HRTG vs. ITOT
Compare and contrast key facts about Heritage Insurance Holdings, Inc. (HRTG) and iShares Core S&P Total U.S. Stock Market ETF (ITOT).
ITOT is a passively managed fund by iShares that tracks the performance of the S&P Composite 1500 Index. It was launched on Jan 20, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HRTG or ITOT.
Correlation
The correlation between HRTG and ITOT is 0.29, 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
HRTG vs. ITOT - Performance Comparison
Key characteristics
HRTG:
1.38
ITOT:
0.27
HRTG:
1.94
ITOT:
0.51
HRTG:
1.29
ITOT:
1.07
HRTG:
1.38
ITOT:
0.27
HRTG:
3.98
ITOT:
1.18
HRTG:
25.42%
ITOT:
4.43%
HRTG:
73.54%
ITOT:
19.33%
HRTG:
-94.36%
ITOT:
-55.20%
HRTG:
-19.40%
ITOT:
-14.46%
Returns By Period
In the year-to-date period, HRTG achieves a 55.95% return, which is significantly higher than ITOT's -10.48% return. Over the past 10 years, HRTG has underperformed ITOT with an annualized return of 0.46%, while ITOT has yielded a comparatively higher 11.01% annualized return.
HRTG
55.95%
35.85%
86.65%
98.84%
12.78%
0.46%
ITOT
-10.48%
-7.13%
-9.84%
6.08%
14.25%
11.01%
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Risk-Adjusted Performance
HRTG vs. ITOT — Risk-Adjusted Performance Rank
HRTG
ITOT
HRTG vs. ITOT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Heritage Insurance Holdings, Inc. (HRTG) and iShares Core S&P Total U.S. Stock Market ETF (ITOT). 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
HRTG vs. ITOT - Dividend Comparison
HRTG has not paid dividends to shareholders, while ITOT's dividend yield for the trailing twelve months is around 1.42%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HRTG Heritage Insurance Holdings, Inc. | 0.00% | 0.00% | 0.00% | 6.67% | 4.08% | 2.37% | 1.81% | 1.63% | 1.33% | 1.47% | 0.23% | 0.00% |
ITOT iShares Core S&P Total U.S. Stock Market ETF | 1.42% | 1.23% | 1.47% | 1.66% | 1.18% | 1.41% | 1.88% | 2.14% | 1.69% | 1.83% | 2.01% | 2.20% |
Drawdowns
HRTG vs. ITOT - Drawdown Comparison
The maximum HRTG drawdown since its inception was -94.36%, which is greater than ITOT's maximum drawdown of -55.20%. Use the drawdown chart below to compare losses from any high point for HRTG and ITOT. For additional features, visit the drawdowns tool.
Volatility
HRTG vs. ITOT - Volatility Comparison
Heritage Insurance Holdings, Inc. (HRTG) has a higher volatility of 16.50% compared to iShares Core S&P Total U.S. Stock Market ETF (ITOT) at 13.74%. This indicates that HRTG's price experiences larger fluctuations and is considered to be riskier than ITOT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.