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VCTR vs. ET
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

VCTR vs. ET - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Victory Capital Holdings, Inc. (VCTR) and Energy Transfer LP (ET). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, VCTR achieves a 39.98% return, which is significantly higher than ET's 18.71% return.


VCTR

1D
0.21%
1M
2.06%
YTD
39.98%
6M
37.52%
1Y
44.18%
3Y*
46.08%
5Y*
26.86%
10Y*

ET

1D
0.75%
1M
-5.88%
YTD
18.71%
6M
20.10%
1Y
14.01%
3Y*
24.21%
5Y*
20.97%
10Y*
12.06%
*Multi-year figures are annualized to reflect compound growth (CAGR)

VCTR vs. ET - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
VCTR
Victory Capital Holdings, Inc.
39.98%-0.76%95.94%33.46%-23.85%49.73%19.73%106.30%-16.57%
ET
Energy Transfer LP
18.71%-9.37%53.87%27.87%55.74%42.96%-44.92%5.88%-19.50%

Correlation

The correlation between VCTR and ET is 0.07, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.07

Correlation (3Y)
Calculated over the trailing 3-year period

0.30

Correlation (5Y)
Calculated over the trailing 5-year period

0.34

Correlation (All Time)
Calculated using the full available price history since Feb 8, 2018

0.31

Over the past year, the correlation between VCTR and ET has dropped to 0.07 - well below their long-term average of 0.31, suggesting their price drivers have been diverging.

Fundamentals

Market Cap

VCTR:

$5.61B

ET:

$65.31B

EPS

VCTR:

$6.79

ET:

$1.36

PE Ratio

VCTR:

12.84

ET:

13.88

PS Ratio

VCTR:

3.93

ET:

0.75

PB Ratio

VCTR:

2.38

ET:

1.31

Total Revenue (TTM)

VCTR:

$1.47B

ET:

$89.38B

Gross Profit (TTM)

VCTR:

$766.06M

ET:

$20.48B

EBITDA (TTM)

VCTR:

$615.91M

ET:

$13.02B

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Return for Risk

VCTR vs. ET — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

VCTR
VCTR Risk / Return Rank: 7979
Overall Rank
VCTR Sharpe Ratio Rank: 8181
Sharpe Ratio Rank
VCTR Sortino Ratio Rank: 7878
Sortino Ratio Rank
VCTR Omega Ratio Rank: 7676
Omega Ratio Rank
VCTR Calmar Ratio Rank: 8080
Calmar Ratio Rank
VCTR Martin Ratio Rank: 7979
Martin Ratio Rank

ET
ET Risk / Return Rank: 6767
Overall Rank
ET Sharpe Ratio Rank: 6969
Sharpe Ratio Rank
ET Sortino Ratio Rank: 6464
Sortino Ratio Rank
ET Omega Ratio Rank: 6060
Omega Ratio Rank
ET Calmar Ratio Rank: 7171
Calmar Ratio Rank
ET Martin Ratio Rank: 7070
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.

VCTR vs. ET - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Victory Capital Holdings, Inc. (VCTR) and Energy Transfer LP (ET). 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.


VCTRETDifference
Sharpe ratioReturn per unit of total volatility

+0.56

Sortino ratioReturn per unit of downside risk

+0.69

Omega ratioGain probability vs. loss probability

1.26

1.16

+0.10

Calmar ratioReturn relative to maximum drawdown

2.45

1.60

+0.85

Martin ratioReturn relative to average drawdown

5.55

3.54

+2.00

VCTR vs. ET - Sharpe Ratio Comparison

The current VCTR Sharpe Ratio is 1.44, which is higher than the ET Sharpe Ratio of 0.88. The chart below compares the historical Sharpe Ratios of VCTR and ET, 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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Drawdowns

VCTR vs. ET - Drawdown Comparison

The maximum VCTR drawdown since its inception was -45.22%, smaller than the maximum ET drawdown of -87.81%. Use the drawdown chart below to compare losses from any high point for VCTR and ET.


