COST vs. V
COST (Costco Wholesale Corporation) and V (Visa Inc.) are both stocks. COST operates in Discount Stores (Consumer Defensive), while V operates in Credit Services (Financial Services). Over the past 10 years, COST returned 21.10%/yr vs 17.51%/yr for V. Their 0.38 correlation means their historical movements had little consistent relationship.
Performance
COST vs. V - Performance Comparison
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Returns By Period
In the year-to-date period, COST achieves a 10.87% return, which is significantly higher than V's 4.83% return. Over the past 10 years, COST has outperformed V with an annualized return of 21.10%, while V has yielded a comparatively lower 17.51% annualized return.
COST
- 1D
- -0.24%
- 1M
- 3.11%
- 6M
- 1.55%
- YTD
- 10.87%
- 1Y
- 2.04%
- 3Y*
- 21.34%
- 5Y*
- 18.51%
- 10Y*
- 21.10%
- ALL TIME*
- 16.98%
V
- 1D
- -0.04%
- 1M
- 4.29%
- 6M
- 14.24%
- YTD
- 4.83%
- 1Y
- 6.82%
- 3Y*
- 16.03%
- 5Y*
- 9.06%
- 10Y*
- 17.51%
- ALL TIME*
- 19.91%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $1.83B | $2.11B | $2.34B | |
| $2.62B | $2.81B | $2.79B |
COST vs. V - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
COST Costco Wholesale Corporation | 10.87% | -5.39% | 39.62% | 49.00% | -19.05% | 51.82% | 32.67% | 45.70% | 10.60% | 22.37% |
V Visa Inc. | 4.83% | 11.76% | 22.32% | 26.31% | -3.40% | -0.31% | 17.12% | 43.33% | 16.49% | 47.18% |
Correlation
The correlation between COST and V is 0.18, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.18 |
Correlation (3Y) Balances recent behavior with more history. | 0.31 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.37 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.37 |
Correlation (All Time) Calculated using the full available price history since Mar 19, 2008 | 0.38 |
Over the past year, the correlation between COST and V has dropped to 0.18 - well below their long-term average of 0.38, suggesting their price drivers have been diverging.
Fundamentals
COST:
$422.14B
V:
$683.58B
COST:
$26.51
V:
$15.55
COST:
35.91
V:
23.54
COST:
2.81
V:
1.44
COST:
1.08
V:
11.96
COST:
$293.59B
V:
$44.49B
COST:
$11.12B
V:
$8.74B
COST:
$12.48B
V:
$27.77B
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Return for Risk
COST vs. V — Risk / Return Rank
COST
V
COST vs. V - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Costco Wholesale Corporation (COST) and Visa Inc. (V). 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.
| COST | V | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.21 | ||
| Sortino ratioReturn per unit of downside risk | -0.35 | ||
| Omega ratioGain probability vs. loss probability | 1.03 | 1.07 | -0.04 |
| Calmar ratioReturn relative to maximum drawdown | 0.12 | 0.40 | -0.28 |
| Martin ratioReturn relative to average drawdown | 0.26 | 0.88 | -0.62 |
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Drawdowns
COST vs. V - Drawdown Comparison
The maximum COST drawdown since its inception was -53.39%, roughly equal to the maximum V drawdown of -51.90%. Use the drawdown chart below to compare losses from any high point for COST and V.
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Drawdown Indicators
| COST | V | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.39% | -51.90% | -1.49% |
Max Drawdown (1Y)Largest decline over 1 year | -16.57% | -17.18% | +0.61% |
Max Drawdown (3Y)Largest decline over 3 years | -20.74% | -20.38% | -0.36% |
Max Drawdown (5Y)Largest decline over 5 years | -31.40% | -25.79% | -5.61% |
Max Drawdown (10Y)Largest decline over 10 years | -31.40% | -36.36% | +4.96% |
Current DrawdownCurrent decline from peak | -12.88% | -1.15% | -11.73% |
Average DrawdownAverage peak-to-trough decline | -13.36% | -8.25% | -5.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.81% | 7.74% | +0.07% |
Volatility
COST vs. V - Volatility Comparison
Costco Wholesale Corporation (COST) has a higher volatility of 7.34% compared to Visa Inc. (V) at 6.62%. This indicates that COST's price experiences larger fluctuations and is considered to be riskier than V based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| COST | V | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.34% | 6.62% | +0.72% |
Volatility (6M)Calculated over the trailing 6-month period | 15.13% | 17.20% | -2.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.96% | 22.05% | -2.09% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.93% | 22.93% | 0.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.03% | 24.44% | -2.41% |
Dividends
COST vs. V - Dividend Comparison
COST's dividend yield for the trailing twelve months is around 0.72%, more than V's 0.71% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
COST Costco Wholesale Corporation | 0.72% | 0.59% | 0.49% | 2.87% | 0.76% | 0.54% | 3.38% | 0.86% | 1.08% | 4.81% | 1.09% | 4.06% |
V Visa Inc. | 0.71% | 0.70% | 0.68% | 0.72% | 0.76% | 0.62% | 0.56% | 0.56% | 0.67% | 0.61% | 0.75% | 0.64% |
Financials
COST vs. V - Financials Comparison
This section allows you to compare key financial metrics between Costco Wholesale Corporation and Visa 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
Frequently Asked Questions
COST and V have a correlation of 0.18, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
COST has higher volatility (7.34%) compared to V (6.62%). In terms of maximum drawdown, COST dropped -53.39% vs V's -51.90%.
V currently has the higher Sharpe Ratio (0.31 vs 0.10), 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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