V vs. CSPX.L
V (Visa Inc.) is a stock, while CSPX.L (iShares Core S&P 500 UCITS ETF USD (Acc)) is S&P 500 fund tracking the S&P 500 Index. Over the past 10 years, V returned 15.98%/yr vs 15.24%/yr for CSPX.L. At a 0.36 correlation, their price movements are largely independent.
Performance
V vs. CSPX.L - Performance Comparison
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Returns By Period
In the year-to-date period, V achieves a -7.69% return, which is significantly lower than CSPX.L's 8.40% return. Both investments have delivered pretty close results over the past 10 years, with V having a 15.98% annualized return and CSPX.L not far behind at 15.24%.
V
- 1D
- 1.05%
- 1M
- -0.04%
- YTD
- -7.69%
- 6M
- -6.93%
- 1Y
- -7.91%
- 3Y*
- 13.87%
- 5Y*
- 7.33%
- 10Y*
- 15.98%
CSPX.L
- 1D
- 2.02%
- 1M
- -0.83%
- YTD
- 8.40%
- 6M
- 9.68%
- 1Y
- 24.86%
- 3Y*
- 20.75%
- 5Y*
- 13.23%
- 10Y*
- 15.24%
V vs. CSPX.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
V Visa Inc. | -7.69% | 11.76% | 22.32% | 26.31% | -3.40% | -0.31% | 17.12% | 43.33% | 16.49% | 47.18% |
CSPX.L iShares Core S&P 500 UCITS ETF USD (Acc) | 8.40% | 17.45% | 25.25% | 26.74% | -18.72% | 29.35% | 17.62% | 30.55% | -5.46% | 21.60% |
Correlation
The correlation between V and CSPX.L is 0.17, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.17 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.21 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.33 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.37 |
Correlation (All Time) Calculated using the full available price history since Sep 15, 2010 | 0.36 |
The correlation between V and CSPX.L shifts across timeframes, from 0.17 (1 year) to 0.37 (10 years), reflecting how their relationship changes across market environments.
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Return for Risk
V vs. CSPX.L — Risk / Return Rank
V
CSPX.L
V vs. CSPX.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Visa Inc. (V) and iShares Core S&P 500 UCITS ETF USD (Acc) (CSPX.L). 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.
| V | CSPX.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.59 | ||
| Sortino ratioReturn per unit of downside risk | -3.68 | ||
| Omega ratioGain probability vs. loss probability | 0.92 | 1.36 | -0.45 |
| Calmar ratioReturn relative to maximum drawdown | -0.73 | 2.98 | -3.72 |
| Martin ratioReturn relative to average drawdown | -1.57 | 12.45 | -14.02 |
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Drawdowns
V vs. CSPX.L - Drawdown Comparison
The maximum V drawdown since its inception was -51.90%, which is greater than CSPX.L's maximum drawdown of -33.90%. Use the drawdown chart below to compare losses from any high point for V and CSPX.L.
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Drawdown Indicators
| V | CSPX.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.90% | -33.90% | -18.00% |
Max Drawdown (1Y)Largest decline over 1 year | -17.18% | -8.17% | -9.01% |
Max Drawdown (3Y)Largest decline over 3 years | -20.38% | -18.50% | -1.88% |
Max Drawdown (5Y)Largest decline over 5 years | -28.60% | -24.39% | -4.21% |
Max Drawdown (10Y)Largest decline over 10 years | -36.36% | -33.90% | -2.46% |
Current DrawdownCurrent decline from peak | -12.96% | -2.27% | -10.69% |
Average DrawdownAverage peak-to-trough decline | -8.26% | -3.72% | -4.54% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.73% | 1.96% | +8.77% |
Volatility
V vs. CSPX.L - Volatility Comparison
Visa Inc. (V) has a higher volatility of 5.57% compared to iShares Core S&P 500 UCITS ETF USD (Acc) (CSPX.L) at 4.01%. This indicates that V's price experiences larger fluctuations and is considered to be riskier than CSPX.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| V | CSPX.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.57% | 4.01% | +1.56% |
Volatility (6M)Calculated over the trailing 6-month period | 17.57% | 9.03% | +8.54% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.35% | 12.04% | +10.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.82% | 16.03% | +6.79% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.45% | 16.22% | +8.23% |
Dividends
V vs. CSPX.L - Dividend Comparison
V's dividend yield for the trailing twelve months is around 0.81%, while CSPX.L has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CSPX.L iShares Core S&P 500 UCITS ETF USD (Acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 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
V and CSPX.L have a correlation of 0.17, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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