VTR vs. SPHD
Compare and contrast key facts about Ventas, Inc. (VTR) and Invesco S&P 500® High Dividend Low Volatility ETF (SPHD).
SPHD is a passively managed fund by Invesco that tracks the performance of the S&P Low Volatility High Dividend index. It was launched on Oct 18, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VTR or SPHD.
Correlation
The correlation between VTR and SPHD is 0.34, 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
VTR vs. SPHD - Performance Comparison
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Key characteristics
VTR:
1.65
SPHD:
0.63
VTR:
2.41
SPHD:
0.99
VTR:
1.33
SPHD:
1.14
VTR:
1.74
SPHD:
0.73
VTR:
7.85
SPHD:
2.40
VTR:
5.15%
SPHD:
4.03%
VTR:
22.73%
SPHD:
14.53%
VTR:
-83.35%
SPHD:
-41.39%
VTR:
-7.49%
SPHD:
-6.58%
Returns By Period
In the year-to-date period, VTR achieves a 10.86% return, which is significantly higher than SPHD's -0.21% return. Over the past 10 years, VTR has underperformed SPHD with an annualized return of 5.33%, while SPHD has yielded a comparatively higher 7.98% annualized return.
VTR
10.86%
-4.35%
3.61%
37.23%
22.79%
5.33%
SPHD
-0.21%
1.84%
-2.95%
9.02%
13.88%
7.98%
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Risk-Adjusted Performance
VTR vs. SPHD — Risk-Adjusted Performance Rank
VTR
SPHD
VTR vs. SPHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Ventas, Inc. (VTR) and Invesco S&P 500® High Dividend Low Volatility ETF (SPHD). 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.
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Dividends
VTR vs. SPHD - Dividend Comparison
VTR's dividend yield for the trailing twelve months is around 2.82%, less than SPHD's 3.41% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VTR Ventas, Inc. | 2.82% | 3.06% | 3.61% | 4.00% | 3.52% | 4.37% | 5.49% | 5.40% | 5.19% | 4.74% | 5.04% | 4.15% |
SPHD Invesco S&P 500® High Dividend Low Volatility ETF | 3.41% | 3.41% | 4.48% | 3.89% | 3.45% | 4.89% | 4.07% | 4.40% | 3.14% | 3.83% | 3.49% | 3.24% |
Drawdowns
VTR vs. SPHD - Drawdown Comparison
The maximum VTR drawdown since its inception was -83.35%, which is greater than SPHD's maximum drawdown of -41.39%. Use the drawdown chart below to compare losses from any high point for VTR and SPHD. For additional features, visit the drawdowns tool.
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Volatility
VTR vs. SPHD - Volatility Comparison
Ventas, Inc. (VTR) has a higher volatility of 8.41% compared to Invesco S&P 500® High Dividend Low Volatility ETF (SPHD) at 4.50%. This indicates that VTR's price experiences larger fluctuations and is considered to be riskier than SPHD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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