HR vs. VOO
Compare and contrast key facts about Healthcare Realty Trust Incorporated (HR) 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: HR or VOO.
Correlation
The correlation between HR and VOO is 0.35, 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
HR vs. VOO - Performance Comparison
Key characteristics
HR:
0.00
VOO:
2.04
HR:
0.18
VOO:
2.72
HR:
1.02
VOO:
1.38
HR:
0.00
VOO:
3.09
HR:
0.01
VOO:
13.04
HR:
10.19%
VOO:
2.00%
HR:
25.65%
VOO:
12.79%
HR:
-46.94%
VOO:
-33.99%
HR:
-29.73%
VOO:
-2.15%
Returns By Period
In the year-to-date period, HR achieves a -4.37% return, which is significantly lower than VOO's 1.16% return. Over the past 10 years, HR has underperformed VOO with an annualized return of 3.92%, while VOO has yielded a comparatively higher 13.46% annualized return.
HR
-4.37%
-6.46%
-5.89%
0.59%
-2.18%
3.92%
VOO
1.16%
-1.97%
7.17%
26.51%
14.13%
13.46%
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Risk-Adjusted Performance
HR vs. VOO — Risk-Adjusted Performance Rank
HR
VOO
HR vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Healthcare Realty Trust Incorporated (HR) 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
HR vs. VOO - Dividend Comparison
HR's dividend yield for the trailing twelve months is around 7.65%, more than VOO's 1.23% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Healthcare Realty Trust Incorporated | 7.65% | 7.32% | 7.20% | 36.51% | 7.44% | 4.36% | 8.09% | 9.60% | 8.02% | 8.21% | 8.79% | 1,113,586.82% |
Vanguard S&P 500 ETF | 1.23% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
HR vs. VOO - Drawdown Comparison
The maximum HR drawdown since its inception was -46.94%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for HR and VOO. For additional features, visit the drawdowns tool.
Volatility
HR vs. VOO - Volatility Comparison
Healthcare Realty Trust Incorporated (HR) has a higher volatility of 6.51% compared to Vanguard S&P 500 ETF (VOO) at 4.96%. This indicates that HR'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.