V vs. SGOV
V (Visa Inc.) is a stock, while SGOV (iShares 0-3 Month Treasury Bond ETF) is Ultrashort Bond fund tracking the ICE 0-3 Month US Treasury Securities Index. Over the past 5 years, V returned 7.33%/yr vs 3.56%/yr for SGOV. At a correlation of -0.02, they often move in opposite directions.
Performance
V vs. SGOV - 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 SGOV's 1.61% return.
V
- 1D
- 1.05%
- 1M
- 0.65%
- YTD
- -7.69%
- 6M
- -6.93%
- 1Y
- -12.51%
- 3Y*
- 13.87%
- 5Y*
- 7.33%
- 10Y*
- 15.98%
SGOV
- 1D
- 0.02%
- 1M
- 0.30%
- YTD
- 1.61%
- 6M
- 1.78%
- 1Y
- 3.95%
- 3Y*
- 4.71%
- 5Y*
- 3.56%
- 10Y*
- —
V vs. SGOV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
V Visa Inc. | -7.69% | 11.76% | 22.32% | 26.31% | -3.40% | -0.31% | 13.78% |
SGOV iShares 0-3 Month Treasury Bond ETF | 1.61% | 4.24% | 5.27% | 5.12% | 1.58% | 0.04% | 0.04% |
Correlation
The correlation between V and SGOV is -0.08, 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 | -0.08 |
Correlation (3Y) Calculated over the trailing 3-year period | -0.03 |
Correlation (5Y) Calculated over the trailing 5-year period | -0.02 |
Correlation (All Time) Calculated using the full available price history since May 28, 2020 | -0.02 |
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Return for Risk
V vs. SGOV — Risk / Return Rank
V
SGOV
V vs. SGOV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Visa Inc. (V) and iShares 0-3 Month Treasury Bond ETF (SGOV). 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 | SGOV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -20.84 | ||
| Sortino ratioReturn per unit of downside risk | -276.37 | ||
| Omega ratioGain probability vs. loss probability | 0.92 | 195.55 | -194.64 |
| Calmar ratioReturn relative to maximum drawdown | -0.73 | 398.20 | -398.93 |
| Martin ratioReturn relative to average drawdown | -1.57 | 4,461.98 | -4,463.55 |
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Drawdowns
V vs. SGOV - Drawdown Comparison
The maximum V drawdown since its inception was -51.90%, which is greater than SGOV's maximum drawdown of -0.03%. Use the drawdown chart below to compare losses from any high point for V and SGOV.
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Drawdown Indicators
| V | SGOV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.90% | -0.03% | -51.87% |
Max Drawdown (1Y)Largest decline over 1 year | -17.18% | -0.01% | -17.17% |
Max Drawdown (3Y)Largest decline over 3 years | -20.38% | -0.01% | -20.37% |
Max Drawdown (5Y)Largest decline over 5 years | -28.60% | -0.03% | -28.57% |
Max Drawdown (10Y)Largest decline over 10 years | -36.36% | — | — |
Current DrawdownCurrent decline from peak | -12.96% | 0.00% | -12.96% |
Average DrawdownAverage peak-to-trough decline | -8.26% | -0.00% | -8.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.73% | 0.00% | +10.73% |
Volatility
V vs. SGOV - Volatility Comparison
Visa Inc. (V) has a higher volatility of 5.57% compared to iShares 0-3 Month Treasury Bond ETF (SGOV) at 0.05%. This indicates that V's price experiences larger fluctuations and is considered to be riskier than SGOV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| V | SGOV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.57% | 0.05% | +5.52% |
Volatility (6M)Calculated over the trailing 6-month period | 17.57% | 0.13% | +17.44% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.35% | 0.20% | +22.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.82% | 0.24% | +22.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.45% | 0.24% | +24.21% |
Dividends
V vs. SGOV - Dividend Comparison
V's dividend yield for the trailing twelve months is around 0.81%, less than SGOV's 3.85% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SGOV iShares 0-3 Month Treasury Bond ETF | 3.85% | 4.10% | 5.10% | 4.87% | 1.45% | 0.03% | 0.05% | 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 SGOV have a correlation of -0.08, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
V has higher volatility (5.57%) compared to SGOV (0.05%). In terms of maximum drawdown, V dropped -51.90% vs SGOV's -0.03%.
SGOV currently has the higher Sharpe Ratio (20.28 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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