VISA.NEO vs. SPY
Compare and contrast key facts about Visa Inc CDR (VISA.NEO) and State Street SPDR S&P 500 ETF (SPY).
SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Performance
VISA.NEO vs. SPY - Performance Comparison
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VISA.NEO vs. SPY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
VISA.NEO Visa Inc CDR | -14.42% | 9.26% | 20.90% | 25.24% | -4.88% | -3.59% |
SPY State Street SPDR S&P 500 ETF | -2.14% | 12.32% | 35.62% | 23.40% | -12.34% | 10.58% |
Different Trading Currencies
VISA.NEO is traded in CAD, while SPY is traded in USD. To make them comparable, the SPY values have been converted to CAD using the latest available exchange rates.
Returns By Period
In the year-to-date period, VISA.NEO achieves a -14.42% return, which is significantly lower than SPY's -2.43% return.
VISA.NEO
- 1D
- -0.25%
- 1M
- -6.22%
- YTD
- -14.42%
- 6M
- -13.46%
- 1Y
- -14.31%
- 3Y*
- 8.71%
- 5Y*
- —
- 10Y*
- —
SPY
- 1D
- 0.00%
- 1M
- -1.90%
- YTD
- -2.43%
- 6M
- -2.04%
- 1Y
- 14.63%
- 3Y*
- 19.67%
- 5Y*
- 14.17%
- 10Y*
- 14.78%
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Return for Risk
VISA.NEO vs. SPY — Risk / Return Rank
VISA.NEO
SPY
VISA.NEO vs. SPY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Visa Inc CDR (VISA.NEO) and State Street SPDR S&P 500 ETF (SPY). 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.
| VISA.NEO | SPY | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.62 | 0.78 | -1.40 |
Sortino ratioReturn per unit of downside risk | -0.72 | 1.19 | -1.91 |
Omega ratioGain probability vs. loss probability | 0.90 | 1.19 | -0.29 |
Calmar ratioReturn relative to maximum drawdown | -0.67 | 1.25 | -1.91 |
Martin ratioReturn relative to average drawdown | -1.43 | 4.62 | -6.05 |
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
| VISA.NEO | SPY | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.62 | 0.78 | -1.40 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.94 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.92 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.26 | 1.06 | -0.80 |
Correlation
The correlation between VISA.NEO and SPY is 0.50, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
VISA.NEO vs. SPY - Dividend Comparison
VISA.NEO's dividend yield for the trailing twelve months is around 1.16%, more than SPY's 1.13% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VISA.NEO Visa Inc CDR | 1.16% | 0.98% | 0.93% | 0.98% | 0.99% | 0.22% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SPY State Street SPDR S&P 500 ETF | 1.13% | 1.07% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% |
Drawdowns
VISA.NEO vs. SPY - Drawdown Comparison
The maximum VISA.NEO drawdown since its inception was -24.78%, smaller than the maximum SPY drawdown of -27.34%. Use the drawdown chart below to compare losses from any high point for VISA.NEO and SPY.
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Drawdown Indicators
| VISA.NEO | SPY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.78% | -55.19% | +30.41% |
Max Drawdown (1Y)Largest decline over 1 year | -21.55% | -8.88% | -12.67% |
Max Drawdown (5Y)Largest decline over 5 years | — | -24.50% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.72% | — |
Current DrawdownCurrent decline from peak | -20.08% | -5.44% | -14.64% |
Average DrawdownAverage peak-to-trough decline | -7.02% | -9.09% | +2.07% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.04% | 2.57% | +7.47% |
Volatility
VISA.NEO vs. SPY - Volatility Comparison
Visa Inc CDR (VISA.NEO) and State Street SPDR S&P 500 ETF (SPY) have volatilities of 5.49% and 5.25%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VISA.NEO | SPY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.49% | 5.25% | +0.24% |
Volatility (6M)Calculated over the trailing 6-month period | 15.50% | 9.59% | +5.91% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.31% | 18.84% | +4.47% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.92% | 15.15% | +7.77% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.92% | 16.20% | +6.72% |