VTR vs. VGT
Compare and contrast key facts about Ventas, Inc. (VTR) and Vanguard Information Technology ETF (VGT).
VGT is a passively managed fund by Vanguard that tracks the performance of the MSCI US Investable Market Information Technology 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: VTR or VGT.
Key characteristics
| VTR | VGT | |
|---|---|---|
| YTD Return | 33.55% | 29.17% |
| 1Y Return | 57.79% | 40.51% |
| 3Y Return (Ann) | 9.99% | 12.36% |
| 5Y Return (Ann) | 6.37% | 22.93% |
| 10Y Return (Ann) | 6.68% | 20.94% |
| Sharpe Ratio | 2.74 | 2.10 |
| Sortino Ratio | 3.64 | 2.68 |
| Omega Ratio | 1.46 | 1.37 |
| Calmar Ratio | 1.85 | 2.90 |
| Martin Ratio | 8.34 | 10.47 |
| Ulcer Index | 7.14% | 4.22% |
| Daily Std Dev | 21.80% | 21.00% |
| Max Drawdown | -83.92% | -54.63% |
| Current Drawdown | -2.47% | -0.58% |
Correlation
The correlation between VTR and VGT is 0.35, 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. VGT - Performance Comparison
In the year-to-date period, VTR achieves a 33.55% return, which is significantly higher than VGT's 29.17% return. Over the past 10 years, VTR has underperformed VGT with an annualized return of 6.68%, while VGT has yielded a comparatively higher 20.94% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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
VTR vs. VGT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Ventas, Inc. (VTR) and Vanguard Information Technology ETF (VGT). 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
VTR vs. VGT - Dividend Comparison
VTR's dividend yield for the trailing twelve months is around 2.78%, more than VGT's 0.60% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VTR Ventas, Inc. | 2.78% | 3.61% | 4.00% | 3.52% | 4.36% | 5.49% | 5.40% | 5.19% | 4.74% | 8,053.68% | 13,577.49% | 15,678.03% |
VGT Vanguard Information Technology ETF | 0.60% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.29% | 0.99% | 1.31% | 1.28% | 1.12% | 1.05% |
Drawdowns
VTR vs. VGT - Drawdown Comparison
The maximum VTR drawdown since its inception was -83.92%, which is greater than VGT's maximum drawdown of -54.63%. Use the drawdown chart below to compare losses from any high point for VTR and VGT. For additional features, visit the drawdowns tool.
Volatility
VTR vs. VGT - Volatility Comparison
The current volatility for Ventas, Inc. (VTR) is 5.86%, while Vanguard Information Technology ETF (VGT) has a volatility of 6.38%. This indicates that VTR experiences smaller price fluctuations and is considered to be less risky than VGT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.