VCTR vs. VRTS
VCTR (Victory Capital Holdings, 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 5 years, VCTR returned 30.60%/yr vs -6.67%/yr for VRTS. Their 0.51 correlation means they have sometimes moved together and sometimes differently.
Performance
VCTR vs. VRTS - Performance Comparison
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Returns By Period
In the year-to-date period, VCTR achieves a 58.99% return, which is significantly higher than VRTS's 2.29% return.
VCTR
- 1D
- 0.56%
- 1M
- 12.87%
- 6M
- 42.22%
- YTD
- 58.99%
- 1Y
- 52.38%
- 3Y*
- 48.50%
- 5Y*
- 30.60%
- 10Y*
- —
- ALL TIME*
- 30.74%
VRTS
- 1D
- -1.09%
- 1M
- 6.65%
- 6M
- 0.75%
- YTD
- 2.29%
- 1Y
- -10.69%
- 3Y*
- -3.61%
- 5Y*
- -6.67%
- 10Y*
- 9.39%
- ALL TIME*
- 20.02%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $37.59M | $42.67M | $44.40M | |
| $25.59M | $23.35M | $18.95M |
VCTR vs. VRTS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
VCTR Victory Capital Holdings, Inc. | 58.99% | -0.76% | 95.94% | 33.46% | -23.85% | 49.73% | 19.73% | 106.30% | -16.57% |
VRTS Virtus Investment Partners, Inc. | 2.29% | -22.12% | -5.56% | 30.90% | -33.50% | 38.98% | 82.52% | 56.62% | -36.41% |
Correlation
The correlation between VCTR and VRTS is 0.59, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.59 |
Correlation (3Y) Balances recent behavior with more history. | 0.58 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.61 |
Correlation (All Time) Calculated using the full available price history since Feb 8, 2018 | 0.51 |
The correlation between VCTR and VRTS shifts across timeframes, from 0.51 (all time) to 0.61 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
VCTR:
$6.19B
VRTS:
$1.06B
VCTR:
$6.84
VRTS:
$17.54
VCTR:
14.47
VRTS:
9.08
VCTR:
4.43
VRTS:
1.35
VCTR:
$1.47B
VRTS:
$805.14M
VCTR:
$766.06M
VRTS:
$402.78M
VCTR:
$615.91M
VRTS:
$257.88M
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Return for Risk
VCTR vs. VRTS — Risk / Return Rank
VCTR
VRTS
VCTR vs. VRTS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Victory Capital Holdings, Inc. (VCTR) 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.
| VCTR | VRTS | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.93 | ||
| Sortino ratioReturn per unit of downside risk | +2.48 | ||
| Omega ratioGain probability vs. loss probability | 1.27 | 0.97 | +0.30 |
| Calmar ratioReturn relative to maximum drawdown | 2.64 | -0.35 | +2.99 |
| Martin ratioReturn relative to average drawdown | 5.97 | -0.59 | +6.56 |
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Drawdowns
VCTR vs. VRTS - Drawdown Comparison
The maximum VCTR drawdown since its inception was -45.22%, smaller than the maximum VRTS drawdown of -74.36%. Use the drawdown chart below to compare losses from any high point for VCTR and VRTS.
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Drawdown Indicators
| VCTR | VRTS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.22% | -74.36% | +29.14% |
Max Drawdown (1Y)Largest decline over 1 year | -18.13% | -35.94% | +17.81% |
Max Drawdown (3Y)Largest decline over 3 years | -28.06% | -46.59% | +18.53% |
Max Drawdown (5Y)Largest decline over 5 years | -45.22% | -55.50% | +10.28% |
Max Drawdown (10Y)Largest decline over 10 years | — | -58.70% | — |
Current DrawdownCurrent decline from peak | -1.54% | -41.65% | +40.11% |
Average DrawdownAverage peak-to-trough decline | -14.51% | -31.57% | +17.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.02% | 21.00% | -12.98% |
Volatility
VCTR vs. VRTS - Volatility Comparison
Victory Capital Holdings, Inc. (VCTR) and Virtus Investment Partners, Inc. (VRTS) have volatilities of 9.72% and 9.43%, 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 | VRTS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.72% | 9.43% | +0.29% |
Volatility (6M)Calculated over the trailing 6-month period | 24.55% | 27.87% | -3.32% |
Volatility (1Y)Calculated over the trailing 1-year period | 30.54% | 34.86% | -4.32% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 35.00% | 36.11% | -1.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 38.86% | 38.65% | +0.21% |
Dividends
VCTR vs. VRTS - Dividend Comparison
VCTR's dividend yield for the trailing twelve months is around 1.99%, less than VRTS's 6.02% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VCTR Victory Capital Holdings, Inc. | 1.99% | 3.07% | 2.38% | 3.72% | 3.73% | 1.45% | 0.93% | 0.48% | 0.00% | 0.00% | 0.00% | 0.00% |
VRTS Virtus Investment Partners, Inc. | 6.02% | 5.61% | 3.60% | 2.83% | 3.21% | 1.33% | 1.30% | 1.91% | 2.39% | 1.56% | 1.52% | 1.53% |
Financials
VCTR vs. VRTS - Financials Comparison
This section allows you to compare key financial metrics between Victory Capital Holdings, 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
VCTR vs. VRTS - Profitability Comparison
VCTR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 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%.
VRTS - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Virtus Investment Partners, Inc. reported a gross profit of -131.82M and revenue of 214.86M. Therefore, the gross margin over that period was -61.4%.
VCTR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 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%.
VRTS - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Virtus Investment Partners, Inc. reported an operating income of 37.54M and revenue of 214.86M, resulting in an operating margin of 17.5%.
VCTR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 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%.
VRTS - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Virtus Investment Partners, Inc. reported a net income of 45.31M and revenue of 214.86M, resulting in a net margin of 21.1%.
Frequently Asked Questions
VCTR and VRTS have a correlation of 0.59, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VCTR has higher volatility (9.72%) compared to VRTS (9.43%). In terms of maximum drawdown, VCTR dropped -45.22% vs VRTS's -74.36%.
VCTR currently has the higher Sharpe Ratio (1.57 vs -0.36), 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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