HRTG vs. VOO
Compare and contrast key facts about Heritage Insurance Holdings, Inc. (HRTG) 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: HRTG or VOO.
Correlation
The correlation between HRTG and VOO is 0.28, 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. VOO - Performance Comparison
Key characteristics
HRTG:
1.07
VOO:
1.88
HRTG:
1.78
VOO:
2.52
HRTG:
1.26
VOO:
1.35
HRTG:
1.09
VOO:
2.83
HRTG:
3.55
VOO:
11.96
HRTG:
23.28%
VOO:
2.00%
HRTG:
77.55%
VOO:
12.70%
HRTG:
-94.36%
VOO:
-33.99%
HRTG:
-51.73%
VOO:
-3.91%
Returns By Period
In the year-to-date period, HRTG achieves a -6.61% return, which is significantly lower than VOO's -0.66% return. Over the past 10 years, HRTG has underperformed VOO with an annualized return of -3.65%, while VOO has yielded a comparatively higher 13.26% annualized return.
HRTG
-6.61%
-10.17%
55.01%
84.94%
-1.14%
-3.65%
VOO
-0.66%
-3.35%
3.78%
23.82%
13.79%
13.26%
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Risk-Adjusted Performance
HRTG vs. VOO — Risk-Adjusted Performance Rank
HRTG
VOO
HRTG vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Heritage Insurance Holdings, Inc. (HRTG) 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
HRTG vs. VOO - Dividend Comparison
HRTG has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 1.25%.
| 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% |
VOO Vanguard S&P 500 ETF | 1.25% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
HRTG vs. VOO - Drawdown Comparison
The maximum HRTG drawdown since its inception was -94.36%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for HRTG and VOO. For additional features, visit the drawdowns tool.
Volatility
HRTG vs. VOO - Volatility Comparison
Heritage Insurance Holdings, Inc. (HRTG) has a higher volatility of 14.05% compared to Vanguard S&P 500 ETF (VOO) at 4.56%. This indicates that HRTG'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.