices
Whole market−0.3%31.8%0.15−54.0%+331%0.26—
41
MUSAMurphy USA Inc. · Convenience Stores
Whole market+26.1%31.2%0.90−35.5%+706%0.14—
42
ADIAnalog Devices, Inc. · Semiconductors
Same or nearby category+19.5%34.1%0.69−33.6%+652%-0.01—
43
IOOiShares Global 100 ETF · Global Equity
Whole market+15.7%17.2%0.94−31.4%+361%0.440.40%
44
XLGInvesco S&P 500 Top 50 ETF · US Large-Cap Equity
Whole market+13.8%18.9%0.78−30.5%+379%0.470.20%
45
AMZNAmazon.com, Inc. · E-Commerce
Whole market+9.0%36.6%0.42−56.1%+548%0.45—
46
BROBrown & Brown, Inc. · Insurance
Whole market+2.6%26.0%0.23−55.8%+317%0.36—
47
TXNTexas Instruments Incorporated · Semiconductors
Same or nearby category+9.9%33.7%0.45−33.4%+424%-0.04—
48
MOATVanEck Morningstar Wide Moat ETF · US Large-Cap Equity
Whole market+9.1%18.4%0.57−33.3%+276%0.450.46%
49
XOMExxonmobil Holdings Corporation · Integrated Oil & Gas
Whole market+27.1%26.5%1.04−61.0%+214%0.13—
50
NHCNational HealthCare Corporation · Medical - Care Facilities
Whole market+32.0%28.5%1.12−35.3%+394%-0.03—
51
JPMJPMorgan Chase & Co. · Banks
Whole market+17.3%24.3%0.78−43.6%+537%0.39—
52
ABBVAbbVie Inc. · Pharmaceuticals
Whole market+26.1%23.4%1.11−45.1%+603%-0.07—
53
HSBCHSBC Holdings plc · Banks
Whole market+33.1%25.9%1.24−62.3%+319%0.03—
54
TDIVFirst Trust NASDAQ Technology Dividend Index Fund · Technology Equity
Whole market+16.2%21.3%0.81−32.0%+388%0.350.50%
55
JNJJohnson & Johnson · Pharmaceuticals
Whole market+12.7%17.9%0.76−27.4%+196%-0.14—
56
DXJWisdomTree Japan Hedged Equity Fund · International Equity
Whole market+26.6%19.1%1.34−39.1%+428%0.020.48%
57
LVHIFranklin International Low Volatility High Dividend Index ETF · International Equity
Whole market+17.0%11.1%1.48−32.4%+194%0.150.40%
58
CSWCSW Industrials, Inc. · Industrial Products
Whole market+17.1%34.4%0.63−46.2%+867%0.29—
59
KOThe Coca-Cola Company · Food & Beverages
Whole market+14.7%16.8%0.91−37.0%+204%0.01—
60
BALTInnovator Defined Wealth Shield ETF · Crypto
Whole market+6.3%3.3%1.85−4.9%—0.380.69%
61
CVXChevron Corporation · Integrated Oil & Gas
Whole market+19.5%25.2%0.84−55.8%+238%0.25—
62
CATCaterpillar Inc. · Industrial Machinery
Whole market+31.1%31.9%1.01−43.4%+936%0.07—
63
COSTCostco Wholesale Corporation · Discount Retail
Whole market+17.4%22.9%0.82−31.4%+685%0.32—
64
VXUSVanguard Total International Stock ETF · International Equity
Whole market+8.2%16.4%0.57−36.0%+140%0.210.05%
65
SUSAiShares ESG Optimized MSCI USA ETF · Broad Market
Whole market+10.4%17.4%0.66−32.9%+302%0.440.25%
66
NICNicolet Bankshares, Inc. · Banks - Regional
Whole market+19.0%30.1%0.73−44.3%+344%-0.03—
67
QQQInvesco QQQ Trust, Series 1 · US Large-Cap Growth
Whole market+14.5%23.0%0.71−35.1%+553%0.360.18%
68
MUFGMitsubishi UFJ Financial Group, Inc. · Banks
Whole market+33.2%29.4%1.13−54.9%+483%-0.02—
69
EQWLInvesco S&P 100 Equal Weight ETF · Broad Market
Whole market+11.6%15.0%0.81−34.3%+291%0.410.30%
70
