CVS vs. VYM
Compare and contrast key facts about CVS Health Corporation (CVS) and Vanguard High Dividend Yield ETF (VYM).
VYM is a passively managed fund by Vanguard that tracks the performance of the FTSE High Dividend Yield Index. It was launched on Nov 10, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CVS or VYM.
Correlation
The correlation between CVS and VYM is 0.56, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
CVS vs. VYM - Performance Comparison
Key characteristics
CVS:
-0.27
VYM:
0.04
CVS:
-0.11
VYM:
0.14
CVS:
0.98
VYM:
1.02
CVS:
-0.19
VYM:
0.04
CVS:
-0.52
VYM:
0.23
CVS:
20.56%
VYM:
2.49%
CVS:
40.46%
VYM:
13.63%
CVS:
-64.07%
VYM:
-56.98%
CVS:
-36.37%
VYM:
-12.78%
Returns By Period
In the year-to-date period, CVS achieves a 43.62% return, which is significantly higher than VYM's -7.67% return. Over the past 10 years, CVS has underperformed VYM with an annualized return of -2.01%, while VYM has yielded a comparatively higher 8.89% annualized return.
CVS
43.62%
-3.47%
0.93%
-9.93%
6.00%
-2.01%
VYM
-7.67%
-9.92%
-7.75%
1.56%
14.70%
8.89%
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Risk-Adjusted Performance
CVS vs. VYM — Risk-Adjusted Performance Rank
CVS
VYM
CVS vs. VYM - Risk-Adjusted Performance Comparison
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.
Dividends
CVS vs. VYM - Dividend Comparison
CVS's dividend yield for the trailing twelve months is around 4.18%, more than VYM's 3.15% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CVS CVS Health Corporation | 4.18% | 5.93% | 3.06% | 2.36% | 1.94% | 2.93% | 2.69% | 3.05% | 2.76% | 2.15% | 1.43% | 1.14% |
VYM Vanguard High Dividend Yield ETF | 3.15% | 2.74% | 3.12% | 3.01% | 2.76% | 3.18% | 3.03% | 3.40% | 2.80% | 2.91% | 3.22% | 2.78% |
Drawdowns
CVS vs. VYM - Drawdown Comparison
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. For additional features, visit the drawdowns tool.
Volatility
CVS vs. VYM - Volatility Comparison
CVS Health Corporation (CVS) and Vanguard High Dividend Yield ETF (VYM) have volatilities of 7.91% and 8.10%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.