VALE vs. RIO
VALE (Vale S.A.) is a stock, while RIO (Rio Tinto Group) is a stock. Over the past 10 years, VALE returned 20.77%/yr vs 19.98%/yr for RIO. A 0.70 correlation means they provide meaningful diversification when combined.
Performance
VALE vs. RIO - Performance Comparison
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Returns By Period
In the year-to-date period, VALE achieves a 35.69% return, which is significantly higher than RIO's 27.00% return. Both investments have delivered pretty close results over the past 10 years, with VALE having a 20.77% annualized return and RIO not far behind at 19.98%.
VALE
- 1D
- 1.32%
- 1M
- 20.44%
- YTD
- 35.69%
- 6M
- 64.04%
- 1Y
- 100.72%
- 3Y*
- 12.10%
- 5Y*
- 8.00%
- 10Y*
- 20.77%
RIO
- 1D
- -0.33%
- 1M
- 12.57%
- YTD
- 27.00%
- 6M
- 48.98%
- 1Y
- 82.60%
- 3Y*
- 20.14%
- 5Y*
- 11.29%
- 10Y*
- 19.98%
VALE vs. RIO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VALE Vale S.A. | 35.69% | 60.70% | -38.83% | 1.57% | 32.54% | -1.45% | 32.40% | 2.72% | 12.25% | 68.03% |
RIO Rio Tinto Group | 27.00% | 44.47% | -15.36% | 11.06% | 18.48% | -3.67% | 36.22% | 33.18% | -2.93% | 44.87% |
Correlation
The correlation between VALE and RIO is 0.75, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.75 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.78 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.76 |
Correlation (All Time) Calculated using the full available price history since Mar 22, 2002 | 0.70 |
The correlation between VALE and RIO has been stable across timeframes, ranging from 0.70 to 0.78 — a consistent structural relationship.
Fundamentals
VALE:
$75.47B
RIO:
$161.99B
VALE:
$0.54
RIO:
$13.11
VALE:
32.95
RIO:
7.54
VALE:
1.97
RIO:
1.45
VALE:
2.24
RIO:
2.60
VALE:
$38.39B
RIO:
$111.41B
VALE:
$13.26B
RIO:
$31.10B
VALE:
$13.88B
RIO:
$40.42B
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Return for Risk
VALE vs. RIO — Risk / Return Rank
VALE
RIO
VALE vs. RIO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vale S.A. (VALE) and Rio Tinto Group (RIO). 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.
| VALE | RIO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 3.35 | 3.17 | +0.17 |
Sortino ratioReturn per unit of downside risk | 3.85 | 3.78 | +0.07 |
Omega ratioGain probability vs. loss probability | 1.51 | 1.49 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 5.49 | 5.91 | -0.41 |
Martin ratioReturn relative to average drawdown | 21.40 | 20.78 | +0.62 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| VALE | RIO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 3.35 | 3.17 | +0.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.23 | 0.39 | -0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.50 | 0.65 | -0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.32 | 0.33 | -0.01 |
Drawdowns
VALE vs. RIO - Drawdown Comparison
The maximum VALE drawdown since its inception was -92.78%, roughly equal to the maximum RIO drawdown of -88.97%. Use the drawdown chart below to compare losses from any high point for VALE and RIO.
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Drawdown Indicators
| VALE | RIO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -92.78% | -88.97% | -3.81% |
Max Drawdown (1Y)Largest decline over 1 year | -19.85% | -15.19% | -4.66% |
Max Drawdown (5Y)Largest decline over 5 years | -49.79% | -36.97% | -12.82% |
Max Drawdown (10Y)Largest decline over 10 years | -57.60% | -37.47% | -20.13% |
Current DrawdownCurrent decline from peak | 0.00% | -0.33% | +0.33% |
Average DrawdownAverage peak-to-trough decline | -36.90% | -23.86% | -13.04% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.10% | 4.32% | +0.78% |
Volatility
VALE vs. RIO - Volatility Comparison
Vale S.A. (VALE) has a higher volatility of 10.25% compared to Rio Tinto Group (RIO) at 9.67%. This indicates that VALE's price experiences larger fluctuations and is considered to be riskier than RIO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VALE | RIO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.25% | 9.67% | +0.58% |
Volatility (6M)Calculated over the trailing 6-month period | 24.47% | 20.94% | +3.53% |
Volatility (1Y)Calculated over the trailing 1-year period | 30.43% | 26.32% | +4.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 35.50% | 29.07% | +6.43% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 41.82% | 30.83% | +10.99% |
Dividends
VALE vs. RIO - Dividend Comparison
VALE's dividend yield for the trailing twelve months is around 3.25%, less than RIO's 4.07% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VALE Vale S.A. | 3.25% | 7.29% | 11.41% | 7.75% | 8.63% | 19.70% | 2.72% | 2.63% | 4.16% | 3.77% | 1.06% | 7.48% |
RIO Rio Tinto Group | 4.07% | 4.66% | 7.40% | 5.40% | 10.48% | 10.23% | 5.13% | 7.68% | 6.32% | 4.47% | 3.93% | 7.58% |
Financials
VALE vs. RIO - Financials Comparison
This section allows you to compare key financial metrics between Vale S.A. and Rio Tinto Group. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
VALE vs. RIO - Profitability Comparison
VALE - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Vale S.A. reported a gross profit of 4.08B and revenue of 11.06B. Therefore, the gross margin over that period was 36.9%.
RIO - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Rio Tinto Group reported a gross profit of 8.15B and revenue of 30.65B. Therefore, the gross margin over that period was 26.6%.
VALE - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Vale S.A. reported an operating income of 2.91B and revenue of 11.06B, resulting in an operating margin of 26.3%.
RIO - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Rio Tinto Group reported an operating income of 8.15B and revenue of 30.65B, resulting in an operating margin of 26.6%.
VALE - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Vale S.A. reported a net income of -3.90B and revenue of 11.06B, resulting in a net margin of -35.3%.
RIO - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Rio Tinto Group reported a net income of 5.42B and revenue of 30.65B, resulting in a net margin of 17.7%.