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:
0.26
VOO:
2.21
HR:
0.54
VOO:
2.93
HR:
1.07
VOO:
1.41
HR:
0.14
VOO:
3.25
HR:
0.67
VOO:
14.47
HR:
10.09%
VOO:
1.90%
HR:
25.52%
VOO:
12.43%
HR:
-46.94%
VOO:
-33.99%
HR:
-26.83%
VOO:
-2.87%
Returns By Period
In the year-to-date period, HR achieves a 5.97% return, which is significantly lower than VOO's 25.49% return. Over the past 10 years, HR has underperformed VOO with an annualized return of 5.29%, while VOO has yielded a comparatively higher 13.04% annualized return.
HR
5.97%
-3.87%
8.93%
7.40%
-0.58%
5.29%
VOO
25.49%
0.01%
8.65%
27.45%
14.70%
13.04%
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Risk-Adjusted Performance
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 7.35%, more than VOO's 0.91% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Healthcare Realty Trust Incorporated | 7.35% | 7.20% | 36.51% | 7.44% | 4.36% | 8.09% | 9.60% | 8.02% | 8.21% | 8.79% | 1,113,586.82% | 2,032,520.32% |
Vanguard S&P 500 ETF | 0.91% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
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 9.18% compared to Vanguard S&P 500 ETF (VOO) at 3.64%. 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.