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VRTS vs HTLD

Comparison between Virtus Investment Partners Inc (VRTS, Company) and Heartland Express Inc (HTLD, Company).

VRTS is from the Financial Services sector, while HTLD is from the Industrials sector.

5-Year PerformanceHTLD has outperformed VRTS, delivering a return of -0.6% compared to -4.8%

VRTS vs HTLD - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
VRTS
$1.12B
Winner
HTLD
$1.12B
Max Drawdown
VRTS
76.80%
Winner
HTLD
74.45%
Sharpe Ratio
VRTS
-0.30
Winner
HTLD
1.30
5Y Beta
VRTS
1.08
Winner
HTLD
0.80
Industry
VRTS
Asset Management
HTLD
Trucking
P/E Ratio
VRTS
9.93
Winner
HTLD
-25.92
Forward P/E
Winner
VRTS
7.66
HTLD
21.05
PEG Ratio
VRTS
N/A
HTLD
-0.48
Dividend Yield
Winner
VRTS
6.01%
HTLD
0.54%
5Y Dividends CAGR
Winner
VRTS
30.18%
HTLD
4.56%
5Y EPS CAGR
VRTS
-1.09%
HTLD
N/A
Debt to Equity
VRTS
47.88%
Winner
HTLD
20.01%
Free Cash Flow Yield
Winner
VRTS
-3.00%
HTLD
-5.69%

VRTS vs HTLD - Historical Returns

Returns include dividend reinvestment.

1M
Winner
VRTS
+17.87%
HTLD
-0.25%
3M
VRTS
+21.98%
Winner
HTLD
+35.22%
6M
VRTS
+2.93%
Winner
HTLD
+47.75%
1Y
VRTS
-14.18%
Winner
HTLD
+78.07%
5Y(CAGR)
VRTS
-4.79%
Winner
HTLD
-0.55%
10Y(CAGR)
Winner
VRTS
+10.64%
HTLD
-0.95%
Max(CAGR)
Winner
VRTS
+19.31%
HTLD
+7.06%

VRTS vs HTLD - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearVRTSHTLD
2026+7.23%+67.77%
2025-21.60%-16.87%
2024-3.05%-18.90%
2023+29.08%-8.04%
2022-31.93%-7.91%
2021+41.77%-3.23%
2020+80.31%-12.78%
2019+53.56%+15.30%
2018-29.70%-22.28%
2017-3.88%+14.22%
2016+3.04%+22.79%
2015-28.28%-36.65%
2014-14.35%+38.28%
2013+59.17%+48.20%
2012+56.05%-1.33%
2011+62.80%-11.81%
2010+172.66%+8.76%
2009+51.43%-3.50%
2008N/A+15.56%
2007N/A+3.90%
2006N/A-2.10%
2005N/A-9.94%
2004N/A+35.70%
2003N/A+6.26%
2002N/A+23.72%
2001N/A+58.22%
2000N/A+49.57%
1999N/A+8.62%

VRTS vs HTLD Drawdown Comparison

The maximum drawdown for VRTS was -74.37%, occurring on Mar 23, 2020. Recovery took 1923 trading sessions.

The maximum drawdown for HTLD was -72.26%, occurring on Nov 20, 2025. This drawdown has not yet recovered.

The current VRTS drawdown is -39.06%. The current HTLD drawdown is -39.72%.

RankVRTSHTLD
#1-74.37%
May 17, 2013 - Jan 6, 2021
-72.26%
Dec 26, 2014 - Nov 20, 2025
#2-66.02%
Jan 6, 2009 - May 8, 2009
-34.55%
Aug 14, 2008 - Feb 16, 2011
#3-55.49%
Nov 12, 2021 - Mar 16, 2026
-32.47%
Feb 27, 2002 - Jul 15, 2003
#4-36.20%
Jul 26, 2011 - Jan 10, 2012
-28.51%
Apr 6, 2011 - Nov 12, 2013
#5-27.36%
May 13, 2010 - Jul 30, 2010
-25.37%
Apr 20, 2006 - Jul 11, 2007
#6-20.71%
Apr 2, 2012 - Aug 21, 2012
-23.94%
Jul 12, 2007 - Jul 22, 2008
#7-20.54%
Jun 4, 2009 - Jan 4, 2010
-22.34%
Dec 29, 2004 - Jan 30, 2006
#8-16.10%
Jan 2, 2009 - Jan 6, 2009
-22.27%
May 16, 2001 - Jul 17, 2001
#9-16.00%
Apr 4, 2011 - Jul 1, 2011
-22.03%
Aug 3, 2001 - Dec 5, 2001
#10-15.99%
Jun 3, 2021 - Aug 5, 2021
-21.22%
Sep 4, 2003 - Jun 28, 2004
#11-15.15%
Mar 3, 2011 - Mar 24, 2011
-19.81%
Dec 31, 1999 - Apr 7, 2000
#12-13.36%
Jan 14, 2021 - Feb 4, 2021
-14.40%
Feb 23, 2006 - Apr 19, 2006
#13-11.91%
Dec 9, 2010 - Feb 2, 2011
-14.12%
May 26, 2000 - Nov 16, 2000
#14-11.01%
Mar 1, 2021 - Apr 28, 2021
-12.82%
Apr 22, 2014 - Jul 22, 2014
#15-10.29%
Aug 4, 2010 - Sep 1, 2010
-12.16%
May 1, 2000 - May 26, 2000

Correlation

Correlation between VRTS and HTLD is 0.00 which considered as a very weak or no correlation - the stocks move independently of each other.

0.00
-101

Dividend Comparison (2003 - 2026)

VRTS vs HTLD dividend yield comparison.

YearVRTSHTLD
20262.84%0.26%
20255.61%0.89%
20243.60%0.71%
20232.83%0.56%
20223.21%0.52%
20211.33%3.45%
20201.30%0.44%
20191.91%0.38%
20182.39%0.44%
20171.56%0.34%
20161.52%0.39%
20151.53%0.47%
20140.53%0.30%
20130.00%0.41%
20120.00%8.26%
20110.00%0.56%
20100.00%6.74%
20090.00%0.52%
20080.00%0.51%
20070.00%14.67%
20060.00%0.50%
20050.00%0.39%
20040.00%0.30%
20030.00%0.17%

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