V vs. XYL

Last updated Jun 13, 2026

V (Visa Inc.) and XYL (Xylem Inc.) are both stocks. V operates in Credit Services (Financial Services), while XYL operates in Specialty Industrial Machinery (Industrials). Over the past 10 years, V returned 15.98%/yr vs 10.54%/yr for XYL. At a 0.43 correlation, their price movements are largely independent.

Performance

V vs. XYL - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Visa Inc. (V) and Xylem Inc. (XYL). 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 XYL's -18.57% return. Over the past 10 years, V has outperformed XYL with an annualized return of 15.98%, while XYL has yielded a comparatively lower 10.54% annualized return.

V

• 1D: 1.05%
• 1M: 0.65%
• YTD: -7.69%
• 6M: -6.93%
• 1Y: -12.51%
• 3Y*: 13.87%
• 5Y*: 7.33%
• 10Y*: 15.98%

XYL

• 1D: 0.94%
• 1M: 1.38%
• YTD: -18.57%
• 6M: -19.12%
• 1Y: -12.41%
• 3Y*: 1.00%
• 5Y*: -0.21%
• 10Y*: 10.54%

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

V vs. XYL - 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%
XYL Xylem Inc.	-18.57%	18.78%	2.57%	4.77%	-6.60%	18.94%	30.90%	19.59%	-1.01%	39.50%

Correlation

The correlation between V and XYL is 0.23, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.23
Correlation (3Y) Calculated over the trailing 3-year period	0.33
Correlation (5Y) Calculated over the trailing 5-year period	0.41
Correlation (10Y) Calculated over the trailing 10-year period	0.43
Correlation (All Time) Calculated using the full available price history since Oct 13, 2011	0.43

The correlation between V and XYL shifts across timeframes, from 0.23 (1 year) to 0.43 (10 years), reflecting how their relationship changes across market environments.

Fundamentals

EPS V : $15.24 XYL : $4.02
PE Ratio V : 21.16 XYL : 27.36
PEG Ratio V : 1.30 XYL : 1.72
PS Ratio V : 10.93 XYL : 3.85
Total Revenue (TTM) V : $43.03B XYL : $6.97B
Gross Profit (TTM) V : $16.94B XYL : $2.71B
EBITDA (TTM) V : $27.63B XYL : $1.41B

Return for Risk

V vs. XYL — 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

XYL

XYL Risk / Return Rank: 23
XYL Sharpe Ratio Rank: 20
XYL Sortino Ratio Rank: 19
XYL Omega Ratio Rank: 19
XYL Calmar Ratio Rank: 29
XYL Martin Ratio Rank: 25

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. XYL - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Visa Inc. (V) and Xylem Inc. (XYL). 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	XYL	Difference
Sharpe ratio: Return per unit of total volatility	-0.56	-0.51	-0.05
Sortino ratio: Return per unit of downside risk	-0.68	-0.59	-0.09
Omega ratio: Gain probability vs. loss probability	0.92	0.93	-0.01
Calmar ratio: Return relative to maximum drawdown	-0.73	-0.41	-0.32
Martin ratio: Return relative to average drawdown	-1.57	-0.92	-0.65

V vs. XYL - Sharpe Ratio Comparison

The current V Sharpe Ratio is -0.56, which is comparable to the XYL Sharpe Ratio of -0.51. The chart below compares the historical Sharpe Ratios of V and XYL, 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. XYL - Drawdown Comparison

The maximum V drawdown since its inception was -51.90%, which is greater than XYL's maximum drawdown of -46.69%. Use the drawdown chart below to compare losses from any high point for V and XYL.

Drawdown Indicators

	V	XYL	Difference
Max Drawdown Largest peak-to-trough decline	-51.90%	-46.69%	-5.21%
Max Drawdown (1Y) Largest decline over 1 year	-17.18%	-30.04%	+12.86%
Max Drawdown (3Y) Largest decline over 3 years	-20.38%	-30.04%	+9.66%
Max Drawdown (5Y) Largest decline over 5 years	-28.60%	-46.69%	+18.09%
Max Drawdown (10Y) Largest decline over 10 years	-36.36%	-46.69%	+10.33%
Current Drawdown Current decline from peak	-12.96%	-27.30%	+14.34%
Average Drawdown Average peak-to-trough decline	-8.26%	-10.40%	+2.14%
Ulcer Index Depth and duration of drawdowns from previous peaks	10.73%	13.54%	-2.81%

Volatility

V vs. XYL - Volatility Comparison

The current volatility for Visa Inc. (V) is 5.57%, while Xylem Inc. (XYL) has a volatility of 6.01%. This indicates that V experiences smaller price fluctuations and is considered to be less risky than XYL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	V	XYL	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.57%	6.01%	-0.44%
Volatility (6M) Calculated over the trailing 6-month period	17.57%	19.34%	-1.77%
Volatility (1Y) Calculated over the trailing 1-year period	22.35%	24.52%	-2.17%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	22.82%	26.08%	-3.26%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	24.45%	27.30%	-2.85%

Dividends

V vs. XYL - Dividend Comparison

V's dividend yield for the trailing twelve months is around 0.81%, less than XYL's 1.51% 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%
XYL Xylem Inc.	1.51%	1.17%	1.24%	1.15%	1.09%	0.93%	1.02%	1.22%	1.26%	1.06%	1.25%	1.54%

Financials

Frequently Asked Questions

Can I hold both V and XYL in my portfolio?

V and XYL have a correlation of 0.23, 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 XYL?

XYL has higher volatility (6.01%) compared to V (5.57%). In terms of maximum drawdown, V dropped -51.90% vs XYL's -46.69%.

Which has better risk-adjusted returns?

XYL currently has the higher Sharpe Ratio (-0.51 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.