SGOV vs. V
SGOV (iShares 0-3 Month Treasury Bond ETF) is Ultrashort Bond fund tracking the ICE 0-3 Month US Treasury Securities Index, while V (Visa Inc.) is a stock. Over the past 5 years, SGOV returned 3.56%/yr vs 7.33%/yr for V. At a correlation of -0.02, they often move in opposite directions.
Performance
SGOV vs. V - Performance Comparison
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Returns By Period
In the year-to-date period, SGOV achieves a 1.61% return, which is significantly higher than V's -7.69% return.
SGOV
- 1D
- 0.02%
- 1M
- 0.30%
- YTD
- 1.61%
- 6M
- 1.78%
- 1Y
- 3.95%
- 3Y*
- 4.71%
- 5Y*
- 3.56%
- 10Y*
- —
V
- 1D
- 1.05%
- 1M
- 0.65%
- YTD
- -7.69%
- 6M
- -6.93%
- 1Y
- -12.51%
- 3Y*
- 13.87%
- 5Y*
- 7.33%
- 10Y*
- 15.98%
SGOV vs. V - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
SGOV iShares 0-3 Month Treasury Bond ETF | 1.61% | 4.24% | 5.27% | 5.12% | 1.58% | 0.04% | 0.04% |
V Visa Inc. | -7.69% | 11.76% | 22.32% | 26.31% | -3.40% | -0.31% | 13.78% |
Correlation
The correlation between SGOV and V is -0.08, 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 | -0.08 |
Correlation (3Y) Calculated over the trailing 3-year period | -0.03 |
Correlation (5Y) Calculated over the trailing 5-year period | -0.02 |
Correlation (All Time) Calculated using the full available price history since May 28, 2020 | -0.02 |
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Return for Risk
SGOV vs. V — Risk / Return Rank
SGOV
V
SGOV vs. V - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares 0-3 Month Treasury Bond ETF (SGOV) 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.
| SGOV | V | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +20.84 | ||
| Sortino ratioReturn per unit of downside risk | +276.37 | ||
| Omega ratioGain probability vs. loss probability | 195.55 | 0.92 | +194.64 |
| Calmar ratioReturn relative to maximum drawdown | 398.20 | -0.73 | +398.93 |
| Martin ratioReturn relative to average drawdown | 4,461.98 | -1.57 | +4,463.55 |
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Drawdowns
SGOV vs. V - Drawdown Comparison
The maximum SGOV drawdown since its inception was -0.03%, smaller than the maximum V drawdown of -51.90%. Use the drawdown chart below to compare losses from any high point for SGOV and V.
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Drawdown Indicators
| SGOV | V | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -0.03% | -51.90% | +51.87% |
Max Drawdown (1Y)Largest decline over 1 year | -0.01% | -17.18% | +17.17% |
Max Drawdown (3Y)Largest decline over 3 years | -0.01% | -20.38% | +20.37% |
Max Drawdown (5Y)Largest decline over 5 years | -0.03% | -28.60% | +28.57% |
Max Drawdown (10Y)Largest decline over 10 years | — | -36.36% | — |
Current DrawdownCurrent decline from peak | 0.00% | -12.96% | +12.96% |
Average DrawdownAverage peak-to-trough decline | -0.00% | -8.26% | +8.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.00% | 10.73% | -10.73% |
Volatility
SGOV vs. V - Volatility Comparison
The current volatility for iShares 0-3 Month Treasury Bond ETF (SGOV) is 0.05%, while Visa Inc. (V) has a volatility of 5.57%. This indicates that SGOV experiences smaller price fluctuations and is considered to be less risky 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
| SGOV | V | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.05% | 5.57% | -5.52% |
Volatility (6M)Calculated over the trailing 6-month period | 0.13% | 17.57% | -17.44% |
Volatility (1Y)Calculated over the trailing 1-year period | 0.20% | 22.35% | -22.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 0.24% | 22.82% | -22.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 0.24% | 24.45% | -24.21% |
Dividends
SGOV vs. V - Dividend Comparison
SGOV's dividend yield for the trailing twelve months is around 3.85%, more than V's 0.81% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SGOV iShares 0-3 Month Treasury Bond ETF | 3.85% | 4.10% | 5.10% | 4.87% | 1.45% | 0.03% | 0.05% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
V Visa Inc. | 0.81% | 0.70% | 0.68% | 0.72% | 0.76% | 0.62% | 0.56% | 0.56% | 0.67% | 0.61% | 0.75% | 0.64% |
Frequently Asked Questions
SGOV and V have a correlation of -0.08, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
V has higher volatility (5.57%) compared to SGOV (0.05%). In terms of maximum drawdown, SGOV dropped -0.03% vs V's -51.90%.
SGOV currently has the higher Sharpe Ratio (20.28 vs -0.56), 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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