HTLF vs. VOO
Compare and contrast key facts about Heartland Financial USA, Inc. (HTLF) 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: HTLF or VOO.
Correlation
The correlation between HTLF and VOO is 0.51, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
HTLF vs. VOO - Performance Comparison
Key characteristics
HTLF:
1.95
VOO:
1.98
HTLF:
2.90
VOO:
2.65
HTLF:
1.36
VOO:
1.36
HTLF:
1.79
VOO:
2.98
HTLF:
15.03
VOO:
12.44
HTLF:
4.83%
VOO:
2.02%
HTLF:
36.26%
VOO:
12.69%
HTLF:
-71.30%
VOO:
-33.99%
HTLF:
-5.90%
VOO:
0.00%
Returns By Period
In the year-to-date period, HTLF achieves a 6.00% return, which is significantly higher than VOO's 4.06% return. Over the past 10 years, HTLF has underperformed VOO with an annualized return of 10.38%, while VOO has yielded a comparatively higher 13.25% annualized return.
HTLF
6.00%
-1.69%
22.96%
94.15%
7.76%
10.38%
VOO
4.06%
2.04%
9.70%
23.75%
14.34%
13.25%
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Risk-Adjusted Performance
HTLF vs. VOO — Risk-Adjusted Performance Rank
HTLF
VOO
HTLF vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Heartland Financial USA, Inc. (HTLF) 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
HTLF vs. VOO - Dividend Comparison
HTLF's dividend yield for the trailing twelve months is around 1.86%, more than VOO's 1.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HTLF Heartland Financial USA, Inc. | 1.86% | 1.96% | 3.19% | 2.34% | 1.90% | 1.98% | 1.37% | 1.34% | 0.95% | 1.04% | 1.43% | 1.48% |
VOO Vanguard S&P 500 ETF | 1.20% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
HTLF vs. VOO - Drawdown Comparison
The maximum HTLF drawdown since its inception was -71.30%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for HTLF and VOO. For additional features, visit the drawdowns tool.
Volatility
HTLF vs. VOO - Volatility Comparison
Heartland Financial USA, Inc. (HTLF) has a higher volatility of 4.18% compared to Vanguard S&P 500 ETF (VOO) at 3.13%. This indicates that HTLF'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.