VCTR vs. LLY
VCTR (Victory Capital Holdings, Inc.) and LLY (Eli Lilly and Company) are both stocks. VCTR operates in Asset Management (Financial Services), while LLY operates in Drug Manufacturers - General (Healthcare). Over the past 5 years, VCTR returned 27.03%/yr vs 41.13%/yr for LLY. At a 0.15 correlation, their price movements are largely independent.
Performance
VCTR vs. LLY - Performance Comparison
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Returns By Period
In the year-to-date period, VCTR achieves a 35.68% return, which is significantly higher than LLY's 0.72% return.
VCTR
- 1D
- -0.08%
- 1M
- 8.74%
- YTD
- 35.68%
- 6M
- 38.28%
- 1Y
- 40.27%
- 3Y*
- 42.35%
- 5Y*
- 27.03%
- 10Y*
- —
LLY
- 1D
- 1.37%
- 1M
- 11.64%
- YTD
- 0.72%
- 6M
- 4.73%
- 1Y
- 44.70%
- 3Y*
- 35.56%
- 5Y*
- 41.13%
- 10Y*
- 32.66%
VCTR vs. LLY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
VCTR Victory Capital Holdings, Inc. | 35.68% | -0.76% | 95.94% | 33.46% | -23.85% | 49.73% | 19.73% | 106.30% | -11.90% |
LLY Eli Lilly and Company | 0.72% | 40.25% | 33.30% | 60.91% | 34.26% | 66.08% | 31.04% | 16.14% | 59.85% |
Correlation
The correlation between VCTR and LLY is 0.10, 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 | 0.10 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.13 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.14 |
Correlation (All Time) Calculated using the full available price history since Feb 9, 2018 | 0.15 |
Fundamentals
VCTR:
$5.47B
LLY:
$966.48B
VCTR:
$6.79
LLY:
$28.14
VCTR:
12.51
LLY:
38.33
VCTR:
5.35
LLY:
0.77
VCTR:
3.83
LLY:
13.41
VCTR:
2.32
LLY:
30.98
VCTR:
$1.47B
LLY:
$72.25B
VCTR:
$766.06M
LLY:
$59.75B
VCTR:
$615.91M
LLY:
$32.97B
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Return for Risk
VCTR vs. LLY — Risk / Return Rank
VCTR
LLY
VCTR vs. LLY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Victory Capital Holdings, Inc. (VCTR) and Eli Lilly and Company (LLY). 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.
| VCTR | LLY | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.13 | ||
| Sortino ratioReturn per unit of downside risk | +0.18 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.24 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 2.23 | 1.90 | +0.33 |
| Martin ratioReturn relative to average drawdown | 5.04 | 4.73 | +0.32 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| VCTR | LLY | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.31 | 1.19 | +0.13 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.78 | 1.26 | -0.48 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 1.09 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.77 | 0.57 | +0.19 |
Drawdowns
VCTR vs. LLY - Drawdown Comparison
The maximum VCTR drawdown since its inception was -45.22%, smaller than the maximum LLY drawdown of -68.24%. Use the drawdown chart below to compare losses from any high point for VCTR and LLY.
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Drawdown Indicators
| VCTR | LLY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.22% | -68.24% | +23.02% |
Max Drawdown (1Y)Largest decline over 1 year | -18.13% | -23.64% | +5.51% |
Max Drawdown (3Y)Largest decline over 3 years | -28.06% | -34.48% | +6.42% |
Max Drawdown (5Y)Largest decline over 5 years | -45.22% | -34.48% | -10.74% |
Max Drawdown (10Y)Largest decline over 10 years | — | -34.48% | — |
Current DrawdownCurrent decline from peak | -3.34% | -4.26% | +0.92% |
Average DrawdownAverage peak-to-trough decline | -14.75% | -19.22% | +4.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.01% | 9.49% | -1.48% |
Volatility
VCTR vs. LLY - Volatility Comparison
Victory Capital Holdings, Inc. (VCTR) and Eli Lilly and Company (LLY) have volatilities of 9.60% and 9.16%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VCTR | LLY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.60% | 9.16% | +0.44% |
Volatility (6M)Calculated over the trailing 6-month period | 23.04% | 26.81% | -3.77% |
Volatility (1Y)Calculated over the trailing 1-year period | 30.80% | 37.88% | -7.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 34.94% | 32.79% | +2.15% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 38.95% | 30.14% | +8.81% |
Dividends
VCTR vs. LLY - Dividend Comparison
VCTR's dividend yield for the trailing twelve months is around 2.31%, more than LLY's 0.60% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LLY Eli Lilly and Company | 0.60% | 0.56% | 0.67% | 0.78% | 1.07% | 1.23% | 1.75% | 1.96% | 1.94% | 2.46% | 2.77% | 2.37% |
VCTR Victory Capital Holdings, Inc. | 2.31% | 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. LLY - Financials Comparison
This section allows you to compare key financial metrics between Victory Capital Holdings, Inc. and Eli Lilly and Company. 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
VCTR vs. LLY - Profitability Comparison
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%.
LLY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Eli Lilly and Company reported a gross profit of 15.64B and revenue of 19.80B. Therefore, the gross margin over that period was 79.0%.
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%.
LLY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Eli Lilly and Company reported an operating income of 9.19B and revenue of 19.80B, resulting in an operating margin of 46.4%.
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%.
LLY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Eli Lilly and Company reported a net income of 7.40B and revenue of 19.80B, resulting in a net margin of 37.4%.
Frequently Asked Questions
VCTR and LLY have a correlation of 0.10, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VCTR has higher volatility (9.60%) compared to LLY (9.16%). In terms of maximum drawdown, VCTR dropped -45.22% vs LLY's -68.24%.
VCTR currently has the higher Sharpe Ratio (1.31 vs 1.19), 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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