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Drawdown Indicators


VCTRETDifference

Max Drawdown

Largest peak-to-trough decline

-45.22%

-87.81%

+42.59%

Max Drawdown (1Y)

Largest decline over 1 year

-18.13%

-8.79%

-9.34%

Max Drawdown (3Y)

Largest decline over 3 years

-28.06%

-24.56%

-3.50%

Max Drawdown (5Y)

Largest decline over 5 years

-45.22%

-24.56%

-20.66%

Max Drawdown (10Y)

Largest decline over 10 years

-72.82%

Current Drawdown

Current decline from peak

-1.61%

-7.36%

+5.75%

Average Drawdown

Average peak-to-trough decline

-14.67%

-25.71%

+11.04%

Ulcer Index

Depth and duration of drawdowns from previous peaks

7.99%

3.96%

+4.03%

Volatility

VCTR vs. ET - Volatility Comparison

Victory Capital Holdings, Inc. (VCTR) has a higher volatility of 7.56% compared to Energy Transfer LP (ET) at 4.68%. This indicates that VCTR's price experiences larger fluctuations and is considered to be riskier than ET based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


VCTRETDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.56%

4.68%

+2.88%

Volatility (6M)

Calculated over the trailing 6-month period

23.39%

12.05%

+11.34%

Volatility (1Y)

Calculated over the trailing 1-year period

30.92%

16.09%

+14.83%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

35.00%

24.65%

+10.35%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

38.93%

34.52%

+4.41%

Dividends

VCTR vs. ET - Dividend Comparison

VCTR's dividend yield for the trailing twelve months is around 2.26%, less than ET's 7.07% yield.


PositionTTM20252024202320222021202020192018201720162015
ET
Energy Transfer LP
7.07%7.97%6.51%8.95%7.33%7.41%17.27%9.51%9.24%6.66%5.90%7.42%
VCTR
Victory Capital Holdings, Inc.
2.26%3.07%2.38%3.72%3.73%1.45%0.93%0.48%0.00%0.00%0.00%0.00%

Financials

VCTR vs. ET - Financials Comparison

This section allows you to compare key financial metrics between Victory Capital Holdings, Inc. and Energy Transfer LP. 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


0.005.00B10.00B15.00B20.00B25.00B20222023202420252026
387.99M
27.77B
(VCTR) Total Revenue
(ET) Total Revenue
Values in USD except per share items

VCTR vs. ET - Profitability Comparison

The chart below illustrates the profitability comparison between Victory Capital Holdings, Inc. and Energy Transfer LP over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%20.0%40.0%60.0%80.0%202220232024202520260
23.9%
Portfolio components
VCTR - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Victory Capital Holdings, Inc. reported a gross profit of 0.00 and revenue of 387.99M. Therefore, the gross margin over that period was 0.0%.

ET - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Energy Transfer LP reported a gross profit of 6.62B and revenue of 27.77B. Therefore, the gross margin over that period was 23.9%.

VCTR - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Victory Capital Holdings, Inc. reported an operating income of 159.19M and revenue of 387.99M, resulting in an operating margin of 41.0%.

ET - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Energy Transfer LP reported an operating income of 2.98B and revenue of 27.77B, resulting in an operating margin of 10.7%.

VCTR - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Victory Capital Holdings, Inc. reported a net income of 183.58M and revenue of 387.99M, resulting in a net margin of 47.3%.

ET - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Energy Transfer LP reported a net income of 1.25B and revenue of 27.77B, resulting in a net margin of 4.5%.


Frequently Asked Questions


VCTR and ET have a correlation of 0.07, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

VCTR has higher volatility (7.56%) compared to ET (4.68%). In terms of maximum drawdown, VCTR dropped -45.22% vs ET's -87.81%.

VCTR currently has the higher Sharpe Ratio (1.44 vs 0.88), 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.

Portfolio Optimizer

Find the right allocation for VCTR and ET

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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