VLVLY vs. CAT
VLVLY (Volvo AB ADR) and CAT (Caterpillar Inc.) are both stocks. Both operate in the Farm & Heavy Construction Machinery industry within the Industrials sector. Over the past 10 years, VLVLY returned 19.31%/yr vs 31.49%/yr for CAT. At a 0.50 correlation, their price movements are largely independent.
Performance
VLVLY vs. CAT - Performance Comparison
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Returns By Period
In the year-to-date period, VLVLY achieves a 13.68% return, which is significantly lower than CAT's 64.87% return. Over the past 10 years, VLVLY has underperformed CAT with an annualized return of 19.31%, while CAT has yielded a comparatively higher 31.49% annualized return.
VLVLY
- 1D
- 0.49%
- 1M
- 1.47%
- YTD
- 13.68%
- 6M
- 18.85%
- 1Y
- 33.49%
- 3Y*
- 28.69%
- 5Y*
- 12.43%
- 10Y*
- 19.31%
CAT
- 1D
- 1.54%
- 1M
- 3.97%
- YTD
- 64.87%
- 6M
- 57.64%
- 1Y
- 172.14%
- 3Y*
- 64.15%
- 5Y*
- 33.34%
- 10Y*
- 31.49%
VLVLY vs. CAT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VLVLY Volvo AB ADR | 13.68% | 40.70% | -1.07% | 53.43% | -15.39% | 11.22% | 56.05% | 36.41% | -27.35% | 63.49% |
CAT Caterpillar Inc. | 64.87% | 60.30% | 24.66% | 25.95% | 18.60% | 15.95% | 26.97% | 19.51% | -17.56% | 75.03% |
Correlation
The correlation between VLVLY and CAT is 0.47, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.47 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.46 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.49 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.50 |
Correlation (All Time) Calculated using the full available price history since Jan 20, 2016 | 0.50 |
Fundamentals
VLVLY:
$70.85B
CAT:
$438.08B
VLVLY:
$16.17
CAT:
$20.07
VLVLY:
2.15
CAT:
46.86
VLVLY:
0.49
CAT:
3.10
VLVLY:
0.15
CAT:
6.24
VLVLY:
0.37
CAT:
23.48
VLVLY:
$468.16B
CAT:
$70.76B
VLVLY:
$114.67B
CAT:
$23.01B
VLVLY:
$70.74B
CAT:
$15.31B
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Return for Risk
VLVLY vs. CAT — Risk / Return Rank
VLVLY
CAT
VLVLY vs. CAT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Volvo AB ADR (VLVLY) and Caterpillar Inc. (CAT). 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.
| VLVLY | CAT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -4.03 | ||
| Sortino ratioReturn per unit of downside risk | -4.06 | ||
| Omega ratioGain probability vs. loss probability | 1.21 | 1.73 | -0.52 |
| Calmar ratioReturn relative to maximum drawdown | 1.35 | 12.48 | -11.13 |
| Martin ratioReturn relative to average drawdown | 4.18 | 41.51 | -37.33 |
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
| VLVLY | CAT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.07 | 5.10 | -4.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.41 | 1.09 | -0.68 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.60 | 1.02 | -0.42 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.69 | 0.35 | +0.33 |
Drawdowns
VLVLY vs. CAT - Drawdown Comparison
The maximum VLVLY drawdown since its inception was -50.35%, smaller than the maximum CAT drawdown of -73.43%. Use the drawdown chart below to compare losses from any high point for VLVLY and CAT.
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Drawdown Indicators
| VLVLY | CAT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.35% | -73.43% | +23.08% |
Max Drawdown (1Y)Largest decline over 1 year | -24.99% | -13.88% | -11.11% |
Max Drawdown (3Y)Largest decline over 3 years | -26.55% | -34.05% | +7.50% |
Max Drawdown (5Y)Largest decline over 5 years | -43.38% | -34.05% | -9.33% |
Max Drawdown (10Y)Largest decline over 10 years | -50.35% | -43.36% | -6.99% |
Current DrawdownCurrent decline from peak | -7.52% | 0.00% | -7.52% |
Average DrawdownAverage peak-to-trough decline | -12.33% | -19.74% | +7.41% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.03% | 4.17% | +3.86% |
Volatility
VLVLY vs. CAT - Volatility Comparison
The current volatility for Volvo AB ADR (VLVLY) is 9.13%, while Caterpillar Inc. (CAT) has a volatility of 10.79%. This indicates that VLVLY experiences smaller price fluctuations and is considered to be less risky than CAT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VLVLY | CAT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.13% | 10.79% | -1.66% |
Volatility (6M)Calculated over the trailing 6-month period | 23.75% | 27.04% | -3.29% |
Volatility (1Y)Calculated over the trailing 1-year period | 31.36% | 33.98% | -2.62% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.35% | 30.63% | -0.28% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 32.24% | 30.86% | +1.38% |
Dividends
VLVLY vs. CAT - Dividend Comparison
VLVLY's dividend yield for the trailing twelve months is around 4.16%, more than CAT's 0.64% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CAT Caterpillar Inc. | 0.64% | 1.02% | 1.49% | 1.69% | 1.93% | 2.07% | 2.26% | 2.56% | 2.58% | 1.97% | 3.32% | 4.33% |
VLVLY Volvo AB ADR | 4.16% | 5.27% | 7.14% | 5.04% | 7.66% | 12.75% | 5.59% | 6.50% | 4.10% | 1.94% | 3.17% | 0.00% |
Financials
VLVLY vs. CAT - Financials Comparison
This section allows you to compare key financial metrics between Volvo AB ADR and Caterpillar 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
VLVLY vs. CAT - Profitability Comparison
VLVLY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Volvo AB ADR reported a gross profit of 28.72B and revenue of 110.77B. Therefore, the gross margin over that period was 25.9%.
CAT - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Caterpillar Inc. reported a gross profit of 6.11B and revenue of 17.42B. Therefore, the gross margin over that period was 35.1%.
VLVLY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Volvo AB ADR reported an operating income of 10.95B and revenue of 110.77B, resulting in an operating margin of 9.9%.
CAT - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Caterpillar Inc. reported an operating income of 3.09B and revenue of 17.42B, resulting in an operating margin of 17.7%.
VLVLY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Volvo AB ADR reported a net income of 8.32B and revenue of 110.77B, resulting in a net margin of 7.5%.
CAT - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Caterpillar Inc. reported a net income of 2.55B and revenue of 17.42B, resulting in a net margin of 14.6%.
Frequently Asked Questions
VLVLY and CAT have a correlation of 0.47, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CAT has higher volatility (10.79%) compared to VLVLY (9.13%). In terms of maximum drawdown, VLVLY dropped -50.35% vs CAT's -73.43%.
CAT currently has the higher Sharpe Ratio (5.10 vs 1.07), 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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