PMPhilip Morris International Inc. · Tobacco
Whole market+21.0%23.4%0.94−42.9%+242%-0.05—
71
CHEChemed Corporation · Health Care Services
Whole market+3.4%25.3%0.26−42.9%+273%0.06—
72
MCKMcKesson Corporation · Health Care Distribution
Whole market+38.7%25.0%1.44−38.1%+586%0.15—
73
VRIGInvesco Variable Rate Investment Grade ETF · Bonds
Whole market+4.7%1.3%3.51−13.1%+40.5%0.120.30%
74
NVSNovartis AG · Pharmaceuticals
Whole market+17.1%20.7%0.87−26.8%+226%-0.01—
75
APHAmphenol Corporation · Electronic Components
Whole market+33.8%32.2%1.07−37.5%+965%0.18—
76
RTXRTX Corporation · Aerospace & Defense
Whole market+18.6%24.3%0.83−52.0%+317%0.04—
77
CHCOCity Holding Company · Banks - Regional
Whole market+15.9%22.8%0.77−32.3%+286%0.25—
78
GILDGilead Sciences, Inc. · Biotechnology
Whole market+22.8%24.9%0.95−30.5%+200%0.09—
79
GSThe Goldman Sachs Group, Inc. · Capital Markets
Whole market+19.6%28.6%0.77−48.8%+521%0.35—
80
VEAVanguard FTSE Developed Markets ETF · Developed International Equity
Whole market+9.3%16.9%0.61−35.8%+153%0.220.03%
81
MSMorgan Stanley · Capital Markets
Whole market+16.0%28.8%0.66−51.3%+627%0.30—
82
TDThe Toronto-Dominion Bank · Banks
Whole market+15.8%20.0%0.84−42.0%+310%0.16—
83
BFCBank First Corporation · Banks - Regional
Whole market+19.0%27.3%0.78−39.8%+496%-0.03—
84
IBKRInteractive Brokers Group, Inc. · Investment Banking & Brokerage
Whole market+35.4%35.4%1.04−55.1%+935%0.29—
85
MFGMizuho Financial Group, Inc. · Banks
Whole market+33.6%30.6%1.10−45.7%+345%-0.11—
86
TJXThe TJX Companies, Inc. · Specialty Retail
Whole market+19.9%22.3%0.93−42.5%+361%0.20—
87
TTETotalEnergies SE · Integrated Oil & Gas
Whole market+18.0%25.8%0.78−59.6%+234%0.08—
88
GLDSPDR Gold Shares · Gold
Whole market+17.7%18.9%0.96−26.4%+213%0.030.40%
89
FLRTPacer Aristotle Pacific Floating Rate High Income ETF · Financials
Whole market+6.0%2.3%2.55−21.0%+58.0%0.350.60%
90
IBMInternational Business Machines Corporation · IT Services
Whole market+16.6%30.5%0.66−41.1%+151%0.09—
91
PGThe Procter & Gamble Company · Household & Personal Products
Whole market+5.1%18.3%0.37−23.8%+145%-0.03—
92
VGTVanguard Information Technology ETF · Technology Equity
Whole market+18.4%26.0%0.78−35.1%+779%0.360.09%
93
UBSUBS Group AG · Banks
Whole market+25.4%30.4%0.90−59.8%+374%0.30—
94
SMFGSumitomo Mitsui Financial Group, Inc. · Banks
Whole market+33.7%29.4%1.14−47.6%+474%-0.07—
95
PHParker-Hannifin Corporation · Industrial Machinery
Whole market+27.4%28.8%0.99−54.7%+789%0.27—
96
BHPBHP Group Limited · Metals & Mining
Whole market+16.6%31.4%0.65−44.3%+398%-0.04—
97
CCitigroup Inc. · Banks
Whole market+15.1%29.4%0.63−56.5%+234%0.24—
98
PTNQPacer Trendpilot 100 ETF · Technology
Whole market+9.7%14.1%0.73−28.1%+305%0.150.65%
99
BACBank of America Corporation · Banks
Whole market+4.0%26.6%0.28−49.0%+282%0.40—
100
BTIBritish American Tobacco p.l.c. · Tobacco
Whole market+18.7%22.0%0.90−56.1%+98.2%-0.13—

