PortfoliosLab logoPortfoliosLab logo
VTV vs. AMZN
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

VTV vs. AMZN - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard Value ETF (VTV) and Amazon.com, Inc (AMZN). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, VTV achieves a 16.94% return, which is significantly higher than AMZN's 0.56% return. Over the past 10 years, VTV has underperformed AMZN with an annualized return of 12.48%, while AMZN has yielded a comparatively higher 20.23% annualized return.


VTV

1D
0.53%
1M
0.73%
6M
13.03%
YTD
16.94%
1Y
24.90%
3Y*
17.23%
5Y*
12.51%
10Y*
12.48%
ALL TIME*
9.70%

AMZN

1D
-0.66%
1M
2.25%
6M
-2.95%
YTD
0.56%
1Y
0.29%
3Y*
21.59%
5Y*
4.89%
10Y*
20.23%
ALL TIME*
29.53%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$9.21B$12.90B$12.21B
$654.06M$690.11M$596.84M

VTV vs. AMZN - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
VTV
Vanguard Value ETF
16.94%15.27%15.95%9.32%-2.09%26.53%2.33%25.66%-5.47%17.15%
AMZN
Amazon.com, Inc
0.56%5.21%44.39%80.88%-49.62%2.38%76.26%23.03%28.43%55.96%

Correlation

The correlation between VTV and AMZN is 0.20, which is low. Their historical price movements had little consistent relationship.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.20

Correlation (3Y)
Balances recent behavior with more history.

0.28

Correlation (5Y)
Shows whether the relationship held over a longer period.

0.39

Correlation (10Y)
Provides a long-term view across more market conditions.

0.36

Correlation (All Time)
Calculated using the full available price history since Jan 30, 2004

0.45

Over the past year, the correlation between VTV and AMZN has dropped to 0.20 - well below their long-term average of 0.45, suggesting their price drivers have been diverging.

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

VTV vs. AMZN — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

VTV
VTV Risk / Return Rank: 9292
Overall Rank
VTV Sharpe Ratio Rank: 9393
Sharpe Ratio Rank
VTV Sortino Ratio Rank: 9494
Sortino Ratio Rank
VTV Omega Ratio Rank: 9292
Omega Ratio Rank
VTV Calmar Ratio Rank: 9191
Calmar Ratio Rank
VTV Martin Ratio Rank: 9191
Martin Ratio Rank

AMZN
AMZN Risk / Return Rank: 4545
Overall Rank
AMZN Sharpe Ratio Rank: 4848
Sharpe Ratio Rank
AMZN Sortino Ratio Rank: 4242
Sortino Ratio Rank
AMZN Omega Ratio Rank: 4242
Omega Ratio Rank
AMZN Calmar Ratio Rank: 4747
Calmar Ratio Rank
AMZN Martin Ratio Rank: 4747
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

VTV vs. AMZN - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard Value ETF (VTV) and Amazon.com, Inc (AMZN). 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.


VTVAMZNDifference
Sharpe ratioReturn per unit of total volatility

+2.49

Sortino ratioReturn per unit of downside risk

+3.38

Omega ratioGain probability vs. loss probability

1.45

1.03

+0.42

Calmar ratioReturn relative to maximum drawdown

4.02

-0.00

+4.02

Martin ratioReturn relative to average drawdown

15.23

-0.01

+15.24

VTV vs. AMZN - Sharpe Ratio Comparison

The current VTV Sharpe Ratio is 2.49, which is higher than the AMZN Sharpe Ratio of -0.00. The chart below compares the historical Sharpe Ratios of VTV and AMZN, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Drawdowns

VTV vs. AMZN - Drawdown Comparison

The maximum VTV drawdown since its inception was -59.27%, smaller than the maximum AMZN drawdown of -94.40%. Use the drawdown chart below to compare losses from any high point for VTV and AMZN.


Loading charts...

Drawdown Indicators


VTVAMZNDifference

Max Drawdown

Largest peak-to-trough decline

-59.27%

-94.40%

+35.13%

Max Drawdown (1Y)

Largest decline over 1 year

-6.35%

-21.74%

+15.39%

Max Drawdown (3Y)

Largest decline over 3 years

-14.52%

-30.88%

+16.36%

Max Drawdown (5Y)

Largest decline over 5 years

-17.04%

-55.73%

+38.69%

Max Drawdown (10Y)

Largest decline over 10 years

-36.78%

-56.15%

+19.37%

Current Drawdown

Current decline from peak

0.00%

-15.59%

+15.59%

Average Drawdown

Average peak-to-trough decline

-7.82%

-28.13%

+20.31%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.67%

10.06%

-8.39%

Volatility

VTV vs. AMZN - Volatility Comparison

The current volatility for Vanguard Value ETF (VTV) is 2.48%, while Amazon.com, Inc (AMZN) has a volatility of 8.77%. This indicates that VTV experiences smaller price fluctuations and is considered to be less risky than AMZN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


VTVAMZNDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.48%

8.77%

-6.29%

Volatility (6M)

Calculated over the trailing 6-month period

7.59%

22.18%

-14.59%

Volatility (1Y)

Calculated over the trailing 1-year period

10.28%

31.47%

-21.19%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

13.81%

35.75%

-21.94%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.61%

32.63%

-16.02%

Dividends

VTV vs. AMZN - Dividend Comparison

VTV's dividend yield for the trailing twelve months is around 1.85%, while AMZN has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
AMZN
Amazon.com, Inc
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
VTV
Vanguard Value ETF
1.85%2.05%2.31%2.46%2.52%2.15%2.56%2.50%2.73%2.29%2.44%2.60%

Frequently Asked Questions


VTV and AMZN have a correlation of 0.20, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

AMZN has higher volatility (8.77%) compared to VTV (2.48%). In terms of maximum drawdown, VTV dropped -59.27% vs AMZN's -94.40%.

VTV currently has the higher Sharpe Ratio (2.49 vs -0.00), 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.

Portfolio Optimizer

Find the right allocation for VTV and AMZN

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer