CTRE vs. VPLS
CTRE (CareTrust REIT, Inc.) is a stock, while VPLS (Vanguard Core-Plus Bond ETF) is Intermediate Core-Plus Bond fund actively managed by Vanguard. Over the past year, CTRE returned 29.93% vs 5.30% for VPLS. At a 0.22 correlation, their price movements are largely independent.
Performance
CTRE vs. VPLS - Performance Comparison
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Returns By Period
In the year-to-date period, CTRE achieves a 4.79% return, which is significantly higher than VPLS's 0.80% return.
CTRE
- 1D
- 1.16%
- 1M
- -8.87%
- YTD
- 4.79%
- 6M
- 4.60%
- 1Y
- 29.93%
- 3Y*
- 30.42%
- 5Y*
- 15.62%
- 10Y*
- 16.31%
VPLS
- 1D
- -0.20%
- 1M
- 0.62%
- YTD
- 0.80%
- 6M
- 0.89%
- 1Y
- 5.30%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
CTRE vs. VPLS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
CTRE CareTrust REIT, Inc. | 4.79% | 39.35% | 26.31% | 1.29% |
VPLS Vanguard Core-Plus Bond ETF | 0.80% | 7.86% | 2.72% | 2.83% |
Correlation
The correlation between CTRE and VPLS is 0.14, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.14 |
Correlation (All Time) Calculated using the full available price history since Dec 7, 2023 | 0.22 |
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Return for Risk
CTRE vs. VPLS — Risk / Return Rank
CTRE
VPLS
CTRE vs. VPLS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for CareTrust REIT, Inc. (CTRE) and Vanguard Core-Plus Bond ETF (VPLS). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| CTRE | VPLS | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.21 | ||
| Sortino ratioReturn per unit of downside risk | -0.42 | ||
| Omega ratioGain probability vs. loss probability | 1.23 | 1.26 | -0.03 |
| Calmar ratioReturn relative to maximum drawdown | 2.11 | 1.96 | +0.15 |
| Martin ratioReturn relative to average drawdown | 7.13 | 6.12 | +1.01 |
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Drawdowns
CTRE vs. VPLS - Drawdown Comparison
The maximum CTRE drawdown since its inception was -67.43%, which is greater than VPLS's maximum drawdown of -4.17%. Use the drawdown chart below to compare losses from any high point for CTRE and VPLS.
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Drawdown Indicators
| CTRE | VPLS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -67.43% | -4.17% | -63.26% |
Max Drawdown (1Y)Largest decline over 1 year | -14.28% | -2.72% | -11.56% |
Max Drawdown (3Y)Largest decline over 3 years | -23.19% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -30.98% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -67.43% | — | — |
Current DrawdownCurrent decline from peak | -11.66% | -1.06% | -10.60% |
Average DrawdownAverage peak-to-trough decline | -10.58% | -1.01% | -9.57% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.21% | 0.87% | +3.34% |
Volatility
CTRE vs. VPLS - Volatility Comparison
CareTrust REIT, Inc. (CTRE) has a higher volatility of 7.55% compared to Vanguard Core-Plus Bond ETF (VPLS) at 0.96%. This indicates that CTRE's price experiences larger fluctuations and is considered to be riskier than VPLS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CTRE | VPLS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.55% | 0.96% | +6.59% |
Volatility (6M)Calculated over the trailing 6-month period | 19.69% | 2.76% | +16.93% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.73% | 3.61% | +20.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.55% | 4.59% | +19.96% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 35.37% | 4.59% | +30.78% |
Dividends
CTRE vs. VPLS - Dividend Comparison
CTRE's dividend yield for the trailing twelve months is around 3.72%, less than VPLS's 4.75% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CTRE CareTrust REIT, Inc. | 3.72% | 3.71% | 4.29% | 5.00% | 5.92% | 4.64% | 4.51% | 4.36% | 4.44% | 4.42% | 4.44% | 5.84% |
VPLS Vanguard Core-Plus Bond ETF | 4.75% | 4.78% | 4.52% | 0.18% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
CTRE and VPLS have a correlation of 0.14, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CTRE has higher volatility (7.55%) compared to VPLS (0.96%). In terms of maximum drawdown, CTRE dropped -67.43% vs VPLS's -4.17%.
VPLS currently has the higher Sharpe Ratio (1.48 vs 1.27), 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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