HTUS vs. VTV
Compare and contrast key facts about Hull Tactical US ETF (HTUS) and Vanguard Value ETF (VTV).
HTUS and VTV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. HTUS is an actively managed fund by Exchange Traded Concepts. It was launched on Jun 25, 2015. VTV is a passively managed fund by Vanguard that tracks the performance of the MSCI US Prime Market Value Index. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HTUS or VTV.
Key characteristics
| HTUS | VTV | |
|---|---|---|
| YTD Return | 8.97% | 6.70% |
| 1Y Return | 26.44% | 15.77% |
| 3Y Return (Ann) | 12.76% | 7.96% |
| 5Y Return (Ann) | 14.46% | 10.39% |
| Sharpe Ratio | 1.82 | 1.64 |
| Daily Std Dev | 15.37% | 10.20% |
| Max Drawdown | -47.47% | -59.27% |
| Current Drawdown | -2.46% | -2.66% |
Correlation
The correlation between HTUS and VTV is 0.60, 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
HTUS vs. VTV - Performance Comparison
In the year-to-date period, HTUS achieves a 8.97% return, which is significantly higher than VTV's 6.70% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
HTUS vs. VTV - Expense Ratio Comparison
HTUS has a 0.97% expense ratio, which is higher than VTV's 0.04% expense ratio.
Risk-Adjusted Performance
HTUS vs. VTV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Hull Tactical US ETF (HTUS) and Vanguard Value ETF (VTV). 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
HTUS vs. VTV - Dividend Comparison
HTUS's dividend yield for the trailing twelve months is around 1.09%, less than VTV's 2.43% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HTUS Hull Tactical US ETF | 1.09% | 1.18% | 7.86% | 7.20% | 3.77% | 0.92% | 10.57% | 8.29% | 3.02% | 0.00% | 0.00% | 0.00% |
VTV Vanguard Value ETF | 2.43% | 2.46% | 2.52% | 2.15% | 2.56% | 2.50% | 2.73% | 2.29% | 2.44% | 2.60% | 2.22% | 2.21% |
Drawdowns
HTUS vs. VTV - Drawdown Comparison
The maximum HTUS drawdown since its inception was -47.47%, smaller than the maximum VTV drawdown of -59.27%. Use the drawdown chart below to compare losses from any high point for HTUS and VTV. For additional features, visit the drawdowns tool.
Volatility
HTUS vs. VTV - Volatility Comparison
Hull Tactical US ETF (HTUS) has a higher volatility of 3.04% compared to Vanguard Value ETF (VTV) at 2.84%. This indicates that HTUS's price experiences larger fluctuations and is considered to be riskier than VTV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.