INTU against its popular alternatives

The investments people most often weigh against INTU, compared period by period and year by year.

How do INTU's risk and return compare with its alternatives?

This map plots each investment's annual return over the past 5 years against its volatility, the size of its typical price swings. Investments toward the upper left earned more for a smoother ride, and those toward the lower right earned less for a rougher one. The dashed lines cross at INTU, which divides the map into what did better or worse on each measure.

Green points earned more than INTU with less volatility; red points earned less with more. Hover over a point for its figures. Total returns with dividends reinvested, annualized.

10.0%20.0%30.0%40.0%50.0%60.0%70.0%−40.0%−30.0%−20.0%−10.0%0.0%10.0%20.0%Volatility over 5 years (annualized)Annual return over 5 yearsHigher return, lower volatilityLower return, higher volatilityINTU: −9.4% a year, volatility 39.1%SPY (S&P 500): 12.7% a year, volatility 17.1%ADP: 9.0% a year, volatility 22.9%V: 12.8% a year, volatility 22.9%PAYC: −12.1% a year, volatility 46.3%PCTY: −10.1% a year, volatility 41.1%WK: −11.7% a year, volatility 46.8%HRB: 18.3% a year, volatility 34.9%SAP: 11.5% a year, volatility 30.0%PAYX: 1.5% a year, volatility 25.0%HUBS: −20.6% a year, volatility 57.6%NCNO: −21.4% a year, volatility 54.1%PYPL: −25.9% a year, volatility 43.3%ALKT: −12.7% a year, volatility 48.9%BILL: −30.2% a year, volatility 69.7%BL: −24.3% a year, volatility 46.4%SHOP: 3.1% a year, volatility 66.9%QTWO: −4.1% a year, volatility 50.4%CRM: −3.2% a year, volatility 39.4%WDAY: −5.9% a year, volatility 41.7%ORCL: 7.7% a year, volatility 44.3%FICO: 14.3% a year, volatility 45.5%GPN: −11.2% a year, volatility 36.9%FIS: −19.7% a year, volatility 33.9%INTUSPY (S&P 500)ADPPAYCWKHRBSAPPAYXHUBSNCNOPYPLBILLBLSHOPQTWOCRMWDAYORCLFICOGPNFIS0.0%20.0%40.0%60.0%80.0%−40.0%−30.0%−20.0%−10.0%0.0%10.0%20.0%Volatility over 5 years (annualized)Annual return over 5 yearsHigher return, lower volatilityLower return, higher volatilityINTU: −9.4% a year, volatility 39.1%SPY (S&P 500): 12.7% a year, volatility 17.1%ADP: 9.0% a year, volatility 22.9%V: 12.8% a year, volatility 22.9%PAYC: −12.1% a year, volatility 46.3%PCTY: −10.1% a year, volatility 41.1%WK: −11.7% a year, volatility 46.8%HRB: 18.3% a year, volatility 34.9%SAP: 11.5% a year, volatility 30.0%PAYX: 1.5% a year, volatility 25.0%HUBS: −20.6% a year, volatility 57.6%NCNO: −21.4% a year, volatility 54.1%PYPL: −25.9% a year, volatility 43.3%ALKT: −12.7% a year, volatility 48.9%BILL: −30.2% a year, volatility 69.7%BL: −24.3% a year, volatility 46.4%SHOP: 3.1% a year, volatility 66.9%QTWO: −4.1% a year, volatility 50.4%CRM: −3.2% a year, volatility 39.4%WDAY: −5.9% a year, volatility 41.7%ORCL: 7.7% a year, volatility 44.3%FICO: 14.3% a year, volatility 45.5%GPN: −11.2% a year, volatility 36.9%FIS: −19.7% a year, volatility 33.9%INTUSPY (S&P 500)ADPPAYCPCTYHRBPAYXHUBSNCNOPYPLALKTBILLBLSHOPQTWOCRMWDAYORCLFICOFIS
All figures
InvestmentAnnual returnVolatility
HRB H&R Block, Inc.+18.3%34.9%
FICO Fair Isaac Corporation+14.3%45.5%
V Visa Inc.+12.8%22.9%
SPY S&P 500State Street SPDR S&P 500 ETF+12.7%17.1%
SAP SAP SE+11.5%30.0%
ADP Automatic Data Processing, Inc.+9.0%22.9%
ORCL Oracle Corporation+7.7%44.3%
SHOP Shopify Inc.+3.1%66.9%
PAYX Paychex, Inc.+1.5%25.0%
CRM Salesforce, Inc.−3.2%39.4%
QTWO Q2 Holdings, Inc.−4.1%50.4%
WDAY Workday, Inc.−5.9%41.7%
INTU This pageIntuit Inc.−9.4%39.1%
PCTY Paylocity Holding Corporation−10.1%41.1%
GPN Global Payments Inc.−11.2%36.9%
WK Workiva Inc.−11.7%46.8%
PAYC Paycom Software, Inc.−12.1%46.3%
ALKT Alkami Technology, Inc.−12.7%48.9%
FIS Fidelity National Information Services, Inc.−19.7%33.9%
HUBS HubSpot, Inc.−20.6%57.6%
NCNO nCino, Inc.−21.4%54.1%
BL BlackLine, Inc.−24.3%46.4%
PYPL PayPal Holdings, Inc.−25.9%43.3%
BILL Bill.com Holdings, Inc.−30.2%69.7%
Open these 24 in EasyCompare

Has INTU consistently beaten its popular alternatives?

This section compares INTU with the investments people most often weigh against it, checking each one over eight periods from one month to ten years. Counting how often an alternative earned more than INTU helps separate lasting outperformance from a single strong stretch.

A green cell means the alternative earned more than INTU over that period. "Qualified" marks those that did so in at least 3 of 5 short-term periods and 2 of 3 long-term periods.

