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SLF vs. VZ
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

SLF vs. VZ - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Sun Life Financial Inc. (SLF) and Verizon Communications Inc. (VZ). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, SLF achieves a 20.52% return, which is significantly higher than VZ's 15.03% return. Over the past 10 years, SLF has outperformed VZ with an annualized return of 12.37%, while VZ has yielded a comparatively lower 4.07% annualized return.


SLF

1D
1.04%
1M
6.24%
YTD
20.52%
6M
28.38%
1Y
17.74%
3Y*
18.69%
5Y*
11.22%
10Y*
12.37%

VZ

1D
1.11%
1M
-3.92%
YTD
15.03%
6M
12.38%
1Y
10.56%
3Y*
16.97%
5Y*
1.55%
10Y*
4.07%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SLF vs. VZ - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SLF
Sun Life Financial Inc.
20.52%9.72%19.48%17.77%-12.89%29.71%1.55%42.69%-16.37%11.18%
VZ
Verizon Communications Inc.
15.03%8.86%13.14%2.71%-20.02%-7.55%-0.13%13.83%11.26%3.97%

Correlation

The correlation between SLF and VZ is 0.10, 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

0.10

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

0.13

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

0.22

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

0.23

Correlation (All Time)
Calculated using the full available price history since Jul 5, 2000

0.29

The correlation between SLF and VZ shifts across timeframes, from 0.10 (1 year) to 0.29 (all time), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

SLF:

$29.68B

VZ:

$191.01B

EPS

SLF:

$6.22

VZ:

$4.10

PE Ratio

SLF:

11.84

VZ:

11.06

PS Ratio

SLF:

0.99

VZ:

1.38

PB Ratio

SLF:

1.30

VZ:

1.85

Total Revenue (TTM)

SLF:

$39.40B

VZ:

$139.15B

Gross Profit (TTM)

SLF:

$20.48B

VZ:

$81.89B

EBITDA (TTM)

SLF:

$4.74B

VZ:

$48.65B

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Return for Risk

SLF vs. VZ — Risk / Return Rank

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

SLF
SLF Risk / Return Rank: 6464
Overall Rank
SLF Sharpe Ratio Rank: 6969
Sharpe Ratio Rank
SLF Sortino Ratio Rank: 5959
Sortino Ratio Rank
SLF Omega Ratio Rank: 6363
Omega Ratio Rank
SLF Calmar Ratio Rank: 6565
Calmar Ratio Rank
SLF Martin Ratio Rank: 6464
Martin Ratio Rank

VZ
VZ Risk / Return Rank: 5757
Overall Rank
VZ Sharpe Ratio Rank: 5959
Sharpe Ratio Rank
VZ Sortino Ratio Rank: 5555
Sortino Ratio Rank
VZ Omega Ratio Rank: 5353
Omega Ratio Rank
VZ Calmar Ratio Rank: 6060
Calmar Ratio Rank
VZ Martin Ratio Rank: 6060
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.

SLF vs. VZ - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Sun Life Financial Inc. (SLF) and Verizon Communications Inc. (VZ). 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.


SLFVZDifference
Sharpe ratioReturn per unit of total volatility

+0.36

Sortino ratioReturn per unit of downside risk

+0.22

Omega ratioGain probability vs. loss probability

1.18

1.12

+0.06

Calmar ratioReturn relative to maximum drawdown

1.20

0.89

+0.31

Martin ratioReturn relative to average drawdown

2.59

1.91

+0.68

SLF vs. VZ - Sharpe Ratio Comparison

The current SLF Sharpe Ratio is 0.89, which is higher than the VZ Sharpe Ratio of 0.53. The chart below compares the historical Sharpe Ratios of SLF and VZ, 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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Sharpe Ratios by Period


SLFVZDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.89

0.53

+0.36

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.58

0.07

+0.51

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.54

0.20

+0.34

Sharpe Ratio (All Time)

Calculated using the full available price history

0.42

0.20

+0.22

Drawdowns

SLF vs. VZ - Drawdown Comparison

The maximum SLF drawdown since its inception was -78.60%, which is greater than VZ's maximum drawdown of -50.66%. Use the drawdown chart below to compare losses from any high point for SLF and VZ.


