VRTS vs. BK
Compare and contrast key facts about Virtus Investment Partners, Inc. (VRTS) and The Bank of New York Mellon Corporation (BK).
Performance
VRTS vs. BK - Performance Comparison
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VRTS vs. BK - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VRTS Virtus Investment Partners, Inc. | -16.44% | -22.12% | -5.56% | 30.90% | -33.50% | 38.98% | 82.52% | 56.62% | -29.81% | -0.99% |
BK The Bank of New York Mellon Corporation | 2.64% | 54.45% | 51.90% | 18.52% | -19.14% | 40.55% | -12.91% | 9.56% | -10.85% | 15.68% |
Fundamentals
VRTS:
$921.24M
BK:
$83.60B
VRTS:
$20.04
BK:
$7.82
VRTS:
6.71
BK:
15.18
VRTS:
1.09
BK:
2.15
VRTS:
$849.51M
BK:
$39.24B
VRTS:
$335.56M
BK:
$19.86B
VRTS:
$343.68M
BK:
$8.36B
Returns By Period
In the year-to-date period, VRTS achieves a -16.44% return, which is significantly lower than BK's 2.64% return. Over the past 10 years, VRTS has underperformed BK with an annualized return of 8.83%, while BK has yielded a comparatively higher 15.29% annualized return.
VRTS
- 1D
- 3.22%
- 1M
- -2.90%
- YTD
- -16.44%
- 6M
- -27.19%
- 1Y
- -17.61%
- 3Y*
- -7.07%
- 5Y*
- -7.78%
- 10Y*
- 8.83%
BK
- 1D
- 3.00%
- 1M
- -0.39%
- YTD
- 2.64%
- 6M
- 9.90%
- 1Y
- 44.42%
- 3Y*
- 41.57%
- 5Y*
- 23.54%
- 10Y*
- 15.29%
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Return for Risk
VRTS vs. BK — Risk / Return Rank
VRTS
BK
VRTS vs. BK - Risk-Adjusted Trends 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.
| VRTS | BK | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.49 | 1.89 | -2.38 |
Sortino ratioReturn per unit of downside risk | -0.48 | 2.37 | -2.85 |
Omega ratioGain probability vs. loss probability | 0.94 | 1.35 | -0.41 |
Calmar ratioReturn relative to maximum drawdown | -0.46 | 3.59 | -4.05 |
Martin ratioReturn relative to average drawdown | -0.98 | 11.09 | -12.06 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| VRTS | BK | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.49 | 1.89 | -2.38 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.22 | 0.96 | -1.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.23 | 0.57 | -0.34 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.35 | +0.07 |
Correlation
The correlation between VRTS and BK is 0.50, 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.
Dividends
VRTS vs. BK - Dividend Comparison
VRTS's dividend yield for the trailing twelve months is around 6.92%, more than BK's 1.74% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VRTS Virtus Investment Partners, Inc. | 6.92% | 5.61% | 3.60% | 2.83% | 3.21% | 1.33% | 1.30% | 1.91% | 2.39% | 1.56% | 1.52% | 1.53% |
BK The Bank of New York Mellon Corporation | 1.74% | 1.72% | 2.32% | 3.04% | 3.12% | 2.24% | 2.92% | 2.34% | 2.21% | 1.60% | 1.52% | 1.65% |
Drawdowns
VRTS vs. BK - Drawdown Comparison
The maximum VRTS drawdown since its inception was -74.36%, roughly equal to the maximum BK drawdown of -72.28%. Use the drawdown chart below to compare losses from any high point for VRTS and BK.
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Drawdown Indicators
| VRTS | BK | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -74.36% | -72.28% | -2.08% |
Max Drawdown (1Y)Largest decline over 1 year | -38.95% | -12.95% | -26.00% |
Max Drawdown (5Y)Largest decline over 5 years | -55.50% | -40.45% | -15.05% |
Max Drawdown (10Y)Largest decline over 10 years | -58.70% | -50.49% | -8.21% |
Current DrawdownCurrent decline from peak | -52.34% | -7.04% | -45.30% |
Average DrawdownAverage peak-to-trough decline | -31.27% | -18.77% | -12.50% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 18.45% | 4.19% | +14.26% |
Volatility
VRTS vs. BK - Volatility Comparison
Virtus Investment Partners, Inc. (VRTS) has a higher volatility of 9.68% compared to The Bank of New York Mellon Corporation (BK) at 5.35%. 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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Volatility by Period
| VRTS | BK | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.68% | 5.35% | +4.33% |
Volatility (6M)Calculated over the trailing 6-month period | 24.82% | 15.87% | +8.95% |
Volatility (1Y)Calculated over the trailing 1-year period | 36.18% | 23.69% | +12.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 35.66% | 24.62% | +11.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 38.96% | 27.11% | +11.85% |
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 Apr 2026, Virtus Investment Partners, Inc. reported a gross profit of 0.00 and revenue of 208.02M. Therefore, the gross margin over that period was 0.0%.
BK - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, The Bank of New York Mellon Corporation reported a gross profit of 5.21B and revenue of 8.87B. Therefore, the gross margin over that period was 58.7%.
VRTS - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Virtus Investment Partners, Inc. reported an operating income of 39.82M and revenue of 208.02M, resulting in an operating margin of 19.1%.
BK - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, The Bank of New York Mellon Corporation reported an operating income of 1.85B and revenue of 8.87B, resulting in an operating margin of 20.8%.
VRTS - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Virtus Investment Partners, Inc. reported a net income of 35.45M and revenue of 208.02M, resulting in a net margin of 17.0%.
BK - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, The Bank of New York Mellon Corporation reported a net income of 1.46B and revenue of 8.87B, resulting in a net margin of 16.5%.