PortfoliosLab logoPortfoliosLab logo
VWAGY vs. VWAPY
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

VWAGY vs. VWAPY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Volkswagen AG 1/10 ADR (VWAGY) and Volkswagen AG Pref 1/10 ADR (VWAPY). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

The year-to-date returns for both stocks are quite close, with VWAGY having a -18.88% return and VWAPY slightly lower at -19.63%.


VWAGY

1D
-0.22%
1M
-6.27%
YTD
-18.88%
6M
-19.51%
1Y
-2.58%
3Y*
-11.72%
5Y*
-16.03%
10Y*

VWAPY

1D
1.64%
1M
-5.94%
YTD
-19.63%
6M
-20.35%
1Y
-2.73%
3Y*
-5.56%
5Y*
-10.67%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

VWAGY vs. VWAPY - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
VWAGY
Volkswagen AG 1/10 ADR
-18.88%39.31%-23.31%-12.15%-37.53%42.56%11.65%30.44%-1.89%
VWAPY
Volkswagen AG Pref 1/10 ADR
-19.63%41.45%-19.79%6.32%-25.04%9.55%-1.17%27.00%-0.09%

Correlation

The correlation between VWAGY and VWAPY is 0.94, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.94

Correlation (3Y)
Calculated over the trailing 3-year period

0.90

Correlation (5Y)
Calculated over the trailing 5-year period

0.87

Correlation (All Time)
Calculated using the full available price history since Aug 15, 2018

0.87

The correlation between VWAGY and VWAPY has been stable across timeframes, ranging from 0.87 to 0.94 - a consistent structural relationship.

Fundamentals

Market Cap

VWAGY:

$46.57B

VWAPY:

$45.62B

EPS

VWAGY:

€1.30

VWAPY:

€1.30

PE Ratio

VWAGY:

6.23

VWAPY:

6.12

PS Ratio

VWAGY:

0.13

VWAPY:

0.13

PB Ratio

VWAGY:

0.23

VWAPY:

0.23

Total Revenue (TTM)

VWAGY:

€308.55B

VWAPY:

€308.55B

Gross Profit (TTM)

VWAGY:

€70.10B

VWAPY:

€70.10B

EBITDA (TTM)

VWAGY:

€48.37B

VWAPY:

€48.37B

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

VWAGY vs. VWAPY — Risk / Return Rank

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

VWAGY
VWAGY Risk / Return Rank: 3636
Overall Rank
VWAGY Sharpe Ratio Rank: 3838
Sharpe Ratio Rank
VWAGY Sortino Ratio Rank: 3333
Sortino Ratio Rank
VWAGY Omega Ratio Rank: 3232
Omega Ratio Rank
VWAGY Calmar Ratio Rank: 3838
Calmar Ratio Rank
VWAGY Martin Ratio Rank: 3838
Martin Ratio Rank

VWAPY
VWAPY Risk / Return Rank: 3636
Overall Rank
VWAPY Sharpe Ratio Rank: 3838
Sharpe Ratio Rank
VWAPY Sortino Ratio Rank: 3333
Sortino Ratio Rank
VWAPY Omega Ratio Rank: 3333
Omega Ratio Rank
VWAPY Calmar Ratio Rank: 3939
Calmar Ratio Rank
VWAPY Martin Ratio Rank: 3838
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.

VWAGY vs. VWAPY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Volkswagen AG 1/10 ADR (VWAGY) and Volkswagen AG Pref 1/10 ADR (VWAPY). 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.


VWAGYVWAPYDifference
Sharpe ratioReturn per unit of total volatility

0.00

Sortino ratioReturn per unit of downside risk

0.00

Omega ratioGain probability vs. loss probability

1.01

1.01

0.00

Calmar ratioReturn relative to maximum drawdown

-0.11

-0.11

0.00

Martin ratioReturn relative to average drawdown

-0.22

-0.22

+0.01

VWAGY vs. VWAPY - Sharpe Ratio Comparison

The current VWAGY Sharpe Ratio is -0.09, which is comparable to the VWAPY Sharpe Ratio of -0.10. The chart below compares the historical Sharpe Ratios of VWAGY and VWAPY, 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

VWAGY vs. VWAPY - Drawdown Comparison

The maximum VWAGY drawdown since its inception was -72.64%, which is greater than VWAPY's maximum drawdown of -59.11%. Use the drawdown chart below to compare losses from any high point for VWAGY and VWAPY.