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Drawdown Indicators


SLFVZDifference

Max Drawdown

Largest peak-to-trough decline

-78.60%

-50.66%

-27.94%

Max Drawdown (1Y)

Largest decline over 1 year

-14.91%

-13.32%

-1.59%

Max Drawdown (3Y)

Largest decline over 3 years

-14.91%

-14.93%

+0.02%

Max Drawdown (5Y)

Largest decline over 5 years

-30.77%

-38.38%

+7.61%

Max Drawdown (10Y)

Largest decline over 10 years

-50.84%

-41.21%

-9.63%

Current Drawdown

Current decline from peak

0.00%

-10.37%

+10.37%

Average Drawdown

Average peak-to-trough decline

-16.88%

-14.83%

-2.05%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.90%

6.20%

+0.70%

Volatility

SLF vs. VZ - Volatility Comparison

Sun Life Financial Inc. (SLF) has a higher volatility of 7.07% compared to Verizon Communications Inc. (VZ) at 6.17%. This indicates that SLF's price experiences larger fluctuations and is considered to be riskier than VZ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SLFVZDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.07%

6.17%

+0.90%

Volatility (6M)

Calculated over the trailing 6-month period

14.13%

17.96%

-3.83%

Volatility (1Y)

Calculated over the trailing 1-year period

20.12%

22.57%

-2.45%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

19.42%

21.60%

-2.18%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

22.89%

20.35%

+2.54%

Dividends

SLF vs. VZ - Dividend Comparison

SLF's dividend yield for the trailing twelve months is around 3.60%, less than VZ's 6.09% yield.


PositionTTM20252024202320222021202020192018201720162015
SLF
Sun Life Financial Inc.
3.60%4.03%4.00%4.98%4.59%3.32%3.69%3.47%4.71%3.17%3.98%4.64%
VZ
Verizon Communications Inc.
6.09%6.68%6.68%6.96%6.53%4.85%4.21%3.95%4.22%4.39%4.26%4.79%

Financials

SLF vs. VZ - Financials Comparison

This section allows you to compare key financial metrics between Sun Life Financial Inc. and Verizon Communications 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.


Quarterly
Annual

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


0.0010.00B20.00B30.00B40.00B20222023202420252026
8.88B
34.44B
(SLF) Total Revenue
(VZ) Total Revenue
Values in USD except per share items

SLF vs. VZ - Profitability Comparison

The chart below illustrates the profitability comparison between Sun Life Financial Inc. and Verizon Communications Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

-50.0%0.0%50.0%100.0%20222023202420252026
100.0%
60.3%
Portfolio components
SLF - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Sun Life Financial Inc. reported a gross profit of 8.88B and revenue of 8.88B. Therefore, the gross margin over that period was 100.0%.

VZ - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Verizon Communications Inc. reported a gross profit of 20.77B and revenue of 34.44B. Therefore, the gross margin over that period was 60.3%.

SLF - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Sun Life Financial Inc. reported an operating income of 633.63M and revenue of 8.88B, resulting in an operating margin of 7.1%.

VZ - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Verizon Communications Inc. reported an operating income of 8.24B and revenue of 34.44B, resulting in an operating margin of 23.9%.

SLF - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Sun Life Financial Inc. reported a net income of 537.39M and revenue of 8.88B, resulting in a net margin of 6.1%.

VZ - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Verizon Communications Inc. reported a net income of 5.05B and revenue of 34.44B, resulting in a net margin of 14.7%.


Frequently Asked Questions


SLF and VZ have a correlation of 0.10, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

SLF has higher volatility (7.07%) compared to VZ (6.17%). In terms of maximum drawdown, SLF dropped -78.60% vs VZ's -50.66%.

SLF currently has the higher Sharpe Ratio (0.89 vs 0.53), 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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