Correlation
The correlation between V and SPY is 0.65, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
V vs. SPY
Compare and contrast key facts about Visa Inc. (V) and SPDR S&P 500 ETF (SPY).
SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: V or SPY.
Performance
V vs. SPY - Performance Comparison
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Key characteristics
V:
1.54
SPY:
0.61
V:
1.97
SPY:
1.05
V:
1.30
SPY:
1.15
V:
2.14
SPY:
0.70
V:
7.52
SPY:
2.68
V:
4.27%
SPY:
4.92%
V:
22.07%
SPY:
20.44%
V:
-51.90%
SPY:
-55.19%
V:
-2.22%
SPY:
-3.82%
Returns By Period
In the year-to-date period, V achieves a 14.21% return, which is significantly higher than SPY's 0.58% return. Over the past 10 years, V has outperformed SPY with an annualized return of 18.84%, while SPY has yielded a comparatively lower 12.71% annualized return.
V
14.21%
6.76%
14.69%
33.72%
20.02%
13.81%
18.84%
SPY
0.58%
6.70%
-1.23%
12.34%
13.93%
15.74%
12.71%
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Risk-Adjusted Performance
V vs. SPY — Risk-Adjusted Performance Rank
V
SPY
V vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Visa Inc. (V) and SPDR S&P 500 ETF (SPY). 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.
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Dividends
V vs. SPY - Dividend Comparison
V's dividend yield for the trailing twelve months is around 0.64%, less than SPY's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
V Visa Inc. | 0.64% | 0.68% | 0.72% | 0.76% | 0.62% | 0.56% | 0.56% | 0.67% | 0.61% | 0.75% | 0.64% | 0.64% |
SPY SPDR S&P 500 ETF | 1.22% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
V vs. SPY - Drawdown Comparison
The maximum V drawdown since its inception was -51.90%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for V and SPY.
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Volatility
V vs. SPY - Volatility Comparison
The current volatility for Visa Inc. (V) is 4.48%, while SPDR S&P 500 ETF (SPY) has a volatility of 4.86%. This indicates that V experiences smaller price fluctuations and is considered to be less risky than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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