AVGO vs. CTRE
AVGO (Broadcom Inc.) and CTRE (CareTrust REIT, Inc.) are both stocks. AVGO operates in Semiconductors (Technology), while CTRE operates in REIT - Healthcare Facilities (Real Estate). Over the past 10 years, AVGO returned 41.32%/yr vs 15.71%/yr for CTRE. At a 0.17 correlation, their price movements are largely independent.
Performance
AVGO vs. CTRE - Performance Comparison
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Returns By Period
In the year-to-date period, AVGO achieves a 14.83% return, which is significantly higher than CTRE's 3.20% return. Over the past 10 years, AVGO has outperformed CTRE with an annualized return of 41.32%, while CTRE has yielded a comparatively lower 15.71% annualized return.
AVGO
- 1D
- 2.82%
- 1M
- -7.77%
- YTD
- 14.83%
- 6M
- -0.72%
- 1Y
- 61.91%
- 3Y*
- 72.46%
- 5Y*
- 56.70%
- 10Y*
- 41.32%
CTRE
- 1D
- -2.77%
- 1M
- -11.25%
- YTD
- 3.20%
- 6M
- -0.19%
- 1Y
- 32.18%
- 3Y*
- 29.03%
- 5Y*
- 14.79%
- 10Y*
- 15.71%
AVGO vs. CTRE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AVGO Broadcom Inc. | 14.83% | 50.63% | 110.49% | 104.18% | -13.27% | 56.48% | 44.88% | 29.05% | 2.18% | 48.19% |
CTRE CareTrust REIT, Inc. | 3.20% | 39.35% | 26.31% | 27.31% | -13.67% | 7.91% | 13.67% | 16.31% | 15.89% | 14.12% |
Correlation
The correlation between AVGO and CTRE is 0.03, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.03 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.06 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.15 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.17 |
Correlation (All Time) Calculated using the full available price history since May 30, 2014 | 0.17 |
The correlation between AVGO and CTRE shifts across timeframes, from 0.03 (1 year) to 0.17 (all time), reflecting how their relationship changes across market environments.
Fundamentals
AVGO:
$1.93T
CTRE:
$8.27B
AVGO:
$6.01
CTRE:
$1.61
AVGO:
65.99
CTRE:
22.96
AVGO:
0.82
CTRE:
0.58
AVGO:
25.64
CTRE:
16.43
AVGO:
22.05
CTRE:
2.00
AVGO:
$75.47B
CTRE:
$468.13M
AVGO:
$50.53B
CTRE:
$406.50M
AVGO:
$41.76B
CTRE:
$490.99M
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Return for Risk
AVGO vs. CTRE — Risk / Return Rank
AVGO
CTRE
AVGO vs. CTRE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Broadcom Inc. (AVGO) and CareTrust REIT, Inc. (CTRE). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| AVGO | CTRE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.02 | ||
| Sortino ratioReturn per unit of downside risk | +0.07 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 1.24 | +0.02 |
| Calmar ratioReturn relative to maximum drawdown | 2.17 | 2.49 | -0.31 |
| Martin ratioReturn relative to average drawdown | 5.16 | 9.27 | -4.11 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AVGO | CTRE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.38 | 1.35 | +0.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.32 | 0.61 | +0.71 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.05 | 0.45 | +0.60 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.09 | 0.42 | +0.67 |
Drawdowns
AVGO vs. CTRE - Drawdown Comparison
The maximum AVGO drawdown since its inception was -48.30%, smaller than the maximum CTRE drawdown of -67.43%. Use the drawdown chart below to compare losses from any high point for AVGO and CTRE.
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Drawdown Indicators
| AVGO | CTRE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.30% | -67.43% | +19.13% |
Max Drawdown (1Y)Largest decline over 1 year | -28.67% | -13.01% | -15.66% |
Max Drawdown (3Y)Largest decline over 3 years | -41.15% | -23.19% | -17.96% |
Max Drawdown (5Y)Largest decline over 5 years | -41.15% | -30.98% | -10.17% |
Max Drawdown (10Y)Largest decline over 10 years | -48.30% | -67.43% | +19.13% |
Current DrawdownCurrent decline from peak | -17.64% | -13.01% | -4.63% |
Average DrawdownAverage peak-to-trough decline | -7.97% | -10.58% | +2.61% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 12.03% | 3.48% | +8.55% |
Volatility
AVGO vs. CTRE - Volatility Comparison
Broadcom Inc. (AVGO) has a higher volatility of 20.09% compared to CareTrust REIT, Inc. (CTRE) at 9.84%. This indicates that AVGO's price experiences larger fluctuations and is considered to be riskier than CTRE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AVGO | CTRE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 20.09% | 9.84% | +10.25% |
Volatility (6M)Calculated over the trailing 6-month period | 34.69% | 19.50% | +15.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 45.31% | 23.93% | +21.38% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 43.31% | 24.53% | +18.78% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 39.48% | 35.34% | +4.14% |
Dividends
AVGO vs. CTRE - Dividend Comparison
AVGO's dividend yield for the trailing twelve months is around 0.63%, less than CTRE's 3.78% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AVGO Broadcom Inc. | 0.63% | 0.70% | 0.94% | 1.71% | 3.02% | 2.24% | 3.05% | 3.54% | 3.11% | 1.87% | 1.43% | 1.13% |
CTRE CareTrust REIT, Inc. | 3.78% | 3.71% | 4.29% | 5.00% | 5.92% | 4.64% | 4.51% | 4.36% | 4.44% | 4.42% | 4.44% | 5.84% |
Financials
AVGO vs. CTRE - Financials Comparison
This section allows you to compare key financial metrics between Broadcom Inc. and CareTrust REIT, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
AVGO vs. CTRE - Profitability Comparison
AVGO - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Broadcom Inc. reported a gross profit of 14.92B and revenue of 22.19B. Therefore, the gross margin over that period was 67.2%.
CTRE - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, CareTrust REIT, Inc. reported a gross profit of 142.28M and revenue of 142.78M. Therefore, the gross margin over that period was 99.7%.
AVGO - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Broadcom Inc. reported an operating income of 10.87B and revenue of 22.19B, resulting in an operating margin of 49.0%.
CTRE - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, CareTrust REIT, Inc. reported an operating income of 127.94M and revenue of 142.78M, resulting in an operating margin of 89.6%.
AVGO - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Broadcom Inc. reported a net income of 9.31B and revenue of 22.19B, resulting in a net margin of 42.0%.
CTRE - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, CareTrust REIT, Inc. reported a net income of 80.21M and revenue of 142.78M, resulting in a net margin of 56.2%.
Frequently Asked Questions
AVGO and CTRE have a correlation of 0.03, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AVGO has higher volatility (20.09%) compared to CTRE (9.84%). In terms of maximum drawdown, AVGO dropped -48.30% vs CTRE's -67.43%.
AVGO currently has the higher Sharpe Ratio (1.38 vs 1.35), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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