VRTS vs. BK
Compare and contrast key facts about Virtus Investment Partners, Inc. (VRTS) and The Bank of New York Mellon Corporation (BK).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VRTS or BK.
Correlation
The correlation between VRTS and BK is 0.65, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
VRTS vs. BK - Performance Comparison
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Key characteristics
VRTS:
-0.80
BK:
2.10
VRTS:
-0.85
BK:
2.85
VRTS:
0.90
BK:
1.42
VRTS:
-0.45
BK:
3.05
VRTS:
-1.22
BK:
11.36
VRTS:
19.00%
BK:
4.71%
VRTS:
33.27%
BK:
24.57%
VRTS:
-74.36%
BK:
-72.42%
VRTS:
-43.73%
BK:
-2.80%
Fundamentals
VRTS:
$1.14B
BK:
$61.46B
VRTS:
$16.84
BK:
$6.13
VRTS:
9.81
BK:
14.01
VRTS:
0.62
BK:
1.12
VRTS:
1.27
BK:
3.27
VRTS:
1.24
BK:
1.62
VRTS:
$900.74M
BK:
$18.60B
VRTS:
$658.04M
BK:
$18.53B
VRTS:
$386.24M
BK:
$7.22B
Returns By Period
In the year-to-date period, VRTS achieves a -23.17% return, which is significantly lower than BK's 13.15% return. Over the past 10 years, VRTS has underperformed BK with an annualized return of 6.23%, while BK has yielded a comparatively higher 9.89% annualized return.
VRTS
-23.17%
13.26%
-28.39%
-25.18%
16.10%
6.23%
BK
13.15%
12.86%
12.81%
50.81%
23.82%
9.89%
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Risk-Adjusted Performance
VRTS vs. BK — Risk-Adjusted Performance Rank
VRTS
BK
VRTS vs. BK - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus Investment Partners, Inc. (VRTS) and The Bank of New York Mellon Corporation (BK). 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.
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Dividends
VRTS vs. BK - Dividend Comparison
VRTS's dividend yield for the trailing twelve months is around 5.24%, more than BK's 2.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VRTS Virtus Investment Partners, Inc. | 5.24% | 3.60% | 2.83% | 3.21% | 1.33% | 1.30% | 1.91% | 2.39% | 1.56% | 1.52% | 1.53% | 0.53% |
BK The Bank of New York Mellon Corporation | 2.19% | 2.32% | 3.04% | 3.12% | 2.24% | 2.92% | 2.34% | 2.21% | 1.60% | 1.52% | 1.65% | 1.63% |
Drawdowns
VRTS vs. BK - Drawdown Comparison
The maximum VRTS drawdown since its inception was -74.36%, roughly equal to the maximum BK drawdown of -72.42%. Use the drawdown chart below to compare losses from any high point for VRTS and BK. For additional features, visit the drawdowns tool.
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Volatility
VRTS vs. BK - Volatility Comparison
Virtus Investment Partners, Inc. (VRTS) has a higher volatility of 12.88% compared to The Bank of New York Mellon Corporation (BK) at 7.21%. This indicates that VRTS's price experiences larger fluctuations and is considered to be riskier than BK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
VRTS vs. BK - Financials Comparison
This section allows you to compare key financial metrics between Virtus Investment Partners, Inc. and The Bank of New York Mellon 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
VRTS vs. BK - Profitability Comparison
VRTS - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Virtus Investment Partners, Inc. reported a gross profit of 217.93M and revenue of 217.93M. Therefore, the gross margin over that period was 100.0%.
BK - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, The Bank of New York Mellon Corporation reported a gross profit of 4.68B and revenue of 4.69B. Therefore, the gross margin over that period was 99.8%.
VRTS - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Virtus Investment Partners, Inc. reported an operating income of 36.60M and revenue of 217.93M, resulting in an operating margin of 16.8%.
BK - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, The Bank of New York Mellon Corporation reported an operating income of 1.49B and revenue of 4.69B, resulting in an operating margin of 31.8%.
VRTS - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Virtus Investment Partners, Inc. reported a net income of 28.65M and revenue of 217.93M, resulting in a net margin of 13.1%.
BK - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, The Bank of New York Mellon Corporation reported a net income of 1.22B and revenue of 4.69B, resulting in a net margin of 26.0%.