PortfoliosLab logoPortfoliosLab logo

Documentation

Upgrade your plan
V vs. SGLN.L
Performance
Return for Risk
Drawdowns
Volatility
Dividends

V vs. SGLN.L

Last updated Jun 9, 2026

V (Visa Inc.) is a stock, while SGLN.L (iShares Physical Gold ETC) is Gold fund tracking the LBMA Gold Price. Over the past 10 years, V returned 15.64%/yr vs 12.93%/yr for SGLN.L. At a 0.01 correlation, their price movements are largely independent.

Performance

V vs. SGLN.L - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Visa Inc. (V) and iShares Physical Gold ETC (SGLN.L). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Different Trading Currencies

V is traded in USD, while SGLN.L is traded in GBp. To make them comparable, the SGLN.L values have been converted to USD using the latest available exchange rates.

Returns By Period

In the year-to-date period, V achieves a -8.47% return, which is significantly lower than SGLN.L's 0.50% return. Over the past 10 years, V has outperformed SGLN.L with an annualized return of 15.64%, while SGLN.L has yielded a comparatively lower 12.93% annualized return.

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%

SGLN.L

1D
0.00%
1M
-7.99%
YTD
0.50%
6M
3.21%
1Y
29.88%
3Y*
30.09%
5Y*
17.90%
10Y*
12.93%
*Multi-year figures are annualized to reflect compound growth (CAGR)

V vs. SGLN.L - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
V
Visa Inc.		-8.47%11.76%22.32%26.31%-3.40%-0.31%17.12%43.33%16.49%47.18%
SGLN.L
iShares Physical Gold ETC		0.49%65.25%26.06%12.89%-0.12%-3.71%23.60%19.23%-1.55%11.36%

Correlation

The correlation between V and SGLN.L is -0.00, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.

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

-0.00

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

0.03

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

0.03

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

0.03

Correlation (All Time)
Calculated using the full available price history since Apr 8, 2011

0.01

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 Physical Gold ETC

Often compared with V:
V vs. MAV vs. SPYV vs. AXPV vs. HDV vs. VOOV vs. NVDAV vs. TSM
Often compared with SGLN.L:
SGLN.L vs. IGLN.LSGLN.L vs. GLDSGLN.L vs. IAUSGLN.L vs. SGLS.LSGLN.L vs. GLDW.LSGLN.L vs. GBSP.LSGLN.L vs. PHGP.L

Return for Risk

V vs. SGLN.L — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
V
V Risk / Return Rank: 1717
Overall Rank
V Sharpe Ratio Rank: 1616
Sharpe Ratio Rank
V Sortino Ratio Rank: 1616
Sortino Ratio Rank
V Omega Ratio Rank: 1717
Omega Ratio Rank
V Calmar Ratio Rank: 1818
Calmar Ratio Rank
V Martin Ratio Rank: 1616
Martin Ratio Rank
SGLN.L
SGLN.L Risk / Return Rank: 4040
Overall Rank
SGLN.L Sharpe Ratio Rank: 4343
Sharpe Ratio Rank
SGLN.L Sortino Ratio Rank: 3737
Sortino Ratio Rank
SGLN.L Omega Ratio Rank: 4747
Omega Ratio Rank
SGLN.L Calmar Ratio Rank: 3939
Calmar Ratio Rank
SGLN.L Martin Ratio Rank: 3434
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. SGLN.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Visa Inc. (V) and iShares Physical Gold ETC (SGLN.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.

VSGLN.LDifference
Sharpe ratioReturn per unit of total volatility
-0.58
1.22

-1.80

Sortino ratioReturn per unit of downside risk
-0.72
1.64

-2.36

Omega ratioGain probability vs. loss probability

0.91

1.23

-0.32

Calmar ratioReturn relative to maximum drawdown

-0.64

1.61

-2.25

Martin ratioReturn relative to average drawdown

-1.18

4.24

-5.42

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

V vs. SGLN.L - Sharpe Ratio Comparison

The current V Sharpe Ratio is -0.58, which is lower than the SGLN.L Sharpe Ratio of 1.22. The chart below compares the historical Sharpe Ratios of V and SGLN.L, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Loading charts...

Sharpe Ratios by Period

VSGLN.LDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.58

1.22

-1.80

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.33

0.79

-0.47

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.64

0.69

-0.05

Sharpe Ratio (All Time)

Calculated using the full available price history

0.69

0.18

+0.51

Drawdowns

V vs. SGLN.L - Drawdown Comparison

The maximum V drawdown since its inception was -51.90%, smaller than the maximum SGLN.L drawdown of -56.74%. Use the drawdown chart below to compare losses from any high point for V and SGLN.L.

Loading charts...

Drawdown Indicators

VSGLN.LDifference

Max Drawdown

Largest peak-to-trough decline

-51.90%

-56.74%

+4.84%

Max Drawdown (1Y)

Largest decline over 1 year

-20.38%

-18.44%

-1.94%

Max Drawdown (3Y)

Largest decline over 3 years

-20.38%

-19.67%

-0.71%

Max Drawdown (5Y)

Largest decline over 5 years

-28.60%

-21.27%

-7.33%

Max Drawdown (10Y)

Largest decline over 10 years

-36.36%

-21.27%

-15.09%

Current Drawdown

Current decline from peak

-13.69%

-18.44%

+4.75%

Average Drawdown

Average peak-to-trough decline

-8.26%

-33.03%

+24.77%

Ulcer Index

Depth and duration of drawdowns from previous peaks

11.03%

7.02%

+4.01%

Volatility

V vs. SGLN.L - Volatility Comparison

Visa Inc. (V) and iShares Physical Gold ETC (SGLN.L) have volatilities of 5.74% and 5.64%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.

Loading charts...

Volatility by Period

VSGLN.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.74%

5.64%

+0.10%

Volatility (6M)

Calculated over the trailing 6-month period

17.50%

21.23%

-3.73%

Volatility (1Y)

Calculated over the trailing 1-year period

22.32%

24.49%

-2.17%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

22.80%

22.63%

+0.17%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

24.47%

18.77%

+5.70%

Dividends

V vs. SGLN.L - Dividend Comparison

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

PositionTTM20252024202320222021202020192018201720162015
SGLN.L
iShares Physical Gold ETC		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 SGLN.L have a correlation of -0.00, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Portfolio Optimizer

Find the right allocation for V and SGLN.L

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer