VRT vs. BKLC
VRT (Vertiv Holdings Co.) is a stock, while BKLC (BNY Mellon US Large Cap Core Equity ETF) is Large Cap Blend Equities fund tracking the Morningstar US Large Cap Index. Over the past 5 years, VRT returned 63.29%/yr vs 13.79%/yr for BKLC. A 0.58 correlation means they provide meaningful diversification when combined.
Performance
VRT vs. BKLC - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, VRT achieves a 86.99% return, which is significantly higher than BKLC's 9.04% return.
VRT
- 1D
- 1.68%
- 1M
- -18.14%
- YTD
- 86.99%
- 6M
- 87.85%
- 1Y
- 164.84%
- 3Y*
- 138.33%
- 5Y*
- 63.29%
- 10Y*
- —
BKLC
- 1D
- 0.43%
- 1M
- 0.06%
- YTD
- 9.04%
- 6M
- 9.42%
- 1Y
- 24.38%
- 3Y*
- 21.79%
- 5Y*
- 13.79%
- 10Y*
- —
VRT vs. BKLC - 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% | 119.76% |
BKLC BNY Mellon US Large Cap Core Equity ETF | 9.04% | 18.06% | 25.56% | 30.88% | -20.52% | 27.41% | 37.31% |
Correlation
The correlation between VRT and BKLC is 0.58, 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 | 0.58 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.59 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.61 |
Correlation (All Time) Calculated using the full available price history since Apr 9, 2020 | 0.58 |
The correlation between VRT and BKLC has been stable across timeframes, ranging from 0.58 to 0.61 - a consistent structural relationship.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
VRT vs. BKLC — Risk / Return Rank
VRT
BKLC
VRT vs. BKLC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vertiv Holdings Co. (VRT) and BNY Mellon US Large Cap Core Equity ETF (BKLC). 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 | BKLC | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.91 | ||
| Sortino ratioReturn per unit of downside risk | +0.74 | ||
| Omega ratioGain probability vs. loss probability | 1.41 | 1.35 | +0.06 |
| Calmar ratioReturn relative to maximum drawdown | 6.55 | 2.69 | +3.86 |
| Martin ratioReturn relative to average drawdown | 17.79 | 11.95 | +5.85 |
Loading charts...
Drawdowns
VRT vs. BKLC - Drawdown Comparison
The maximum VRT drawdown since its inception was -71.24%, which is greater than BKLC's maximum drawdown of -26.14%. Use the drawdown chart below to compare losses from any high point for VRT and BKLC.
Loading charts...
Drawdown Indicators
| VRT | BKLC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -71.24% | -26.14% | -45.10% |
Max Drawdown (1Y)Largest decline over 1 year | -25.32% | -9.10% | -16.22% |
Max Drawdown (3Y)Largest decline over 3 years | -61.28% | -19.05% | -42.23% |
Max Drawdown (5Y)Largest decline over 5 years | -71.24% | -26.14% | -45.10% |
Current DrawdownCurrent decline from peak | -19.50% | -2.43% | -17.07% |
Average DrawdownAverage peak-to-trough decline | -16.23% | -5.26% | -10.97% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.30% | 2.05% | +7.25% |
Volatility
VRT vs. BKLC - Volatility Comparison
Vertiv Holdings Co. (VRT) has a higher volatility of 16.12% compared to BNY Mellon US Large Cap Core Equity ETF (BKLC) at 4.60%. This indicates that VRT's price experiences larger fluctuations and is considered to be riskier than BKLC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| VRT | BKLC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 16.12% | 4.60% | +11.52% |
Volatility (6M)Calculated over the trailing 6-month period | 45.82% | 9.87% | +35.95% |
Volatility (1Y)Calculated over the trailing 1-year period | 58.29% | 12.63% | +45.66% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 61.88% | 17.23% | +44.65% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 54.61% | 17.47% | +37.14% |
Dividends
VRT vs. BKLC - Dividend Comparison
VRT's dividend yield for the trailing twelve months is around 0.07%, less than BKLC's 1.03% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
BKLC BNY Mellon US Large Cap Core Equity ETF | 1.03% | 1.05% | 1.22% | 1.35% | 1.64% | 1.10% | 0.84% |
VRT Vertiv Holdings Co. | 0.07% | 0.11% | 0.10% | 0.05% | 0.07% | 0.04% | 0.05% |
Frequently Asked Questions
VRT and BKLC have a correlation of 0.58, 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 BKLC (4.60%). In terms of maximum drawdown, VRT dropped -71.24% vs BKLC's -26.14%.
VRT currently has the higher Sharpe Ratio (2.85 vs 1.94), 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.
Find the right allocation for VRT and BKLC
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer