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HTEC vs. VTI
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

HTEC vs. VTI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in ROBO Global Healthcare Technology and Innovation ETF (HTEC) and Vanguard Total Stock Market ETF (VTI). The values are adjusted to include any dividend payments, if applicable.

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HTEC vs. VTI - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
HTEC
ROBO Global Healthcare Technology and Innovation ETF
-6.51%23.91%2.68%-2.94%-33.72%-0.28%65.01%9.34%
VTI
Vanguard Total Stock Market ETF
-4.01%17.10%23.81%26.05%-19.52%25.68%21.08%11.33%

Returns By Period

In the year-to-date period, HTEC achieves a -6.51% return, which is significantly lower than VTI's -4.01% return.


HTEC

1D
3.47%
1M
-7.69%
YTD
-6.51%
6M
7.99%
1Y
21.99%
3Y*
3.80%
5Y*
-5.56%
10Y*

VTI

1D
2.93%
1M
-5.00%
YTD
-4.01%
6M
-1.66%
1Y
18.11%
3Y*
17.84%
5Y*
10.46%
10Y*
13.60%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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HTEC vs. VTI - Expense Ratio Comparison

HTEC has a 0.68% expense ratio, which is higher than VTI's 0.03% expense ratio.


Return for Risk

HTEC vs. VTI — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

HTEC
HTEC Risk / Return Rank: 5151
Overall Rank
HTEC Sharpe Ratio Rank: 5353
Sharpe Ratio Rank
HTEC Sortino Ratio Rank: 5757
Sortino Ratio Rank
HTEC Omega Ratio Rank: 4848
Omega Ratio Rank
HTEC Calmar Ratio Rank: 5252
Calmar Ratio Rank
HTEC Martin Ratio Rank: 4747
Martin Ratio Rank

VTI
VTI Risk / Return Rank: 6565
Overall Rank
VTI Sharpe Ratio Rank: 5858
Sharpe Ratio Rank
VTI Sortino Ratio Rank: 6262
Sortino Ratio Rank
VTI Omega Ratio Rank: 6565
Omega Ratio Rank
VTI Calmar Ratio Rank: 6565
Calmar Ratio Rank
VTI Martin Ratio Rank: 7575
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

HTEC vs. VTI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for ROBO Global Healthcare Technology and Innovation ETF (HTEC) and Vanguard Total Stock Market ETF (VTI). 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.


HTECVTIDifference

Sharpe ratio

Return per unit of total volatility

0.93

0.96

-0.03

Sortino ratio

Return per unit of downside risk

1.45

1.48

-0.04

Omega ratio

Gain probability vs. loss probability

1.18

1.23

-0.05

Calmar ratio

Return relative to maximum drawdown

1.31

1.52

-0.21

Martin ratio

Return relative to average drawdown

4.40

7.26

-2.86

HTEC vs. VTI - Sharpe Ratio Comparison

The current HTEC Sharpe Ratio is 0.93, which is comparable to the VTI Sharpe Ratio of 0.96. The chart below compares the historical Sharpe Ratios of HTEC and VTI, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


HTECVTIDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.93

0.96

-0.03

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.23

0.60

-0.83

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.75

Sharpe Ratio (All Time)

Calculated using the full available price history

0.19

0.48

-0.29

Correlation

The correlation between HTEC and VTI is 0.76, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

HTEC vs. VTI - Dividend Comparison

HTEC's dividend yield for the trailing twelve months is around 1.05%, less than VTI's 1.17% yield.


TTM20252024202320222021202020192018201720162015
HTEC
ROBO Global Healthcare Technology and Innovation ETF
1.05%0.98%0.00%0.00%0.00%0.05%0.00%0.00%0.00%0.00%0.00%0.00%
VTI
Vanguard Total Stock Market ETF
1.17%1.12%1.27%1.44%1.66%1.21%1.42%1.78%2.04%1.71%1.92%1.98%

Drawdowns

HTEC vs. VTI - Drawdown Comparison

The maximum HTEC drawdown since its inception was -57.53%, roughly equal to the maximum VTI drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for HTEC and VTI.


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Drawdown Indicators


HTECVTIDifference

Max Drawdown

Largest peak-to-trough decline

-57.53%

-55.45%

-2.08%

Max Drawdown (1Y)

Largest decline over 1 year

-16.31%

-12.30%

-4.01%

Max Drawdown (5Y)

Largest decline over 5 years

-56.10%

-25.36%

-30.74%

Max Drawdown (10Y)

Largest decline over 10 years

-35.00%

Current Drawdown

Current decline from peak

-35.69%

-6.25%

-29.44%

Average Drawdown

Average peak-to-trough decline

-28.85%

-8.08%

-20.77%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.85%

2.58%

+2.27%

Volatility

HTEC vs. VTI - Volatility Comparison

ROBO Global Healthcare Technology and Innovation ETF (HTEC) has a higher volatility of 7.96% compared to Vanguard Total Stock Market ETF (VTI) at 5.45%. This indicates that HTEC's price experiences larger fluctuations and is considered to be riskier than VTI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


HTECVTIDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.96%

5.45%

+2.51%

Volatility (6M)

Calculated over the trailing 6-month period

14.40%

9.73%

+4.67%

Volatility (1Y)

Calculated over the trailing 1-year period

23.82%

19.01%

+4.81%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

24.29%

17.42%

+6.87%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

25.53%

18.29%

+7.24%