VRT vs. BKIE
VRT (Vertiv Holdings Co.) is a stock, while BKIE (BNY Mellon International Equity ETF) is Foreign Large Cap Equities fund tracking the Morningstar Developed Markets ex-US Large Cap Index. Over the past 5 years, VRT returned 63.29%/yr vs 9.17%/yr for BKIE. At a 0.44 correlation, their price movements are largely independent.
Performance
VRT vs. BKIE - Performance Comparison
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Returns By Period
In the year-to-date period, VRT achieves a 86.99% return, which is significantly higher than BKIE's 9.51% return.
VRT
- 1D
- 1.68%
- 1M
- -18.14%
- YTD
- 86.99%
- 6M
- 87.85%
- 1Y
- 164.84%
- 3Y*
- 138.33%
- 5Y*
- 63.29%
- 10Y*
- —
BKIE
- 1D
- 0.43%
- 1M
- 1.41%
- YTD
- 9.51%
- 6M
- 10.84%
- 1Y
- 22.01%
- 3Y*
- 17.04%
- 5Y*
- 9.17%
- 10Y*
- —
VRT vs. BKIE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
VRT Vertiv Holdings Co. | 86.99% | 42.80% | 136.82% | 251.81% | -45.25% | 33.80% | 85.13% |
BKIE BNY Mellon International Equity ETF | 9.51% | 32.08% | 4.63% | 18.25% | -13.60% | 13.75% | 34.17% |
Correlation
The correlation between VRT and BKIE is 0.41, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.41 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.39 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.45 |
Correlation (All Time) Calculated using the full available price history since Apr 24, 2020 | 0.44 |
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Return for Risk
VRT vs. BKIE — Risk / Return Rank
VRT
BKIE
VRT vs. BKIE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vertiv Holdings Co. (VRT) and BNY Mellon International Equity ETF (BKIE). 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 | BKIE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.39 | ||
| Sortino ratioReturn per unit of downside risk | +1.24 | ||
| Omega ratioGain probability vs. loss probability | 1.41 | 1.26 | +0.15 |
| Calmar ratioReturn relative to maximum drawdown | 6.55 | 1.94 | +4.61 |
| Martin ratioReturn relative to average drawdown | 17.79 | 7.45 | +10.34 |
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Drawdowns
VRT vs. BKIE - Drawdown Comparison
The maximum VRT drawdown since its inception was -71.24%, which is greater than BKIE's maximum drawdown of -28.19%. Use the drawdown chart below to compare losses from any high point for VRT and BKIE.
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Drawdown Indicators
| VRT | BKIE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -71.24% | -28.19% | -43.05% |
Max Drawdown (1Y)Largest decline over 1 year | -25.32% | -11.41% | -13.91% |
Max Drawdown (3Y)Largest decline over 3 years | -61.28% | -13.19% | -48.09% |
Max Drawdown (5Y)Largest decline over 5 years | -71.24% | -28.19% | -43.05% |
Current DrawdownCurrent decline from peak | -19.50% | -0.37% | -19.13% |
Average DrawdownAverage peak-to-trough decline | -16.23% | -4.96% | -11.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.30% | 2.97% | +6.33% |
Volatility
VRT vs. BKIE - Volatility Comparison
Vertiv Holdings Co. (VRT) has a higher volatility of 16.12% compared to BNY Mellon International Equity ETF (BKIE) at 5.17%. This indicates that VRT's price experiences larger fluctuations and is considered to be riskier than BKIE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VRT | BKIE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 16.12% | 5.17% | +10.95% |
Volatility (6M)Calculated over the trailing 6-month period | 45.82% | 12.78% | +33.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 58.29% | 15.14% | +43.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 61.88% | 16.22% | +45.66% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 54.61% | 16.38% | +38.23% |
Dividends
VRT vs. BKIE - Dividend Comparison
VRT's dividend yield for the trailing twelve months is around 0.07%, less than BKIE's 3.23% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
BKIE BNY Mellon International Equity ETF | 3.23% | 3.12% | 3.31% | 2.88% | 2.97% | 2.58% | 1.49% |
VRT Vertiv Holdings Co. | 0.07% | 0.11% | 0.10% | 0.05% | 0.07% | 0.04% | 0.05% |
Frequently Asked Questions
VRT and BKIE have a correlation of 0.41, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VRT has higher volatility (16.12%) compared to BKIE (5.17%). In terms of maximum drawdown, VRT dropped -71.24% vs BKIE's -28.19%.
VRT currently has the higher Sharpe Ratio (2.85 vs 1.46), 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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