InvestmentPeriods outperformed Short termLong termRisk · 5 yearsFund
1M3M6MYTD1Y3Y5Y10YVolatilitylower is calmerSharpehigher is betterWorst declinepast 10 yearsExpenseAssetsOverlapsame sectors
INTU Intuit Inc. (this page)—+10.8%+14.6%−16.4%−46.0%−48.9%−32.1%−38.8%+237%39.1%-0.06−68.2%—$90B—
SHOP QualifiedShopify Inc.5/5 short3/3 longAll-weather+25.8%+39.4%+28.4%+10.4%+5.3%+239%+16.6%+3,916%66.9%0.38−84.8%—$225B—
ADP QualifiedAutomatic Data Processing, Inc.4/5 short3/3 longAll-weather+8.5%+15.4%+46.7%+18.4%+6.4%+30.2%+53.6%+320%22.9%0.49−40.8%—$116B—
V QualifiedVisa Inc.3/5 short3/3 long+9.9%+13.0%+30.0%+18.0%+19.0%+78.2%+82.5%+429%22.9%0.64−36.4%—$759B—
PAYC QualifiedPaycom Software, Inc.5/5 short2/3 long+15.9%+75.5%+98.1%+73.3%+31.7%+3.8%−47.4%+453%46.3%-0.04−79.0%—$12B—
PCTY QualifiedPaylocity Holding Corporation5/5 short2/3 long+17.8%+33.6%+64.9%+16.7%+12.1%−10.2%−41.4%+288%41.1%-0.06−68.9%—$9.0B—
QTWO QualifiedQ2 Holdings, Inc.5/5 short2/3 long+13.9%+18.7%+23.8%−5.0%+8.7%+110%−19.0%+135%50.4%0.17−85.8%—$4.1B—
WK QualifiedWorkiva Inc.4/5 short2/3 long+8.8%+38.6%+39.2%−4.5%−11.5%−19.2%−46.3%+373%46.8%-0.04−72.5%—$4.3B—
CRM QualifiedSalesforce, Inc.4/5 short2/3 long+2.5%+39.7%+30.7%−3.8%−3.9%+21.3%−14.8%+240%39.4%0.12−58.7%—$200B—
HRB QualifiedH&R Block, Inc.4/5 short2/3 long+8.8%+17.2%+55.7%+17.4%−1.6%+23.3%+132%+206%34.9%0.65−57.7%—$5.9B—
SAP QualifiedSAP SE4/5 short2/3 long+9.4%+44.6%+29.6%−2.1%−16.6%+81.3%+72.6%+205%30.0%0.52−52.5%—$267B—
WDAY QualifiedWorkday, Inc.4/5 short2/3 long+6.3%+38.6%+59.4%−0.9%−15.4%−3.4%−26.4%+132%41.7%0.06−63.4%—$49B—
PAYX QualifiedPaychex, Inc.3/5 short2/3 long−2.1%−1.2%+23.8%+7.2%−7.1%+7.5%+7.9%+173%25.0%0.19−45.0%—$40B—
ORCL Software - InfrastructureOracle Corporation1/5 short3/3 long−11.4%+8.4%−25.6%−32.1%−52.1%+33.3%+45.1%+300%44.3%0.38−64.6%—$396B—
FICO Software - ApplicationFair Isaac Corporation0/5 short3/3 long−13.5%−36.7%−24.8%−51.3%−50.6%−12.3%+94.8%+549%45.5%0.52−75.1%—$17B—
HUBS Software - ApplicationHubSpot, Inc.4/5 short1/3 long+17.2%+8.4%+9.1%−34.4%−44.5%−41.6%−68.5%+377%57.6%-0.11−80.0%—$13B—
NCNO Software - ApplicationnCino, Inc.4/5 short1/3 long+5.7%+20.5%+15.5%−12.4%−13.1%−21.7%−70.0%—54.1%-0.18−85.7%—$2.3B—
PYPL Financial - Credit ServicesPayPal Holdings, Inc.3/5 short1/3 long+8.6%+0.8%+11.7%−0.9%−16.5%+8.2%−77.6%+44.1%43.3%-0.47−87.3%—$49B—
GPN Financial - Credit ServicesGlobal Payments Inc.3/5 short1/3 long−0.6%+3.3%+17.2%+13.4%−1.3%−21.1%−44.7%+22.4%36.9%-0.14−70.2%—$22B—
FIS Information Technology ServicesFidelity National Information Services, Inc.2/5 short1/3 long+3.5%−12.8%−22.9%−42.7%−44.3%−21.6%−66.6%−41.3%33.9%-0.47−76.0%—$19B—
ALKT Software - ApplicationAlkami Technology, Inc.2/5 short1/3 long−20.8%−18.5%−17.4%−35.4%−36.8%−18.8%−49.1%—48.9%-0.03−79.0%—$1.6B—
BILL Software - ApplicationBill.com Holdings, Inc.3/5 short0/3 long+4.3%+8.7%+23.9%−2.9%−6.5%−51.4%−83.4%—69.7%-0.17−90.7%—$4.2B—
BL Software - ApplicationBlackLine, Inc.3/5 short0/3 long+9.3%+3.4%−1.8%−41.9%−40.3%−41.8%−75.1%—46.4%-0.37−83.2%—$1.8B—
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How did INTU do year by year?

This table shows each investment's total return in every full calendar year since 1997, along with where INTU ranked among its popular alternatives each year. Annual results reveal how consistently each one kept pace with INTU and how far its good and bad years diverged, detail that multiyear averages tend to smooth over.

Newest year first. Green marks a year in which the fund came out ahead of INTU; gray means the two finished within a fraction of a point. The rank row places INTU among the alternatives that traded the full year; dark green is the top quarter and red the bottom quarter.

