VRTS vs. IIPR
Compare and contrast key facts about Virtus Investment Partners, Inc. (VRTS) and Innovative Industrial Properties, Inc. (IIPR).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VRTS or IIPR.
Key characteristics
| VRTS | IIPR | |
|---|---|---|
| YTD Return | -1.87% | 14.79% |
| 1Y Return | 35.40% | 75.64% |
| 3Y Return (Ann) | -2.22% | -7.41% |
| 5Y Return (Ann) | 18.57% | 10.73% |
| Sharpe Ratio | 1.36 | 2.37 |
| Daily Std Dev | 29.90% | 33.21% |
| Max Drawdown | -74.36% | -75.43% |
| Current Drawdown | -23.89% | -52.72% |
Fundamentals
| VRTS | IIPR | |
|---|---|---|
| Market Cap | $1.64B | $2.96B |
| EPS | $16.61 | $5.77 |
| PE Ratio | 13.89 | 18.10 |
| PEG Ratio | 0.62 | 0.00 |
| Revenue (TTM) | $869.44M | $308.89M |
| Gross Profit (TTM) | $402.51M | $265.84M |
| EBITDA (TTM) | $221.51M | $243.02M |
Correlation
The correlation between VRTS and IIPR is 0.34, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
VRTS vs. IIPR - Performance Comparison
In the year-to-date period, VRTS achieves a -1.87% return, which is significantly lower than IIPR's 14.79% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
VRTS vs. IIPR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus Investment Partners, Inc. (VRTS) and Innovative Industrial Properties, Inc. (IIPR). 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.
Dividends
VRTS vs. IIPR - Dividend Comparison
VRTS's dividend yield for the trailing twelve months is around 3.12%, less than IIPR's 6.37% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
VRTS Virtus Investment Partners, Inc. | 3.12% | 2.83% | 3.21% | 1.33% | 1.30% | 1.91% | 2.39% | 1.56% | 1.52% | 1.53% | 0.53% |
IIPR Innovative Industrial Properties, Inc. | 6.37% | 7.16% | 7.01% | 2.18% | 2.44% | 3.73% | 2.64% | 1.70% | 0.00% | 0.00% | 0.00% |
Drawdowns
VRTS vs. IIPR - Drawdown Comparison
The maximum VRTS drawdown since its inception was -74.36%, roughly equal to the maximum IIPR drawdown of -75.43%. Use the drawdown chart below to compare losses from any high point for VRTS and IIPR. For additional features, visit the drawdowns tool.
Volatility
VRTS vs. IIPR - Volatility Comparison
The current volatility for Virtus Investment Partners, Inc. (VRTS) is 7.19%, while Innovative Industrial Properties, Inc. (IIPR) has a volatility of 8.60%. This indicates that VRTS experiences smaller price fluctuations and is considered to be less risky than IIPR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
VRTS vs. IIPR - Financials Comparison
This section allows you to compare key financial metrics between Virtus Investment Partners, Inc. and Innovative Industrial Properties, 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