VLVLY vs. PCAR
VLVLY (Volvo AB ADR) and PCAR (PACCAR Inc) are both stocks. Both operate in the Farm & Heavy Construction Machinery industry within the Industrials sector. Over the past 10 years, VLVLY returned 22.01%/yr vs 17.26%/yr for PCAR. Their 0.48 correlation means their historical movements had little consistent relationship.
Performance
VLVLY vs. PCAR - Performance Comparison
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Returns By Period
In the year-to-date period, VLVLY achieves a 26.17% return, which is significantly higher than PCAR's 21.28% return. Over the past 10 years, VLVLY has outperformed PCAR with an annualized return of 22.01%, while PCAR has yielded a comparatively lower 17.26% annualized return.
VLVLY
- 1D
- 1.01%
- 1M
- 12.47%
- 6M
- 9.15%
- YTD
- 26.17%
- 1Y
- 42.95%
- 3Y*
- 28.47%
- 5Y*
- 17.41%
- 10Y*
- 22.01%
- ALL TIME*
- 22.99%
PCAR
- 1D
- -0.47%
- 1M
- 10.51%
- 6M
- 6.58%
- YTD
- 21.28%
- 1Y
- 40.34%
- 3Y*
- 20.69%
- 5Y*
- 24.06%
- 10Y*
- 17.26%
- ALL TIME*
- 15.34%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
PCAR PACCAR Inc | $592.47M | $469.66M | $395.82M |
VLVLY Volvo AB ADR | $3.39M | $4.21M | $5.84M |
VLVLY vs. PCAR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VLVLY Volvo AB ADR | 26.17% | 40.70% | -1.07% | 53.43% | -15.39% | 11.22% | 56.05% | 36.41% | -27.35% | 63.49% |
PCAR PACCAR Inc | 21.28% | 8.03% | 10.81% | 55.01% | 17.00% | 5.63% | 11.74% | 45.05% | -15.32% | 14.82% |
Correlation
The correlation between VLVLY and PCAR is 0.54, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.54 |
Correlation (3Y) Balances recent behavior with more history. | 0.48 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.51 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.48 |
Correlation (All Time) Calculated using the full available price history since Jan 19, 2016 | 0.48 |
The correlation between VLVLY and PCAR has been stable across timeframes, ranging from 0.48 to 0.54 - a consistent structural relationship.
Fundamentals
VLVLY:
$78.65B
PCAR:
$69.50B
VLVLY:
SEK 17.63
PCAR:
$4.75
VLVLY:
20.83
PCAR:
27.80
VLVLY:
4.76
PCAR:
1.83
VLVLY:
1.58
PCAR:
2.55
VLVLY:
SEK 471.53B
PCAR:
$27.27B
VLVLY:
SEK 119.49B
PCAR:
$4.05B
VLVLY:
SEK 74.26B
PCAR:
$3.56B
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Return for Risk
VLVLY vs. PCAR — Risk / Return Rank
VLVLY
PCAR
VLVLY vs. PCAR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Volvo AB ADR (VLVLY) and PACCAR Inc (PCAR). 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.
| VLVLY | PCAR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.07 | ||
| Sortino ratioReturn per unit of downside risk | -0.28 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 1.26 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 1.73 | 2.65 | -0.92 |
| Martin ratioReturn relative to average drawdown | 5.00 | 6.46 | -1.46 |
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Drawdowns
VLVLY vs. PCAR - Drawdown Comparison
The maximum VLVLY drawdown since its inception was -50.35%, smaller than the maximum PCAR drawdown of -66.16%. Use the drawdown chart below to compare losses from any high point for VLVLY and PCAR.
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Drawdown Indicators
| VLVLY | PCAR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.35% | -66.16% | +15.81% |
Max Drawdown (1Y)Largest decline over 1 year | -24.99% | -15.29% | -9.70% |
Max Drawdown (3Y)Largest decline over 3 years | -26.55% | -27.75% | +1.20% |
Max Drawdown (5Y)Largest decline over 5 years | -39.57% | -27.75% | -11.82% |
Max Drawdown (10Y)Largest decline over 10 years | -50.35% | -37.84% | -12.51% |
Current DrawdownCurrent decline from peak | 0.00% | -4.45% | +4.45% |
Average DrawdownAverage peak-to-trough decline | -12.26% | -14.38% | +2.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.62% | 6.26% | +2.36% |
Volatility
VLVLY vs. PCAR - Volatility Comparison
The current volatility for Volvo AB ADR (VLVLY) is 6.21%, while PACCAR Inc (PCAR) has a volatility of 9.22%. This indicates that VLVLY experiences smaller price fluctuations and is considered to be less risky than PCAR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VLVLY | PCAR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.21% | 9.22% | -3.01% |
Volatility (6M)Calculated over the trailing 6-month period | 25.39% | 20.92% | +4.47% |
Volatility (1Y)Calculated over the trailing 1-year period | 30.95% | 27.62% | +3.33% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.59% | 26.15% | +4.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 31.89% | 26.19% | +5.70% |
Dividends
VLVLY vs. PCAR - Dividend Comparison
VLVLY's dividend yield for the trailing twelve months is around 3.75%, more than PCAR's 2.07% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PCAR PACCAR Inc | 2.07% | 2.48% | 4.01% | 4.34% | 4.23% | 3.22% | 2.29% | 4.53% | 5.41% | 3.08% | 2.44% | 4.89% |
VLVLY Volvo AB ADR | 3.75% | 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. PCAR - Financials Comparison
This section allows you to compare key financial metrics between Volvo AB ADR and PACCAR 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. PCAR - Profitability Comparison
VLVLY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Volvo AB ADR reported a gross profit of 32.45B and revenue of 126.27B. Therefore, the gross margin over that period was 25.7%.
PCAR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, PACCAR Inc reported a gross profit of 1.21B and revenue of 7.55B. Therefore, the gross margin over that period was 16.1%.
VLVLY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Volvo AB ADR reported an operating income of 13.34B and revenue of 126.27B, resulting in an operating margin of 10.6%.
PCAR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, PACCAR Inc reported an operating income of 879.20M and revenue of 7.55B, resulting in an operating margin of 11.7%.
VLVLY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Volvo AB ADR reported a net income of 10.37B and revenue of 126.27B, resulting in a net margin of 8.2%.
PCAR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, PACCAR Inc reported a net income of 752.00M and revenue of 7.55B, resulting in a net margin of 10.0%.
Frequently Asked Questions
VLVLY and PCAR have a correlation of 0.54, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PCAR has higher volatility (9.22%) compared to VLVLY (6.21%). In terms of maximum drawdown, VLVLY dropped -50.35% vs PCAR's -66.16%.
PCAR currently has the higher Sharpe Ratio (1.47 vs 1.40), 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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