TROW vs. VRTS
TROW (T. Rowe Price Group, Inc.) and VRTS (Virtus Investment Partners, Inc.) are both stocks. Both operate in the Asset Management industry within the Financial Services sector. Over the past 10 years, TROW returned 8.17%/yr vs 8.99%/yr for VRTS. A 0.59 correlation means they provide meaningful diversification when combined.
Performance
TROW vs. VRTS - Performance Comparison
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Returns By Period
In the year-to-date period, TROW achieves a 5.54% return, which is significantly higher than VRTS's -12.33% return. Over the past 10 years, TROW has underperformed VRTS with an annualized return of 8.17%, while VRTS has yielded a comparatively higher 8.99% annualized return.
TROW
- 1D
- -0.75%
- 1M
- 2.97%
- YTD
- 5.54%
- 6M
- 3.22%
- 1Y
- 16.41%
- 3Y*
- 4.58%
- 5Y*
- -7.82%
- 10Y*
- 8.17%
VRTS
- 1D
- -2.33%
- 1M
- -3.49%
- YTD
- -12.33%
- 6M
- -14.12%
- 1Y
- -18.43%
- 3Y*
- -6.89%
- 5Y*
- -9.36%
- 10Y*
- 8.99%
TROW vs. VRTS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TROW T. Rowe Price Group, Inc. | 5.54% | -4.67% | 9.68% | 3.35% | -42.24% | 34.91% | 28.11% | 35.61% | -9.75% | 43.38% |
VRTS Virtus Investment Partners, Inc. | -12.33% | -22.12% | -5.56% | 30.90% | -33.50% | 38.98% | 82.52% | 56.62% | -29.81% | -0.99% |
Correlation
The correlation between TROW and VRTS is 0.56, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.56 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.61 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.67 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.64 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 2009 | 0.59 |
The correlation between TROW and VRTS shifts across timeframes, from 0.56 (1 year) to 0.67 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
TROW:
$22.89B
VRTS:
$943.38M
TROW:
$9.80
VRTS:
$16.98
TROW:
10.74
VRTS:
8.16
TROW:
3.13
VRTS:
1.19
TROW:
2.12
VRTS:
1.03
TROW:
$7.41B
VRTS:
$799.77M
TROW:
$3.66B
VRTS:
$646.06M
TROW:
$2.87B
VRTS:
$384.75M
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Return for Risk
TROW vs. VRTS — Risk / Return Rank
TROW
VRTS
TROW vs. VRTS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Group, Inc. (TROW) and Virtus Investment Partners, Inc. (VRTS). 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.
| TROW | VRTS | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.23 | ||
| Sortino ratioReturn per unit of downside risk | +1.66 | ||
| Omega ratioGain probability vs. loss probability | 1.14 | 0.93 | +0.21 |
| Calmar ratioReturn relative to maximum drawdown | 0.83 | -0.47 | +1.31 |
| Martin ratioReturn relative to average drawdown | 2.05 | -0.79 | +2.84 |
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Drawdowns
TROW vs. VRTS - Drawdown Comparison
The maximum TROW drawdown since its inception was -67.43%, smaller than the maximum VRTS drawdown of -74.36%. Use the drawdown chart below to compare losses from any high point for TROW and VRTS.
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Drawdown Indicators
| TROW | VRTS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -67.43% | -74.36% | +6.93% |
Max Drawdown (1Y)Largest decline over 1 year | -19.76% | -38.95% | +19.19% |
Max Drawdown (3Y)Largest decline over 3 years | -34.05% | -46.59% | +12.54% |
Max Drawdown (5Y)Largest decline over 5 years | -58.16% | -55.50% | -2.66% |
Max Drawdown (10Y)Largest decline over 10 years | -58.16% | -58.70% | +0.54% |
Current DrawdownCurrent decline from peak | -41.52% | -49.99% | +8.47% |
Average DrawdownAverage peak-to-trough decline | -16.70% | -31.50% | +14.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.02% | 23.28% | -15.26% |
Volatility
TROW vs. VRTS - Volatility Comparison
The current volatility for T. Rowe Price Group, Inc. (TROW) is 4.74%, while Virtus Investment Partners, Inc. (VRTS) has a volatility of 9.26%. This indicates that TROW experiences smaller price fluctuations and is considered to be less risky than VRTS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TROW | VRTS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.74% | 9.26% | -4.52% |
Volatility (6M)Calculated over the trailing 6-month period | 17.19% | 26.01% | -8.82% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.64% | 34.66% | -11.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.46% | 35.89% | -5.43% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.96% | 38.59% | -8.63% |
Dividends
TROW vs. VRTS - Dividend Comparison
TROW's dividend yield for the trailing twelve months is around 4.89%, less than VRTS's 6.82% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TROW T. Rowe Price Group, Inc. | 4.89% | 4.96% | 4.39% | 4.53% | 4.40% | 3.72% | 2.38% | 2.50% | 3.03% | 2.17% | 2.87% | 5.71% |
VRTS Virtus Investment Partners, Inc. | 6.82% | 5.61% | 3.60% | 2.83% | 3.21% | 1.33% | 1.30% | 1.91% | 2.39% | 1.56% | 1.52% | 1.53% |
Financials
TROW vs. VRTS - Financials Comparison
This section allows you to compare key financial metrics between T. Rowe Price Group, Inc. and Virtus Investment Partners, 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.
Total Revenue: Total amount of money received from sales and other business activities
TROW vs. VRTS - Profitability Comparison
TROW - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, T. Rowe Price Group, Inc. reported a gross profit of 0.00 and revenue of 1.86B. Therefore, the gross margin over that period was 0.0%.
VRTS - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Virtus Investment Partners, Inc. reported a gross profit of 131.82M and revenue of 186.04M. Therefore, the gross margin over that period was 70.9%.
TROW - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, T. Rowe Price Group, Inc. reported an operating income of 680.50M and revenue of 1.86B, resulting in an operating margin of 36.7%.
VRTS - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Virtus Investment Partners, Inc. reported an operating income of 5.23M and revenue of 186.04M, resulting in an operating margin of 2.8%.
TROW - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, T. Rowe Price Group, Inc. reported a net income of 562.00M and revenue of 1.86B, resulting in a net margin of 30.3%.
VRTS - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Virtus Investment Partners, Inc. reported a net income of 7.13M and revenue of 186.04M, resulting in a net margin of 3.8%.
Frequently Asked Questions
TROW and VRTS have a correlation of 0.56, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VRTS has higher volatility (9.26%) compared to TROW (4.74%). In terms of maximum drawdown, TROW dropped -67.43% vs VRTS's -74.36%.
TROW currently has the higher Sharpe Ratio (0.70 vs -0.53), 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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