T vs. V
T (AT&T Inc.) and V (Visa Inc.) are both stocks. T operates in Telecom Services (Communication Services), while V operates in Credit Services (Financial Services). Over the past 10 years, T returned 2.86%/yr vs 15.64%/yr for V. At a 0.31 correlation, their price movements are largely independent.
Performance
T vs. V - Performance Comparison
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Returns By Period
In the year-to-date period, T achieves a -7.40% return, which is significantly higher than V's -8.47% return. Over the past 10 years, T has underperformed V with an annualized return of 2.86%, while V has yielded a comparatively higher 15.64% annualized return.
T
- 1D
- -1.10%
- 1M
- -10.57%
- YTD
- -7.40%
- 6M
- -7.40%
- 1Y
- -16.38%
- 3Y*
- 18.39%
- 5Y*
- 6.60%
- 10Y*
- 2.86%
V
- 1D
- -1.21%
- 1M
- 0.48%
- YTD
- -8.47%
- 6M
- -1.79%
- 1Y
- -12.97%
- 3Y*
- 13.52%
- 5Y*
- 7.39%
- 10Y*
- 15.64%
T vs. V - Yearly Performance Comparison
Correlation
The correlation between T and V is 0.13, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.13 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.18 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.27 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.27 |
Correlation (All Time) Calculated using the full available price history since Mar 19, 2008 | 0.31 |
The correlation between T and V shifts across timeframes, from 0.13 (1 year) to 0.31 (all time), reflecting how their relationship changes across market environments.
Fundamentals
T:
$3.04
V:
$15.24
T:
7.39
V:
20.98
T:
0.31
V:
1.29
T:
1.29
V:
10.84
T:
$125.65B
V:
$43.03B
T:
$105.41B
V:
$16.94B
T:
$54.70B
V:
$27.63B
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Return for Risk
T vs. V — Risk / Return Rank
T
V
T vs. V - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AT&T Inc. (T) 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.
| T | V | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.16 | ||
| Sortino ratioReturn per unit of downside risk | -0.26 | ||
| Omega ratioGain probability vs. loss probability | 0.89 | 0.91 | -0.03 |
| Calmar ratioReturn relative to maximum drawdown | -0.75 | -0.64 | -0.11 |
| Martin ratioReturn relative to average drawdown | -1.59 | -1.18 | -0.41 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| T | V | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.75 | -0.58 | -0.16 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.28 | 0.33 | -0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.12 | 0.64 | -0.52 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.69 | -0.31 |
Drawdowns
T vs. V - Drawdown Comparison
The maximum T drawdown since its inception was -64.15%, which is greater than V's maximum drawdown of -51.90%. Use the drawdown chart below to compare losses from any high point for T and V.
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Drawdown Indicators
| T | V | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -64.15% | -51.90% | -12.25% |
Max Drawdown (1Y)Largest decline over 1 year | -21.87% | -20.38% | -1.49% |
Max Drawdown (3Y)Largest decline over 3 years | -21.87% | -20.38% | -1.49% |
Max Drawdown (5Y)Largest decline over 5 years | -32.01% | -28.60% | -3.41% |
Max Drawdown (10Y)Largest decline over 10 years | -42.35% | -36.36% | -5.99% |
Current DrawdownCurrent decline from peak | -21.87% | -13.69% | -8.18% |
Average DrawdownAverage peak-to-trough decline | -15.72% | -8.26% | -7.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.34% | 11.03% | -0.69% |
Volatility
T vs. V - Volatility Comparison
AT&T Inc. (T) has a higher volatility of 7.50% compared to Visa Inc. (V) at 5.74%. This indicates that T's price experiences larger fluctuations and is considered to be riskier 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
| T | V | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.50% | 5.74% | +1.76% |
Volatility (6M)Calculated over the trailing 6-month period | 17.57% | 17.50% | +0.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.98% | 22.32% | -0.34% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.97% | 22.80% | +1.17% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.71% | 24.47% | -0.76% |
Dividends
T vs. V - Dividend Comparison
T's dividend yield for the trailing twelve months is around 4.93%, more than V's 0.81% yield.
Financials
T vs. V - Financials Comparison
This section allows you to compare key financial metrics between AT&T Inc. and Visa 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.
Total Revenue: Total amount of money received from sales and other business activities
Frequently Asked Questions
T and V have a correlation of 0.13, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
T has higher volatility (7.50%) compared to V (5.74%). In terms of maximum drawdown, T dropped -64.15% vs V's -51.90%.
V currently has the higher Sharpe Ratio (-0.58 vs -0.75), 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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