HTUS vs. VTV
HTUS (Hull Tactical US ETF) and VTV (Vanguard Value ETF) are both exchange-traded funds - HTUS is a Long-Short fund actively managed by Exchange Traded Concepts, while VTV is a Large Cap Value Equities fund tracking the CRSP US Large Cap Value Index. HTUS is actively managed, while VTV is passively managed. Over the past 10 years, HTUS returned 12.34%/yr vs 13.01%/yr for VTV. A 0.62 correlation means they provide meaningful diversification when combined. HTUS charges 0.97%/yr vs 0.04%/yr for VTV.
Performance
HTUS vs. VTV - Performance Comparison
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Returns By Period
In the year-to-date period, HTUS achieves a 10.28% return, which is significantly lower than VTV's 15.12% return. Over the past 10 years, HTUS has underperformed VTV with an annualized return of 12.34%, while VTV has yielded a comparatively higher 13.01% annualized return.
HTUS
- 1D
- -0.50%
- 1M
- 0.21%
- YTD
- 10.28%
- 6M
- 10.25%
- 1Y
- 27.09%
- 3Y*
- 20.84%
- 5Y*
- 15.01%
- 10Y*
- 12.34%
VTV
- 1D
- 0.99%
- 1M
- 3.67%
- YTD
- 15.12%
- 6M
- 14.64%
- 1Y
- 28.84%
- 3Y*
- 18.88%
- 5Y*
- 12.52%
- 10Y*
- 13.01%
HTUS vs. VTV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HTUS Hull Tactical US ETF | 10.28% | 16.57% | 25.02% | 30.11% | -13.00% | 24.29% | 13.21% | 20.27% | -10.04% | 14.19% |
VTV Vanguard Value ETF | 15.12% | 15.27% | 15.95% | 9.32% | -2.09% | 26.53% | 2.33% | 25.66% | -5.47% | 17.15% |
Correlation
The correlation between HTUS and VTV is 0.61, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.61 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.66 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.68 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.65 |
Correlation (All Time) Calculated using the full available price history since Jun 25, 2015 | 0.62 |
The correlation between HTUS and VTV has been stable across timeframes, ranging from 0.61 to 0.68 - a consistent structural relationship.
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Return for Risk
HTUS vs. VTV — Risk / Return Rank
HTUS
VTV
HTUS vs. VTV - Risk-Adjusted Trends 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| HTUS | VTV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.52 | ||
| Sortino ratioReturn per unit of downside risk | -0.66 | ||
| Omega ratioGain probability vs. loss probability | 1.44 | 1.50 | -0.06 |
| Calmar ratioReturn relative to maximum drawdown | 3.13 | 4.56 | -1.43 |
| Martin ratioReturn relative to average drawdown | 15.60 | 17.20 | -1.60 |
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Drawdowns
HTUS vs. VTV - Drawdown Comparison
The maximum HTUS drawdown since its inception was -47.50%, 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.
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Drawdown Indicators
| HTUS | VTV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.50% | -59.27% | +11.77% |
Max Drawdown (1Y)Largest decline over 1 year | -8.68% | -6.35% | -2.33% |
Max Drawdown (3Y)Largest decline over 3 years | -24.41% | -14.52% | -9.89% |
Max Drawdown (5Y)Largest decline over 5 years | -24.41% | -17.04% | -7.37% |
Max Drawdown (10Y)Largest decline over 10 years | -47.50% | -36.78% | -10.72% |
Current DrawdownCurrent decline from peak | -1.49% | 0.00% | -1.49% |
Average DrawdownAverage peak-to-trough decline | -4.05% | -7.85% | +3.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.74% | 1.68% | +0.06% |
Volatility
HTUS vs. VTV - Volatility Comparison
Hull Tactical US ETF (HTUS) has a higher volatility of 3.89% compared to Vanguard Value ETF (VTV) at 3.32%. 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.
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Volatility by Period
| HTUS | VTV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.89% | 3.32% | +0.57% |
Volatility (6M)Calculated over the trailing 6-month period | 9.95% | 7.82% | +2.13% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.00% | 10.39% | +1.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.09% | 13.88% | +5.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.49% | 16.69% | +4.80% |
HTUS vs. VTV - Expense Ratio Comparison
HTUS has a 0.97% expense ratio, which is higher than VTV's 0.04% expense ratio.
Dividends
HTUS vs. VTV - Dividend Comparison
HTUS's dividend yield for the trailing twelve months is around 10.78%, more than VTV's 1.82% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HTUS Hull Tactical US ETF | 10.78% | 11.89% | 17.80% | 1.18% | 5.63% | 7.20% | 3.77% | 0.92% | 8.69% | 8.29% | 3.02% | 0.00% |
VTV Vanguard Value ETF | 1.82% | 2.05% | 2.31% | 2.46% | 2.52% | 2.15% | 2.56% | 2.50% | 2.73% | 2.29% | 2.44% | 2.60% |
Frequently Asked Questions
HTUS and VTV have a correlation of 0.61, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
HTUS has higher volatility (3.89%) compared to VTV (3.32%). In terms of maximum drawdown, HTUS dropped -47.50% vs VTV's -59.27%.
On 10-year performance, VTV leads with 13.01% vs 12.34% for HTUS. On fees, VTV is cheaper at 0.04% per year. On volatility, VTV has been the lower-risk option at 3.32%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 10-year period, VTV has performed better with a 13.01% return vs 12.34%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
VTV is cheaper with a 0.04% expense ratio, compared with 0.97% for HTUS.
HTUS has the higher dividend yield at 10.78%, compared with 1.82% for VTV.
HTUS is categorized as Long-Short, while VTV is Large Cap Value Equities. They also come from different issuers: Exchange Traded Concepts and Vanguard. Their fees differ too: 0.97% for HTUS and 0.04% for VTV.
VTV currently has the higher Sharpe Ratio (2.79 vs 2.27), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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