CTRE vs. VOO
Compare and contrast key facts about CareTrust REIT, Inc. (CTRE) and Vanguard S&P 500 ETF (VOO).
VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CTRE or VOO.
Performance
CTRE vs. VOO - Performance Comparison
Returns By Period
In the year-to-date period, CTRE achieves a 41.99% return, which is significantly higher than VOO's 26.16% return. Over the past 10 years, CTRE has outperformed VOO with an annualized return of 17.13%, while VOO has yielded a comparatively lower 13.18% annualized return.
CTRE
41.99%
1.18%
24.25%
40.18%
14.80%
17.13%
VOO
26.16%
1.77%
13.62%
32.33%
15.68%
13.18%
Key characteristics
| CTRE | VOO | |
|---|---|---|
| Sharpe Ratio | 2.13 | 2.70 |
| Sortino Ratio | 2.98 | 3.60 |
| Omega Ratio | 1.39 | 1.50 |
| Calmar Ratio | 3.85 | 3.90 |
| Martin Ratio | 13.30 | 17.65 |
| Ulcer Index | 3.08% | 1.86% |
| Daily Std Dev | 19.20% | 12.19% |
| Max Drawdown | -67.43% | -33.99% |
| Current Drawdown | -6.31% | -0.86% |
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Correlation
The correlation between CTRE and VOO is 0.37, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Risk-Adjusted Performance
CTRE vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for CareTrust REIT, Inc. (CTRE) and Vanguard S&P 500 ETF (VOO). 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.
Dividends
CTRE vs. VOO - Dividend Comparison
CTRE's dividend yield for the trailing twelve months is around 3.74%, more than VOO's 1.24% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CTRE CareTrust REIT, Inc. | 3.74% | 5.00% | 5.92% | 4.64% | 4.51% | 4.36% | 5.55% | 5.52% | 4.44% | 5.84% | 48.70% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
CTRE vs. VOO - Drawdown Comparison
The maximum CTRE drawdown since its inception was -67.43%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for CTRE and VOO. For additional features, visit the drawdowns tool.
Volatility
CTRE vs. VOO - Volatility Comparison
CareTrust REIT, Inc. (CTRE) has a higher volatility of 9.32% compared to Vanguard S&P 500 ETF (VOO) at 3.99%. This indicates that CTRE's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.