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VWAPY vs. VWAGY
Performance
Return for Risk
Dividends
Drawdowns
Volatility
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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VWAPY vs. VWAGY - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
VWAPY
Volkswagen AG Pref 1/10 ADR
-16.71%41.45%-19.79%6.32%-25.04%9.55%-1.17%27.00%-0.09%
VWAGY
Volkswagen AG 1/10 ADR
-15.83%39.31%-23.31%-12.15%-37.53%42.56%11.65%30.44%-0.19%

Fundamentals

Market Cap

VWAPY:

$50.48B

VWAGY:

$51.43B

EPS

VWAPY:

$1.40

VWAGY:

$1.40

PE Ratio

VWAPY:

7.18

VWAGY:

7.31

PS Ratio

VWAPY:

0.16

VWAGY:

0.17

PB Ratio

VWAPY:

0.29

VWAGY:

0.30

Total Revenue (TTM)

VWAPY:

$309.21B

VWAGY:

$309.21B

Gross Profit (TTM)

VWAPY:

$70.06B

VWAGY:

$70.06B

EBITDA (TTM)

VWAPY:

$46.57B

VWAGY:

$46.57B

Returns By Period

In the year-to-date period, VWAPY achieves a -16.71% return, which is significantly lower than VWAGY's -15.83% return.


VWAPY

1D
2.65%
1M
-15.24%
YTD
-16.71%
6M
-6.59%
1Y
6.28%
3Y*
-2.93%
5Y*
-11.58%
10Y*

VWAGY

1D
2.06%
1M
-14.21%
YTD
-15.83%
6M
-6.73%
1Y
5.68%
3Y*
-10.26%
5Y*
-16.24%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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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: 4545
Overall Rank
VWAPY Sharpe Ratio Rank: 4949
Sharpe Ratio Rank
VWAPY Sortino Ratio Rank: 4343
Sortino Ratio Rank
VWAPY Omega Ratio Rank: 4141
Omega Ratio Rank
VWAPY Calmar Ratio Rank: 4444
Calmar Ratio Rank
VWAPY Martin Ratio Rank: 4646
Martin Ratio Rank

VWAGY
VWAGY Risk / Return Rank: 4545
Overall Rank
VWAGY Sharpe Ratio Rank: 4949
Sharpe Ratio Rank
VWAGY Sortino Ratio Rank: 4343
Sortino Ratio Rank
VWAGY Omega Ratio Rank: 4141
Omega Ratio Rank
VWAGY Calmar Ratio Rank: 4545
Calmar Ratio Rank
VWAGY Martin Ratio Rank: 4545
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 ratio

Return per unit of total volatility

0.21

0.19

+0.01

Sortino ratio

Return per unit of downside risk

0.54

0.52

+0.03

Omega ratio

Gain probability vs. loss probability

1.06

1.06

+0.01

Calmar ratio

Return relative to maximum drawdown

0.13

0.10

+0.03

Martin ratio

Return relative to average drawdown

0.36

0.27

+0.09

VWAPY vs. VWAGY - Sharpe Ratio Comparison

The current VWAPY Sharpe Ratio is 0.21, which is comparable to the VWAGY Sharpe Ratio of 0.19. The chart below compares the historical Sharpe Ratios of VWAPY and VWAGY, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


VWAPYVWAGYDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.21

0.19

+0.01

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.37

-0.48

+0.11

Sharpe Ratio (All Time)

Calculated using the full available price history

0.01

0.00

+0.01

Correlation

The correlation between VWAPY and VWAGY is 0.87, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

VWAPY vs. VWAGY - Dividend Comparison

VWAPY's dividend yield for the trailing twelve months is around 7.15%, more than VWAGY's 6.95% yield.


TTM2025202420232022202120202019
VWAPY
Volkswagen AG Pref 1/10 ADR
7.15%5.95%10.65%7.68%21.99%1.92%3.08%1.82%
VWAGY
Volkswagen AG 1/10 ADR
6.95%5.85%10.36%7.21%17.36%2.00%2.72%4.59%

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 (5Y)

Largest decline over 5 years

-59.11%

-69.80%

+10.69%

Current Drawdown

Current decline from peak

-47.64%

-65.35%

+17.71%

Average Drawdown

Average peak-to-trough decline

-30.69%

-37.13%

+6.44%

Ulcer Index

Depth and duration of drawdowns from previous peaks

8.47%

8.54%

-0.07%

Volatility

VWAPY vs. VWAGY - Volatility Comparison

Volkswagen AG Pref 1/10 ADR (VWAPY) has a higher volatility of 8.23% compared to Volkswagen AG 1/10 ADR (VWAGY) at 7.64%. This indicates that VWAPY's price experiences larger fluctuations and is considered to be riskier than VWAGY based on this measure. 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

8.23%

7.64%

+0.59%

Volatility (6M)

Calculated over the trailing 6-month period

18.97%

19.09%

-0.12%

Volatility (1Y)

Calculated over the trailing 1-year period

30.75%

29.56%

+1.19%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

31.30%

33.95%

-2.65%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

36.12%

38.24%

-2.12%

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


55.00B60.00B65.00B70.00B75.00B80.00B85.00B90.00BAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
70.72B
70.72B
(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%AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
41.3%
41.3%
Portfolio components
VWAPY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Volkswagen AG Pref 1/10 ADR reported a gross profit of 29.22B and revenue of 70.72B. Therefore, the gross margin over that period was 41.3%.

VWAGY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Volkswagen AG 1/10 ADR reported a gross profit of 29.22B and revenue of 70.72B. Therefore, the gross margin over that period was 41.3%.

VWAPY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Volkswagen AG Pref 1/10 ADR reported an operating income of 3.70B and revenue of 70.72B, 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 Apr 2026, Volkswagen AG 1/10 ADR reported an operating income of 3.70B and revenue of 70.72B, 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 Apr 2026, Volkswagen AG Pref 1/10 ADR reported a net income of 3.20B and revenue of 70.72B, resulting in a net margin of 4.5%.

VWAGY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Volkswagen AG 1/10 ADR reported a net income of 3.20B and revenue of 70.72B, resulting in a net margin of 4.5%.