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 26.86%/yr vs -9.07%/yr for VRTS. A 0.51 correlation means they provide meaningful diversification when combined.
Performance
VCTR vs. VRTS - Performance Comparison
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Returns By Period
In the year-to-date period, VCTR achieves a 39.98% return, which is significantly higher than VRTS's -11.09% return.
VCTR
- 1D
- 0.21%
- 1M
- 2.06%
- YTD
- 39.98%
- 6M
- 37.52%
- 1Y
- 44.18%
- 3Y*
- 46.08%
- 5Y*
- 26.86%
- 10Y*
- —
VRTS
- 1D
- -0.73%
- 1M
- -2.12%
- YTD
- -11.09%
- 6M
- -11.85%
- 1Y
- -14.91%
- 3Y*
- -6.45%
- 5Y*
- -9.07%
- 10Y*
- 9.14%
VCTR vs. VRTS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
VCTR Victory Capital Holdings, Inc. | 39.98% | -0.76% | 95.94% | 33.46% | -23.85% | 49.73% | 19.73% | 106.30% | -16.57% |
VRTS Virtus Investment Partners, Inc. | -11.09% | -22.12% | -5.56% | 30.90% | -33.50% | 38.98% | 82.52% | 56.62% | -36.41% |
Correlation
The correlation between VCTR and VRTS is 0.56, 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 | 0.58 |
Correlation (5Y) Calculated over the trailing 5-year 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 has been stable across timeframes, ranging from 0.51 to 0.60 - a consistent structural relationship.
Fundamentals
VCTR:
$5.61B
VRTS:
$956.72M
VCTR:
$6.79
VRTS:
$16.98
VCTR:
12.84
VRTS:
8.28
VCTR:
3.93
VRTS:
1.21
VCTR:
2.38
VRTS:
1.04
VCTR:
$1.47B
VRTS:
$799.77M
VCTR:
$766.06M
VRTS:
$646.06M
VCTR:
$615.91M
VRTS:
$384.75M
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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 | +1.87 | ||
| Sortino ratioReturn per unit of downside risk | +2.48 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 0.95 | +0.30 |
| Calmar ratioReturn relative to maximum drawdown | 2.45 | -0.38 | +2.83 |
| Martin ratioReturn relative to average drawdown | 5.55 | -0.65 | +6.19 |
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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% | -38.95% | +20.82% |
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 | -1.61% | -49.28% | +47.67% |
Average DrawdownAverage peak-to-trough decline | -14.67% | -31.50% | +16.83% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.99% | 23.12% | -15.13% |
Volatility
VCTR vs. VRTS - Volatility Comparison
The current volatility for Victory Capital Holdings, Inc. (VCTR) is 7.56%, while Virtus Investment Partners, Inc. (VRTS) has a volatility of 9.43%. This indicates that VCTR 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
| VCTR | VRTS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.56% | 9.43% | -1.87% |
Volatility (6M)Calculated over the trailing 6-month period | 23.39% | 25.92% | -2.53% |
Volatility (1Y)Calculated over the trailing 1-year period | 30.92% | 34.64% | -3.72% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 35.00% | 35.88% | -0.88% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 38.93% | 38.61% | +0.32% |
Dividends
VCTR vs. VRTS - Dividend Comparison
VCTR's dividend yield for the trailing twelve months is around 2.26%, less than VRTS's 6.72% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
VRTS Virtus Investment Partners, Inc. | 6.72% | 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 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%.
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%.
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%.
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%.
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%.
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
VCTR 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 (9.43%) compared to VCTR (7.56%). In terms of maximum drawdown, VCTR dropped -45.22% vs VRTS's -74.36%.
VCTR currently has the higher Sharpe Ratio (1.44 vs -0.43), 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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