VRT vs SPY

Comparison between Vertiv Holdings Co - Class A (VRT, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceVRT has outperformed SPY, delivering a return of +71.5% compared to +13.3%

VRT vs SPY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	VRT(COMPANY)	SPY(ETF)
Market Cap / Net Assets	$138B	$652B
Expense Ratio	N/A	0.09%
Max Drawdown	71.25%	56.47%
Sharpe Ratio	2.46	2.07
5Y Beta	2.39	1.00
Industry	Electrical Equipment & Parts	N/A
P/E Ratio	88.13	28.24
Forward P/E	53.48	21.85
PEG Ratio	0.67	N/A
Dividend Yield	0.04%	N/A
5Y Dividends CAGR	88.42%	5.43%
5Y EPS CAGR	N/A	25.79%
Debt to Equity	68.84%	22.35%
Free Cash Flow Yield	1.66%	N/A
P/S Ratio	12.71	3.55
P/B Ratio	29.95	5.29

Market Cap / Net Assets

VRT

$138B

Winner

SPY

$652B

Expense Ratio

VRT

N/A

SPY

0.09%

Max Drawdown

VRT

71.25%

Winner

SPY

56.47%

Sharpe Ratio

Winner

VRT

2.46

SPY

2.07

5Y Beta

VRT

2.39

Winner

SPY

1.00

Industry

VRT

Electrical Equipment & Parts

SPY

N/A

P/E Ratio

VRT

88.13

Winner

SPY

28.24

Forward P/E

VRT

53.48

Winner

SPY

21.85

PEG Ratio

VRT

0.67

SPY

N/A

Dividend Yield

VRT

0.04%

SPY

N/A

5Y Dividends CAGR

Winner

VRT

88.42%

SPY

5.43%

5Y EPS CAGR

VRT

N/A

SPY

25.79%

Debt to Equity

VRT

68.84%

Winner

SPY

22.35%

Free Cash Flow Yield

VRT

1.66%

SPY

N/A

P/S Ratio

VRT

12.71

Winner

SPY

3.55

P/B Ratio

VRT

29.95

Winner

SPY

5.29

VRT vs SPY - Historical Returns

Returns include dividend reinvestment.

Period	VRT	SPY
1 month	+20.97%	+9.11%
3 months	+68.34%	+6.59%
6 months	+89.20%	+10.56%
1 year	+255.52%	+32.04%
5 years(CAGR)	+71.47%	+13.35%
10 years(CAGR)	N/A	+15.49%
Max(CAGR)	+57.82%	+8.50%

Winner

VRT

+20.97%

SPY

+9.11%

Winner

VRT

+68.34%

SPY

+6.59%

Winner

VRT

+89.20%

SPY

+10.56%

Winner

VRT

+255.52%

SPY

+32.04%

5Y(CAGR)

Winner

VRT

+71.47%

SPY

+13.35%

10Y(CAGR)

VRT

N/A

SPY

+15.49%

Max(CAGR)

Winner

VRT

+57.82%

SPY

+8.50%

VRT vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	VRT	SPY
2026	+93.64%	+8.27%
2025	+37.14%	+18.00%
2024	+149.22%	+25.59%
2023	+261.32%	+26.72%
2022	-43.93%	-18.64%
2021	+34.88%	+30.52%
2020	+66.49%	+17.28%
2019	+13.13%	+31.09%
2018	-0.51%	-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%

VRT vs SPY Drawdown Comparison

The maximum drawdown for VRT was -71.24%, occurring on Jun 30, 2022. Recovery took 480 trading sessions.

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

The current VRT drawdown is -5.28%.

Rank	VRT	SPY
#1	-71.24% Sep 2, 2021 - Aug 2, 2023	-55.20% Oct 9, 2007 - Aug 16, 2012
#2	-61.28% Jan 23, 2025 - Oct 1, 2025	-47.50% Mar 24, 2000 - Oct 26, 2006
#3	-58.62% Feb 19, 2020 - Jun 2, 2020	-33.70% Feb 19, 2020 - Aug 10, 2020
#4	-36.67% May 24, 2024 - Oct 7, 2024	-24.50% Jan 3, 2022 - Dec 13, 2023
#5	-24.78% Oct 29, 2025 - Feb 9, 2026	-19.34% Sep 20, 2018 - Apr 12, 2019
#6	-19.68% Nov 21, 2024 - Jan 21, 2025	-18.76% Feb 19, 2025 - Jun 26, 2025
#7	-17.43% Jun 8, 2020 - Aug 3, 2020	-13.02% Jul 20, 2015 - Apr 18, 2016
#8	-16.62% Oct 12, 2023 - Nov 10, 2023	-10.10% Jan 26, 2018 - Aug 6, 2018
#9	-15.19% Mar 25, 2026 - Apr 8, 2026	-9.44% Sep 2, 2020 - Nov 11, 2020
#10	-13.12% Apr 11, 2024 - Apr 25, 2024	-9.30% Jan 19, 2000 - Mar 17, 2000
#11	-11.71% Oct 22, 2020 - Dec 1, 2020	-9.05% Jul 19, 2007 - Oct 5, 2007
#12	-11.52% Feb 23, 2021 - Apr 13, 2021	-8.88% Jan 27, 2026 - Apr 14, 2026
#13	-10.91% Sep 1, 2023 - Oct 9, 2023	-8.41% Jul 16, 2024 - Sep 19, 2024
#14	-9.88% Feb 14, 2024 - Feb 26, 2024	-7.35% Sep 14, 2012 - Jan 2, 2013
#15	-9.24% Dec 8, 2020 - Jan 19, 2021	-7.27% Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between VRT and SPY is 0.87 which considered as a strong positive correlation - the stocks tend to move together.

0.87

-101

Dividend Comparison (1999 - 2026)

VRT vs SPY dividend yield comparison.

Year	VRT	SPY
2026	0.02%	0.24%
2025	0.11%	1.07%
2024	0.10%	1.21%
2023	0.05%	1.40%
2022	0.07%	1.65%
2021	0.04%	1.20%
2020	0.05%	1.52%
2019	0.00%	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%