VVV vs. VV
Compare and contrast key facts about Valvoline Inc. (VVV) and Vanguard Large-Cap ETF (VV).
VV is a passively managed fund by Vanguard that tracks the performance of the CRSP US Large Cap Index. It was launched on Jan 27, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VVV or VV.
Key characteristics
| VVV | VV | |
|---|---|---|
| YTD Return | 12.40% | 11.62% |
| 1Y Return | 10.37% | 29.99% |
| 3Y Return (Ann) | 11.05% | 9.47% |
| 5Y Return (Ann) | 20.60% | 14.90% |
| Sharpe Ratio | 0.45 | 2.68 |
| Daily Std Dev | 22.71% | 11.77% |
| Max Drawdown | -62.34% | -54.81% |
| Current Drawdown | -6.11% | -0.17% |
Correlation
The correlation between VVV and VV is 0.48, 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.
Performance
VVV vs. VV - Performance Comparison
In the year-to-date period, VVV achieves a 12.40% return, which is significantly higher than VV's 11.62% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
VVV vs. VV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Valvoline Inc. (VVV) and Vanguard Large-Cap ETF (VV). 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.
Dividends
VVV vs. VV - Dividend Comparison
VVV has not paid dividends to shareholders, while VV's dividend yield for the trailing twelve months is around 1.32%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VVV Valvoline Inc. | 0.00% | 0.00% | 1.53% | 1.34% | 2.01% | 2.01% | 2.09% | 0.88% | 0.23% | 0.00% | 0.00% | 0.00% |
VV Vanguard Large-Cap ETF | 1.32% | 1.41% | 1.66% | 1.19% | 1.46% | 1.81% | 2.09% | 1.75% | 1.98% | 1.96% | 1.77% | 1.75% |
Drawdowns
VVV vs. VV - Drawdown Comparison
The maximum VVV drawdown since its inception was -62.34%, which is greater than VV's maximum drawdown of -54.81%. Use the drawdown chart below to compare losses from any high point for VVV and VV. For additional features, visit the drawdowns tool.
Volatility
VVV vs. VV - Volatility Comparison
Valvoline Inc. (VVV) has a higher volatility of 6.91% compared to Vanguard Large-Cap ETF (VV) at 3.52%. This indicates that VVV's price experiences larger fluctuations and is considered to be riskier than VV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.