V vs. VOT

Last updated Jun 19, 2026

V (Visa Inc.) is a stock, while VOT (Vanguard Mid-Cap Growth ETF) is Mid Cap Growth Equities fund tracking the CRSP US Mid Cap Growth Index. Over the past 10 years, V returned 16.33%/yr vs 12.41%/yr for VOT. A 0.60 correlation means they provide meaningful diversification when combined.

Performance

V vs. VOT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Visa Inc. (V) and Vanguard Mid-Cap Growth ETF (VOT). 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 VOT's 9.90% return. Over the past 10 years, V has outperformed VOT with an annualized return of 16.33%, while VOT has yielded a comparatively lower 12.41% 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%

VOT

• 1D: 1.65%
• 1M: 8.71%
• YTD: 9.90%
• 6M: 9.37%
• 1Y: 13.29%
• 3Y*: 15.57%
• 5Y*: 6.77%
• 10Y*: 12.41%

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

V vs. VOT - 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%
VOT Vanguard Mid-Cap Growth ETF	9.90%	10.72%	16.38%	23.10%	-28.87%	20.50%	34.50%	33.76%	-5.56%	21.80%

Correlation

The correlation between V and VOT is 0.29, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.29
Correlation (3Y) Calculated over the trailing 3-year period	0.41
Correlation (5Y) Calculated over the trailing 5-year period	0.51
Correlation (10Y) Calculated over the trailing 10-year period	0.59
Correlation (All Time) Calculated using the full available price history since Mar 19, 2008	0.60

Over the past year, the correlation between V and VOT has dropped to 0.29 - well below their long-term average of 0.60, suggesting their price drivers have been diverging.

Return for Risk

V vs. VOT — 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

VOT

VOT Risk / Return Rank: 21
VOT Sharpe Ratio Rank: 23
VOT Sortino Ratio Rank: 22
VOT Omega Ratio Rank: 21
VOT Calmar Ratio Rank: 19
VOT Martin Ratio Rank: 21

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. VOT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Visa Inc. (V) and Vanguard Mid-Cap Growth ETF (VOT). 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	VOT	Difference
Sharpe ratio: Return per unit of total volatility	-0.15	0.79	-0.94
Sortino ratio: Return per unit of downside risk	-0.06	1.20	-1.26
Omega ratio: Gain probability vs. loss probability	0.99	1.14	-0.15
Calmar ratio: Return relative to maximum drawdown	-0.18	0.84	-1.02
Martin ratio: Return relative to average drawdown	-0.39	2.49	-2.88

V vs. VOT - Sharpe Ratio Comparison

The current V Sharpe Ratio is -0.15, which is lower than the VOT Sharpe Ratio of 0.79. The chart below compares the historical Sharpe Ratios of V and VOT, 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. VOT - Drawdown Comparison

The maximum V drawdown since its inception was -51.90%, smaller than the maximum VOT drawdown of -60.16%. Use the drawdown chart below to compare losses from any high point for V and VOT.

Drawdown Indicators

	V	VOT	Difference
Max Drawdown Largest peak-to-trough decline	-51.90%	-60.16%	+8.26%
Max Drawdown (1Y) Largest decline over 1 year	-17.18%	-15.96%	-1.22%
Max Drawdown (3Y) Largest decline over 3 years	-20.38%	-21.77%	+1.39%
Max Drawdown (5Y) Largest decline over 5 years	-28.60%	-37.19%	+8.59%
Max Drawdown (10Y) Largest decline over 10 years	-36.36%	-37.19%	+0.83%
Current Drawdown Current decline from peak	-11.65%	0.00%	-11.65%
Average Drawdown Average peak-to-trough decline	-8.27%	-9.95%	+1.68%
Ulcer Index Depth and duration of drawdowns from previous peaks	8.03%	5.35%	+2.68%

Volatility

V vs. VOT - Volatility Comparison

The current volatility for Visa Inc. (V) is 5.87%, while Vanguard Mid-Cap Growth ETF (VOT) has a volatility of 6.83%. This indicates that V experiences smaller price fluctuations and is considered to be less risky than VOT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	V	VOT	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.87%	6.83%	-0.96%
Volatility (6M) Calculated over the trailing 6-month period	16.80%	13.60%	+3.20%
Volatility (1Y) Calculated over the trailing 1-year period	21.99%	16.80%	+5.19%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	22.85%	21.51%	+1.34%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	24.47%	21.06%	+3.41%

Dividends

V vs. VOT - Dividend Comparison

V's dividend yield for the trailing twelve months is around 0.79%, more than VOT's 0.60% 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%
VOT Vanguard Mid-Cap Growth ETF	0.60%	0.64%	0.67%	0.71%	0.78%	0.34%	0.56%	0.78%	0.84%	0.72%	0.81%	0.81%

Frequently Asked Questions

Can I hold both V and VOT in my portfolio?

V and VOT have a correlation of 0.29, 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 VOT?

VOT has higher volatility (6.83%) compared to V (5.87%). In terms of maximum drawdown, V dropped -51.90% vs VOT's -60.16%.

Which has better risk-adjusted returns?

VOT currently has the higher Sharpe Ratio (0.79 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.