VRT vs. ARCC
VRT (Vertiv Holdings Co.) and ARCC (Ares Capital Corporation) are both stocks. VRT operates in Electrical Equipment & Parts (Industrials), while ARCC operates in Asset Management (Financial Services). Over the past 5 years, VRT returned 60.33%/yr vs 8.74%/yr for ARCC. At a 0.30 correlation, their price movements are largely independent.
Performance
VRT vs. ARCC - Performance Comparison
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Returns By Period
In the year-to-date period, VRT achieves a 80.11% return, which is significantly higher than ARCC's -1.16% return.
VRT
- 1D
- 0.73%
- 1M
- -12.42%
- 6M
- 64.92%
- YTD
- 80.11%
- 1Y
- 126.24%
- 3Y*
- 125.05%
- 5Y*
- 60.33%
- 10Y*
- —
- ALL TIME*
- 53.35%
ARCC
- 1D
- -0.99%
- 1M
- 5.27%
- 6M
- -4.32%
- YTD
- -1.16%
- 1Y
- -9.88%
- 3Y*
- 8.83%
- 5Y*
- 8.74%
- 10Y*
- 12.48%
- ALL TIME*
- 12.05%
VRT vs. ARCC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
VRT Vertiv Holdings Co. | 80.11% | 42.80% | 136.82% | 251.81% | -45.25% | 33.80% | 69.36% | 12.55% | 1.03% |
ARCC Ares Capital Corporation | -1.16% | 1.07% | 19.78% | 20.03% | -3.84% | 36.14% | 0.86% | 31.30% | -3.07% |
Correlation
The correlation between VRT and ARCC is 0.06, 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 | 0.06 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.19 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.29 |
Correlation (All Time) Calculated using the full available price history since Jul 30, 2018 | 0.30 |
Over the past year, the correlation between VRT and ARCC has dropped to 0.06 - well below their long-term average of 0.30, suggesting their price drivers have been diverging.
Fundamentals
VRT:
$112.03B
ARCC:
$13.63B
VRT:
$3.98
ARCC:
$1.62
VRT:
73.25
ARCC:
11.70
VRT:
0.32
ARCC:
1.75
VRT:
10.53
ARCC:
5.11
VRT:
26.94
ARCC:
0.97
VRT:
$10.84B
ARCC:
$2.63B
VRT:
$3.92B
ARCC:
$1.86B
VRT:
$2.35B
ARCC:
$2.05B
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Return for Risk
VRT vs. ARCC — Risk / Return Rank
VRT
ARCC
VRT vs. ARCC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vertiv Holdings Co. (VRT) and Ares Capital Corporation (ARCC). 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.
| VRT | ARCC | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.59 | ||
| Sortino ratioReturn per unit of downside risk | +3.32 | ||
| Omega ratioGain probability vs. loss probability | 1.33 | 0.93 | +0.40 |
| Calmar ratioReturn relative to maximum drawdown | 5.02 | -0.53 | +5.54 |
| Martin ratioReturn relative to average drawdown | 11.85 | -0.91 | +12.76 |
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Drawdowns
VRT vs. ARCC - Drawdown Comparison
The maximum VRT drawdown since its inception was -71.24%, smaller than the maximum ARCC drawdown of -79.36%. Use the drawdown chart below to compare losses from any high point for VRT and ARCC.
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Drawdown Indicators
| VRT | ARCC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -71.24% | -79.36% | +8.12% |
Max Drawdown (1Y)Largest decline over 1 year | -25.32% | -18.86% | -6.46% |
Max Drawdown (3Y)Largest decline over 3 years | -61.28% | -19.35% | -41.93% |
Max Drawdown (5Y)Largest decline over 5 years | -71.24% | -21.76% | -49.48% |
Max Drawdown (10Y)Largest decline over 10 years | — | -56.77% | — |
Current DrawdownCurrent decline from peak | -22.46% | -10.03% | -12.43% |
Average DrawdownAverage peak-to-trough decline | -16.23% | -9.12% | -7.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.69% | 11.21% | -0.52% |
Volatility
VRT vs. ARCC - Volatility Comparison
Vertiv Holdings Co. (VRT) has a higher volatility of 23.18% compared to Ares Capital Corporation (ARCC) at 4.12%. This indicates that VRT's price experiences larger fluctuations and is considered to be riskier than ARCC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VRT | ARCC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 23.18% | 4.12% | +19.06% |
Volatility (6M)Calculated over the trailing 6-month period | 48.39% | 14.85% | +33.54% |
Volatility (1Y)Calculated over the trailing 1-year period | 61.62% | 18.90% | +42.72% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 62.78% | 19.99% | +42.79% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 54.94% | 25.58% | +29.36% |
Dividends
VRT vs. ARCC - Dividend Comparison
VRT's dividend yield for the trailing twelve months is around 0.08%, less than ARCC's 10.12% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARCC Ares Capital Corporation | 10.12% | 9.49% | 8.77% | 9.59% | 10.12% | 7.65% | 9.47% | 9.01% | 9.88% | 9.67% | 9.22% | 11.02% |
VRT Vertiv Holdings Co. | 0.08% | 0.11% | 0.10% | 0.05% | 0.07% | 0.04% | 0.05% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Financials
VRT vs. ARCC - Financials Comparison
This section allows you to compare key financial metrics between Vertiv Holdings Co. and Ares Capital Corporation. 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
VRT vs. ARCC - Profitability Comparison
VRT - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2026, Vertiv Holdings Co. reported a gross profit of 999.70M and revenue of 2.65B. Therefore, the gross margin over that period was 37.7%.
ARCC - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2026, Ares Capital Corporation reported a gross profit of 550.00M and revenue of 763.00M. Therefore, the gross margin over that period was 72.1%.
VRT - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, Vertiv Holdings Co. reported an operating income of 440.10M and revenue of 2.65B, resulting in an operating margin of 16.6%.
ARCC - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, Ares Capital Corporation reported an operating income of 404.00M and revenue of 763.00M, resulting in an operating margin of 53.0%.
VRT - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, Vertiv Holdings Co. reported a net income of 390.10M and revenue of 2.65B, resulting in a net margin of 14.7%.
ARCC - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, Ares Capital Corporation reported a net income of 92.00M and revenue of 763.00M, resulting in a net margin of 12.1%.
Frequently Asked Questions
VRT and ARCC have a correlation of 0.06, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VRT has higher volatility (23.18%) compared to ARCC (4.12%). In terms of maximum drawdown, VRT dropped -71.24% vs ARCC's -79.36%.
VRT currently has the higher Sharpe Ratio (2.06 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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