VRT vs. DAVE
VRT (Vertiv Holdings Co.) and DAVE (Dave Inc.) are both stocks. VRT operates in Electrical Equipment & Parts (Industrials), while DAVE operates in Software - Application (Technology). Over the past 5 years, VRT returned 53.98%/yr vs 3.39%/yr for DAVE. Their 0.26 correlation means their historical movements had little consistent relationship.
Performance
VRT vs. DAVE - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, VRT achieves a 49.17% return, which is significantly lower than DAVE's 68.33% return.
VRT
- 1D
- 6.18%
- 1M
- -22.43%
- 6M
- 29.81%
- YTD
- 49.17%
- 1Y
- 66.09%
- 3Y*
- 109.07%
- 5Y*
- 53.98%
- 10Y*
- —
- ALL TIME*
- 49.54%
DAVE
- 1D
- -1.31%
- 1M
- -2.72%
- 6M
- 127.68%
- YTD
- 68.33%
- 1Y
- 58.05%
- 3Y*
- 285.61%
- 5Y*
- 3.39%
- 10Y*
- —
- ALL TIME*
- 3.33%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
DAVE Dave Inc. | $172.88M | $187.81M | $183.81M |
| $1.93B | $1.68B | $1.97B |
VRT vs. DAVE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
VRT Vertiv Holdings Co. | 49.17% | 42.80% | 136.82% | 251.81% | -45.25% | 14.74% |
DAVE Dave Inc. | 68.33% | 154.73% | 936.61% | -9.64% | -97.17% | 4.59% |
Correlation
The correlation between VRT and DAVE is 0.15, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.15 |
Correlation (3Y) Balances recent behavior with more history. | 0.26 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.26 |
Correlation (All Time) Calculated using the full available price history since Apr 26, 2021 | 0.26 |
The correlation between VRT and DAVE shifts across timeframes, from 0.15 (1 year) to 0.26 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
VRT:
$93.00B
DAVE:
$5.01B
VRT:
$4.42
DAVE:
$15.57
VRT:
54.63
DAVE:
23.94
VRT:
0.24
DAVE:
0.11
VRT:
8.24
DAVE:
9.77
VRT:
19.94
DAVE:
26.34
VRT:
$11.48B
DAVE:
$551.52M
VRT:
$4.31B
DAVE:
$427.68M
VRT:
$2.52B
DAVE:
$165.95M
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. DAVE — Risk / Return Rank
VRT
DAVE
VRT vs. DAVE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vertiv Holdings Co. (VRT) and Dave Inc. (DAVE). 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 | DAVE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.19 | ||
| Sortino ratioReturn per unit of downside risk | +0.21 | ||
| Omega ratioGain probability vs. loss probability | 1.22 | 1.19 | +0.03 |
| Calmar ratioReturn relative to maximum drawdown | 1.63 | 1.49 | +0.14 |
| Martin ratioReturn relative to average drawdown | 5.58 | 3.26 | +2.32 |
Loading charts...
Drawdowns
VRT vs. DAVE - Drawdown Comparison
The maximum VRT drawdown since its inception was -71.24%, smaller than the maximum DAVE drawdown of -99.01%. Use the drawdown chart below to compare losses from any high point for VRT and DAVE.
Loading charts...
Drawdown Indicators
| VRT | DAVE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -71.24% | -99.01% | +27.77% |
Max Drawdown (1Y)Largest decline over 1 year | -40.70% | -39.11% | -1.59% |
Max Drawdown (3Y)Largest decline over 3 years | -61.28% | -44.67% | -16.61% |
Max Drawdown (5Y)Largest decline over 5 years | -71.24% | -99.01% | +27.77% |
Current DrawdownCurrent decline from peak | -35.78% | -18.56% | -17.22% |
Average DrawdownAverage peak-to-trough decline | -16.29% | -67.63% | +51.34% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 12.00% | 17.88% | -5.88% |
Volatility
VRT vs. DAVE - Volatility Comparison
Vertiv Holdings Co. (VRT) has a higher volatility of 24.48% compared to Dave Inc. (DAVE) at 14.54%. This indicates that VRT's price experiences larger fluctuations and is considered to be riskier than DAVE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| VRT | DAVE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 24.48% | 14.54% | +9.94% |
Volatility (6M)Calculated over the trailing 6-month period | 52.93% | 48.39% | +4.54% |
Volatility (1Y)Calculated over the trailing 1-year period | 64.52% | 69.38% | -4.86% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 63.43% | 99.00% | -35.57% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 55.31% | 96.44% | -41.13% |
Dividends
VRT vs. DAVE - Dividend Comparison
VRT's dividend yield for the trailing twelve months is around 0.09%, while DAVE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
DAVE Dave Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VRT Vertiv Holdings Co. | 0.09% | 0.11% | 0.10% | 0.05% | 0.07% | 0.04% | 0.05% |
Financials
VRT vs. DAVE - Financials Comparison
This section allows you to compare key financial metrics between Vertiv Holdings Co. and Dave 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
VRT vs. DAVE - Profitability Comparison
VRT - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Vertiv Holdings Co. reported a gross profit of 1.23B and revenue of 3.27B. Therefore, the gross margin over that period was 37.7%.
DAVE - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Dave Inc. reported a gross profit of 120.00M and revenue of 147.59M. Therefore, the gross margin over that period was 81.3%.
VRT - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Vertiv Holdings Co. reported an operating income of 637.90M and revenue of 3.27B, resulting in an operating margin of 19.5%.
DAVE - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Dave Inc. reported an operating income of 21.15M and revenue of 147.59M, resulting in an operating margin of 14.3%.
VRT - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Vertiv Holdings Co. reported a net income of 497.80M and revenue of 3.27B, resulting in a net margin of 15.2%.
DAVE - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Dave Inc. reported a net income of 57.94M and revenue of 147.59M, resulting in a net margin of 39.3%.
Frequently Asked Questions
VRT and DAVE have a correlation of 0.15, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VRT has higher volatility (24.48%) compared to DAVE (14.54%). In terms of maximum drawdown, VRT dropped -71.24% vs DAVE's -99.01%.
VRT currently has the higher Sharpe Ratio (1.03 vs 0.84), 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 DAVE
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