InvestmentYears ahead of INTU20252024202320222021202020192018201720162015201420132012201120102009200820072006200520042003200220012000199919981997
INTU This pageIntuit Inc.—+6.1%+1.2%+61.8%−39.1%+70.3%+46.1%+34.1%+25.9%+39.2%+20.2%+5.9%+22.1%+29.7%+14.3%+7.0%+60.4%+29.2%−24.7%+3.6%+14.5%+21.1%−16.7%+12.6%+9.7%+8.5%−34.2%+148%+75.8%+30.9%
Rank among alternativesTop quarter in 8 of 294 of 2318 of 237 of 2316 of 232 of 2210 of 2111 of 209 of 2011 of 206 of 1912 of 172 of 1210 of 128 of 115 of 112 of 117 of 116 of 104 of 104 of 103 of 109 of 98 of 91 of 93 of 76 of 72 of 72 of 75 of 7
SPY S&P 500State Street SPDR S&P 500 ETF11 of 29+17.7%+24.9%+26.2%−18.2%+28.7%+18.3%+31.2%−4.6%+21.7%+12.0%+1.2%+13.5%+32.3%+16.0%+1.9%+15.1%+26.4%−36.8%+5.1%+15.9%+4.8%+10.7%+28.2%−21.6%−11.7%−9.8%+20.4%+28.7%+33.5%
SHOP Shopify Inc.8 of 10+51.4%+36.5%+124%−74.8%+21.7%+185%+187%+37.1%+135%+66.3%———————————————————
ADP Automatic Data Processing, Inc.9 of 29−10.2%+28.4%−0.3%−1.3%+42.6%+5.9%+32.7%+14.3%+16.5%+24.3%+4.1%+20.5%+45.6%+8.5%+20.2%+11.7%+12.7%−9.0%+2.8%+9.1%+5.1%+13.5%+2.4%−32.7%−6.4%+18.3%+35.3%+31.7%+44.6%
V Visa Inc.10 of 17+11.8%+22.3%+26.3%−3.4%−0.3%+17.1%+43.3%+16.5%+47.2%+1.4%+19.1%+18.7%+48.0%+50.5%+45.4%−18.9%+68.0%————————————
PAYC Paycom Software, Inc.7 of 11−21.7%0.0%−33.1%−25.3%−8.2%+70.8%+116%+52.4%+76.6%+20.9%+42.9%——————————————————
PCTY Paylocity Holding Corporation7 of 11−23.5%+21.0%−15.1%−17.7%+14.7%+70.4%+101%+27.7%+57.1%−26.0%+55.3%——————————————————
QTWO Q2 Holdings, Inc.5 of 11−28.3%+132%+61.6%−66.2%−37.2%+56.1%+63.6%+34.5%+27.7%+9.4%+40.0%——————————————————
WK Workiva Inc.6 of 11−21.2%+7.8%+20.9%−35.6%+42.4%+118%+17.2%+67.7%+56.8%−22.3%+31.1%——————————————————
CRM Salesforce, Inc.11 of 21−20.2%+27.8%+98.5%−47.8%+14.2%+36.8%+18.7%+34.0%+49.3%−12.7%+32.2%+7.5%+31.3%+65.8%−23.2%+79.0%+130%−49.0%+72.0%+13.7%+88.9%————————
HRB H&R Block, Inc.11 of 29−14.9%+12.1%+36.9%+59.9%+55.4%−28.0%−3.6%+0.5%+18.2%−28.4%+1.3%+18.9%+60.8%+19.4%+43.2%−45.0%+3.1%+25.8%−17.3%−3.9%+2.6%−10.1%+40.1%−8.7%+121%−2.8%−0.6%+2.6%+57.6%
SAP SAP SE10 of 29−0.4%+61.3%+52.3%−24.2%+9.2%−1.3%+36.4%−10.0%+31.7%+11.1%+15.3%−18.6%+10.0%+55.8%+6.0%+9.8%+31.4%−28.0%−2.6%+18.7%+2.8%+7.0%+114%−38.7%−4.9%−35.1%+45.1%+38.0%+138%
WDAY Workday, Inc.4 of 13−16.8%−6.5%+65.0%−38.8%+14.0%+45.7%+3.0%+57.0%+53.9%−17.1%−2.4%−1.9%+52.6%————————————————
PAYX Paychex, Inc.8 of 29−17.5%+21.3%+6.2%−13.2%+50.1%+13.3%+34.5%−1.1%+15.4%+18.9%+18.4%+5.0%+48.9%+9.7%+1.4%+5.3%+22.1%−24.6%−6.0%+5.7%+13.7%−7.1%+35.3%−18.8%−27.6%+83.5%+17.6%+53.4%+48.7%
ORCL Oracle Corporation13 of 29+18.1%+60.0%+30.9%−4.7%+36.9%+24.3%+19.4%−3.0%+24.9%+6.9%−17.6%+19.0%+15.7%+31.8%−17.5%+28.6%+39.4%−21.4%+31.7%+40.4%−11.0%+3.6%+22.6%−21.8%−52.5%+3.7%+290%+93.5%−19.9%
FICO Fair Isaac Corporation13 of 29−15.1%+71.0%+94.5%+38.0%−15.1%+36.4%+100%+22.1%+28.5%+26.7%+30.4%+15.2%+49.8%+17.5%+53.8%+10.1%+27.0%−47.4%−20.7%−7.8%+20.7%+12.2%+15.3%+1.8%+85.6%−3.6%+15.0%+39.0%−14.7%
HUBS HubSpot, Inc.6 of 11−42.4%+20.0%+101%−56.1%+66.3%+150%+26.1%+42.2%+88.1%−16.5%+67.5%——————————————————
NCNO nCino, Inc.0 of 5−23.6%−0.1%+27.2%−51.8%−24.2%————————————————————————
PYPL PayPal Holdings, Inc.3 of 10−31.4%+39.0%−13.8%−62.2%−19.5%+117%+28.6%+14.2%+86.5%+9.0%———————————————————
GPN Global Payments Inc.10 of 24−30.1%−11.0%+29.0%−25.9%−36.9%+18.5%+77.3%+2.9%+44.5%+7.6%+59.9%+24.4%+43.7%−4.3%+2.6%−14.1%+64.6%−29.4%+0.7%−0.5%+59.6%+24.6%+48.1%−6.6%—————
FIS Fidelity National Information Services, Inc.12 of 24−15.8%+37.0%−8.2%−36.5%−21.9%+2.7%+37.2%+10.3%+26.1%+26.6%−1.0%+17.8%+57.4%+34.1%−2.2%+17.7%+45.4%+282%+4.7%+19.1%+15.6%+9.6%+34.5%−28.1%—————
ALKT Alkami Technology, Inc.3 of 4−37.1%+51.3%+66.2%−27.3%—————————————————————————
BILL Bill.com Holdings, Inc.3 of 6−35.6%+3.8%−25.1%−56.3%+82.5%+259%———————————————————————
BL BlackLine, Inc.2 of 9−9.0%−2.7%−7.2%−35.0%−22.4%+159%+25.9%+24.9%+18.7%————————————————————
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Risk and diversification

