HQL vs. VOO
Compare and contrast key facts about Tekla Life Sciences Investors (HQL) and Vanguard S&P 500 ETF (VOO).
VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HQL or VOO.
Correlation
The correlation between HQL and VOO is 0.59, 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
HQL vs. VOO - Performance Comparison
Key characteristics
HQL:
0.79
VOO:
1.98
HQL:
1.15
VOO:
2.65
HQL:
1.15
VOO:
1.36
HQL:
0.49
VOO:
2.98
HQL:
2.69
VOO:
12.44
HQL:
4.99%
VOO:
2.02%
HQL:
16.99%
VOO:
12.69%
HQL:
-61.70%
VOO:
-33.99%
HQL:
-11.99%
VOO:
0.00%
Returns By Period
In the year-to-date period, HQL achieves a 6.63% return, which is significantly higher than VOO's 4.06% return. Over the past 10 years, HQL has underperformed VOO with an annualized return of 2.89%, while VOO has yielded a comparatively higher 13.32% annualized return.
HQL
6.63%
3.78%
-3.39%
13.02%
4.97%
2.89%
VOO
4.06%
2.04%
10.75%
23.75%
14.44%
13.32%
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Risk-Adjusted Performance
HQL vs. VOO — Risk-Adjusted Performance Rank
HQL
VOO
HQL vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Tekla Life Sciences Investors (HQL) and Vanguard S&P 500 ETF (VOO). 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
HQL vs. VOO - Dividend Comparison
HQL's dividend yield for the trailing twelve months is around 13.30%, more than VOO's 1.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HQL Tekla Life Sciences Investors | 13.30% | 14.18% | 9.44% | 9.57% | 8.79% | 7.90% | 8.03% | 10.72% | 8.25% | 12.18% | 11.84% | 7.11% |
VOO Vanguard S&P 500 ETF | 1.20% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
HQL vs. VOO - Drawdown Comparison
The maximum HQL drawdown since its inception was -61.70%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for HQL and VOO. For additional features, visit the drawdowns tool.
Volatility
HQL vs. VOO - Volatility Comparison
Tekla Life Sciences Investors (HQL) has a higher volatility of 4.58% compared to Vanguard S&P 500 ETF (VOO) at 3.13%. This indicates that HQL's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.