V vs. VBK

Last updated Jun 19, 2026

V (Visa Inc.) is a stock, while VBK (Vanguard Small-Cap Growth ETF) is Small Cap Growth Equities fund tracking the CRSP US Small Cap Growth Index. Over the past 10 years, V returned 16.33%/yr vs 11.88%/yr for VBK. A 0.56 correlation means they provide meaningful diversification when combined.

Performance

V vs. VBK - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Visa Inc. (V) and Vanguard Small-Cap Growth ETF (VBK). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, V achieves a -6.31% return, which is significantly lower than VBK's 18.15% return. Over the past 10 years, V has outperformed VBK with an annualized return of 16.33%, while VBK has yielded a comparatively lower 11.88% annualized return.

V

• 1D: -0.95%
• 1M: -0.81%
• YTD: -6.31%
• 6M: -5.03%
• 1Y: -3.10%
• 3Y*: 13.51%
• 5Y*: 8.07%
• 10Y*: 16.33%

VBK

• 1D: 1.84%
• 1M: 7.29%
• YTD: 18.15%
• 6M: 18.64%
• 1Y: 32.71%
• 3Y*: 16.94%
• 5Y*: 5.58%
• 10Y*: 11.88%

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

V vs. VBK - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
V Visa Inc.	-6.31%	11.76%	22.32%	26.31%	-3.40%	-0.31%	17.12%	43.33%	16.49%	47.18%
VBK Vanguard Small-Cap Growth ETF	18.15%	8.50%	16.50%	21.45%	-28.44%	5.66%	35.44%	32.75%	-5.70%	21.87%

Correlation

The correlation between V and VBK is 0.21, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.21
Correlation (3Y) Calculated over the trailing 3-year period	0.34
Correlation (5Y) Calculated over the trailing 5-year period	0.46
Correlation (10Y) Calculated over the trailing 10-year period	0.53
Correlation (All Time) Calculated using the full available price history since Mar 19, 2008	0.56

Over the past year, the correlation between V and VBK has dropped to 0.21 - well below their long-term average of 0.56, suggesting their price drivers have been diverging.

Return for Risk

V vs. VBK — Risk / Return Rank

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

V

V Risk / Return Rank: 33
V Sharpe Ratio Rank: 36
V Sortino Ratio Rank: 30
V Omega Ratio Rank: 29
V Calmar Ratio Rank: 36
V Martin Ratio Rank: 35

VBK

VBK Risk / Return Rank: 54
VBK Sharpe Ratio Rank: 51
VBK Sortino Ratio Rank: 49
VBK Omega Ratio Rank: 46
VBK Calmar Ratio Rank: 62
VBK Martin Ratio Rank: 64

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. VBK - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Visa Inc. (V) and Vanguard Small-Cap Growth ETF (VBK). 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	VBK	Difference
Sharpe ratio: Return per unit of total volatility	-0.15	1.64	-1.79
Sortino ratio: Return per unit of downside risk	-0.06	2.27	-2.33
Omega ratio: Gain probability vs. loss probability	0.99	1.28	-0.28
Calmar ratio: Return relative to maximum drawdown	-0.18	2.87	-3.05
Martin ratio: Return relative to average drawdown	-0.39	10.76	-11.14

V vs. VBK - Sharpe Ratio Comparison

The current V Sharpe Ratio is -0.15, which is lower than the VBK Sharpe Ratio of 1.64. The chart below compares the historical Sharpe Ratios of V and VBK, 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. VBK - Drawdown Comparison

The maximum V drawdown since its inception was -51.90%, smaller than the maximum VBK drawdown of -58.68%. Use the drawdown chart below to compare losses from any high point for V and VBK.

Drawdown Indicators

	V	VBK	Difference
Max Drawdown Largest peak-to-trough decline	-51.90%	-58.68%	+6.78%
Max Drawdown (1Y) Largest decline over 1 year	-17.18%	-11.44%	-5.74%
Max Drawdown (3Y) Largest decline over 3 years	-20.38%	-27.54%	+7.16%
Max Drawdown (5Y) Largest decline over 5 years	-28.60%	-38.39%	+9.79%
Max Drawdown (10Y) Largest decline over 10 years	-36.36%	-38.70%	+2.34%
Current Drawdown Current decline from peak	-11.65%	-0.44%	-11.21%
Average Drawdown Average peak-to-trough decline	-8.27%	-10.14%	+1.87%
Ulcer Index Depth and duration of drawdowns from previous peaks	8.03%	3.05%	+4.98%

Volatility

V vs. VBK - Volatility Comparison

The current volatility for Visa Inc. (V) is 5.87%, while Vanguard Small-Cap Growth ETF (VBK) has a volatility of 7.27%. This indicates that V experiences smaller price fluctuations and is considered to be less risky than VBK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	V	VBK	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.87%	7.27%	-1.40%
Volatility (6M) Calculated over the trailing 6-month period	16.80%	15.64%	+1.16%
Volatility (1Y) Calculated over the trailing 1-year period	21.99%	20.04%	+1.95%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	22.85%	23.62%	-0.77%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	24.47%	22.93%	+1.54%

Dividends

V vs. VBK - Dividend Comparison

V's dividend yield for the trailing twelve months is around 0.79%, more than VBK's 0.44% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
V Visa Inc.	0.79%	0.70%	0.68%	0.72%	0.76%	0.62%	0.56%	0.56%	0.67%	0.61%	0.75%	0.64%
VBK Vanguard Small-Cap Growth ETF	0.44%	0.54%	0.54%	0.68%	0.55%	0.36%	0.44%	0.57%	0.79%	0.82%	1.08%	0.98%

Frequently Asked Questions

Can I hold both V and VBK in my portfolio?

V and VBK have a correlation of 0.21, 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 VBK?

VBK has higher volatility (7.27%) compared to V (5.87%). In terms of maximum drawdown, V dropped -51.90% vs VBK's -58.68%.

Which has better risk-adjusted returns?

VBK currently has the higher Sharpe Ratio (1.64 vs -0.15), 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.