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V vs. ITA
Performance
Return for Risk
Drawdowns
Volatility
Dividends

V vs. ITA

Last updated Jun 13, 2026

V (Visa Inc.) is a stock, while ITA (iShares U.S. Aerospace & Defense ETF) is Aerospace & Defense fund tracking the Dow Jones U.S. Select Aerospace & Defense Index. Over the past 10 years, V returned 15.98%/yr vs 15.34%/yr for ITA. At a 0.48 correlation, their price movements are largely independent.

Performance

V vs. ITA - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Visa Inc. (V) and iShares U.S. Aerospace & Defense ETF (ITA). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, V achieves a -7.69% return, which is significantly lower than ITA's 8.97% return. Both investments have delivered pretty close results over the past 10 years, with V having a 15.98% annualized return and ITA not far behind at 15.34%.

V

1D
1.05%
1M
-1.03%
YTD
-7.69%
6M
-6.93%
1Y
-7.91%
3Y*
13.87%
5Y*
7.33%
10Y*
15.98%

ITA

1D
-0.95%
1M
4.16%
YTD
8.97%
6M
11.71%
1Y
30.42%
3Y*
27.30%
5Y*
16.86%
10Y*
15.34%
*Multi-year figures are annualized to reflect compound growth (CAGR)

V vs. ITA - 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%
ITA
iShares U.S. Aerospace & Defense ETF		8.97%48.64%15.81%14.33%9.96%9.39%-13.57%30.51%-7.22%35.24%

Correlation

The correlation between V and ITA is 0.14, which is low. Their price movements are largely independent, making them effective diversification partners.

Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.14

Correlation (3Y)
Calculated over the trailing 3-year period

0.30

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

0.39

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

0.44

Correlation (All Time)
Calculated using the full available price history since Mar 19, 2008

0.48

Over the past year, the correlation between V and ITA has dropped to 0.14 - well below their long-term average of 0.48, suggesting their price drivers have been diverging.

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

Visa Inc.

iShares U.S. Aerospace & Defense ETF

Often compared with V:
V vs. MAV vs. SPYV vs. AXPV vs. HDV vs. VOOV vs. NVDAV vs. TSM
Often compared with ITA:
ITA vs. XARITA vs. PPAITA vs. SHLDITA vs. ARKXITA vs. VOOITA vs. FSDAXITA vs. DFEN

Return for Risk

V vs. ITA — 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
ITA
ITA Risk / Return Rank: 4444
Overall Rank
ITA Sharpe Ratio Rank: 4747
Sharpe Ratio Rank
ITA Sortino Ratio Rank: 4848
Sortino Ratio Rank
ITA Omega Ratio Rank: 4343
Omega Ratio Rank
ITA Calmar Ratio Rank: 4545
Calmar Ratio Rank
ITA Martin Ratio Rank: 3838
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. ITA - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Visa Inc. (V) and iShares U.S. Aerospace & Defense ETF (ITA). 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.

VITADifference
Sharpe ratioReturn per unit of total volatility
-0.56
1.43

-1.99

Sortino ratioReturn per unit of downside risk
-0.68
2.11

-2.79

Omega ratioGain probability vs. loss probability

0.92

1.25

-0.33

Calmar ratioReturn relative to maximum drawdown

-0.73

1.97

-2.70

Martin ratioReturn relative to average drawdown

-1.57

5.20

-6.77

V vs. ITA - Sharpe Ratio Comparison

The current V Sharpe Ratio is -0.56, which is lower than the ITA Sharpe Ratio of 1.43. The chart below compares the historical Sharpe Ratios of V and ITA, 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. ITA - Drawdown Comparison

The maximum V drawdown since its inception was -51.90%, smaller than the maximum ITA drawdown of -59.72%. Use the drawdown chart below to compare losses from any high point for V and ITA.

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Drawdown Indicators

VITADifference

Max Drawdown

Largest peak-to-trough decline

-51.90%

-59.72%

+7.82%

Max Drawdown (1Y)

Largest decline over 1 year

-17.18%

-15.82%

-1.36%

Max Drawdown (3Y)

Largest decline over 3 years

-20.38%

-15.82%

-4.56%

Max Drawdown (5Y)

Largest decline over 5 years

-28.60%

-18.72%

-9.88%

Max Drawdown (10Y)

Largest decline over 10 years

-36.36%

-51.00%

+14.64%

Current Drawdown

Current decline from peak

-12.96%

-6.64%

-6.32%

Average Drawdown

Average peak-to-trough decline

-8.26%

-9.45%

+1.19%

Ulcer Index

Depth and duration of drawdowns from previous peaks

10.73%

5.97%

+4.76%

Volatility

V vs. ITA - Volatility Comparison

The current volatility for Visa Inc. (V) is 5.57%, while iShares U.S. Aerospace & Defense ETF (ITA) has a volatility of 9.07%. This indicates that V experiences smaller price fluctuations and is considered to be less risky than ITA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

VITADifference

Volatility (1M)

Calculated over the trailing 1-month period

5.57%

9.07%

-3.50%

Volatility (6M)

Calculated over the trailing 6-month period

17.57%

18.47%

-0.90%

Volatility (1Y)

Calculated over the trailing 1-year period

22.35%

21.74%

+0.61%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

22.82%

20.21%

+2.61%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

24.45%

23.22%

+1.23%

Dividends

V vs. ITA - Dividend Comparison

V's dividend yield for the trailing twelve months is around 0.81%, more than ITA's 0.46% yield.

PositionTTM20252024202320222021202020192018201720162015
ITA
iShares U.S. Aerospace & Defense ETF		0.46%0.55%0.85%0.93%0.95%0.82%1.07%1.54%1.13%0.91%1.07%1.04%
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 ITA have a correlation of 0.14, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

ITA has higher volatility (9.07%) compared to V (5.57%). In terms of maximum drawdown, V dropped -51.90% vs ITA's -59.72%.

ITA currently has the higher Sharpe Ratio (1.43 vs -0.56), 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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