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VRTS vs SPY

Comparison between Virtus Investment Partners Inc (VRTS, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed VRTS, delivering a return of +13.4% compared to -9.7%

VRTS vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
VRTS
$942M
Winner
SPY
$784B
Expense Ratio
VRTS
N/A
SPY
0.09%
Max Drawdown
VRTS
76.80%
Winner
SPY
56.47%
Sharpe Ratio
VRTS
-0.40
Winner
SPY
1.56
5Y Beta
VRTS
1.11
Winner
SPY
1.00
Industry
VRTS
Asset Management
SPY
N/A
P/E Ratio
Winner
VRTS
8.31
SPY
28.29
Forward P/E
Winner
VRTS
7.66
SPY
21.75
PEG Ratio
VRTS
0.56
SPY
N/A
Dividend Yield
VRTS
6.71%
SPY
N/A
5Y Dividends CAGR
Winner
VRTS
30.18%
SPY
5.43%
5Y EPS CAGR
VRTS
-1.09%
Winner
SPY
25.98%
Debt to Equity
VRTS
47.88%
Winner
SPY
30.79%
Free Cash Flow Yield
VRTS
-3.59%
SPY
N/A
P/S Ratio
Winner
VRTS
1.16
SPY
3.79
P/B Ratio
Winner
VRTS
1.06
SPY
5.67

VRTS vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
VRTS
+3.07%
SPY
+0.48%
3M
Winner
VRTS
+15.57%
SPY
+11.67%
6M
VRTS
-11.47%
Winner
SPY
+9.42%
1Y
VRTS
-13.42%
Winner
SPY
+24.27%
5Y(CAGR)
VRTS
-9.73%
Winner
SPY
+13.36%
10Y(CAGR)
VRTS
+9.86%
Winner
SPY
+15.42%
Max(CAGR)
Winner
VRTS
+18.38%
SPY
+8.49%

VRTS vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearVRTSSPY
2026-7.86%+8.88%
2025-21.60%+18.00%
2024-3.05%+25.59%
2023+29.08%+26.72%
2022-31.93%-18.64%
2021+41.77%+30.52%
2020+80.31%+17.28%
2019+53.56%+31.09%
2018-29.70%-5.24%
2017-3.88%+20.78%
2016+3.04%+13.59%
2015-28.28%+1.31%
2014-14.35%+14.56%
2013+59.17%+29.00%
2012+56.05%+14.17%
2011+62.80%+0.85%
2010+172.66%+13.14%
2009+51.43%+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

VRTS vs SPY Drawdown Comparison

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

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

The current VRTS drawdown is -47.63%. The current SPY drawdown is -2.35%.

RankVRTSSPY
#1-74.37%
May 17, 2013 - Jan 6, 2021		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-66.02%
Jan 6, 2009 - May 8, 2009		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-55.49%
Nov 12, 2021 - Mar 16, 2026		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-36.20%
Jul 26, 2011 - Jan 10, 2012		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-27.36%
May 13, 2010 - Jul 30, 2010		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-20.71%
Apr 2, 2012 - Aug 21, 2012		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-20.54%
Jun 4, 2009 - Jan 4, 2010		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-16.10%
Jan 2, 2009 - Jan 6, 2009		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-16.00%
Apr 4, 2011 - Jul 1, 2011		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-15.99%
Jun 3, 2021 - Aug 5, 2021		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-15.15%
Mar 3, 2011 - Mar 24, 2011		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-13.36%
Jan 14, 2021 - Feb 4, 2021		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-11.91%
Dec 9, 2010 - Feb 2, 2011		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-11.01%
Mar 1, 2021 - Apr 28, 2021		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-10.29%
Aug 4, 2010 - Sep 1, 2010		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between VRTS and SPY is 0.76 which considered as a strong positive correlation - the stocks tend to move together.

0.76
-101

Dividend Comparison (1999 - 2026)

VRTS vs SPY dividend yield comparison.

YearVRTSSPY
20263.31%0.24%
20255.61%1.07%
20243.60%1.21%
20232.83%1.40%
20223.21%1.65%
20211.33%1.20%
20201.30%1.52%
20191.91%1.75%
20182.39%2.04%
20171.56%1.80%
20161.52%2.03%
20151.53%2.06%
20140.53%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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