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

Performance

VWAPY vs. VWAGY - Performance Comparison

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

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Returns By Period

The year-to-date returns for both investments are quite close, with VWAPY having a -14.81% return and VWAGY slightly higher at -14.11%.


VWAPY

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

VWAGY

1D
-2.65%
1M
4.80%
YTD
-14.11%
6M
-13.18%
1Y
-3.50%
3Y*
-9.32%
5Y*
-16.78%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

VWAPY vs. VWAGY - 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%
VWAGY
Volkswagen AG 1/10 ADR
-14.11%39.31%-23.31%-12.15%-37.53%42.56%11.65%30.44%-0.19%

Correlation

The correlation between VWAPY and VWAGY 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 16, 2018

0.87

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

Fundamentals

Market Cap

VWAPY:

$51.63B

VWAGY:

$52.49B

EPS

VWAPY:

$1.30

VWAGY:

$1.30

PE Ratio

VWAPY:

7.92

VWAGY:

8.05

PS Ratio

VWAPY:

0.17

VWAGY:

0.17

PB Ratio

VWAPY:

0.29

VWAGY:

0.30

Total Revenue (TTM)

VWAPY:

$308.55B

VWAGY:

$308.55B

Gross Profit (TTM)

VWAPY:

$70.10B

VWAGY:

$70.10B

EBITDA (TTM)

VWAPY:

$48.37B

VWAGY:

$48.37B

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Return for Risk

VWAPY vs. VWAGY — 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

VWAGY
VWAGY Risk / Return Rank: 3333
Overall Rank
VWAGY Sharpe Ratio Rank: 3535
Sharpe Ratio Rank
VWAGY Sortino Ratio Rank: 3030
Sortino Ratio Rank
VWAGY Omega Ratio Rank: 3030
Omega Ratio Rank
VWAGY Calmar Ratio Rank: 3535
Calmar Ratio Rank
VWAGY Martin Ratio Rank: 3535
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. VWAGY - Risk-Adjusted Trends Comparison

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


VWAPYVWAGYDifference
Sharpe ratioReturn per unit of total volatility

+0.02

Sortino ratioReturn per unit of downside risk

+0.03

Omega ratioGain probability vs. loss probability

1.00

1.00

0.00

Calmar ratioReturn relative to maximum drawdown

-0.13

-0.16

+0.02

Martin ratioReturn relative to average drawdown

-0.27

-0.32

+0.04

VWAPY vs. VWAGY - Sharpe Ratio Comparison

The current VWAPY Sharpe Ratio is -0.11, which is comparable to the VWAGY Sharpe Ratio of -0.13. The chart below compares the historical Sharpe Ratios of VWAPY and VWAGY, 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


VWAPYVWAGYDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.11

-0.13

+0.02

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.38

-0.50

+0.12

Sharpe Ratio (All Time)

Calculated using the full available price history

0.02

0.01

+0.01

Drawdowns

VWAPY vs. VWAGY - Drawdown Comparison

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


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Drawdown Indicators


VWAPYVWAGYDifference

Max Drawdown

Largest peak-to-trough decline

-59.11%

-72.64%

+13.53%

Max Drawdown (1Y)

Largest decline over 1 year

-23.40%

-22.34%

-1.06%

Max Drawdown (3Y)

Largest decline over 3 years

-36.26%

-47.21%

+10.95%

Max Drawdown (5Y)

Largest decline over 5 years

-58.90%

-69.80%

+10.90%

Current Drawdown

Current decline from peak

-46.44%

-64.64%

+18.20%

Average Drawdown

Average peak-to-trough decline

-31.04%

-37.75%

+6.71%

Ulcer Index

Depth and duration of drawdowns from previous peaks

11.40%

11.10%

+0.30%

Volatility

VWAPY vs. VWAGY - Volatility Comparison

Volkswagen AG Pref 1/10 ADR (VWAPY) and Volkswagen AG 1/10 ADR (VWAGY) have volatilities of 7.18% and 7.09%, 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


VWAPYVWAGYDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.18%

7.09%

+0.09%

Volatility (6M)

Calculated over the trailing 6-month period

19.55%

19.01%

+0.54%

Volatility (1Y)

Calculated over the trailing 1-year period

28.19%

27.75%

+0.44%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

31.20%

33.72%

-2.52%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

35.93%

37.99%

-2.06%

Dividends

VWAPY vs. VWAGY - Dividend Comparison

Neither VWAPY nor VWAGY has paid dividends to shareholders.


PositionTTM2025202420232022202120202019
VWAGY
Volkswagen AG 1/10 ADR
0.00%5.85%10.36%7.21%17.36%2.00%2.72%4.59%
VWAPY
Volkswagen AG Pref 1/10 ADR
0.00%5.95%10.65%7.68%21.99%1.92%3.08%1.82%

Financials

VWAPY vs. VWAGY - Financials Comparison

This section allows you to compare key financial metrics between Volkswagen AG Pref 1/10 ADR and Volkswagen AG 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
(VWAPY) Total Revenue
(VWAGY) Total Revenue
Values in USD except per share items

VWAPY vs. VWAGY - Profitability Comparison

The chart below illustrates the profitability comparison between Volkswagen AG Pref 1/10 ADR and Volkswagen AG 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
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 - 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 - 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 - 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 - 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%.

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%.


Frequently Asked Questions


With a correlation of 0.94, VWAPY and VWAGY 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 (7.18%) compared to VWAGY (7.09%). In terms of maximum drawdown, VWAPY dropped -59.11% vs VWAGY's -72.64%.

VWAPY currently has the higher Sharpe Ratio (-0.11 vs -0.13), 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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