VALU vs. ICE
VALU (Value Line, Inc.) and ICE (Intercontinental Exchange, Inc.) are both stocks. Both operate in the Financial Data & Stock Exchanges industry within the Financial Services sector. Over the past 10 years, VALU returned 10.12%/yr vs 12.62%/yr for ICE. Their 0.15 correlation means their historical movements had little consistent relationship.
Performance
VALU vs. ICE - Performance Comparison
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Returns By Period
In the year-to-date period, VALU achieves a -8.55% return, which is significantly lower than ICE's -5.20% return. Over the past 10 years, VALU has underperformed ICE with an annualized return of 10.12%, while ICE has yielded a comparatively higher 12.62% annualized return.
VALU
- 1D
- -0.70%
- 1M
- -11.54%
- 6M
- -7.03%
- YTD
- -8.55%
- 1Y
- -5.12%
- 3Y*
- -10.76%
- 5Y*
- 4.04%
- 10Y*
- 10.12%
- ALL TIME*
- 6.85%
ICE
- 1D
- -2.43%
- 1M
- 14.66%
- 6M
- -11.65%
- YTD
- -5.20%
- 1Y
- -16.34%
- 3Y*
- 11.23%
- 5Y*
- 6.32%
- 10Y*
- 12.62%
- ALL TIME*
- 16.35%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $688.42M | $623.20M | $636.51M | |
VALU Value Line, Inc. | $103.64K | $92.91K | $101.65K |
VALU vs. ICE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VALU Value Line, Inc. | -8.55% | -24.86% | 11.27% | -1.94% | 10.35% | 45.98% | 17.42% | 15.09% | 40.56% | 3.28% |
ICE Intercontinental Exchange, Inc. | -5.20% | 9.92% | 17.46% | 27.12% | -23.91% | 19.94% | 26.15% | 24.47% | 8.11% | 26.60% |
Correlation
The correlation between VALU and ICE is 0.04, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.04 |
Correlation (3Y) Balances recent behavior with more history. | 0.08 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.12 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.12 |
Correlation (All Time) Calculated using the full available price history since Nov 16, 2005 | 0.15 |
The correlation between VALU and ICE shifts across timeframes, from 0.04 (1 year) to 0.15 (all time), reflecting how their relationship changes across market environments.
Fundamentals
VALU:
$320.95M
ICE:
$85.99B
VALU:
$2.34
ICE:
$7.06
VALU:
14.61
ICE:
21.59
VALU:
9.50
ICE:
6.48
VALU:
$33.83M
ICE:
$13.42B
VALU:
$16.58M
ICE:
$10.01B
VALU:
$6.13M
ICE:
$6.36B
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Return for Risk
VALU vs. ICE — Risk / Return Rank
VALU
ICE
VALU vs. ICE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Value Line, Inc. (VALU) and Intercontinental Exchange, Inc. (ICE). 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.
| VALU | ICE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.52 | ||
| Sortino ratioReturn per unit of downside risk | +0.78 | ||
| Omega ratioGain probability vs. loss probability | 1.00 | 0.90 | +0.10 |
| Calmar ratioReturn relative to maximum drawdown | -0.26 | -0.49 | +0.23 |
| Martin ratioReturn relative to average drawdown | -0.60 | -0.99 | +0.39 |
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Drawdowns
VALU vs. ICE - Drawdown Comparison
The maximum VALU drawdown since its inception was -77.54%, roughly equal to the maximum ICE drawdown of -73.94%. Use the drawdown chart below to compare losses from any high point for VALU and ICE.
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Drawdown Indicators
| VALU | ICE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -77.54% | -73.94% | -3.60% |
Max Drawdown (1Y)Largest decline over 1 year | -17.84% | -33.94% | +16.10% |
Max Drawdown (3Y)Largest decline over 3 years | -43.43% | -33.94% | -9.49% |
Max Drawdown (5Y)Largest decline over 5 years | -67.15% | -34.32% | -32.83% |
Max Drawdown (10Y)Largest decline over 10 years | -67.15% | -34.32% | -32.83% |
Current DrawdownCurrent decline from peak | -62.04% | -18.05% | -43.99% |
Average DrawdownAverage peak-to-trough decline | -33.20% | -16.52% | -16.68% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.71% | 16.71% | -9.00% |
Volatility
VALU vs. ICE - Volatility Comparison
Value Line, Inc. (VALU) has a higher volatility of 11.32% compared to Intercontinental Exchange, Inc. (ICE) at 7.90%. This indicates that VALU's price experiences larger fluctuations and is considered to be riskier than ICE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VALU | ICE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.32% | 7.90% | +3.42% |
Volatility (6M)Calculated over the trailing 6-month period | 21.04% | 20.61% | +0.43% |
Volatility (1Y)Calculated over the trailing 1-year period | 29.49% | 24.53% | +4.96% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 60.81% | 21.65% | +39.16% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 57.66% | 22.42% | +35.24% |
Dividends
VALU vs. ICE - Dividend Comparison
VALU's dividend yield for the trailing twelve months is around 3.95%, more than ICE's 1.31% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ICE Intercontinental Exchange, Inc. | 1.31% | 1.19% | 1.21% | 1.31% | 1.48% | 0.97% | 1.04% | 1.19% | 1.27% | 1.13% | 1.21% | 1.13% |
VALU Value Line, Inc. | 3.95% | 3.32% | 2.23% | 2.24% | 1.91% | 1.86% | 2.52% | 2.73% | 3.65% | 3.67% | 3.44% | 4.37% |
Financials
VALU vs. ICE - Financials Comparison
This section allows you to compare key financial metrics between Value Line, Inc. and Intercontinental Exchange, Inc.. 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
Frequently Asked Questions
VALU and ICE have a correlation of 0.04, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VALU has higher volatility (11.32%) compared to ICE (7.90%). In terms of maximum drawdown, VALU dropped -77.54% vs ICE's -73.94%.
VALU currently has the higher Sharpe Ratio (-0.16 vs -0.67), 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.
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