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.
Correlation
The correlation between VTR and VGT is 0.46, 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.
Performance
VTR vs. VGT - Performance Comparison
Key characteristics
VTR:
2.76
VGT:
0.37
VTR:
3.72
VGT:
0.71
VTR:
1.50
VGT:
1.10
VTR:
2.09
VGT:
0.41
VTR:
12.28
VGT:
1.41
VTR:
4.99%
VGT:
7.90%
VTR:
22.28%
VGT:
29.95%
VTR:
-83.38%
VGT:
-54.63%
VTR:
-3.28%
VGT:
-15.44%
Returns By Period
In the year-to-date period, VTR achieves a 16.55% return, which is significantly higher than VGT's -11.99% return. Over the past 10 years, VTR has underperformed VGT with an annualized return of 5.35%, while VGT has yielded a comparatively higher 18.64% annualized return.
VTR
16.55%
-0.03%
6.47%
62.08%
24.24%
5.35%
VGT
-11.99%
-2.96%
-8.98%
10.91%
19.45%
18.64%
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 Rank
VTR
VGT
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 2.68%, more than VGT's 0.58% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VTR Ventas, Inc. | 2.68% | 3.06% | 3.61% | 4.00% | 3.52% | 4.37% | 5.49% | 5.40% | 5.19% | 4.74% | 5.04% | 4.14% |
VGT Vanguard Information Technology ETF | 0.58% | 0.60% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.29% | 0.99% | 1.31% | 1.28% | 1.12% |
Drawdowns
VTR vs. VGT - Drawdown Comparison
The maximum VTR drawdown since its inception was -83.38%, 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 8.57%, while Vanguard Information Technology ETF (VGT) has a volatility of 19.16%. 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.