VLVLY vs. ERIC
Compare and contrast key facts about Volvo AB ADR (VLVLY) and Telefonaktiebolaget LM Ericsson (publ) (ERIC).
Performance
VLVLY vs. ERIC - Performance Comparison
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VLVLY vs. ERIC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VLVLY Volvo AB ADR | 3.69% | 40.70% | -1.07% | 53.43% | -15.39% | 11.22% | 56.05% | 36.41% | -27.35% | 63.49% |
ERIC Telefonaktiebolaget LM Ericsson (publ) | 20.41% | 24.14% | 33.36% | 13.40% | -44.43% | -7.26% | 38.51% | 0.17% | 35.45% | 16.57% |
Fundamentals
VLVLY:
$67.33B
ERIC:
$38.83B
VLVLY:
$16.95
ERIC:
$8.32
VLVLY:
1.95
ERIC:
1.40
VLVLY:
0.45
ERIC:
0.00
VLVLY:
0.14
ERIC:
0.17
VLVLY:
0.38
ERIC:
0.35
VLVLY:
$479.18B
ERIC:
$229.96B
VLVLY:
$116.87B
ERIC:
$110.70B
VLVLY:
$72.70B
ERIC:
$47.49B
Returns By Period
In the year-to-date period, VLVLY achieves a 3.69% return, which is significantly lower than ERIC's 20.41% return. Over the past 10 years, VLVLY has outperformed ERIC with an annualized return of 19.12%, while ERIC has yielded a comparatively lower 4.32% annualized return.
VLVLY
- 1D
- -0.66%
- 1M
- -8.71%
- YTD
- 3.69%
- 6M
- 13.78%
- 1Y
- 19.48%
- 3Y*
- 24.76%
- 5Y*
- 13.30%
- 10Y*
- 19.12%
ERIC
- 1D
- 1.48%
- 1M
- 3.01%
- YTD
- 20.41%
- 6M
- 39.16%
- 1Y
- 51.98%
- 3Y*
- 30.50%
- 5Y*
- 1.09%
- 10Y*
- 4.32%
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Return for Risk
VLVLY vs. ERIC — Risk / Return Rank
VLVLY
ERIC
VLVLY vs. ERIC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Volvo AB ADR (VLVLY) and Telefonaktiebolaget LM Ericsson (publ) (ERIC). 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 | ERIC | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.60 | 1.49 | -0.89 |
Sortino ratioReturn per unit of downside risk | 1.07 | 2.53 | -1.46 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.35 | -0.21 |
Calmar ratioReturn relative to maximum drawdown | 0.82 | 2.77 | -1.95 |
Martin ratioReturn relative to average drawdown | 2.71 | 6.93 | -4.22 |
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 | ERIC | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.60 | 1.49 | -0.89 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.44 | 0.03 | +0.41 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.60 | 0.12 | +0.48 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.67 | 0.11 | +0.56 |
Correlation
The correlation between VLVLY and ERIC is 0.47, 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
VLVLY vs. ERIC - Dividend Comparison
VLVLY's dividend yield for the trailing twelve months is around 5.08%, more than ERIC's 1.30% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VLVLY Volvo AB ADR | 5.08% | 5.27% | 7.14% | 5.04% | 7.66% | 12.75% | 5.59% | 6.50% | 4.10% | 1.94% | 3.17% | 0.00% |
ERIC Telefonaktiebolaget LM Ericsson (publ) | 1.30% | 3.04% | 3.22% | 4.07% | 4.22% | 2.15% | 1.36% | 1.24% | 1.42% | 1.67% | 5.14% | 5.30% |
Drawdowns
VLVLY vs. ERIC - Drawdown Comparison
The maximum VLVLY drawdown since its inception was -50.35%, smaller than the maximum ERIC drawdown of -98.59%. Use the drawdown chart below to compare losses from any high point for VLVLY and ERIC.
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Drawdown Indicators
| VLVLY | ERIC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.35% | -98.59% | +48.24% |
Max Drawdown (1Y)Largest decline over 1 year | -24.99% | -18.74% | -6.25% |
Max Drawdown (5Y)Largest decline over 5 years | -43.38% | -66.59% | +23.21% |
Max Drawdown (10Y)Largest decline over 10 years | -50.35% | -66.59% | +16.24% |
Current DrawdownCurrent decline from peak | -15.64% | -83.69% | +68.05% |
Average DrawdownAverage peak-to-trough decline | -12.39% | -67.69% | +55.30% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.58% | 7.50% | +0.08% |
Volatility
VLVLY vs. ERIC - Volatility Comparison
Volvo AB ADR (VLVLY) has a higher volatility of 15.23% compared to Telefonaktiebolaget LM Ericsson (publ) (ERIC) at 9.26%. This indicates that VLVLY's price experiences larger fluctuations and is considered to be riskier than ERIC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VLVLY | ERIC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 15.23% | 9.26% | +5.97% |
Volatility (6M)Calculated over the trailing 6-month period | 22.08% | 26.83% | -4.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 32.53% | 35.08% | -2.55% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.18% | 34.04% | -3.86% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 32.09% | 35.23% | -3.14% |
Financials
VLVLY vs. ERIC - Financials Comparison
This section allows you to compare key financial metrics between Volvo AB ADR and Telefonaktiebolaget LM Ericsson (publ). 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. ERIC - Profitability Comparison
VLVLY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Volvo AB ADR reported a gross profit of 30.83B and revenue of 123.80B. Therefore, the gross margin over that period was 24.9%.
ERIC - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Telefonaktiebolaget LM Ericsson (publ) reported a gross profit of 32.58B and revenue of 67.90B. Therefore, the gross margin over that period was 48.0%.
VLVLY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Volvo AB ADR reported an operating income of 12.77B and revenue of 123.80B, resulting in an operating margin of 10.3%.
ERIC - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Telefonaktiebolaget LM Ericsson (publ) reported an operating income of 11.62B and revenue of 67.90B, resulting in an operating margin of 17.1%.
VLVLY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Volvo AB ADR reported a net income of 9.61B and revenue of 123.80B, resulting in a net margin of 7.8%.
ERIC - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Telefonaktiebolaget LM Ericsson (publ) reported a net income of 8.39B and revenue of 67.90B, resulting in a net margin of 12.4%.