VRTS vs. TROW
VRTS (Virtus Investment Partners, Inc.) and TROW (T. Rowe Price Group, Inc.) are both stocks. Both operate in the Asset Management industry within the Financial Services sector. Over the past 10 years, VRTS returned 9.39%/yr vs 8.92%/yr for TROW. Their 0.59 correlation means they have sometimes moved together and sometimes differently.
Performance
VRTS vs. TROW - Performance Comparison
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Returns By Period
In the year-to-date period, VRTS achieves a 2.29% return, which is significantly lower than TROW's 12.11% return. Over the past 10 years, VRTS has outperformed TROW with an annualized return of 9.39%, while TROW has yielded a comparatively lower 8.92% annualized return.
VRTS
- 1D
- -1.09%
- 1M
- 6.65%
- 6M
- 0.75%
- YTD
- 2.29%
- 1Y
- -10.69%
- 3Y*
- -3.61%
- 5Y*
- -6.67%
- 10Y*
- 9.39%
- ALL TIME*
- 20.02%
TROW
- 1D
- -6.31%
- 1M
- -5.74%
- 6M
- 8.61%
- YTD
- 12.11%
- 1Y
- 14.10%
- 3Y*
- 2.18%
- 5Y*
- -7.39%
- 10Y*
- 8.92%
- ALL TIME*
- 14.86%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $246.52M | $243.50M | $234.76M | |
| $25.59M | $23.35M | $18.95M |
VRTS vs. TROW - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VRTS Virtus Investment Partners, Inc. | 2.29% | -22.12% | -5.56% | 30.90% | -33.50% | 38.98% | 82.52% | 56.62% | -29.81% | -0.99% |
TROW T. Rowe Price Group, Inc. | 12.11% | -4.67% | 9.68% | 3.35% | -42.24% | 34.91% | 28.11% | 35.61% | -9.75% | 43.38% |
Correlation
The correlation between VRTS and TROW is 0.56, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.56 |
Correlation (3Y) Balances recent behavior with more history. | 0.61 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.67 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.64 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 2009 | 0.59 |
The correlation between VRTS and TROW shifts across timeframes, from 0.56 (1 year) to 0.67 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
VRTS:
$1.06B
TROW:
$23.94B
VRTS:
$17.54
TROW:
$10.09
VRTS:
9.08
TROW:
11.08
VRTS:
1.35
TROW:
3.24
VRTS:
$805.14M
TROW:
$7.59B
VRTS:
$402.78M
TROW:
$5.37B
VRTS:
$257.88M
TROW:
$3.10B
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Return for Risk
VRTS vs. TROW — Risk / Return Rank
VRTS
TROW
VRTS vs. TROW - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus Investment Partners, Inc. (VRTS) and T. Rowe Price Group, Inc. (TROW). 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.
| VRTS | TROW | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.99 | ||
| Sortino ratioReturn per unit of downside risk | -1.29 | ||
| Omega ratioGain probability vs. loss probability | 0.97 | 1.13 | -0.16 |
| Calmar ratioReturn relative to maximum drawdown | -0.35 | 0.81 | -1.15 |
| Martin ratioReturn relative to average drawdown | -0.59 | 1.98 | -2.57 |
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Drawdowns
VRTS vs. TROW - Drawdown Comparison
The maximum VRTS drawdown since its inception was -74.36%, which is greater than TROW's maximum drawdown of -67.43%. Use the drawdown chart below to compare losses from any high point for VRTS and TROW.
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Drawdown Indicators
| VRTS | TROW | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -74.36% | -67.43% | -6.93% |
Max Drawdown (1Y)Largest decline over 1 year | -35.94% | -19.76% | -16.18% |
Max Drawdown (3Y)Largest decline over 3 years | -46.59% | -34.05% | -12.54% |
Max Drawdown (5Y)Largest decline over 5 years | -55.50% | -58.16% | +2.66% |
Max Drawdown (10Y)Largest decline over 10 years | -58.70% | -58.16% | -0.54% |
Current DrawdownCurrent decline from peak | -41.65% | -37.87% | -3.78% |
Average DrawdownAverage peak-to-trough decline | -31.57% | -16.75% | -14.82% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 21.00% | 8.05% | +12.95% |
Volatility
VRTS vs. TROW - Volatility Comparison
The current volatility for Virtus Investment Partners, Inc. (VRTS) is 9.43%, while T. Rowe Price Group, Inc. (TROW) has a volatility of 10.37%. This indicates that VRTS experiences smaller price fluctuations and is considered to be less risky than TROW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VRTS | TROW | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.43% | 10.37% | -0.94% |
Volatility (6M)Calculated over the trailing 6-month period | 27.87% | 19.06% | +8.81% |
Volatility (1Y)Calculated over the trailing 1-year period | 34.86% | 25.42% | +9.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 36.11% | 30.67% | +5.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 38.65% | 30.07% | +8.58% |
Dividends
VRTS vs. TROW - Dividend Comparison
VRTS's dividend yield for the trailing twelve months is around 6.02%, more than TROW's 4.60% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TROW T. Rowe Price Group, Inc. | 4.60% | 4.96% | 4.39% | 4.53% | 4.40% | 3.72% | 2.38% | 2.50% | 3.03% | 2.17% | 2.87% | 5.71% |
VRTS Virtus Investment Partners, Inc. | 6.02% | 5.61% | 3.60% | 2.83% | 3.21% | 1.33% | 1.30% | 1.91% | 2.39% | 1.56% | 1.52% | 1.53% |
Financials
VRTS vs. TROW - Financials Comparison
This section allows you to compare key financial metrics between Virtus Investment Partners, Inc. and T. Rowe Price Group, 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
VRTS vs. TROW - Profitability Comparison
VRTS - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Virtus Investment Partners, Inc. reported a gross profit of -131.82M and revenue of 214.86M. Therefore, the gross margin over that period was -61.4%.
TROW - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, T. Rowe Price Group, Inc. reported a gross profit of 1.08B and revenue of 1.91B. Therefore, the gross margin over that period was 56.8%.
VRTS - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Virtus Investment Partners, Inc. reported an operating income of 37.54M and revenue of 214.86M, resulting in an operating margin of 17.5%.
TROW - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, T. Rowe Price Group, Inc. reported an operating income of 540.50M and revenue of 1.91B, resulting in an operating margin of 28.3%.
VRTS - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Virtus Investment Partners, Inc. reported a net income of 45.31M and revenue of 214.86M, resulting in a net margin of 21.1%.
TROW - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, T. Rowe Price Group, Inc. reported a net income of 632.00M and revenue of 1.91B, resulting in a net margin of 33.1%.
Frequently Asked Questions
VRTS and TROW have a correlation of 0.56, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
TROW has higher volatility (10.37%) compared to VRTS (9.43%). In terms of maximum drawdown, VRTS dropped -74.36% vs TROW's -67.43%.
TROW currently has the higher Sharpe Ratio (0.63 vs -0.36), 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.
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