CVS vs. VYM

In the year-to-date period, CVS achieves a 38.65% return, which is significantly higher than VYM's 0.26% return. Over the past 10 years, CVS has underperformed VYM with an annualized return of -2.36%, while VYM has yielded a comparatively higher 9.59% annualized return.

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This table presents a comparison of risk-adjusted performance metrics for CVS Health Corporation (CVS) and Vanguard High Dividend Yield ETF (VYM). 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 0.37, which is lower than the VYM Sharpe Ratio of 0.63. The chart below compares the historical Sharpe Ratios of CVS and VYM, 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 4.37%, more than VYM's 2.90% yield.

The maximum CVS drawdown since its inception was -64.07%, which is greater than VYM's maximum drawdown of -56.98%. Use the drawdown chart below to compare losses from any high point for CVS and VYM.

CVS Health Corporation (CVS) has a higher volatility of 11.52% compared to Vanguard High Dividend Yield ETF (VYM) at 4.00%. This indicates that CVS's price experiences larger fluctuations and is considered to be riskier than VYM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.