V vs. VIGI

Last updated Jun 13, 2026

V (Visa Inc.) is a stock, while VIGI (Vanguard International Dividend Appreciation ETF) is Dividend fund tracking the S&P Global Ex-U.S. Dividend Growers Index. Over the past 10 years, V returned 15.98%/yr vs 8.31%/yr for VIGI. A 0.55 correlation means they provide meaningful diversification when combined.

Performance

V vs. VIGI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Visa Inc. (V) and Vanguard International Dividend Appreciation ETF (VIGI). 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 lower than VIGI's 3.10% return. Over the past 10 years, V has outperformed VIGI with an annualized return of 15.98%, while VIGI has yielded a comparatively lower 8.31% annualized 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%

VIGI

• 1D: -0.22%
• 1M: 0.88%
• YTD: 3.10%
• 6M: 3.92%
• 1Y: 6.49%
• 3Y*: 9.51%
• 5Y*: 4.27%
• 10Y*: 8.31%

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

V vs. VIGI - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
V Visa Inc.	-7.69%	11.76%	22.32%	26.31%	-3.40%	-0.31%	17.12%	43.33%	16.49%	47.18%
VIGI Vanguard International Dividend Appreciation ETF	3.10%	16.88%	2.73%	16.30%	-16.79%	12.51%	14.66%	27.53%	-11.50%	27.97%

Correlation

The correlation between V and VIGI is 0.33, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.33
Correlation (3Y) Calculated over the trailing 3-year period	0.37
Correlation (5Y) Calculated over the trailing 5-year period	0.49
Correlation (10Y) Calculated over the trailing 10-year period	0.55
Correlation (All Time) Calculated using the full available price history since Mar 2, 2016	0.55

Over the past year, the correlation between V and VIGI has dropped to 0.33 - well below their long-term average of 0.55, suggesting their price drivers have been diverging.

Return for Risk

V vs. VIGI — 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

VIGI

VIGI Risk / Return Rank: 16
VIGI Sharpe Ratio Rank: 16
VIGI Sortino Ratio Rank: 15
VIGI Omega Ratio Rank: 15
VIGI Calmar Ratio Rank: 16
VIGI Martin Ratio Rank: 18

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. VIGI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Visa Inc. (V) and Vanguard International Dividend Appreciation ETF (VIGI). 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	VIGI	Difference
Sharpe ratio: Return per unit of total volatility	-0.56	0.39	-0.95
Sortino ratio: Return per unit of downside risk	-0.68	0.64	-1.32
Omega ratio: Gain probability vs. loss probability	0.92	1.08	-0.16
Calmar ratio: Return relative to maximum drawdown	-0.73	0.48	-1.21
Martin ratio: Return relative to average drawdown	-1.57	1.70	-3.27

V vs. VIGI - Sharpe Ratio Comparison

The current V Sharpe Ratio is -0.56, which is lower than the VIGI Sharpe Ratio of 0.39. The chart below compares the historical Sharpe Ratios of V and VIGI, 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. VIGI - Drawdown Comparison

The maximum V drawdown since its inception was -51.90%, which is greater than VIGI's maximum drawdown of -31.01%. Use the drawdown chart below to compare losses from any high point for V and VIGI.

Drawdown Indicators

	V	VIGI	Difference
Max Drawdown Largest peak-to-trough decline	-51.90%	-31.01%	-20.89%
Max Drawdown (1Y) Largest decline over 1 year	-17.18%	-10.64%	-6.54%
Max Drawdown (3Y) Largest decline over 3 years	-20.38%	-14.50%	-5.88%
Max Drawdown (5Y) Largest decline over 5 years	-28.60%	-28.80%	+0.20%
Max Drawdown (10Y) Largest decline over 10 years	-36.36%	-31.01%	-5.35%
Current Drawdown Current decline from peak	-12.96%	-2.03%	-10.93%
Average Drawdown Average peak-to-trough decline	-8.26%	-6.17%	-2.09%
Ulcer Index Depth and duration of drawdowns from previous peaks	10.73%	3.04%	+7.69%

Volatility

V vs. VIGI - Volatility Comparison

Visa Inc. (V) has a higher volatility of 5.57% compared to Vanguard International Dividend Appreciation ETF (VIGI) at 3.35%. This indicates that V's price experiences larger fluctuations and is considered to be riskier than VIGI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	V	VIGI	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.57%	3.35%	+2.22%
Volatility (6M) Calculated over the trailing 6-month period	17.57%	10.40%	+7.17%
Volatility (1Y) Calculated over the trailing 1-year period	22.35%	13.20%	+9.15%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	22.82%	14.47%	+8.35%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	24.45%	15.87%	+8.58%

Dividends

V vs. VIGI - Dividend Comparison

V's dividend yield for the trailing twelve months is around 0.81%, less than VIGI's 2.14% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
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%
VIGI Vanguard International Dividend Appreciation ETF	2.14%	2.14%	1.93%	1.92%	2.06%	7.02%	1.29%	1.83%	1.99%	1.75%	1.05%	0.00%

Frequently Asked Questions

Can I hold both V and VIGI in my portfolio?

V and VIGI have a correlation of 0.33, 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 VIGI?

V has higher volatility (5.57%) compared to VIGI (3.35%). In terms of maximum drawdown, V dropped -51.90% vs VIGI's -31.01%.

Which has better risk-adjusted returns?

VIGI currently has the higher Sharpe Ratio (0.39 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.