SUN vs. VT
SUN (Sunoco LP) 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, SUN returned 18.66%/yr vs 12.93%/yr for VT. At a 0.31 correlation, their price movements are largely independent.
Performance
SUN vs. VT - Performance Comparison
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Returns By Period
In the year-to-date period, SUN achieves a 28.53% return, which is significantly higher than VT's 11.06% return. Over the past 10 years, SUN has outperformed VT with an annualized return of 18.66%, while VT has yielded a comparatively lower 12.93% annualized return.
SUN
- 1D
- 1.57%
- 1M
- -8.21%
- YTD
- 28.53%
- 6M
- 25.21%
- 1Y
- 31.07%
- 3Y*
- 21.16%
- 5Y*
- 19.32%
- 10Y*
- 18.66%
VT
- 1D
- 0.44%
- 1M
- 1.80%
- YTD
- 11.06%
- 6M
- 11.82%
- 1Y
- 27.43%
- 3Y*
- 19.71%
- 5Y*
- 10.65%
- 10Y*
- 12.93%
SUN vs. VT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SUN Sunoco LP | 28.53% | 8.88% | -8.59% | 49.38% | 13.95% | 55.26% | 6.28% | 24.78% | 7.71% | 17.86% |
VT Vanguard Total World Stock ETF | 11.06% | 22.43% | 16.49% | 22.02% | -18.00% | 18.27% | 16.59% | 26.81% | -9.76% | 24.50% |
Correlation
The correlation between SUN and VT is -0.03, 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 | -0.03 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.20 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.29 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.33 |
Correlation (All Time) Calculated using the full available price history since Sep 20, 2012 | 0.31 |
The correlation between SUN and VT shifts across timeframes, from -0.03 (1 year) to 0.33 (10 years), reflecting how their relationship changes across market environments.
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Return for Risk
SUN vs. VT — Risk / Return Rank
SUN
VT
SUN vs. VT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Sunoco LP (SUN) 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.
| SUN | VT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.67 | ||
| Sortino ratioReturn per unit of downside risk | -0.88 | ||
| Omega ratioGain probability vs. loss probability | 1.21 | 1.35 | -0.14 |
| Calmar ratioReturn relative to maximum drawdown | 2.64 | 2.68 | -0.04 |
| Martin ratioReturn relative to average drawdown | 6.54 | 11.67 | -5.13 |
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Drawdowns
SUN vs. VT - Drawdown Comparison
The maximum SUN drawdown since its inception was -65.47%, which is greater than VT's maximum drawdown of -50.27%. Use the drawdown chart below to compare losses from any high point for SUN and VT.
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Drawdown Indicators
| SUN | VT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.47% | -50.27% | -15.20% |
Max Drawdown (1Y)Largest decline over 1 year | -11.05% | -9.67% | -1.38% |
Max Drawdown (3Y)Largest decline over 3 years | -21.29% | -16.51% | -4.78% |
Max Drawdown (5Y)Largest decline over 5 years | -21.29% | -26.38% | +5.09% |
Max Drawdown (10Y)Largest decline over 10 years | -62.94% | -34.24% | -28.70% |
Current DrawdownCurrent decline from peak | -9.53% | -1.92% | -7.61% |
Average DrawdownAverage peak-to-trough decline | -16.30% | -7.01% | -9.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.47% | 2.22% | +2.25% |
Volatility
SUN vs. VT - Volatility Comparison
Sunoco LP (SUN) has a higher volatility of 8.22% compared to Vanguard Total World Stock ETF (VT) at 5.26%. This indicates that SUN'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
| SUN | VT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.22% | 5.26% | +2.96% |
Volatility (6M)Calculated over the trailing 6-month period | 16.97% | 11.01% | +5.96% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.06% | 13.38% | +9.68% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.67% | 16.15% | +7.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 31.76% | 17.27% | +14.49% |
Dividends
SUN vs. VT - Dividend Comparison
SUN's dividend yield for the trailing twelve months is around 5.74%, more than VT's 1.61% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SUN Sunoco LP | 5.74% | 6.89% | 6.74% | 5.59% | 7.66% | 8.09% | 11.47% | 10.79% | 12.14% | 11.63% | 12.16% | 6.78% |
VT Vanguard Total World Stock ETF | 1.61% | 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
SUN and VT have a correlation of -0.03, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SUN has higher volatility (8.22%) compared to VT (5.26%). In terms of maximum drawdown, SUN dropped -65.47% vs VT's -50.27%.
VT currently has the higher Sharpe Ratio (1.94 vs 1.27), 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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