VH2.DE vs. HRTG
VH2.DE (Friedrich Vorwerk Group SE) and HRTG (Heritage Insurance Holdings, Inc.) are both stocks. VH2.DE operates in Engineering & Construction (Industrials), while HRTG operates in Insurance - Property & Casualty (Financial Services). Over the past 5 years, VH2.DE returned 6.28%/yr vs 24.18%/yr for HRTG. At a 0.06 correlation, their price movements are largely independent.
Performance
VH2.DE vs. HRTG - Performance Comparison
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Different Trading Currencies
VH2.DE is traded in EUR, while HRTG is traded in USD. To make them comparable, the HRTG values have been converted to EUR using the latest available exchange rates.
Returns By Period
In the year-to-date period, VH2.DE achieves a -27.45% return, which is significantly lower than HRTG's -22.78% return.
VH2.DE
- 1D
- 1.84%
- 1M
- -26.83%
- YTD
- -27.45%
- 6M
- -29.78%
- 1Y
- -0.17%
- 3Y*
- 75.53%
- 5Y*
- 6.28%
- 10Y*
- —
HRTG
- 1D
- 5.27%
- 1M
- -21.32%
- YTD
- -22.78%
- 6M
- -16.23%
- 1Y
- -9.41%
- 3Y*
- 60.02%
- 5Y*
- 24.18%
- 10Y*
- 6.81%
VH2.DE vs. HRTG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
VH2.DE Friedrich Vorwerk Group SE | -27.45% | 205.39% | 74.51% | -28.89% | -22.29% | -37.67% |
HRTG Heritage Insurance Holdings, Inc. | -22.78% | 113.12% | 97.83% | 251.36% | -66.63% | -44.92% |
Correlation
The correlation between VH2.DE and HRTG is -0.12, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.12 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.04 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.06 |
Correlation (All Time) Calculated using the full available price history since Mar 26, 2021 | 0.06 |
The correlation between VH2.DE and HRTG shifts across timeframes, from -0.12 (1 year) to 0.06 (5 years), reflecting how their relationship changes across market environments.
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Return for Risk
VH2.DE vs. HRTG — Risk / Return Rank
VH2.DE
HRTG
VH2.DE vs. HRTG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Friedrich Vorwerk Group SE (VH2.DE) and Heritage Insurance Holdings, Inc. (HRTG). 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.
| VH2.DE | HRTG | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.16 | ||
| Sortino ratioReturn per unit of downside risk | +0.24 | ||
| Omega ratioGain probability vs. loss probability | 1.05 | 1.02 | +0.02 |
| Calmar ratioReturn relative to maximum drawdown | -0.00 | -0.29 | +0.28 |
| Martin ratioReturn relative to average drawdown | -0.01 | -0.63 | +0.62 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| VH2.DE | HRTG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.00 | -0.16 | +0.16 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.12 | 0.34 | -0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.12 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.11 | 0.15 | -0.04 |
Drawdowns
VH2.DE vs. HRTG - Drawdown Comparison
The maximum VH2.DE drawdown since its inception was -81.96%, smaller than the maximum HRTG drawdown of -93.91%. Use the drawdown chart below to compare losses from any high point for VH2.DE and HRTG.
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Drawdown Indicators
| VH2.DE | HRTG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -81.96% | -93.91% | +11.95% |
Max Drawdown (1Y)Largest decline over 1 year | -44.43% | -32.82% | -11.61% |
Max Drawdown (3Y)Largest decline over 3 years | -44.43% | -43.63% | -0.80% |
Max Drawdown (5Y)Largest decline over 5 years | -81.44% | -81.91% | +0.47% |
Max Drawdown (10Y)Largest decline over 10 years | — | -90.64% | — |
Current DrawdownCurrent decline from peak | -43.41% | -28.22% | -15.19% |
Average DrawdownAverage peak-to-trough decline | -42.56% | -48.02% | +5.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 20.07% | 15.08% | +4.99% |
Volatility
VH2.DE vs. HRTG - Volatility Comparison
The current volatility for Friedrich Vorwerk Group SE (VH2.DE) is 18.84%, while Heritage Insurance Holdings, Inc. (HRTG) has a volatility of 25.59%. This indicates that VH2.DE experiences smaller price fluctuations and is considered to be less risky than HRTG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VH2.DE | HRTG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 18.84% | 25.59% | -6.75% |
Volatility (6M)Calculated over the trailing 6-month period | 37.27% | 39.01% | -1.74% |
Volatility (1Y)Calculated over the trailing 1-year period | 53.43% | 57.71% | -4.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 51.27% | 70.97% | -19.70% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 50.62% | 58.05% | -7.43% |
Dividends
VH2.DE vs. HRTG - Dividend Comparison
VH2.DE's dividend yield for the trailing twelve months is around 1.89%, while HRTG has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HRTG Heritage Insurance Holdings, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 6.67% | 4.08% | 2.37% | 1.81% | 1.63% | 1.33% | 1.47% | 0.23% |
VH2.DE Friedrich Vorwerk Group SE | 1.89% | 0.37% | 0.45% | 0.77% | 0.91% | 6.16% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Financials
VH2.DE vs. HRTG - Financials Comparison
This section allows you to compare key financial metrics between Friedrich Vorwerk Group SE and Heritage Insurance Holdings, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
Frequently Asked Questions
VH2.DE and HRTG have a correlation of -0.12, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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