KRT vs. VHT
Compare and contrast key facts about Karat Packaging Inc. (KRT) and Vanguard Health Care ETF (VHT).
VHT is a passively managed fund by Vanguard that tracks the performance of the MSCI US Investable Market Health Care 25/50 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: KRT or VHT.
Key characteristics
| KRT | VHT | |
|---|---|---|
| YTD Return | 10.02% | 2.93% |
| 1Y Return | 106.99% | 6.21% |
| 3Y Return (Ann) | 18.05% | 3.48% |
| Sharpe Ratio | 2.35 | 0.45 |
| Daily Std Dev | 46.36% | 11.00% |
| Max Drawdown | -48.46% | -39.12% |
| Current Drawdown | -10.13% | -4.91% |
Correlation
The correlation between KRT and VHT is 0.21, 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
KRT vs. VHT - Performance Comparison
In the year-to-date period, KRT achieves a 10.02% return, which is significantly higher than VHT's 2.93% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
KRT vs. VHT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Karat Packaging Inc. (KRT) and Vanguard Health Care ETF (VHT). 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
KRT vs. VHT - Dividend Comparison
KRT's dividend yield for the trailing twelve months is around 6.82%, more than VHT's 1.35% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
KRT Karat Packaging Inc. | 6.82% | 6.21% | 2.44% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VHT Vanguard Health Care ETF | 1.35% | 1.36% | 1.33% | 1.14% | 1.21% | 1.89% | 1.38% | 1.31% | 1.45% | 1.22% | 1.02% | 1.12% |
Drawdowns
KRT vs. VHT - Drawdown Comparison
The maximum KRT drawdown since its inception was -48.46%, which is greater than VHT's maximum drawdown of -39.12%. Use the drawdown chart below to compare losses from any high point for KRT and VHT. For additional features, visit the drawdowns tool.
Volatility
KRT vs. VHT - Volatility Comparison
Karat Packaging Inc. (KRT) has a higher volatility of 9.25% compared to Vanguard Health Care ETF (VHT) at 3.85%. This indicates that KRT's price experiences larger fluctuations and is considered to be riskier than VHT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.