How INTU has fallen, how it held up in crashes beside the S&P 500 and its popular alternatives, and what moves independently of it.

What were INTU's worst declines?

A drawdown is the decline from a peak to the lowest point before a new high. This section presents INTU's five deepest drawdowns since it began trading in 1993, alongside the S&P 500's return over the same dates, and how long each took to recover. Together, these figures show how much an investor could have lost and how long it took to get back to even.

Green means INTU fell less than the S&P 500 over the same dates. Based on daily closing prices with dividends reinvested.

DuringINTU fellS&P 500, same datesPeakLowTime to the lowBack at the peakTime to recover
No named crash−75.3%+27.7%Dec 1995Apr 199716 monthsJan 199921 months
Dot-com bust−72.5%−23.5%Jan 2000Apr 200115 monthsAug 20109.3 years
No named crash−68.2%+17.0%Jul 2025Jun 202611 monthsNot yet—
2022 bear market−49.0%−15.1%Nov 2021May 20226 monthsNov 20242.5 years
No named crash−43.8%−7.3%Feb 1994May 19943 monthsOct 19945 months

How did INTU do in stock market crashes?

This section measures how far INTU, the S&P 500 and each alternative fell from peak to trough during every major market crash since 2000. A smaller decline means an investment held up better, and comparing results across crashes shows whether that resilience was consistent or a one-off.

Newest crash first. Each figure is the fund's deepest fall within the crash window; green means a smaller fall than INTU.

