VTS vs. SPY

Last updated Jun 4, 2026

VTS (Vitesse Energy Inc) is a stock, while SPY (State Street SPDR S&P 500 ETF) is S&P 500 fund tracking the S&P 500 Index. Over the past 3 years, VTS returned -1.56%/yr vs 22.35%/yr for SPY. At a 0.24 correlation, their price movements are largely independent.

Performance

VTS vs. SPY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vitesse Energy Inc (VTS) and State Street SPDR S&P 500 ETF (SPY). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, VTS achieves a -6.29% return, which is significantly lower than SPY's 10.91% return.

VTS

• 1D: -3.23%
• 1M: -7.49%
• YTD: -6.29%
• 6M: -15.12%
• 1Y: -10.55%
• 3Y*: -1.56%
• 5Y*: —
• 10Y*: —

SPY

• 1D: -0.70%
• 1M: 5.05%
• YTD: 10.91%
• 6M: 10.91%
• 1Y: 27.98%
• 3Y*: 22.35%
• 5Y*: 13.83%
• 10Y*: 15.49%

*Multi-year figures are annualized to reflect compound growth (CAGR)

VTS vs. SPY - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023
VTS Vitesse Energy Inc	-6.29%	-15.20%	24.25%	66.54%
SPY State Street SPDR S&P 500 ETF	10.91%	17.72%	24.89%	21.31%

Correlation

The correlation between VTS and SPY is 0.02, 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	0.02
Correlation (3Y) Calculated over the trailing 3-year period	0.23
Correlation (All Time) Calculated using the full available price history since Jan 18, 2023	0.24

Over the past year, the correlation between VTS and SPY has dropped to 0.02 - well below their long-term average of 0.24, suggesting their price drivers have been diverging.

Return for Risk

VTS vs. SPY — Risk / Return Rank

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

VTS

VTS Risk / Return Rank: 27
VTS Sharpe Ratio Rank: 27
VTS Sortino Ratio Rank: 25
VTS Omega Ratio Rank: 25
VTS Calmar Ratio Rank: 29
VTS Martin Ratio Rank: 30

SPY

SPY Risk / Return Rank: 70
SPY Sharpe Ratio Rank: 71
SPY Sortino Ratio Rank: 69
SPY Omega Ratio Rank: 70
SPY Calmar Ratio Rank: 62
SPY Martin Ratio Rank: 75

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

VTS vs. SPY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Vitesse Energy Inc (VTS) and State Street SPDR S&P 500 ETF (SPY). 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	SPY	Difference
Sharpe ratio: Return per unit of total volatility	-0.32	2.38	-2.70
Sortino ratio: Return per unit of downside risk	-0.24	3.24	-3.48
Omega ratio: Gain probability vs. loss probability	0.97	1.43	-0.46
Calmar ratio: Return relative to maximum drawdown	-0.33	3.16	-3.49
Martin ratio: Return relative to average drawdown	-0.58	14.72	-15.29
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

VTS vs. SPY - Sharpe Ratio Comparison

The current VTS Sharpe Ratio is -0.32, which is lower than the SPY Sharpe Ratio of 2.38. The chart below compares the historical Sharpe Ratios of VTS and SPY, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	VTS	SPY	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	-0.32	2.38	-2.70
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.82	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.87	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.44	0.59	-0.15

Drawdowns

VTS vs. SPY - Drawdown Comparison

The maximum VTS drawdown since its inception was -31.97%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for VTS and SPY.

Drawdown Indicators

	VTS	SPY	Difference
Max Drawdown Largest peak-to-trough decline	-31.97%	-55.19%	+23.22%
Max Drawdown (1Y) Largest decline over 1 year	-31.97%	-8.88%	-23.09%
Max Drawdown (3Y) Largest decline over 3 years	-31.97%	-18.76%	-13.21%
Max Drawdown (5Y) Largest decline over 5 years	—	-24.50%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-33.72%	—
Current Drawdown Current decline from peak	-29.33%	-0.70%	-28.63%
Average Drawdown Average peak-to-trough decline	-10.22%	-9.05%	-1.17%
Ulcer Index Depth and duration of drawdowns from previous peaks	18.29%	1.91%	+16.38%

Volatility

VTS vs. SPY - Volatility Comparison

Vitesse Energy Inc (VTS) has a higher volatility of 9.15% compared to State Street SPDR S&P 500 ETF (SPY) at 2.84%. This indicates that VTS's price experiences larger fluctuations and is considered to be riskier than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	VTS	SPY	Difference
Volatility (1M) Calculated over the trailing 1-month period	9.15%	2.84%	+6.31%
Volatility (6M) Calculated over the trailing 6-month period	25.15%	8.90%	+16.25%
Volatility (1Y) Calculated over the trailing 1-year period	32.83%	11.83%	+21.00%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	36.29%	17.05%	+19.24%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	36.29%	17.94%	+18.35%

Dividends

VTS vs. SPY - Dividend Comparison

VTS's dividend yield for the trailing twelve months is around 12.04%, more than SPY's 0.98% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
SPY State Street SPDR S&P 500 ETF	0.98%	1.07%	1.21%	1.40%	1.65%	1.20%	1.52%	1.75%	2.04%	1.80%	2.03%	2.06%
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%

Frequently Asked Questions

Can I hold both VTS and SPY in my portfolio?

VTS and SPY have a correlation of 0.02, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, VTS or SPY?

VTS has higher volatility (9.15%) compared to SPY (2.84%). In terms of maximum drawdown, VTS dropped -31.97% vs SPY's -55.19%.

Which has better risk-adjusted returns?

SPY currently has the higher Sharpe Ratio (2.38 vs -0.32), 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.