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ES vs. VOD
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

ES vs. VOD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Eversource Energy (ES) and Vodafone Group Plc (VOD). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, ES achieves a 4.32% return, which is significantly lower than VOD's 19.76% return. Over the past 10 years, ES has outperformed VOD with an annualized return of 5.44%, while VOD has yielded a comparatively lower -0.06% annualized return.


ES

1D
0.38%
1M
3.48%
YTD
4.32%
6M
4.28%
1Y
10.16%
3Y*
4.00%
5Y*
0.24%
10Y*
5.44%

VOD

1D
1.77%
1M
7.76%
YTD
19.76%
6M
25.65%
1Y
61.95%
3Y*
27.46%
5Y*
4.14%
10Y*
-0.06%
*Multi-year figures are annualized to reflect compound growth (CAGR)

ES vs. VOD - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
ES
Eversource Energy
4.32%22.86%-2.46%-23.43%-5.06%8.18%4.45%34.49%6.41%17.97%
VOD
Vodafone Group Plc
19.76%63.00%5.68%-4.59%-27.22%-3.57%-9.63%5.64%-34.92%38.22%

Correlation

The correlation between ES and VOD is 0.15, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.15

Correlation (3Y)
Calculated over the trailing 3-year period

0.25

Correlation (5Y)
Calculated over the trailing 5-year period

0.24

Correlation (10Y)
Calculated over the trailing 10-year period

0.22

Correlation (All Time)
Calculated using the full available price history since Dec 16, 1988

0.20

The correlation between ES and VOD shifts across timeframes, from 0.15 (1 year) to 0.25 (3 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

ES:

$25.87B

VOD:

$35.85B

EPS

ES:

$4.68

VOD:

-€1.92

PS Ratio

ES:

1.84

VOD:

0.41

PB Ratio

ES:

0.00

VOD:

0.61

Total Revenue (TTM)

ES:

$13.93B

VOD:

€78.20B

Gross Profit (TTM)

ES:

$4.19B

VOD:

€25.34B

EBITDA (TTM)

ES:

$4.60B

VOD:

€25.58B

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Return for Risk

ES vs. VOD — Risk / Return Rank

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

ES
ES Risk / Return Rank: 5454
Overall Rank
ES Sharpe Ratio Rank: 5656
Sharpe Ratio Rank
ES Sortino Ratio Rank: 4747
Sortino Ratio Rank
ES Omega Ratio Rank: 4949
Omega Ratio Rank
ES Calmar Ratio Rank: 5757
Calmar Ratio Rank
ES Martin Ratio Rank: 5858
Martin Ratio Rank

VOD
VOD Risk / Return Rank: 9292
Overall Rank
VOD Sharpe Ratio Rank: 9393
Sharpe Ratio Rank
VOD Sortino Ratio Rank: 8989
Sortino Ratio Rank
VOD Omega Ratio Rank: 9191
Omega Ratio Rank
VOD Calmar Ratio Rank: 9595
Calmar Ratio Rank
VOD Martin Ratio Rank: 9393
Martin Ratio Rank
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.

ES vs. VOD - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Eversource Energy (ES) and Vodafone Group Plc (VOD). 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.


ESVODDifference
Sharpe ratioReturn per unit of total volatility

-2.02

Sortino ratioReturn per unit of downside risk

-2.28

Omega ratioGain probability vs. loss probability

1.09

1.43

-0.34

Calmar ratioReturn relative to maximum drawdown

0.61

6.16

-5.55

Martin ratioReturn relative to average drawdown

1.46

14.54

-13.08

ES vs. VOD - Sharpe Ratio Comparison

The current ES Sharpe Ratio is 0.37, which is lower than the VOD Sharpe Ratio of 2.39. The chart below compares the historical Sharpe Ratios of ES and VOD, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

ES vs. VOD - Drawdown Comparison

The maximum ES drawdown since its inception was -73.04%, smaller than the maximum VOD drawdown of -79.32%. Use the drawdown chart below to compare losses from any high point for ES and VOD.


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Drawdown Indicators


ESVODDifference

Max Drawdown

Largest peak-to-trough decline

-73.04%

-79.32%

+6.28%

Max Drawdown (1Y)

Largest decline over 1 year

-15.13%

-10.05%

-5.08%

Max Drawdown (3Y)

Largest decline over 3 years

-28.65%

-20.03%

-8.62%

Max Drawdown (5Y)

Largest decline over 5 years

-41.69%

-49.24%

+7.55%

Max Drawdown (10Y)

Largest decline over 10 years

-41.69%

-62.36%

+20.67%

Current Drawdown

Current decline from peak

-13.32%

-16.19%

+2.87%

Average Drawdown

Average peak-to-trough decline

-19.06%

-32.70%

+13.64%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.30%

4.25%

+2.05%

Volatility

ES vs. VOD - Volatility Comparison

Eversource Energy (ES) and Vodafone Group Plc (VOD) have volatilities of 7.72% and 7.37%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ESVODDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.72%

7.37%

+0.35%

Volatility (6M)

Calculated over the trailing 6-month period

16.00%

19.67%

-3.67%

Volatility (1Y)

Calculated over the trailing 1-year period

24.68%

25.97%

-1.29%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

23.94%

27.00%

-3.06%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

24.35%

27.85%

-3.50%

Dividends

ES vs. VOD - Dividend Comparison

ES's dividend yield for the trailing twelve months is around 4.48%, more than VOD's 3.43% yield.


PositionTTM20252024202320222021202020192018201720162015
ES
Eversource Energy
4.48%4.47%4.98%4.37%3.04%2.65%2.62%2.52%3.11%3.01%3.22%3.27%
VOD
Vodafone Group Plc
3.43%3.86%8.58%11.15%9.27%7.04%6.11%4.92%8.99%5.33%12.26%6.77%

Financials

ES vs. VOD - Financials Comparison

This section allows you to compare key financial metrics between Eversource Energy and Vodafone Group Plc. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


5.00B10.00B15.00B20.00B20222023202420252026
4.50B
21.14B
(ES) Total Revenue
(VOD) Total Revenue
Please note, different currencies. ES values in USD, VOD values in EUR

Frequently Asked Questions


ES and VOD have a correlation of 0.15, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

ES has higher volatility (7.72%) compared to VOD (7.37%). In terms of maximum drawdown, ES dropped -73.04% vs VOD's -79.32%.

VOD currently has the higher Sharpe Ratio (2.39 vs 0.37), 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.

Portfolio Optimizer

Find the right allocation for ES and VOD

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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