ZVIA vs. VTI
ZVIA (Zevia PBC) is a stock, while VTI (Vanguard Total Stock Market ETF) is Large Cap Blend Equities fund tracking the CRSP US Total Market Index. Over the past 3 years, ZVIA returned -27.04%/yr vs 19.69%/yr for VTI. At a 0.30 correlation, their price movements are largely independent.
Performance
ZVIA vs. VTI - Performance Comparison
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Returns By Period
In the year-to-date period, ZVIA achieves a -28.02% return, which is significantly lower than VTI's 11.20% return.
ZVIA
- 1D
- -5.11%
- 1M
- 29.46%
- 6M
- -12.11%
- YTD
- -28.02%
- 1Y
- -43.96%
- 3Y*
- -27.04%
- 5Y*
- —
- 10Y*
- —
VTI
- 1D
- -0.49%
- 1M
- 0.34%
- 6M
- 8.99%
- YTD
- 11.20%
- 1Y
- 22.02%
- 3Y*
- 19.69%
- 5Y*
- 12.32%
- 10Y*
- 14.66%
ZVIA vs. VTI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
ZVIA Zevia PBC | -28.02% | -44.63% | 108.46% | -50.86% | -41.99% | -43.60% |
VTI Vanguard Total Stock Market ETF | 11.20% | 17.10% | 23.81% | 26.05% | -19.52% | 8.02% |
Correlation
The correlation between ZVIA and VTI is 0.21, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.21 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.27 |
Correlation (All Time) Calculated using the full available price history since Jul 22, 2021 | 0.30 |
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Return for Risk
ZVIA vs. VTI — Risk / Return Rank
ZVIA
VTI
ZVIA vs. VTI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Zevia PBC (ZVIA) and Vanguard Total Stock Market ETF (VTI). 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.
| ZVIA | VTI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.37 | ||
| Sortino ratioReturn per unit of downside risk | -3.12 | ||
| Omega ratioGain probability vs. loss probability | 0.91 | 1.31 | -0.40 |
| Calmar ratioReturn relative to maximum drawdown | -0.66 | 2.48 | -3.14 |
| Martin ratioReturn relative to average drawdown | -0.98 | 10.85 | -11.84 |
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Drawdowns
ZVIA vs. VTI - Drawdown Comparison
The maximum ZVIA drawdown since its inception was -96.36%, which is greater than VTI's maximum drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for ZVIA and VTI.
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Drawdown Indicators
| ZVIA | VTI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -96.36% | -55.45% | -40.91% |
Max Drawdown (1Y)Largest decline over 1 year | -67.15% | -8.92% | -58.23% |
Max Drawdown (3Y)Largest decline over 3 years | -85.46% | -19.30% | -66.16% |
Max Drawdown (5Y)Largest decline over 5 years | — | -25.36% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -35.00% | — |
Current DrawdownCurrent decline from peak | -90.12% | -0.73% | -89.39% |
Average DrawdownAverage peak-to-trough decline | -78.46% | -8.00% | -70.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 44.82% | 2.03% | +42.79% |
Volatility
ZVIA vs. VTI - Volatility Comparison
Zevia PBC (ZVIA) has a higher volatility of 24.51% compared to Vanguard Total Stock Market ETF (VTI) at 3.38%. This indicates that ZVIA's price experiences larger fluctuations and is considered to be riskier than VTI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ZVIA | VTI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 24.51% | 3.38% | +21.13% |
Volatility (6M)Calculated over the trailing 6-month period | 56.11% | 10.13% | +45.98% |
Volatility (1Y)Calculated over the trailing 1-year period | 68.17% | 12.82% | +55.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 89.01% | 17.51% | +71.50% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 89.01% | 18.28% | +70.73% |
Dividends
ZVIA vs. VTI - Dividend Comparison
ZVIA has not paid dividends to shareholders, while VTI's dividend yield for the trailing twelve months is around 1.05%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VTI Vanguard Total Stock Market ETF | 1.05% | 1.12% | 1.27% | 1.44% | 1.66% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% |
ZVIA Zevia PBC | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
ZVIA and VTI have a correlation of 0.21, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ZVIA has higher volatility (24.51%) compared to VTI (3.38%). In terms of maximum drawdown, ZVIA dropped -96.36% vs VTI's -55.45%.
VTI currently has the higher Sharpe Ratio (1.72 vs -0.65), 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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