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VXZ vs. VXX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between VXZ and VXX is 0.81, 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.


-0.50.00.51.00.8

Performance

VXZ vs. VXX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iPath Series B S&P 500® VIX Mid-Term Futures ETN (VXZ) and iPath Series B S&P 500 VIX Short-Term Futures ETN (VXX). The values are adjusted to include any dividend payments, if applicable.

-20.00%0.00%20.00%40.00%60.00%80.00%100.00%JulyAugustSeptemberOctoberNovemberDecember
10.04%
14.29%
VXZ
VXX

Key characteristics

Sharpe Ratio

VXZ:

-0.18

VXX:

-0.34

Sortino Ratio

VXZ:

-0.06

VXX:

-0.06

Omega Ratio

VXZ:

0.99

VXX:

0.99

Calmar Ratio

VXZ:

-0.08

VXX:

-0.26

Martin Ratio

VXZ:

-0.35

VXX:

-0.78

Ulcer Index

VXZ:

15.74%

VXX:

33.47%

Daily Std Dev

VXZ:

30.50%

VXX:

77.14%

Max Drawdown

VXZ:

-69.00%

VXX:

-99.08%

Current Drawdown

VXZ:

-63.94%

VXX:

-98.83%

Returns By Period

In the year-to-date period, VXZ achieves a -4.02% return, which is significantly higher than VXX's -16.94% return.


VXZ

YTD

-4.02%

1M

13.52%

6M

8.24%

1Y

-8.33%

5Y*

-4.61%

10Y*

N/A

VXX

YTD

-16.94%

1M

11.18%

6M

11.62%

1Y

-26.00%

5Y*

-44.36%

10Y*

N/A

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Risk-Adjusted Performance

VXZ vs. VXX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for iPath Series B S&P 500® VIX Mid-Term Futures ETN (VXZ) and iPath Series B S&P 500 VIX Short-Term Futures ETN (VXX). 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.


Sharpe ratio
The chart of Sharpe ratio for VXZ, currently valued at -0.27, compared to the broader market-4.00-2.000.002.00-0.27-0.34
The chart of Sortino ratio for VXZ, currently valued at -0.22, compared to the broader market-4.00-2.000.002.004.00-0.22-0.06
The chart of Omega ratio for VXZ, currently valued at 0.97, compared to the broader market0.501.001.502.000.970.99
The chart of Calmar ratio for VXZ, currently valued at -0.12, compared to the broader market0.002.004.006.00-0.12-0.26
The chart of Martin ratio for VXZ, currently valued at -0.54, compared to the broader market0.0010.0020.00-0.54-0.78
VXZ
VXX

The current VXZ Sharpe Ratio is -0.18, which is higher than the VXX Sharpe Ratio of -0.34. The chart below compares the historical Sharpe Ratios of VXZ and VXX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.40-1.20-1.00-0.80-0.60-0.40-0.20JulyAugustSeptemberOctoberNovemberDecember
-0.27
-0.34
VXZ
VXX

Dividends

VXZ vs. VXX - Dividend Comparison

Neither VXZ nor VXX has paid dividends to shareholders.


Tickers have no history of dividend payments

Drawdowns

VXZ vs. VXX - Drawdown Comparison

The maximum VXZ drawdown since its inception was -69.00%, smaller than the maximum VXX drawdown of -99.08%. Use the drawdown chart below to compare losses from any high point for VXZ and VXX. For additional features, visit the drawdowns tool.


-100.00%-90.00%-80.00%-70.00%-60.00%JulyAugustSeptemberOctoberNovemberDecember
-63.94%
-98.83%
VXZ
VXX

Volatility

VXZ vs. VXX - Volatility Comparison

The current volatility for iPath Series B S&P 500® VIX Mid-Term Futures ETN (VXZ) is 7.68%, while iPath Series B S&P 500 VIX Short-Term Futures ETN (VXX) has a volatility of 21.46%. This indicates that VXZ experiences smaller price fluctuations and is considered to be less risky than VXX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.00%10.00%20.00%30.00%40.00%50.00%JulyAugustSeptemberOctoberNovemberDecember
7.68%
21.46%
VXZ
VXX
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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