InvestmentHeld up better2023 regional bank crisisMar 20232022 bear marketJan 2022Covid crashFeb 2020Late-2018 sell-offSep 2018February 2018 volatility shockFeb 20182015 China and oil sell-offAug 20152011 euro debt crisisJul 20112010 flash crashMay 20102008 financial crisisOct 2007Dot-com bustMar 2000
INTU This pageIntuit Inc.—−6.0%−42.7%−36.3%−20.8%−6.5%−24.8%−18.0%−3.4%−38.3%−66.0%
SPY S&P 500State Street SPDR S&P 500 ETF7 of 10−3.4%−24.5%−33.7%−19.3%−6.5%−12.8%−17.9%−1.5%−55.2%−47.5%
SHOP Shopify Inc.2 of 6−5.1%−79.0%−40.7%−27.6%−5.4%−49.2%————
ADP Automatic Data Processing, Inc.8 of 10−3.3%−19.9%−39.5%−19.2%−8.7%−14.1%−15.8%0.0%−35.7%−53.6%
V Visa Inc.7 of 8−3.5%−24.1%−36.4%−19.1%−5.8%−15.8%−11.5%−0.8%——
PAYC Paycom Software, Inc.2 of 6−5.4%−33.7%−44.9%−29.9%−6.4%−50.8%————
PCTY Paylocity Holding Corporation1 of 6−6.3%−30.6%−47.6%−33.1%−13.0%−45.6%————
QTWO Q2 Holdings, Inc.1 of 6−34.8%−61.4%−43.2%−28.6%−4.2%−43.9%————
WK Workiva Inc.2 of 6−6.0%−51.4%−49.1%−19.1%−1.1%−39.2%————
CRM Salesforce, Inc.2 of 9−5.3%−42.7%−35.7%−24.8%−6.1%−34.2%−26.9%−4.2%−70.5%—
HRB H&R Block, Inc.6 of 10−6.3%−20.9%−46.9%−17.0%−3.9%−15.2%−17.9%−1.3%−41.3%−40.7%
SAP SAP SE5 of 10−2.0%−41.9%−32.6%−25.0%−6.9%−13.3%−25.0%−1.4%−49.6%−87.9%
WDAY Workday, Inc.3 of 6−2.8%−47.0%−42.4%−17.3%−5.8%−42.3%————
PAYX Paychex, Inc.7 of 10−4.3%−22.6%−44.1%−17.4%−7.1%−14.8%−14.6%−1.0%−49.5%−64.9%
ORCL Oracle Corporation6 of 10−5.0%−31.0%−28.3%−17.2%−6.6%−16.1%−23.9%−2.1%−41.1%−84.2%
FICO Fair Isaac Corporation5 of 10−2.5%−34.8%−50.9%−25.4%−7.8%−16.0%−32.8%−0.6%−75.1%−45.8%
HUBS HubSpot, Inc.0 of 6−8.4%−53.8%−47.3%−24.8%−6.8%−53.8%————
NCNO nCino, Inc.0 of 2−19.4%−53.2%————————
PYPL PayPal Holdings, Inc.5 of 6−4.4%−63.8%−31.2%−16.7%−5.6%−21.6%————
GPN Global Payments Inc.1 of 9−11.9%−29.2%−44.3%−25.4%−7.5%−27.8%−18.6%−5.7%−44.4%—
FIS Fidelity National Information Services, Inc.5 of 9−20.2%−38.5%−34.7%−13.1%−8.0%−23.4%−23.3%0.0%−46.4%—
ALKT Alkami Technology, Inc.0 of 2−18.9%−51.2%————————
BILL Bill.com Holdings, Inc.0 of 3−17.5%−62.1%−53.5%———————
BL BlackLine, Inc.1 of 5−9.9%−48.5%−38.4%−37.6%−2.3%—————
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How closely does INTU move with the S&P 500?

Upside capture measures how much of the S&P 500's gains an investment kept in the months the market rose, and downside capture how much of its losses it took in the months the market fell. An investment that captures more of the gains than the losses has compounded ahead of the market over time. This section compares INTU with its popular alternatives on both measures, and on beta (how strongly each has moved with the market), over the past 10 years.

Monthly total returns over the past 10 years, measured against SPY. 100% capture or a beta of 1.00 means moving in line with the S&P 500. Green marks a better figure than INTU's: more upside, less downside or a higher capture ratio. Sorted by capture ratio.

InvestmentUpside captureDownside captureCapture ratioBeta
INTU This pageIntuit Inc.99%126%0.791.03
V Visa Inc.93%79%1.180.87
SHOP Shopify Inc.233%203%1.152.09
HRB H&R Block, Inc.64%61%1.040.61
ADP Automatic Data Processing, Inc.89%88%1.010.79
PAYC Paycom Software, Inc.110%114%0.971.12
PCTY Paylocity Holding Corporation94%106%0.890.88
WK Workiva Inc.108%123%0.880.99
FICO Fair Isaac Corporation137%159%0.861.31
ORCL Oracle Corporation131%159%0.821.30
HUBS HubSpot, Inc.121%149%0.811.46
CRM Salesforce, Inc.115%143%0.801.16
PAYX Paychex, Inc.87%114%0.770.89
SAP SAP SE112%152%0.741.10
WDAY Workday, Inc.96%139%0.701.19
QTWO Q2 Holdings, Inc.102%154%0.661.43
PYPL PayPal Holdings, Inc.106%186%0.571.25
GPN Global Payments Inc.76%139%0.540.98
FIS Fidelity National Information Services, Inc.54%150%0.360.82
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What diversifies INTU?

Correlation measures how closely two investments move together, on a scale from 1 (in lockstep) through 0 (unrelated) to -1 (in opposite directions). This section lists large ETFs and stocks whose returns have had a low correlation with INTU's. Because such investments tend not to fall at the same time, pairing INTU with them can reduce a portfolio's overall swings.

Only ETFs with at least $1.0B in assets and stocks worth at least $10B, with a correlation below 0.5 over the past 5 years and a positive return, are included, ranked by Sharpe ratio; funds that hold the same thing are shown once. The year columns are the years in which INTU lost money. The last two columns show a portfolio that is 80% INTU and 20% the other investment, rebalanced monthly.

