V vs. SMR

Last updated Jun 13, 2026

V (Visa Inc.) and SMR (NuScale Power Corporation) are both stocks. V operates in Credit Services (Financial Services), while SMR operates in Specialty Industrial Machinery (Industrials). Over the past 5 years, V returned 7.33%/yr vs -0.32%/yr for SMR. At a 0.14 correlation, their price movements are largely independent.

Performance

V vs. SMR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Visa Inc. (V) and NuScale Power Corporation (SMR). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, V achieves a -7.69% return, which is significantly higher than SMR's -30.20% return.

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%

SMR

• 1D: 3.34%
• 1M: -11.93%
• YTD: -30.20%
• 6M: -46.07%
• 1Y: -74.52%
• 3Y*: 5.43%
• 5Y*: -0.32%
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

V vs. SMR - 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%	2.80%
SMR NuScale Power Corporation	-30.20%	-20.97%	444.98%	-67.93%	2.29%	-0.89%	1.20%

Correlation

The correlation between V and SMR is 0.07, 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	0.07
Correlation (3Y) Calculated over the trailing 3-year period	0.14
Correlation (5Y) Calculated over the trailing 5-year period	0.14
Correlation (All Time) Calculated using the full available price history since Dec 9, 2020	0.14

Fundamentals

EPS V : $15.24 SMR : -$2.02
PS Ratio V : 10.93 SMR : 104.42
Total Revenue (TTM) V : $43.03B SMR : $18.10M
Gross Profit (TTM) V : $16.94B SMR : $4.45M
EBITDA (TTM) V : $27.63B SMR : -$696.20M

Return for Risk

V vs. SMR — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

V

V Risk / Return Rank: 15
V Sharpe Ratio Rank: 18
V Sortino Ratio Rank: 17
V Omega Ratio Rank: 18
V Calmar Ratio Rank: 15
V Martin Ratio Rank: 5

SMR

SMR Risk / Return Rank: 10
SMR Sharpe Ratio Rank: 12
SMR Sortino Ratio Rank: 9
SMR Omega Ratio Rank: 12
SMR Calmar Ratio Rank: 6
SMR Martin Ratio Rank: 12

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. SMR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Visa Inc. (V) and NuScale Power Corporation (SMR). 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	SMR	Difference
Sharpe ratio: Return per unit of total volatility	-0.56	-0.74	+0.18
Sortino ratio: Return per unit of downside risk	-0.68	-1.25	+0.56
Omega ratio: Gain probability vs. loss probability	0.92	0.87	+0.05
Calmar ratio: Return relative to maximum drawdown	-0.73	-0.91	+0.18
Martin ratio: Return relative to average drawdown	-1.57	-1.32	-0.25

V vs. SMR - Sharpe Ratio Comparison

The current V Sharpe Ratio is -0.56, which is comparable to the SMR Sharpe Ratio of -0.74. The chart below compares the historical Sharpe Ratios of V and SMR, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

V vs. SMR - Drawdown Comparison

The maximum V drawdown since its inception was -51.90%, smaller than the maximum SMR drawdown of -87.47%. Use the drawdown chart below to compare losses from any high point for V and SMR.

Drawdown Indicators

	V	SMR	Difference
Max Drawdown Largest peak-to-trough decline	-51.90%	-87.47%	+35.57%
Max Drawdown (1Y) Largest decline over 1 year	-17.18%	-82.86%	+65.68%
Max Drawdown (3Y) Largest decline over 3 years	-20.38%	-82.86%	+62.48%
Max Drawdown (5Y) Largest decline over 5 years	-28.60%	-87.47%	+58.87%
Max Drawdown (10Y) Largest decline over 10 years	-36.36%	—	—
Current Drawdown Current decline from peak	-12.96%	-81.49%	+68.53%
Average Drawdown Average peak-to-trough decline	-8.26%	-35.08%	+26.82%
Ulcer Index Depth and duration of drawdowns from previous peaks	10.73%	57.39%	-46.66%

Volatility

V vs. SMR - Volatility Comparison

The current volatility for Visa Inc. (V) is 5.57%, while NuScale Power Corporation (SMR) has a volatility of 28.93%. This indicates that V experiences smaller price fluctuations and is considered to be less risky than SMR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	V	SMR	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.57%	28.93%	-23.36%
Volatility (6M) Calculated over the trailing 6-month period	17.57%	69.57%	-52.00%
Volatility (1Y) Calculated over the trailing 1-year period	22.35%	102.59%	-80.24%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	22.82%	93.50%	-70.68%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	24.45%	89.31%	-64.86%

Dividends

V vs. SMR - Dividend Comparison

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

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
SMR NuScale Power Corporation	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%

Financials

Frequently Asked Questions

Can I hold both V and SMR in my portfolio?

V and SMR have a correlation of 0.07, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, V or SMR?

SMR has higher volatility (28.93%) compared to V (5.57%). In terms of maximum drawdown, V dropped -51.90% vs SMR's -87.47%.

Which has better risk-adjusted returns?

V currently has the higher Sharpe Ratio (-0.56 vs -0.74), 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.