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PM vs. VEA
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

PM vs. VEA - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Philip Morris International Inc. (PM) and Vanguard FTSE Developed Markets ETF (VEA). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, PM achieves a 15.93% return, which is significantly higher than VEA's 14.73% return. Over the past 10 years, PM has outperformed VEA with an annualized return of 11.71%, while VEA has yielded a comparatively lower 10.72% annualized return.


PM

1D
1.95%
1M
-1.92%
YTD
15.93%
6M
22.12%
1Y
3.66%
3Y*
31.18%
5Y*
18.78%
10Y*
11.71%

VEA

1D
0.34%
1M
1.30%
YTD
14.73%
6M
16.65%
1Y
29.82%
3Y*
19.03%
5Y*
9.51%
10Y*
10.72%
*Multi-year figures are annualized to reflect compound growth (CAGR)

PM vs. VEA - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
PM
Philip Morris International Inc.
15.93%37.99%34.34%-1.85%12.31%20.78%3.69%35.02%-33.30%19.85%
VEA
Vanguard FTSE Developed Markets ETF
14.73%35.16%3.15%17.93%-15.34%11.66%9.71%22.62%-14.75%26.42%

Correlation

The correlation between PM and VEA is 0.01, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


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

0.01

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

0.19

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

0.30

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

0.34

Correlation (All Time)
Calculated using the full available price history since Mar 17, 2008

0.42

Over the past year, the correlation between PM and VEA has dropped to 0.01 - well below their long-term average of 0.42, suggesting their price drivers have been diverging.

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Return for Risk

PM vs. VEA — Risk / Return Rank

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

PM
PM Risk / Return Rank: 4444
Overall Rank
PM Sharpe Ratio Rank: 4848
Sharpe Ratio Rank
PM Sortino Ratio Rank: 4141
Sortino Ratio Rank
PM Omega Ratio Rank: 4141
Omega Ratio Rank
PM Calmar Ratio Rank: 4747
Calmar Ratio Rank
PM Martin Ratio Rank: 4747
Martin Ratio Rank

VEA
VEA Risk / Return Rank: 6262
Overall Rank
VEA Sharpe Ratio Rank: 6363
Sharpe Ratio Rank
VEA Sortino Ratio Rank: 6262
Sortino Ratio Rank
VEA Omega Ratio Rank: 6363
Omega Ratio Rank
VEA Calmar Ratio Rank: 5959
Calmar Ratio Rank
VEA Martin Ratio Rank: 6363
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.

PM vs. VEA - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Philip Morris International Inc. (PM) and Vanguard FTSE Developed Markets ETF (VEA). 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.


PMVEADifference
Sharpe ratioReturn per unit of total volatility

-1.68

Sortino ratioReturn per unit of downside risk

-2.13

Omega ratioGain probability vs. loss probability

1.05

1.33

-0.28

Calmar ratioReturn relative to maximum drawdown

0.18

2.58

-2.40

Martin ratioReturn relative to average drawdown

0.34

9.92

-9.58

PM vs. VEA - Sharpe Ratio Comparison

The current PM Sharpe Ratio is 0.13, which is lower than the VEA Sharpe Ratio of 1.81. The chart below compares the historical Sharpe Ratios of PM and VEA, 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

PM vs. VEA - Drawdown Comparison

The maximum PM drawdown since its inception was -42.87%, smaller than the maximum VEA drawdown of -60.68%. Use the drawdown chart below to compare losses from any high point for PM and VEA.


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Drawdown Indicators


PMVEADifference

Max Drawdown

Largest peak-to-trough decline

-42.87%

-60.68%

+17.81%

Max Drawdown (1Y)

Largest decline over 1 year

-20.64%

-11.63%

-9.01%

Max Drawdown (3Y)

Largest decline over 3 years

-20.64%

-13.45%

-7.19%

Max Drawdown (5Y)

Largest decline over 5 years

-22.78%

-29.71%

+6.93%

Max Drawdown (10Y)

Largest decline over 10 years

-42.87%

-35.73%

-7.14%

Current Drawdown

Current decline from peak

-3.94%

-1.06%

-2.88%

Average Drawdown

Average peak-to-trough decline

-10.02%

-13.28%

+3.26%

Ulcer Index

Depth and duration of drawdowns from previous peaks

10.81%

3.02%

+7.79%

Volatility

PM vs. VEA - Volatility Comparison

Philip Morris International Inc. (PM) has a higher volatility of 7.76% compared to Vanguard FTSE Developed Markets ETF (VEA) at 6.84%. This indicates that PM's price experiences larger fluctuations and is considered to be riskier than VEA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


PMVEADifference

Volatility (1M)

Calculated over the trailing 1-month period

7.76%

6.84%

+0.92%

Volatility (6M)

Calculated over the trailing 6-month period

21.07%

14.38%

+6.69%

Volatility (1Y)

Calculated over the trailing 1-year period

27.73%

16.58%

+11.15%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

22.73%

16.72%

+6.01%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

24.46%

17.40%

+7.06%

Dividends

PM vs. VEA - Dividend Comparison

PM's dividend yield for the trailing twelve months is around 3.13%, more than VEA's 2.62% yield.


PositionTTM20252024202320222021202020192018201720162015
PM
Philip Morris International Inc.
3.13%3.52%4.40%5.46%4.98%5.16%5.73%5.43%6.73%3.99%4.50%4.60%
VEA
Vanguard FTSE Developed Markets ETF
2.62%3.22%3.35%3.15%2.91%3.16%2.04%3.04%3.35%2.77%3.05%2.92%

Frequently Asked Questions


PM and VEA have a correlation of 0.01, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

PM has higher volatility (7.76%) compared to VEA (6.84%). In terms of maximum drawdown, PM dropped -42.87% vs VEA's -60.68%.

VEA currently has the higher Sharpe Ratio (1.81 vs 0.13), 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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