ETFs

InvestmentCorrelation5Y returnSharpe202220082004200080/20 mix volatility80/20 mix annual return
INTU Intuit Inc. (this page)1.00−38.8%-0.06−39.1%−24.7%−16.7%−34.2%35.9%−11.9%
LVHI InternationalFranklin International Low Volatility High Dividend Index ETF0.15+119%1.48+3.8%———29.1%−5.7%
DXJ InternationalWisdomTree Japan Hedged Equity Fund0.02+225%1.34+6.0%−20.8%——28.9%−4.0%
EMLP Broad MarketFirst Trust North American Energy Infrastructure Fund0.24+101%1.04+10.4%———29.6%−6.0%
HDV Dividend & IncomeiShares Core High Dividend ETF0.21+83.3%1.00+7.1%———29.5%−6.5%
SMH TechnologyVanEck Semiconductor ETF0.10+323%0.97−33.5%−44.7%−19.3%—30.3%−1.8%
DBEF InternationalXtrackers MSCI EAFE Hedged Equity ETF0.22+85.0%0.96−5.1%———29.3%−6.3%
GLD CommoditiesSPDR Gold Shares0.03+126%0.96−0.8%+4.9%——29.1%−5.3%
SPMO Broad MarketInvesco S&P 500 Momentum ETF0.20+136%0.93−10.4%———29.9%−4.9%

Stocks

InvestmentCorrelation5Y returnSharpe202220082004200080/20 mix volatility80/20 mix annual return
INTU Intuit Inc. (this page)1.00−38.8%-0.06−39.1%−24.7%−16.7%−34.2%35.9%−11.9%
CAH Medical - DistributionCardinal Health, Inc.0.07+479%1.55+54.1%−39.6%−4.7%+108%29.6%−2.1%
CLS Hardware, Equipment & PartsCelestica Inc.0.20+3,143%1.47+1.3%−20.5%−6.4%−2.3%33.1%+8.3%
FIX Engineering & ConstructionComfort Systems USA, Inc.0.09+1,636%1.46+17.0%−15.2%+40.0%−71.1%30.9%+5.4%
MCK Medical - DistributionMcKesson Corporation0.15+413%1.44+51.8%−40.4%−1.4%+61.2%29.9%−2.7%
MPC Oil & Gas Refining & MarketingMarathon Petroleum Corporation0.24+690%1.41+86.6%———30.9%−0.5%
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Common questions

What was INTU's worst drawdown?

INTU's deepest decline since it began trading in 1993 was 75.3%, from December 1995 to April 1997. It took 21 months from the low to climb back to its old high.

What were INTU's best and worst years?

Over 29 full calendar years, INTU's best year was 1999, when it returned 148%. Its worst was 2022, with a return of -39.1%.

Is there a better investment than INTU?

Among INTU's popular alternatives, V, SAP and ADP earned more than INTU with less volatility over the past 5 years. V returned 12.8% a year at 22.9% volatility, against a loss of 9.4% a year at 39.1%. Looking beyond its popular alternatives, MSFT (software) and ADI (semiconductors) earned more than INTU with less volatility over the past 5 years. MSFT returned 12.5% a year at 28.2% volatility, against a loss of 9.4% a year at 39.1%.

Is INTU more volatile than the S&P 500?

Yes. INTU's volatility over the past 5 years was 39.1%, 2.3 times the S&P 500's 17.1%. Volatility measures how widely returns swing around their average: in roughly two years out of three, INTU's return lands within 39.1% of its average, either way. The higher it is, the rougher the ride and the harder it is to hold through a slump.

What is INTU's Sharpe ratio?

INTU's Sharpe ratio over the past 5 years was -0.06, against 0.79 for the S&P 500, so INTU earned less for each unit of risk than an index fund did. The Sharpe ratio is the return earned above cash for each unit of volatility: two investments with the same return are not equal if one got there with far bigger swings.

How correlated is INTU with the S&P 500?

Over the past 5 years, INTU's monthly returns had a correlation of 0.44 with the S&P 500. Correlation runs from 1 (moving in lockstep) through 0 (unrelated) to −1 (moving in opposite directions). They often move together: some diversification next to an index fund, but not a cushion. In the table, the correlation column measures each option against INTU instead: the lower it is, the more that option would diversify a INTU holding.

What are the best alternatives to INTU?

Of the 22 popular alternatives we compared, 12 outperformed INTU in at least 3 of 5 short-term and 2 of 3 long-term timeframes, with dividends reinvested: SHOP, ADP and V.

Did INTU outperform the S&P 500?

INTU finished ahead of the S&P 500 (SPY) in 18 of 29 full calendar years. In 2025, it returned +6.1%, against +17.7% for the index.

How did INTU do in stock market crashes?

INTU fell less than the S&P 500 (SPY) in one of the ten major crashes it has traded through, and further in seven. The clearest case was the dot-com bust, when INTU fell 66.0% and the S&P 500 fell 47.5%.

What diversifies INTU?

These had a low correlation with INTU over the past 5 years and still earned a positive 5-year return: among large ETFs, LVHI (correlation 0.15), DXJ (correlation 0.02) and EMLP (correlation 0.24); among large stocks, CAH (correlation 0.07), CLS (correlation 0.20) and FIX (correlation 0.09). A correlation near zero means the two have moved largely independently.

How we measure

More research

Popular alternatives to INTU

Other stocks and ETFs