SU.PA vs. VUL.AX

Last updated Jun 5, 2026

SU.PA (Schneider Electric S.E.) and VUL.AX (Vulcan Energy Resources Limited) are both stocks. SU.PA operates in Specialty Industrial Machinery (Industrials), while VUL.AX operates in Other Industrial Metals & Mining (Basic Materials). Over the past 5 years, SU.PA returned 18.77%/yr vs -16.12%/yr for VUL.AX. At a 0.10 correlation, their price movements are largely independent.

Performance

SU.PA vs. VUL.AX - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in Schneider Electric S.E. (SU.PA) and Vulcan Energy Resources Limited (VUL.AX). The values are adjusted to include any dividend payments, if applicable.

Different Trading Currencies

SU.PA is traded in EUR, while VUL.AX is traded in AUD. To make them comparable, the VUL.AX values have been converted to EUR using the latest available exchange rates.

Returns By Period

In the year-to-date period, SU.PA achieves a 21.86% return, which is significantly higher than VUL.AX's -14.16% return.

SU.PA

• 1D: -0.56%
• 1M: 4.88%
• YTD: 21.86%
• 6M: 20.51%
• 1Y: 27.20%
• 3Y*: 21.72%
• 5Y*: 18.77%
• 10Y*: 20.11%

VUL.AX

• 1D: -8.86%
• 1M: -4.35%
• YTD: -14.16%
• 6M: -7.57%
• 1Y: -2.50%
• 3Y*: -2.62%
• 5Y*: -16.12%
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

SU.PA vs. VUL.AX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018
SU.PA Schneider Electric S.E.	21.86%	-0.74%	34.50%	41.87%	-22.44%	48.65%	33.52%	58.05%	-18.95%
VUL.AX Vulcan Energy Resources Limited	-14.16%	-21.68%	81.87%	-56.35%	-39.42%	282.41%	1,693.16%	-14.64%	-38.58%

Correlation

The correlation between SU.PA and VUL.AX is 0.11, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.11
Correlation (3Y) Calculated over the trailing 3-year period	0.12
Correlation (5Y) Calculated over the trailing 5-year period	0.13
Correlation (All Time) Calculated using the full available price history since May 31, 2018	0.10

Return for Risk

SU.PA vs. VUL.AX — Risk / Return Rank

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

SU.PA

SU.PA Risk / Return Rank: 67
SU.PA Sharpe Ratio Rank: 68
SU.PA Sortino Ratio Rank: 64
SU.PA Omega Ratio Rank: 60
SU.PA Calmar Ratio Rank: 70
SU.PA Martin Ratio Rank: 70

VUL.AX

VUL.AX Risk / Return Rank: 37
VUL.AX Sharpe Ratio Rank: 36
VUL.AX Sortino Ratio Rank: 38
VUL.AX Omega Ratio Rank: 37
VUL.AX Calmar Ratio Rank: 36
VUL.AX Martin Ratio Rank: 37

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.

SU.PA vs. VUL.AX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Schneider Electric S.E. (SU.PA) and Vulcan Energy Resources Limited (VUL.AX). 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.

	SU.PA	VUL.AX	Difference
Sharpe ratio: Return per unit of total volatility	0.85	-0.03	+0.88
Sortino ratio: Return per unit of downside risk	1.42	0.47	+0.95
Omega ratio: Gain probability vs. loss probability	1.17	1.06	+0.11
Calmar ratio: Return relative to maximum drawdown	1.51	-0.04	+1.55
Martin ratio: Return relative to average drawdown	3.72	-0.07	+3.80
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

SU.PA vs. VUL.AX - Sharpe Ratio Comparison

The current SU.PA Sharpe Ratio is 0.85, which is higher than the VUL.AX Sharpe Ratio of -0.03. The chart below compares the historical Sharpe Ratios of SU.PA and VUL.AX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	SU.PA	VUL.AX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.85	-0.03	+0.88
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.63	-0.23	+0.86
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.72	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.27	0.44	-0.17

Drawdowns

SU.PA vs. VUL.AX - Drawdown Comparison

The maximum SU.PA drawdown since its inception was -74.24%, smaller than the maximum VUL.AX drawdown of -87.95%. Use the drawdown chart below to compare losses from any high point for SU.PA and VUL.AX.

Drawdown Indicators

	SU.PA	VUL.AX	Difference
Max Drawdown Largest peak-to-trough decline	-74.24%	-87.95%	+13.71%
Max Drawdown (1Y) Largest decline over 1 year	-17.76%	-58.51%	+40.75%
Max Drawdown (3Y) Largest decline over 3 years	-31.34%	-65.28%	+33.94%
Max Drawdown (5Y) Largest decline over 5 years	-35.98%	-87.95%	+51.97%
Max Drawdown (10Y) Largest decline over 10 years	-35.98%	—	—
Current Drawdown Current decline from peak	-1.85%	-78.32%	+76.47%
Average Drawdown Average peak-to-trough decline	-19.83%	-49.76%	+29.93%
Ulcer Index Depth and duration of drawdowns from previous peaks	7.25%	34.23%	-26.98%

Volatility

SU.PA vs. VUL.AX - Volatility Comparison

The current volatility for Schneider Electric S.E. (SU.PA) is 9.82%, while Vulcan Energy Resources Limited (VUL.AX) has a volatility of 17.51%. This indicates that SU.PA experiences smaller price fluctuations and is considered to be less risky than VUL.AX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	SU.PA	VUL.AX	Difference
Volatility (1M) Calculated over the trailing 1-month period	9.82%	17.51%	-7.69%
Volatility (6M) Calculated over the trailing 6-month period	24.14%	47.45%	-23.31%
Volatility (1Y) Calculated over the trailing 1-year period	31.63%	72.07%	-40.44%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	29.17%	71.25%	-42.08%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	27.45%	81.68%	-54.23%

Dividends

SU.PA vs. VUL.AX - Dividend Comparison

SU.PA's dividend yield for the trailing twelve months is around 1.49%, while VUL.AX has not paid dividends to shareholders.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
SU.PA Schneider Electric S.E.	1.49%	1.66%	1.45%	1.73%	2.22%	1.51%	2.16%	2.57%	3.68%	2.88%	3.03%	3.65%
VUL.AX Vulcan Energy Resources Limited	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Financials

Frequently Asked Questions

Can I hold both SU.PA and VUL.AX in my portfolio?

SU.PA and VUL.AX have a correlation of 0.11, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.