VCTR vs STWD

Comparison between Victory Capital Holdings Inc - Class A (VCTR, Company) and Starwood Property Trust Inc (STWD, Company).

VCTR is from the Financial Services sector, while STWD is from the Real Estate sector.

5-Year PerformanceVCTR has outperformed STWD, delivering a return of +29.3% compared to +1.6%

VCTR vs STWD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	VCTR(COMPANY)	STWD(COMPANY)
Market Cap	$6.19B	$6.18B
Max Drawdown	46.45%	71.31%
Sharpe Ratio	1.56	-0.62
5Y Beta	1.33	0.62
Industry	Asset Management	Reit - Mortgage
P/E Ratio	16.75	17.05
Forward P/E	13.79	9.74
PEG Ratio	0.58	7.39
Dividend Yield	2.01%	11.50%
5Y Dividends CAGR	48.56%	4.56%
5Y EPS CAGR	12.45%	-11.38%
Debt to Equity	41.02%	0.00%
Free Cash Flow Yield	6.81%	13.48%
P/S Ratio	4.20	10.88
P/B Ratio	2.59	0.92

Market Cap

Winner

VCTR

$6.19B

STWD

$6.18B

Max Drawdown

Winner

VCTR

46.45%

STWD

71.31%

Sharpe Ratio

Winner

VCTR

1.56

STWD

-0.62

5Y Beta

VCTR

1.33

Winner

STWD

0.62

Industry

VCTR

Asset Management

STWD

Reit - Mortgage

P/E Ratio

Winner

VCTR

16.75

STWD

17.05

Forward P/E

VCTR

13.79

Winner

STWD

9.74

PEG Ratio

Winner

VCTR

0.58

STWD

7.39

Dividend Yield

VCTR

2.01%

Winner

STWD

11.50%

5Y Dividends CAGR

Winner

VCTR

48.56%

STWD

4.56%

5Y EPS CAGR

Winner

VCTR

12.45%

STWD

-11.38%

Debt to Equity

VCTR

41.02%

Winner

STWD

0.00%

Free Cash Flow Yield

VCTR

6.81%

Winner

STWD

13.48%

P/S Ratio

Winner

VCTR

4.20

STWD

10.88

P/B Ratio

VCTR

2.59

Winner

STWD

0.92

VCTR vs STWD - Historical Returns

Returns include dividend reinvestment.

Period	VCTR	STWD
1 month	+15.19%	+3.72%
3 months	+40.39%	-2.00%
6 months	+50.13%	-2.58%
1 year	+48.44%	-8.76%
5 years(CAGR)	+29.29%	+1.61%
10 years(CAGR)	+32.01%	+7.67%
Max(CAGR)	+32.01%	+9.63%

Winner

VCTR

+15.19%

STWD

+3.72%

Winner

VCTR

+40.39%

STWD

-2.00%

Winner

VCTR

+50.13%

STWD

-2.58%

Winner

VCTR

+48.44%

STWD

-8.76%

5Y(CAGR)

Winner

VCTR

+29.29%

STWD

+1.61%

10Y(CAGR)

Winner

VCTR

+32.01%

STWD

+7.67%

Max(CAGR)

Winner

VCTR

+32.01%

STWD

+9.63%

VCTR vs STWD - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	VCTR	STWD
2026	+58.96%	-1.84%
2025	-1.28%	+4.32%
2024	+100.05%	-1.26%
2023	+32.45%	+25.31%
2022	-23.30%	-18.59%
2021	+49.14%	+41.55%
2020	+17.65%	-11.03%
2019	+101.16%	+36.71%
2018	-11.90%	+1.82%
2017	N/A	+4.87%
2016	N/A	+17.97%
2015	N/A	-4.08%
2014	N/A	+13.37%
2013	N/A	+26.62%
2012	N/A	+31.85%
2011	N/A	-6.67%
2010	N/A	+19.21%
2009	N/A	-4.99%

VCTR vs STWD Drawdown Comparison

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

The maximum drawdown for STWD was -66.34%, occurring on Mar 24, 2020. Recovery took 265 trading sessions.

The current STWD drawdown is -9.28%.

Rank	VCTR	STWD
#1	-45.24% Nov 5, 2021 - Mar 7, 2024	-66.34% Feb 5, 2020 - Feb 24, 2021
#2	-44.90% Feb 18, 2020 - Dec 11, 2020	-29.47% Nov 24, 2021 - Dec 14, 2023
#3	-43.61% Mar 2, 2018 - Mar 14, 2019	-26.42% Apr 6, 2015 - Aug 1, 2016
#4	-28.04% Nov 26, 2024 - Jul 17, 2025	-25.94% Feb 28, 2011 - Mar 16, 2012
#5	-24.66% Jul 12, 2019 - Nov 22, 2019	-18.28% May 8, 2013 - Nov 27, 2013
#6	-18.12% Feb 25, 2026 - Apr 30, 2026	-16.84% Oct 19, 2009 - Sep 28, 2010
#7	-15.79% Aug 12, 2025 - Feb 9, 2026	-14.51% Jul 10, 2025 - Mar 27, 2026
#8	-15.77% Jul 23, 2024 - Aug 23, 2024	-14.37% Nov 29, 2018 - Jan 31, 2019
#9	-14.81% Jan 4, 2021 - Feb 9, 2021	-13.79% Mar 7, 2025 - May 15, 2025
#10	-12.28% May 24, 2024 - Jul 23, 2024	-12.99% Dec 26, 2023 - Aug 29, 2024
#11	-11.74% Jul 1, 2021 - Aug 6, 2021	-10.93% Sep 14, 2012 - Jan 2, 2013
#12	-11.27% May 21, 2019 - Jul 2, 2019	-8.62% Jul 3, 2017 - May 4, 2018
#13	-9.98% Nov 11, 2024 - Nov 25, 2024	-8.58% Mar 26, 2012 - Jun 27, 2012
#14	-8.31% Apr 5, 2019 - Apr 29, 2019	-8.48% Sep 19, 2024 - Feb 27, 2025
#15	-8.10% May 7, 2021 - May 21, 2021	-8.36% Nov 12, 2010 - Dec 28, 2010

Correlation

Correlation between VCTR and STWD is 0.79 which considered as a strong positive correlation - the stocks tend to move together.

0.79

-101

Dividend Comparison (2009 - 2026)

VCTR vs STWD dividend yield comparison.

Year	VCTR	STWD
2026	0.98%	5.62%
2025	3.07%	10.66%
2024	2.38%	10.13%
2023	3.72%	9.13%
2022	3.73%	10.47%
2021	1.45%	7.90%
2020	0.93%	9.95%
2019	0.48%	7.72%
2018	0.00%	9.74%
2017	0.00%	8.99%
2016	0.00%	8.75%
2015	0.00%	9.34%
2014	0.00%	33.43%
2013	0.00%	6.57%
2012	0.00%	8.10%
2011	0.00%	9.40%
2010	0.00%	7.08%
2009	0.00%	0.58%