PFE vs. VT
PFE (Pfizer Inc.) is a stock, while VT (Vanguard Total World Stock ETF) is Global Equities fund tracking the FTSE Global All Cap Index. Over the past 10 years, PFE returned 1.11%/yr vs 12.38%/yr for VT. At a 0.46 correlation, their price movements are largely independent.
Performance
PFE vs. VT - Performance Comparison
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Returns By Period
In the year-to-date period, PFE achieves a 3.52% return, which is significantly lower than VT's 11.35% return. Over the past 10 years, PFE has underperformed VT with an annualized return of 1.11%, while VT has yielded a comparatively higher 12.38% annualized return.
PFE
- 1D
- 0.77%
- 1M
- -1.07%
- 6M
- 1.00%
- YTD
- 3.52%
- 1Y
- 9.99%
- 3Y*
- -7.03%
- 5Y*
- -4.92%
- 10Y*
- 1.11%
- ALL TIME*
- 9.06%
VT
- 1D
- 1.20%
- 1M
- -0.96%
- 6M
- 10.26%
- YTD
- 11.35%
- 1Y
- 22.04%
- 3Y*
- 18.59%
- 5Y*
- 10.69%
- 10Y*
- 12.38%
- ALL TIME*
- 8.83%
PFE vs. VT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PFE Pfizer Inc. | 3.52% | 0.65% | -2.22% | -41.26% | -10.41% | 66.70% | 3.07% | -6.91% | 24.82% | 15.90% |
VT Vanguard Total World Stock ETF | 11.35% | 22.43% | 16.49% | 22.02% | -18.00% | 18.27% | 16.59% | 26.81% | -9.76% | 24.50% |
Correlation
The correlation between PFE and VT is 0.22, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.22 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.26 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.28 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.35 |
Correlation (All Time) Calculated using the full available price history since Jun 26, 2008 | 0.46 |
Over the past year, the correlation between PFE and VT has dropped to 0.22 - well below their long-term average of 0.46, suggesting their price drivers have been diverging.
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Return for Risk
PFE vs. VT — Risk / Return Rank
PFE
VT
PFE vs. VT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Pfizer Inc. (PFE) and Vanguard Total World Stock ETF (VT). 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.
| PFE | VT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.20 | ||
| Sortino ratioReturn per unit of downside risk | -1.46 | ||
| Omega ratioGain probability vs. loss probability | 1.09 | 1.29 | -0.20 |
| Calmar ratioReturn relative to maximum drawdown | 0.64 | 2.29 | -1.65 |
| Martin ratioReturn relative to average drawdown | 1.46 | 9.67 | -8.21 |
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Drawdowns
PFE vs. VT - Drawdown Comparison
The maximum PFE drawdown since its inception was -69.24%, which is greater than VT's maximum drawdown of -50.27%. Use the drawdown chart below to compare losses from any high point for PFE and VT.
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Drawdown Indicators
| PFE | VT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.24% | -50.27% | -18.97% |
Max Drawdown (1Y)Largest decline over 1 year | -15.72% | -9.67% | -6.05% |
Max Drawdown (3Y)Largest decline over 3 years | -36.38% | -16.51% | -19.87% |
Max Drawdown (5Y)Largest decline over 5 years | -58.96% | -26.38% | -32.58% |
Max Drawdown (10Y)Largest decline over 10 years | -58.96% | -34.24% | -24.72% |
Current DrawdownCurrent decline from peak | -48.31% | -1.66% | -46.65% |
Average DrawdownAverage peak-to-trough decline | -22.95% | -6.98% | -15.97% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.83% | 2.28% | +4.55% |
Volatility
PFE vs. VT - Volatility Comparison
Pfizer Inc. (PFE) has a higher volatility of 6.92% compared to Vanguard Total World Stock ETF (VT) at 3.90%. This indicates that PFE's price experiences larger fluctuations and is considered to be riskier than VT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PFE | VT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.92% | 3.90% | +3.02% |
Volatility (6M)Calculated over the trailing 6-month period | 15.35% | 11.59% | +3.76% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.26% | 13.75% | +10.51% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.63% | 16.19% | +9.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.97% | 17.17% | +6.80% |
Dividends
PFE vs. VT - Dividend Comparison
PFE's dividend yield for the trailing twelve months is around 6.90%, more than VT's 1.59% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PFE Pfizer Inc. | 6.90% | 6.91% | 6.33% | 5.70% | 3.12% | 2.64% | 3.92% | 3.68% | 3.12% | 3.53% | 3.69% | 3.47% |
VT Vanguard Total World Stock ETF | 1.59% | 1.82% | 1.95% | 2.08% | 2.20% | 1.82% | 1.66% | 2.32% | 2.53% | 2.11% | 2.39% | 2.45% |
Frequently Asked Questions
PFE and VT have a correlation of 0.22, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PFE has higher volatility (6.92%) compared to VT (3.90%). In terms of maximum drawdown, PFE dropped -69.24% vs VT's -50.27%.
VT currently has the higher Sharpe Ratio (1.61 vs 0.41), 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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