Loading charts...

Drawdown Indicators


VWAGYVWAPYDifference

Max Drawdown

Largest peak-to-trough decline

-72.64%

-59.11%

-13.53%

Max Drawdown (1Y)

Largest decline over 1 year

-22.75%

-24.67%

+1.92%

Max Drawdown (3Y)

Largest decline over 3 years

-46.54%

-34.79%

-11.75%

Max Drawdown (5Y)

Largest decline over 5 years

-68.97%

-54.04%

-14.93%

Current Drawdown

Current decline from peak

-66.60%

-49.48%

-17.12%

Average Drawdown

Average peak-to-trough decline

-37.90%

-31.13%

-6.77%

Ulcer Index

Depth and duration of drawdowns from previous peaks

11.93%

12.28%

-0.35%

Volatility

VWAGY vs. VWAPY - Volatility Comparison

The current volatility for Volkswagen AG 1/10 ADR (VWAGY) is 7.02%, while Volkswagen AG Pref 1/10 ADR (VWAPY) has a volatility of 7.91%. This indicates that VWAGY experiences smaller price fluctuations and is considered to be less risky than VWAPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


VWAGYVWAPYDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.02%

7.91%

-0.89%

Volatility (6M)

Calculated over the trailing 6-month period

19.10%

20.01%

-0.91%

Volatility (1Y)

Calculated over the trailing 1-year period

27.97%

28.67%

-0.70%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

33.65%

31.22%

+2.43%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

37.91%

35.89%

+2.02%

Dividends

VWAGY vs. VWAPY - Dividend Comparison

VWAGY's dividend yield for the trailing twelve months is around 6.46%, less than VWAPY's 6.67% yield.


PositionTTM2025202420232022202120202019
VWAGY
Volkswagen AG 1/10 ADR
6.46%5.85%10.36%7.21%17.36%2.00%2.72%4.59%
VWAPY
Volkswagen AG Pref 1/10 ADR
6.67%5.95%10.65%7.68%21.99%1.92%3.08%1.82%

Financials

VWAGY vs. VWAPY - Financials Comparison

This section allows you to compare key financial metrics between Volkswagen AG 1/10 ADR and Volkswagen AG Pref 1/10 ADR. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


55.00B60.00B65.00B70.00B75.00B80.00B85.00B90.00B20222023202420252026
76.90B
76.90B
(VWAGY) Total Revenue
(VWAPY) Total Revenue
Values in EUR except per share items

VWAGY vs. VWAPY - Profitability Comparison

The chart below illustrates the profitability comparison between Volkswagen AG 1/10 ADR and Volkswagen AG Pref 1/10 ADR over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

15.0%20.0%25.0%30.0%35.0%40.0%20222023202420252026
16.7%
16.7%
Portfolio components
VWAGY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Volkswagen AG 1/10 ADR reported a gross profit of 12.84B and revenue of 76.90B. Therefore, the gross margin over that period was 16.7%.

VWAPY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Volkswagen AG Pref 1/10 ADR reported a gross profit of 12.84B and revenue of 76.90B. Therefore, the gross margin over that period was 16.7%.

VWAGY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Volkswagen AG 1/10 ADR reported an operating income of 4.00B and revenue of 76.90B, resulting in an operating margin of 5.2%.

VWAPY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Volkswagen AG Pref 1/10 ADR reported an operating income of 4.00B and revenue of 76.90B, resulting in an operating margin of 5.2%.

VWAGY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Volkswagen AG 1/10 ADR reported a net income of 1.47B and revenue of 76.90B, resulting in a net margin of 1.9%.

VWAPY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Volkswagen AG Pref 1/10 ADR reported a net income of 1.47B and revenue of 76.90B, resulting in a net margin of 1.9%.


Frequently Asked Questions


With a correlation of 0.94, VWAGY and VWAPY move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

VWAPY has higher volatility (7.91%) compared to VWAGY (7.02%). In terms of maximum drawdown, VWAGY dropped -72.64% vs VWAPY's -59.11%.

VWAGY currently has the higher Sharpe Ratio (-0.09 vs -0.10), 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 VWAGY and VWAPY

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