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VWAPY vs. LOW
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

VWAPY vs. LOW - Performance Comparison

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

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Returns By Period

In the year-to-date period, VWAPY achieves a -14.81% return, which is significantly lower than LOW's -13.09% return.


VWAPY

1D
-1.90%
1M
5.53%
YTD
-14.81%
6M
-13.81%
1Y
-3.10%
3Y*
-2.89%
5Y*
-11.65%
10Y*

LOW

1D
0.49%
1M
-7.18%
YTD
-13.09%
6M
-15.13%
1Y
-7.46%
3Y*
1.62%
5Y*
3.75%
10Y*
12.07%
*Multi-year figures are annualized to reflect compound growth (CAGR)

VWAPY vs. LOW - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
VWAPY
Volkswagen AG Pref 1/10 ADR
-14.81%41.45%-19.79%6.32%-25.04%9.55%-1.17%27.00%-0.09%
LOW
Lowe's Companies, Inc.
-13.09%-0.33%13.01%14.03%-21.49%63.34%36.40%32.23%-4.15%

Correlation

The correlation between VWAPY and LOW is 0.41, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.41

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

0.33

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

0.35

Correlation (All Time)
Calculated using the full available price history since Aug 16, 2018

0.37

Fundamentals

Market Cap

VWAPY:

$51.63B

LOW:

$116.28B

EPS

VWAPY:

$1.30

LOW:

$11.86

PE Ratio

VWAPY:

7.92

LOW:

17.51

PS Ratio

VWAPY:

0.17

LOW:

1.31

Total Revenue (TTM)

VWAPY:

$308.55B

LOW:

$88.43B

Gross Profit (TTM)

VWAPY:

$70.10B

LOW:

$29.89B

EBITDA (TTM)

VWAPY:

$48.37B

LOW:

$11.50B

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Return for Risk

VWAPY vs. LOW — Risk / Return Rank

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

VWAPY
VWAPY Risk / Return Rank: 3434
Overall Rank
VWAPY Sharpe Ratio Rank: 3737
Sharpe Ratio Rank
VWAPY Sortino Ratio Rank: 3232
Sortino Ratio Rank
VWAPY Omega Ratio Rank: 3131
Omega Ratio Rank
VWAPY Calmar Ratio Rank: 3636
Calmar Ratio Rank
VWAPY Martin Ratio Rank: 3636
Martin Ratio Rank

LOW
LOW Risk / Return Rank: 2727
Overall Rank
LOW Sharpe Ratio Rank: 2828
Sharpe Ratio Rank
LOW Sortino Ratio Rank: 2424
Sortino Ratio Rank
LOW Omega Ratio Rank: 2525
Omega Ratio Rank
LOW Calmar Ratio Rank: 3131
Calmar Ratio Rank
LOW Martin Ratio Rank: 2929
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.

VWAPY vs. LOW - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Volkswagen AG Pref 1/10 ADR (VWAPY) and Lowe's Companies, Inc. (LOW). 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.


VWAPYLOWDifference
Sharpe ratioReturn per unit of total volatility

+0.18

Sortino ratioReturn per unit of downside risk

+0.30

Omega ratioGain probability vs. loss probability

1.00

0.97

+0.03

Calmar ratioReturn relative to maximum drawdown

-0.13

-0.27

+0.14

Martin ratioReturn relative to average drawdown

-0.27

-0.64

+0.37

VWAPY vs. LOW - Sharpe Ratio Comparison

The current VWAPY Sharpe Ratio is -0.11, which is higher than the LOW Sharpe Ratio of -0.29. The chart below compares the historical Sharpe Ratios of VWAPY and LOW, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


VWAPYLOWDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.11

-0.29

+0.18

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.38

0.14

-0.52

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.42

Sharpe Ratio (All Time)

Calculated using the full available price history

0.02

0.46

-0.44

Drawdowns

VWAPY vs. LOW - Drawdown Comparison

The maximum VWAPY drawdown since its inception was -59.11%, smaller than the maximum LOW drawdown of -62.52%. Use the drawdown chart below to compare losses from any high point for VWAPY and LOW.


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Drawdown Indicators


VWAPYLOWDifference

Max Drawdown

Largest peak-to-trough decline

-59.11%

-62.52%

+3.41%

Max Drawdown (1Y)

Largest decline over 1 year

-23.40%

-27.75%

+4.35%

Max Drawdown (3Y)

Largest decline over 3 years

-36.26%

-27.75%

-8.51%

Max Drawdown (5Y)

Largest decline over 5 years

-58.90%

-33.86%

-25.04%

Max Drawdown (10Y)

Largest decline over 10 years

-48.63%

Current Drawdown

Current decline from peak

-46.44%

-27.40%

-19.04%

Average Drawdown

Average peak-to-trough decline

-31.04%

-16.60%

-14.44%

Ulcer Index

Depth and duration of drawdowns from previous peaks

11.40%

11.62%

-0.22%

Volatility

VWAPY vs. LOW - Volatility Comparison

Volkswagen AG Pref 1/10 ADR (VWAPY) and Lowe's Companies, Inc. (LOW) have volatilities of 7.18% and 7.33%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


VWAPYLOWDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.18%

7.33%

-0.15%

Volatility (6M)

Calculated over the trailing 6-month period

19.55%

19.89%

-0.34%

Volatility (1Y)

Calculated over the trailing 1-year period

28.19%

25.71%

+2.48%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

31.20%

26.14%

+5.06%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

35.93%

29.14%

+6.79%

Dividends

VWAPY vs. LOW - Dividend Comparison

VWAPY has not paid dividends to shareholders, while LOW's dividend yield for the trailing twelve months is around 2.31%.


PositionTTM20252024202320222021202020192018201720162015
LOW
Lowe's Companies, Inc.
2.31%1.95%1.82%1.93%1.86%1.08%1.40%1.72%1.93%1.64%1.77%1.34%
VWAPY
Volkswagen AG Pref 1/10 ADR
0.00%5.95%10.65%7.68%21.99%1.92%3.08%1.82%0.00%0.00%0.00%0.00%

Financials

VWAPY vs. LOW - Financials Comparison

This section allows you to compare key financial metrics between Volkswagen AG Pref 1/10 ADR and Lowe's Companies, 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.


Quarterly
Annual

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


20.00B40.00B60.00B80.00B20222023202420252026
76.90B
23.08B
(VWAPY) Total Revenue
(LOW) Total Revenue
Values in USD except per share items

VWAPY vs. LOW - Profitability Comparison

The chart below illustrates the profitability comparison between Volkswagen AG Pref 1/10 ADR and Lowe's Companies, Inc. 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%
32.7%
Portfolio components
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%.

LOW - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Lowe's Companies, Inc. reported a gross profit of 7.54B and revenue of 23.08B. Therefore, the gross margin over that period was 32.7%.

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%.

LOW - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Lowe's Companies, Inc. reported an operating income of 2.55B and revenue of 23.08B, resulting in an operating margin of 11.1%.

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%.

LOW - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Lowe's Companies, Inc. reported a net income of 1.63B and revenue of 23.08B, resulting in a net margin of 7.1%.


Frequently Asked Questions


VWAPY and LOW have a correlation of 0.41, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

LOW has higher volatility (7.33%) compared to VWAPY (7.18%). In terms of maximum drawdown, VWAPY dropped -59.11% vs LOW's -62.52%.

VWAPY currently has the higher Sharpe Ratio (-0.11 vs -0.29), 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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