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V vs. IS3S.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

V vs. IS3S.DE

Last updated Jun 13, 2026

V (Visa Inc.) is a stock, while IS3S.DE (iShares Edge MSCI World Value Factor UCITS ETF) is Global Equities fund tracking the MSCI World Enhanced Value. Over the past 10 years, V returned 15.98%/yr vs 13.34%/yr for IS3S.DE. At a 0.35 correlation, their price movements are largely independent.

Performance

V vs. IS3S.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Visa Inc. (V) and iShares Edge MSCI World Value Factor UCITS ETF (IS3S.DE). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

V is traded in USD, while IS3S.DE is traded in EUR. To make them comparable, the IS3S.DE values have been converted to USD using the latest available exchange rates.

Returns By Period

In the year-to-date period, V achieves a -7.69% return, which is significantly lower than IS3S.DE's 32.61% return. Over the past 10 years, V has outperformed IS3S.DE with an annualized return of 15.98%, while IS3S.DE has yielded a comparatively lower 13.34% annualized return.

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%

IS3S.DE

1D
2.78%
1M
4.65%
YTD
32.61%
6M
35.27%
1Y
63.36%
3Y*
28.40%
5Y*
16.11%
10Y*
13.34%
*Multi-year figures are annualized to reflect compound growth (CAGR)

V vs. IS3S.DE - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
V
Visa Inc.		-7.69%11.76%22.32%26.31%-3.40%-0.31%17.12%43.33%16.49%47.18%
IS3S.DE
iShares Edge MSCI World Value Factor UCITS ETF		32.61%41.27%5.00%19.27%-10.05%20.07%-3.98%19.43%-14.53%22.88%

Correlation

The correlation between V and IS3S.DE 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

0.19

Correlation (5Y)
Calculated over the trailing 5-year period

0.31

Correlation (10Y)
Calculated over the trailing 10-year period

0.34

Correlation (All Time)
Calculated using the full available price history since Oct 6, 2014

0.35

Over the past year, the correlation between V and IS3S.DE has dropped to 0.13 - well below their long-term average of 0.35, suggesting their price drivers have been diverging.

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Visa Inc.

iShares Edge MSCI World Value Factor UCITS ETF

Often compared with V:
V vs. MAV vs. SPYV vs. AXPV vs. HDV vs. VOOV vs. NVDAV vs. TSM
Often compared with IS3S.DE:
IS3S.DE vs. XDEM.DEIS3S.DE vs. AVLVIS3S.DE vs. QDVX.DEIS3S.DE vs. IUSQ.DEIS3S.DE vs. SPWOIS3S.DE vs. GACA.DEIS3S.DE vs. AVUV

Return for Risk

V vs. IS3S.DE — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
V
V Risk / Return Rank: 1515
Overall Rank
V Sharpe Ratio Rank: 1818
Sharpe Ratio Rank
V Sortino Ratio Rank: 1717
Sortino Ratio Rank
V Omega Ratio Rank: 1818
Omega Ratio Rank
V Calmar Ratio Rank: 1515
Calmar Ratio Rank
V Martin Ratio Rank: 55
Martin Ratio Rank
IS3S.DE
IS3S.DE Risk / Return Rank: 9797
Overall Rank
IS3S.DE Sharpe Ratio Rank: 9797
Sharpe Ratio Rank
IS3S.DE Sortino Ratio Rank: 9797
Sortino Ratio Rank
IS3S.DE Omega Ratio Rank: 9696
Omega Ratio Rank
IS3S.DE Calmar Ratio Rank: 9797
Calmar Ratio Rank
IS3S.DE Martin Ratio Rank: 9797
Martin Ratio Rank
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.

V vs. IS3S.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Visa Inc. (V) and iShares Edge MSCI World Value Factor UCITS ETF (IS3S.DE). 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.

VIS3S.DEDifference
Sharpe ratioReturn per unit of total volatility
-0.56
3.98

-4.55

Sortino ratioReturn per unit of downside risk
-0.68
5.39

-6.08

Omega ratioGain probability vs. loss probability

0.92

1.70

-0.79

Calmar ratioReturn relative to maximum drawdown

-0.73

7.30

-8.03

Martin ratioReturn relative to average drawdown

-1.57

26.46

-28.02

V vs. IS3S.DE - Sharpe Ratio Comparison

The current V Sharpe Ratio is -0.56, which is lower than the IS3S.DE Sharpe Ratio of 3.98. The chart below compares the historical Sharpe Ratios of V and IS3S.DE, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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Drawdowns

V vs. IS3S.DE - Drawdown Comparison

The maximum V drawdown since its inception was -51.90%, which is greater than IS3S.DE's maximum drawdown of -39.27%. Use the drawdown chart below to compare losses from any high point for V and IS3S.DE.

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Drawdown Indicators

VIS3S.DEDifference

Max Drawdown

Largest peak-to-trough decline

-51.90%

-39.27%

-12.63%

Max Drawdown (1Y)

Largest decline over 1 year

-17.18%

-8.49%

-8.69%

Max Drawdown (3Y)

Largest decline over 3 years

-20.38%

-15.59%

-4.79%

Max Drawdown (5Y)

Largest decline over 5 years

-28.60%

-26.37%

-2.23%

Max Drawdown (10Y)

Largest decline over 10 years

-36.36%

-39.27%

+2.91%

Current Drawdown

Current decline from peak

-12.96%

-1.73%

-11.23%

Average Drawdown

Average peak-to-trough decline

-8.26%

-10.71%

+2.45%

Ulcer Index

Depth and duration of drawdowns from previous peaks

10.73%

2.35%

+8.38%

Volatility

V vs. IS3S.DE - Volatility Comparison

The current volatility for Visa Inc. (V) is 5.57%, while iShares Edge MSCI World Value Factor UCITS ETF (IS3S.DE) has a volatility of 6.30%. This indicates that V experiences smaller price fluctuations and is considered to be less risky than IS3S.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

VIS3S.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.57%

6.30%

-0.73%

Volatility (6M)

Calculated over the trailing 6-month period

17.57%

12.87%

+4.70%

Volatility (1Y)

Calculated over the trailing 1-year period

22.35%

15.56%

+6.79%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

22.82%

15.89%

+6.93%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

24.45%

17.65%

+6.80%

Dividends

V vs. IS3S.DE - Dividend Comparison

V's dividend yield for the trailing twelve months is around 0.81%, while IS3S.DE has not paid dividends to shareholders.

PositionTTM20252024202320222021202020192018201720162015
IS3S.DE
iShares Edge MSCI World Value Factor UCITS ETF		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 IS3S.DE 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.

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