VTS vs. BRO
VTS (Vitesse Energy Inc) and BRO (Brown & Brown, Inc.) are both stocks. VTS operates in Oil & Gas E&P (Energy), while BRO operates in Insurance Brokers (Financial Services). Over the past 3 years, VTS returned -1.56%/yr vs -4.07%/yr for BRO. At a 0.07 correlation, their price movements are largely independent.
Performance
VTS vs. BRO - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, VTS achieves a -6.29% return, which is significantly higher than BRO's -30.45% return.
VTS
- 1D
- -3.23%
- 1M
- -7.49%
- YTD
- -6.29%
- 6M
- -15.12%
- 1Y
- -10.55%
- 3Y*
- -1.56%
- 5Y*
- —
- 10Y*
- —
BRO
- 1D
- -2.56%
- 1M
- -4.06%
- YTD
- -30.45%
- 6M
- -30.41%
- 1Y
- -50.59%
- 3Y*
- -4.07%
- 5Y*
- 1.75%
- 10Y*
- 12.83%
VTS vs. BRO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
VTS Vitesse Energy Inc | -6.29% | -15.20% | 24.25% | 66.54% |
BRO Brown & Brown, Inc. | -30.45% | -21.37% | 44.32% | 17.08% |
Correlation
The correlation between VTS and BRO is 0.04, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.04 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.04 |
Correlation (All Time) Calculated using the full available price history since Jan 18, 2023 | 0.07 |
Fundamentals
VTS:
-$0.49
BRO:
$4.76
VTS:
2.56
BRO:
2.07
VTS:
$275.23M
BRO:
$6.43B
VTS:
$31.71M
BRO:
$3.82B
VTS:
$138.51M
BRO:
$1.51B
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
VTS vs. BRO — Risk / Return Rank
VTS
BRO
VTS vs. BRO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vitesse Energy Inc (VTS) and Brown & Brown, Inc. (BRO). 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.
| VTS | BRO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.49 | ||
| Sortino ratioReturn per unit of downside risk | +2.53 | ||
| Omega ratioGain probability vs. loss probability | 0.97 | 0.65 | +0.32 |
| Calmar ratioReturn relative to maximum drawdown | -0.33 | -1.00 | +0.67 |
| Martin ratioReturn relative to average drawdown | -0.58 | -1.73 | +1.15 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| VTS | BRO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.32 | -1.81 | +1.49 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.07 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.54 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.50 | -0.06 |
Drawdowns
VTS vs. BRO - Drawdown Comparison
The maximum VTS drawdown since its inception was -31.97%, smaller than the maximum BRO drawdown of -55.85%. Use the drawdown chart below to compare losses from any high point for VTS and BRO.
Loading charts...
Drawdown Indicators
| VTS | BRO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.97% | -55.85% | +23.88% |
Max Drawdown (1Y)Largest decline over 1 year | -31.97% | -50.65% | +18.68% |
Max Drawdown (3Y)Largest decline over 3 years | -31.97% | -55.85% | +23.88% |
Max Drawdown (5Y)Largest decline over 5 years | — | -55.85% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -55.85% | — |
Current DrawdownCurrent decline from peak | -29.33% | -55.23% | +25.90% |
Average DrawdownAverage peak-to-trough decline | -10.22% | -13.51% | +3.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 18.29% | 29.99% | -11.70% |
Volatility
VTS vs. BRO - Volatility Comparison
Vitesse Energy Inc (VTS) has a higher volatility of 9.15% compared to Brown & Brown, Inc. (BRO) at 8.61%. This indicates that VTS's price experiences larger fluctuations and is considered to be riskier than BRO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| VTS | BRO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.15% | 8.61% | +0.54% |
Volatility (6M)Calculated over the trailing 6-month period | 25.15% | 21.31% | +3.84% |
Volatility (1Y)Calculated over the trailing 1-year period | 32.83% | 28.01% | +4.82% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 36.29% | 24.72% | +11.57% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 36.29% | 23.64% | +12.65% |
Dividends
VTS vs. BRO - Dividend Comparison
VTS's dividend yield for the trailing twelve months is around 12.04%, more than BRO's 1.17% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRO Brown & Brown, Inc. | 1.17% | 0.77% | 0.53% | 0.67% | 0.74% | 0.54% | 0.73% | 0.82% | 1.11% | 1.08% | 1.12% | 1.41% |
VTS Vitesse Energy Inc | 12.04% | 11.68% | 8.30% | 9.14% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Financials
VTS vs. BRO - Financials Comparison
This section allows you to compare key financial metrics between Vitesse Energy Inc and Brown & Brown, 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
VTS vs. BRO - Profitability Comparison
VTS - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Vitesse Energy Inc reported a gross profit of 0.00 and revenue of 67.41M. Therefore, the gross margin over that period was 0.0%.
BRO - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Brown & Brown, Inc. reported a gross profit of 994.00M and revenue of 1.90B. Therefore, the gross margin over that period was 52.3%.
VTS - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Vitesse Energy Inc reported an operating income of 5.91M and revenue of 67.41M, resulting in an operating margin of 8.8%.
BRO - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Brown & Brown, Inc. reported an operating income of 0.00 and revenue of 1.90B, resulting in an operating margin of 0.0%.
VTS - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Vitesse Energy Inc reported a net income of -42.28M and revenue of 67.41M, resulting in a net margin of -62.7%.
BRO - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Brown & Brown, Inc. reported a net income of 426.00M and revenue of 1.90B, resulting in a net margin of 22.4%.
Frequently Asked Questions
VTS and BRO have a correlation of 0.04, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VTS has higher volatility (9.15%) compared to BRO (8.61%). In terms of maximum drawdown, VTS dropped -31.97% vs BRO's -55.85%.
VTS currently has the higher Sharpe Ratio (-0.32 vs -1.81), 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.
Find the right allocation for VTS and BRO
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer