CVS vs. VHT

In the year-to-date period, CVS achieves a 39.81% return, which is significantly higher than VHT's -4.07% return. Over the past 10 years, CVS has underperformed VHT with an annualized return of -2.24%, while VHT has yielded a comparatively higher 7.22% annualized return.

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This table presents a comparison of risk-adjusted performance metrics for CVS Health Corporation (CVS) and Vanguard Health Care ETF (VHT). 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.

The current CVS Sharpe Ratio is 0.40, which is higher than the VHT Sharpe Ratio of -0.41. The chart below compares the historical Sharpe Ratios of CVS and VHT, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

CVS's dividend yield for the trailing twelve months is around 4.34%, more than VHT's 1.65% yield.

The maximum CVS drawdown since its inception was -64.07%, which is greater than VHT's maximum drawdown of -39.12%. Use the drawdown chart below to compare losses from any high point for CVS and VHT.

CVS Health Corporation (CVS) has a higher volatility of 11.57% compared to Vanguard Health Care ETF (VHT) at 7.47%. This indicates that CVS's price experiences larger fluctuations and is considered to be riskier than VHT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.