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VTRS vs. VOO
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between VTRS and VOO is 0.42, 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.


-0.50.00.51.0
Correlation: 0.4

Performance

VTRS vs. VOO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Viatris Inc. (VTRS) and Vanguard S&P 500 ETF (VOO). The values are adjusted to include any dividend payments, if applicable.

-40.00%-20.00%0.00%20.00%40.00%60.00%80.00%NovemberDecember2025FebruaryMarchApril
-39.57%
62.52%
VTRS
VOO

Key characteristics

Sharpe Ratio

VTRS:

-0.73

VOO:

0.54

Sortino Ratio

VTRS:

-0.89

VOO:

0.88

Omega Ratio

VTRS:

0.88

VOO:

1.13

Calmar Ratio

VTRS:

-0.47

VOO:

0.55

Martin Ratio

VTRS:

-1.55

VOO:

2.27

Ulcer Index

VTRS:

16.35%

VOO:

4.55%

Daily Std Dev

VTRS:

34.73%

VOO:

19.19%

Max Drawdown

VTRS:

-54.33%

VOO:

-33.99%

Current Drawdown

VTRS:

-48.86%

VOO:

-9.90%

Returns By Period

In the year-to-date period, VTRS achieves a -33.88% return, which is significantly lower than VOO's -5.74% return.


VTRS

YTD

-33.88%

1M

-8.03%

6M

-27.38%

1Y

-26.64%

5Y*

N/A

10Y*

N/A

VOO

YTD

-5.74%

1M

-2.90%

6M

-4.28%

1Y

9.78%

5Y*

15.72%

10Y*

12.12%

*Annualized

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Risk-Adjusted Performance

VTRS vs. VOO — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

VTRS
The Risk-Adjusted Performance Rank of VTRS is 1414
Overall Rank
The Sharpe Ratio Rank of VTRS is 1313
Sharpe Ratio Rank
The Sortino Ratio Rank of VTRS is 1515
Sortino Ratio Rank
The Omega Ratio Rank of VTRS is 1515
Omega Ratio Rank
The Calmar Ratio Rank of VTRS is 2222
Calmar Ratio Rank
The Martin Ratio Rank of VTRS is 77
Martin Ratio Rank

VOO
The Risk-Adjusted Performance Rank of VOO is 6464
Overall Rank
The Sharpe Ratio Rank of VOO is 6161
Sharpe Ratio Rank
The Sortino Ratio Rank of VOO is 6262
Sortino Ratio Rank
The Omega Ratio Rank of VOO is 6464
Omega Ratio Rank
The Calmar Ratio Rank of VOO is 6767
Calmar Ratio Rank
The Martin Ratio Rank of VOO is 6565
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

VTRS vs. VOO - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Viatris Inc. (VTRS) and Vanguard S&P 500 ETF (VOO). 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.


The chart of Sharpe ratio for VTRS, currently valued at -0.73, compared to the broader market-2.00-1.000.001.002.003.00
VTRS: -0.73
VOO: 0.54
The chart of Sortino ratio for VTRS, currently valued at -0.89, compared to the broader market-6.00-4.00-2.000.002.004.00
VTRS: -0.89
VOO: 0.88
The chart of Omega ratio for VTRS, currently valued at 0.88, compared to the broader market0.501.001.502.00
VTRS: 0.88
VOO: 1.13
The chart of Calmar ratio for VTRS, currently valued at -0.47, compared to the broader market0.001.002.003.004.005.00
VTRS: -0.47
VOO: 0.55
The chart of Martin ratio for VTRS, currently valued at -1.55, compared to the broader market-5.000.005.0010.0015.0020.00
VTRS: -1.55
VOO: 2.27

The current VTRS Sharpe Ratio is -0.73, which is lower than the VOO Sharpe Ratio of 0.54. The chart below compares the historical Sharpe Ratios of VTRS and VOO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.004.00NovemberDecember2025FebruaryMarchApril
-0.73
0.54
VTRS
VOO

Dividends

VTRS vs. VOO - Dividend Comparison

VTRS's dividend yield for the trailing twelve months is around 5.90%, more than VOO's 1.38% yield.


TTM20242023202220212020201920182017201620152014
VTRS
Viatris Inc.
5.90%3.86%4.43%4.31%2.44%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
VOO
Vanguard S&P 500 ETF
1.38%1.24%1.46%1.69%1.25%1.54%1.88%2.06%1.78%2.02%2.10%1.85%

Drawdowns

VTRS vs. VOO - Drawdown Comparison

The maximum VTRS drawdown since its inception was -54.33%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for VTRS and VOO. For additional features, visit the drawdowns tool.


-50.00%-40.00%-30.00%-20.00%-10.00%0.00%NovemberDecember2025FebruaryMarchApril
-48.86%
-9.90%
VTRS
VOO

Volatility

VTRS vs. VOO - Volatility Comparison

Viatris Inc. (VTRS) has a higher volatility of 15.15% compared to Vanguard S&P 500 ETF (VOO) at 13.96%. This indicates that VTRS's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.00%5.00%10.00%15.00%20.00%NovemberDecember2025FebruaryMarchApril
15.15%
13.96%
VTRS
VOO