HTIA vs. SVOL
Compare and contrast key facts about Healthcare Trust, Inc. (HTIA) and Simplify Volatility Premium ETF (SVOL).
SVOL is an actively managed fund by Simplify Asset Management Inc.. It was launched on May 12, 2021.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HTIA or SVOL.
Correlation
The correlation between HTIA and SVOL is 0.05, 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
HTIA vs. SVOL - Performance Comparison
Key characteristics
HTIA:
0.09
SVOL:
0.75
HTIA:
0.29
SVOL:
1.07
HTIA:
1.03
SVOL:
1.18
HTIA:
0.06
SVOL:
1.00
HTIA:
0.31
SVOL:
5.34
HTIA:
6.10%
SVOL:
2.03%
HTIA:
21.41%
SVOL:
14.57%
HTIA:
-58.62%
SVOL:
-15.62%
HTIA:
-29.15%
SVOL:
0.00%
Returns By Period
In the year-to-date period, HTIA achieves a -2.31% return, which is significantly lower than SVOL's 4.74% return.
HTIA
-2.31%
-8.20%
-0.41%
1.72%
-3.23%
N/A
SVOL
4.74%
2.52%
2.85%
10.03%
N/A
N/A
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Risk-Adjusted Performance
HTIA vs. SVOL — Risk-Adjusted Performance Rank
HTIA
SVOL
HTIA vs. SVOL - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Healthcare Trust, Inc. (HTIA) and Simplify Volatility Premium ETF (SVOL). 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
HTIA vs. SVOL - Dividend Comparison
HTIA's dividend yield for the trailing twelve months is around 13.17%, less than SVOL's 16.09% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
HTIA Healthcare Trust, Inc. | 13.17% | 12.47% | 11.30% | 8.78% | 7.26% | 6.32% |
SVOL Simplify Volatility Premium ETF | 16.09% | 16.79% | 16.37% | 18.32% | 4.65% | 0.00% |
Drawdowns
HTIA vs. SVOL - Drawdown Comparison
The maximum HTIA drawdown since its inception was -58.62%, which is greater than SVOL's maximum drawdown of -15.62%. Use the drawdown chart below to compare losses from any high point for HTIA and SVOL. For additional features, visit the drawdowns tool.
Volatility
HTIA vs. SVOL - Volatility Comparison
Healthcare Trust, Inc. (HTIA) has a higher volatility of 6.37% compared to Simplify Volatility Premium ETF (SVOL) at 3.23%. This indicates that HTIA's price experiences larger fluctuations and is considered to be riskier than SVOL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.