VCTR vs SPY

Comparison between Victory Capital Holdings Inc - Class A (VCTR, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceVCTR has outperformed SPY, delivering a return of +27.2% compared to +13.8%

VCTR vs SPY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	VCTR(COMPANY)	SPY(ETF)
Market Cap / Net Assets	$5.44B	$735B
Expense Ratio	N/A	0.09%
Max Drawdown	46.45%	56.47%
Sharpe Ratio	0.96	1.60
5Y Beta	1.36	1.00
Industry	Asset Management	N/A
P/E Ratio	14.71	28.81
Forward P/E	12.38	22.07
PEG Ratio	0.51	N/A
Dividend Yield	2.29%	N/A
5Y Dividends CAGR	48.65%	5.43%
5Y EPS CAGR	12.45%	25.84%
Debt to Equity	41.02%	34.16%
Free Cash Flow Yield	7.75%	N/A
P/S Ratio	3.69	3.69
P/B Ratio	2.26	5.54

Market Cap / Net Assets

VCTR

$5.44B

Winner

SPY

$735B

Expense Ratio

VCTR

N/A

SPY

0.09%

Max Drawdown

Winner

VCTR

46.45%

SPY

56.47%

Sharpe Ratio

VCTR

0.96

Winner

SPY

1.60

5Y Beta

VCTR

1.36

Winner

SPY

1.00

Industry

VCTR

Asset Management

SPY

N/A

P/E Ratio

Winner

VCTR

14.71

SPY

28.81

Forward P/E

Winner

VCTR

12.38

SPY

22.07

PEG Ratio

VCTR

0.51

SPY

N/A

Dividend Yield

VCTR

2.29%

SPY

N/A

5Y Dividends CAGR

Winner

VCTR

48.65%

SPY

5.43%

5Y EPS CAGR

VCTR

12.45%

Winner

SPY

25.84%

Debt to Equity

VCTR

41.02%

Winner

SPY

34.16%

Free Cash Flow Yield

VCTR

7.75%

SPY

N/A

P/S Ratio

Winner

VCTR

3.69

SPY

3.69

P/B Ratio

Winner

VCTR

2.26

SPY

5.54

VCTR vs SPY - Historical Returns

Returns include dividend reinvestment.

Period	VCTR	SPY
1 month	+12.24%	+4.59%
3 months	+11.48%	+7.81%
6 months	+37.56%	+14.24%
1 year	+35.57%	+26.47%
5 years(CAGR)	+27.17%	+13.84%
10 years(CAGR)	+29.70%	+15.57%
Max(CAGR)	+29.70%	+8.50%

Winner

VCTR

+12.24%

SPY

+4.59%

Winner

VCTR

+11.48%

SPY

+7.81%

Winner

VCTR

+37.56%

SPY

+14.24%

Winner

VCTR

+35.57%

SPY

+26.47%

5Y(CAGR)

Winner

VCTR

+27.17%

SPY

+13.84%

10Y(CAGR)

Winner

VCTR

+29.70%

SPY

+15.57%

Max(CAGR)

Winner

VCTR

+29.70%

SPY

+8.50%

VCTR vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	VCTR	SPY
2026	+31.46%	+8.80%
2025	-1.28%	+18.00%
2024	+100.05%	+25.59%
2023	+32.45%	+26.72%
2022	-23.30%	-18.64%
2021	+49.14%	+30.52%
2020	+17.65%	+17.28%
2019	+101.16%	+31.09%
2018	-11.90%	-5.24%
2017	N/A	+20.78%
2016	N/A	+13.59%
2015	N/A	+1.31%
2014	N/A	+14.56%
2013	N/A	+29.00%
2012	N/A	+14.17%
2011	N/A	+0.85%
2010	N/A	+13.14%
2009	N/A	+22.67%
2008	N/A	-36.25%
2007	N/A	+5.32%
2006	N/A	+13.85%
2005	N/A	+5.32%
2004	N/A	+10.75%
2003	N/A	+24.18%
2002	N/A	-22.42%
2001	N/A	-10.13%
2000	N/A	-8.84%
1999	N/A	+8.61%

VCTR vs SPY Drawdown Comparison

The maximum drawdown for VCTR was -45.24%, occurring on Jul 14, 2022. Recovery took 585 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current VCTR drawdown is -4.87%. The current SPY drawdown is -0.92%.

Rank	VCTR	SPY
#1	-45.24% Nov 5, 2021 - Mar 7, 2024	-55.20% Oct 9, 2007 - Aug 16, 2012
#2	-44.90% Feb 18, 2020 - Dec 11, 2020	-47.50% Mar 24, 2000 - Oct 26, 2006
#3	-43.61% Mar 2, 2018 - Mar 14, 2019	-33.70% Feb 19, 2020 - Aug 10, 2020
#4	-28.04% Nov 26, 2024 - Jul 17, 2025	-24.50% Jan 3, 2022 - Dec 13, 2023
#5	-24.66% Jul 12, 2019 - Nov 22, 2019	-19.34% Sep 20, 2018 - Apr 12, 2019
#6	-18.12% Feb 25, 2026 - Apr 30, 2026	-18.76% Feb 19, 2025 - Jun 26, 2025
#7	-15.79% Aug 12, 2025 - Feb 9, 2026	-13.02% Jul 20, 2015 - Apr 18, 2016
#8	-15.77% Jul 23, 2024 - Aug 23, 2024	-10.10% Jan 26, 2018 - Aug 6, 2018
#9	-14.81% Jan 4, 2021 - Feb 9, 2021	-9.44% Sep 2, 2020 - Nov 11, 2020
#10	-12.28% May 24, 2024 - Jul 23, 2024	-9.30% Jan 19, 2000 - Mar 17, 2000
#11	-11.74% Jul 1, 2021 - Aug 6, 2021	-9.05% Jul 19, 2007 - Oct 5, 2007
#12	-11.27% May 21, 2019 - Jul 2, 2019	-8.88% Jan 27, 2026 - Apr 14, 2026
#13	-9.98% Nov 11, 2024 - Nov 25, 2024	-8.41% Jul 16, 2024 - Sep 19, 2024
#14	-8.31% Apr 5, 2019 - Apr 29, 2019	-7.35% Sep 14, 2012 - Jan 2, 2013
#15	-8.10% May 7, 2021 - May 21, 2021	-7.27% Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between VCTR and SPY is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98

-101

Dividend Comparison (1999 - 2026)

VCTR vs SPY dividend yield comparison.

Year	VCTR	SPY
2026	0.59%	0.24%
2025	3.07%	1.07%
2024	2.38%	1.21%
2023	3.72%	1.40%
2022	3.73%	1.65%
2021	1.45%	1.20%
2020	0.93%	1.52%
2019	0.48%	1.75%
2018	0.00%	2.04%
2017	0.00%	1.80%
2016	0.00%	2.03%
2015	0.00%	2.06%
2014	0.00%	1.87%
2013	0.00%	1.81%
2012	0.00%	2.18%
2011	0.00%	2.05%
2010	0.00%	1.80%
2009	0.00%	1.95%
2008	0.00%	3.02%
2007	0.00%	1.85%
2006	0.00%	1.73%
2005	0.00%	1.73%
2004	0.00%	1.82%
2003	0.00%	1.47%
2002	0.00%	1.70%
2001	0.00%	1.25%
2000	0.00%	1.15%
1999	0.00%	0.24%