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HVT vs. VOO
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between HVT and VOO is 0.45, 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.


-0.50.00.51.00.4

Performance

HVT vs. VOO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Haverty Furniture Companies, Inc. (HVT) and Vanguard S&P 500 ETF (VOO). The values are adjusted to include any dividend payments, if applicable.

-15.00%-10.00%-5.00%0.00%5.00%10.00%AugustSeptemberOctoberNovemberDecember2025
-15.60%
3.78%
HVT
VOO

Key characteristics

Sharpe Ratio

HVT:

-0.91

VOO:

1.88

Sortino Ratio

HVT:

-1.24

VOO:

2.52

Omega Ratio

HVT:

0.86

VOO:

1.35

Calmar Ratio

HVT:

-0.71

VOO:

2.83

Martin Ratio

HVT:

-1.39

VOO:

11.96

Ulcer Index

HVT:

24.52%

VOO:

2.00%

Daily Std Dev

HVT:

37.42%

VOO:

12.70%

Max Drawdown

HVT:

-66.43%

VOO:

-33.99%

Current Drawdown

HVT:

-46.51%

VOO:

-3.91%

Returns By Period

In the year-to-date period, HVT achieves a -1.21% return, which is significantly lower than VOO's -0.66% return. Over the past 10 years, HVT has underperformed VOO with an annualized return of 5.02%, while VOO has yielded a comparatively higher 13.26% annualized return.


HVT

YTD

-1.21%

1M

-4.06%

6M

-15.60%

1Y

-34.58%

5Y*

8.60%

10Y*

5.02%

VOO

YTD

-0.66%

1M

-3.35%

6M

3.78%

1Y

23.82%

5Y*

13.79%

10Y*

13.26%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Risk-Adjusted Performance

HVT vs. VOO — Risk-Adjusted Performance Rank

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

HVT
The Risk-Adjusted Performance Rank of HVT is 99
Overall Rank
The Sharpe Ratio Rank of HVT is 66
Sharpe Ratio Rank
The Sortino Ratio Rank of HVT is 88
Sortino Ratio Rank
The Omega Ratio Rank of HVT is 1111
Omega Ratio Rank
The Calmar Ratio Rank of HVT is 88
Calmar Ratio Rank
The Martin Ratio Rank of HVT is 1010
Martin Ratio Rank

VOO
The Risk-Adjusted Performance Rank of VOO is 8282
Overall Rank
The Sharpe Ratio Rank of VOO is 8282
Sharpe Ratio Rank
The Sortino Ratio Rank of VOO is 8080
Sortino Ratio Rank
The Omega Ratio Rank of VOO is 8282
Omega Ratio Rank
The Calmar Ratio Rank of VOO is 8282
Calmar Ratio Rank
The Martin Ratio Rank of VOO is 8484
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

HVT vs. VOO - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Haverty Furniture Companies, Inc. (HVT) 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.


Sharpe ratio
The chart of Sharpe ratio for HVT, currently valued at -0.91, compared to the broader market-2.000.002.00-0.911.88
The chart of Sortino ratio for HVT, currently valued at -1.24, compared to the broader market-4.00-2.000.002.004.00-1.242.52
The chart of Omega ratio for HVT, currently valued at 0.86, compared to the broader market0.501.001.502.000.861.35
The chart of Calmar ratio for HVT, currently valued at -0.71, compared to the broader market0.002.004.006.00-0.712.83
The chart of Martin ratio for HVT, currently valued at -1.39, compared to the broader market0.0010.0020.00-1.3911.96
HVT
VOO

The current HVT Sharpe Ratio is -0.91, which is lower than the VOO Sharpe Ratio of 1.88. The chart below compares the historical Sharpe Ratios of HVT and VOO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.004.00AugustSeptemberOctoberNovemberDecember2025
-0.91
1.88
HVT
VOO

Dividends

HVT vs. VOO - Dividend Comparison

HVT's dividend yield for the trailing twelve months is around 5.73%, more than VOO's 1.25% yield.


TTM20242023202220212020201920182017201620152014
HVT
Haverty Furniture Companies, Inc.
5.73%5.66%5.30%6.05%8.90%9.22%3.77%9.16%2.38%6.08%1.68%6.00%
VOO
Vanguard S&P 500 ETF
1.25%1.24%1.46%1.69%1.25%1.54%1.88%2.06%1.78%2.02%2.10%1.85%

Drawdowns

HVT vs. VOO - Drawdown Comparison

The maximum HVT drawdown since its inception was -66.43%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for HVT and VOO. For additional features, visit the drawdowns tool.


-50.00%-40.00%-30.00%-20.00%-10.00%0.00%AugustSeptemberOctoberNovemberDecember2025
-46.51%
-3.91%
HVT
VOO

Volatility

HVT vs. VOO - Volatility Comparison

Haverty Furniture Companies, Inc. (HVT) has a higher volatility of 6.91% compared to Vanguard S&P 500 ETF (VOO) at 4.56%. This indicates that HVT'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.


0.00%5.00%10.00%15.00%AugustSeptemberOctoberNovemberDecember2025
6.91%
4.56%
HVT
VOO
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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