V vs. HGER
V (Visa Inc.) is a stock, while HGER (Harbor Commodity All-Weather Strategy ETF) is Commodities fund tracking the Quantix Commodity Index - Benchmark TR Net. Over the past 3 years, V returned 14.07%/yr vs 18.60%/yr for HGER. At a 0.01 correlation, their price movements are largely independent.
Performance
V vs. HGER - Performance Comparison
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Returns By Period
In the year-to-date period, V achieves a -0.08% return, which is significantly lower than HGER's 23.17% return.
V
- 1D
- 0.22%
- 1M
- 8.05%
- 6M
- 0.18%
- YTD
- -0.08%
- 1Y
- -1.17%
- 3Y*
- 14.07%
- 5Y*
- 8.72%
- 10Y*
- 17.06%
HGER
- 1D
- -0.84%
- 1M
- 0.99%
- 6M
- 20.50%
- YTD
- 23.17%
- 1Y
- 33.35%
- 3Y*
- 18.60%
- 5Y*
- —
- 10Y*
- —
V vs. HGER - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
V Visa Inc. | -0.08% | 11.76% | 22.32% | 26.31% | -9.33% |
HGER Harbor Commodity All-Weather Strategy ETF | 23.17% | 20.08% | 9.25% | 1.93% | 9.66% |
Correlation
The correlation between V and HGER is -0.17, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.17 |
Correlation (3Y) Calculated over the trailing 3-year period | -0.07 |
Correlation (All Time) Calculated using the full available price history since Feb 10, 2022 | 0.01 |
The correlation between V and HGER shifts across timeframes, from -0.17 (1 year) to 0.01 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
V vs. HGER — Risk / Return Rank
V
HGER
V vs. HGER - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Visa Inc. (V) and Harbor Commodity All-Weather Strategy ETF (HGER). 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 | HGER | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.98 | ||
| Sortino ratioReturn per unit of downside risk | -2.53 | ||
| Omega ratioGain probability vs. loss probability | 1.01 | 1.35 | -0.34 |
| Calmar ratioReturn relative to maximum drawdown | -0.07 | 2.39 | -2.45 |
| Martin ratioReturn relative to average drawdown | -0.15 | 8.73 | -8.88 |
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Drawdowns
V vs. HGER - Drawdown Comparison
The maximum V drawdown since its inception was -51.90%, which is greater than HGER's maximum drawdown of -23.31%. Use the drawdown chart below to compare losses from any high point for V and HGER.
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Drawdown Indicators
| V | HGER | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.90% | -23.31% | -28.59% |
Max Drawdown (1Y)Largest decline over 1 year | -17.18% | -14.04% | -3.14% |
Max Drawdown (3Y)Largest decline over 3 years | -20.38% | -14.04% | -6.34% |
Max Drawdown (5Y)Largest decline over 5 years | -28.60% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -36.36% | — | — |
Current DrawdownCurrent decline from peak | -5.78% | -8.66% | +2.88% |
Average DrawdownAverage peak-to-trough decline | -8.26% | -7.71% | -0.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.99% | 3.83% | +4.16% |
Volatility
V vs. HGER - Volatility Comparison
Visa Inc. (V) has a higher volatility of 6.37% compared to Harbor Commodity All-Weather Strategy ETF (HGER) at 5.75%. This indicates that V's price experiences larger fluctuations and is considered to be riskier than HGER based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| V | HGER | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.37% | 5.75% | +0.62% |
Volatility (6M)Calculated over the trailing 6-month period | 17.34% | 15.35% | +1.99% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.68% | 17.37% | +4.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.92% | 17.67% | +5.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.41% | 17.67% | +6.74% |
Dividends
V vs. HGER - Dividend Comparison
V's dividend yield for the trailing twelve months is around 0.75%, less than HGER's 5.75% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HGER Harbor Commodity All-Weather Strategy ETF | 5.75% | 7.09% | 3.28% | 7.24% | 0.64% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
V Visa Inc. | 0.75% | 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 HGER 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.
V has higher volatility (6.37%) compared to HGER (5.75%). In terms of maximum drawdown, V dropped -51.90% vs HGER's -23.31%.
HGER currently has the higher Sharpe Ratio (1.93 vs -0.05), 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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