HDMV vs. VTR
Compare and contrast key facts about First Trust Horizon Managed Volatility Developed Intl ETF (HDMV) and Ventas, Inc. (VTR).
HDMV is an actively managed fund by First Trust. It was launched on Aug 24, 2016.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HDMV or VTR.
Correlation
The correlation between HDMV and VTR is 0.34, 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.
Performance
HDMV vs. VTR - Performance Comparison
Key characteristics
HDMV:
1.84
VTR:
2.79
HDMV:
2.41
VTR:
3.74
HDMV:
1.36
VTR:
1.51
HDMV:
2.31
VTR:
2.11
HDMV:
5.74
VTR:
12.40
HDMV:
4.16%
VTR:
5.00%
HDMV:
13.05%
VTR:
22.28%
HDMV:
-32.01%
VTR:
-83.38%
HDMV:
0.00%
VTR:
-2.80%
Returns By Period
In the year-to-date period, HDMV achieves a 19.18% return, which is significantly higher than VTR's 17.14% return.
HDMV
19.18%
6.08%
12.46%
23.88%
7.63%
N/A
VTR
17.14%
-0.38%
7.38%
60.52%
20.37%
5.90%
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Risk-Adjusted Performance
HDMV vs. VTR — Risk-Adjusted Performance Rank
HDMV
VTR
HDMV vs. VTR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for First Trust Horizon Managed Volatility Developed Intl ETF (HDMV) and Ventas, Inc. (VTR). 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
HDMV vs. VTR - Dividend Comparison
HDMV's dividend yield for the trailing twelve months is around 2.65%, which matches VTR's 2.67% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HDMV First Trust Horizon Managed Volatility Developed Intl ETF | 2.65% | 3.24% | 3.14% | 3.53% | 3.11% | 1.45% | 3.64% | 2.88% | 3.23% | 0.18% | 0.00% | 0.00% |
VTR Ventas, Inc. | 2.67% | 3.06% | 3.61% | 4.00% | 3.52% | 4.37% | 5.49% | 5.40% | 5.19% | 4.74% | 5.04% | 4.14% |
Drawdowns
HDMV vs. VTR - Drawdown Comparison
The maximum HDMV drawdown since its inception was -32.01%, smaller than the maximum VTR drawdown of -83.38%. Use the drawdown chart below to compare losses from any high point for HDMV and VTR. For additional features, visit the drawdowns tool.
Volatility
HDMV vs. VTR - Volatility Comparison
First Trust Horizon Managed Volatility Developed Intl ETF (HDMV) and Ventas, Inc. (VTR) have volatilities of 8.42% and 8.58%, 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.