BWXT vs. VTV

Last updated Jun 13, 2026

BWXT (BWX Technologies, Inc.) is a stock, while VTV (Vanguard Value ETF) is Large Cap Value Equities fund tracking the CRSP US Large Cap Value Index. Over the past 10 years, BWXT returned 20.03%/yr vs 12.78%/yr for VTV. A 0.53 correlation means they provide meaningful diversification when combined.

Performance

BWXT vs. VTV - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in BWX Technologies, Inc. (BWXT) and Vanguard Value ETF (VTV). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, BWXT achieves a 12.23% return, which is significantly lower than VTV's 14.29% return. Over the past 10 years, BWXT has outperformed VTV with an annualized return of 20.03%, while VTV has yielded a comparatively lower 12.78% annualized return.

BWXT

• 1D: -0.63%
• 1M: -6.34%
• YTD: 12.23%
• 6M: 10.82%
• 1Y: 41.19%
• 3Y*: 43.24%
• 5Y*: 26.18%
• 10Y*: 20.03%

VTV

• 1D: 0.93%
• 1M: 4.18%
• YTD: 14.29%
• 6M: 13.99%
• 1Y: 26.89%
• 3Y*: 18.16%
• 5Y*: 11.76%
• 10Y*: 12.78%

*Multi-year figures are annualized to reflect compound growth (CAGR)

BWXT vs. VTV - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
BWXT BWX Technologies, Inc.	12.23%	56.37%	46.53%	33.87%	23.30%	-19.40%	-1.54%	64.48%	-36.10%	53.59%
VTV Vanguard Value ETF	14.29%	15.27%	15.95%	9.32%	-2.09%	26.53%	2.33%	25.66%	-5.47%	17.15%

Correlation

The correlation between BWXT and VTV is 0.37, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.37
Correlation (3Y) Calculated over the trailing 3-year period	0.43
Correlation (5Y) Calculated over the trailing 5-year period	0.48
Correlation (10Y) Calculated over the trailing 10-year period	0.51
Correlation (All Time) Calculated using the full available price history since Aug 2, 2010	0.53

The correlation between BWXT and VTV shifts across timeframes, from 0.37 (1 year) to 0.53 (all time), reflecting how their relationship changes across market environments.

Return for Risk

BWXT vs. VTV — Risk / Return Rank

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

BWXT

BWXT Risk / Return Rank: 71
BWXT Sharpe Ratio Rank: 72
BWXT Sortino Ratio Rank: 68
BWXT Omega Ratio Rank: 68
BWXT Calmar Ratio Rank: 74
BWXT Martin Ratio Rank: 73

VTV

VTV Risk / Return Rank: 88
VTV Sharpe Ratio Rank: 89
VTV Sortino Ratio Rank: 90
VTV Omega Ratio Rank: 87
VTV Calmar Ratio Rank: 87
VTV Martin Ratio Rank: 87

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.

BWXT vs. VTV - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for BWX Technologies, Inc. (BWXT) and Vanguard Value ETF (VTV). 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.

	BWXT	VTV	Difference
Sharpe ratio: Return per unit of total volatility	0.92	2.61	-1.69
Sortino ratio: Return per unit of downside risk	1.51	3.71	-2.20
Omega ratio: Gain probability vs. loss probability	1.20	1.47	-0.27
Calmar ratio: Return relative to maximum drawdown	1.79	4.25	-2.47
Martin ratio: Return relative to average drawdown	4.04	16.04	-11.99

BWXT vs. VTV - Sharpe Ratio Comparison

The current BWXT Sharpe Ratio is 0.92, which is lower than the VTV Sharpe Ratio of 2.61. The chart below compares the historical Sharpe Ratios of BWXT and VTV, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

BWXT vs. VTV - Drawdown Comparison

The maximum BWXT drawdown since its inception was -47.88%, smaller than the maximum VTV drawdown of -59.27%. Use the drawdown chart below to compare losses from any high point for BWXT and VTV.

Drawdown Indicators

	BWXT	VTV	Difference
Max Drawdown Largest peak-to-trough decline	-47.88%	-59.27%	+11.39%
Max Drawdown (1Y) Largest decline over 1 year	-23.14%	-6.35%	-16.79%
Max Drawdown (3Y) Largest decline over 3 years	-32.87%	-14.52%	-18.35%
Max Drawdown (5Y) Largest decline over 5 years	-32.92%	-17.04%	-15.88%
Max Drawdown (10Y) Largest decline over 10 years	-47.74%	-36.78%	-10.96%
Current Drawdown Current decline from peak	-18.75%	0.00%	-18.75%
Average Drawdown Average peak-to-trough decline	-13.17%	-7.86%	-5.31%
Ulcer Index Depth and duration of drawdowns from previous peaks	10.22%	1.68%	+8.54%

Volatility

BWXT vs. VTV - Volatility Comparison

BWX Technologies, Inc. (BWXT) has a higher volatility of 11.22% compared to Vanguard Value ETF (VTV) at 3.34%. This indicates that BWXT's price experiences larger fluctuations and is considered to be riskier than VTV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	BWXT	VTV	Difference
Volatility (1M) Calculated over the trailing 1-month period	11.22%	3.34%	+7.88%
Volatility (6M) Calculated over the trailing 6-month period	34.21%	7.82%	+26.39%
Volatility (1Y) Calculated over the trailing 1-year period	45.12%	10.38%	+34.74%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	33.05%	13.92%	+19.13%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	30.83%	16.68%	+14.15%

Dividends

BWXT vs. VTV - Dividend Comparison

BWXT's dividend yield for the trailing twelve months is around 0.54%, less than VTV's 1.83% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
BWXT BWX Technologies, Inc.	0.54%	0.58%	0.86%	1.20%	1.52%	1.75%	1.26%	1.10%	1.67%	0.69%	0.91%	30.37%
VTV Vanguard Value ETF	1.83%	2.05%	2.31%	2.46%	2.52%	2.15%	2.56%	2.50%	2.73%	2.29%	2.44%	2.60%

Frequently Asked Questions

Can I hold both BWXT and VTV in my portfolio?

BWXT and VTV have a correlation of 0.37, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, BWXT or VTV?

BWXT has higher volatility (11.22%) compared to VTV (3.34%). In terms of maximum drawdown, BWXT dropped -47.88% vs VTV's -59.27%.

Which has better risk-adjusted returns?

VTV currently has the higher Sharpe Ratio (2.61 vs 0.92), 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.