VTR vs. VOO
Compare and contrast key facts about Ventas, Inc. (VTR) and Vanguard S&P 500 ETF (VOO).
VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VTR or VOO.
Key characteristics
| VTR | VOO | |
|---|---|---|
| YTD Return | 34.19% | 27.15% |
| 1Y Return | 60.35% | 39.90% |
| 3Y Return (Ann) | 11.34% | 10.28% |
| 5Y Return (Ann) | 6.19% | 16.00% |
| 10Y Return (Ann) | 6.75% | 13.43% |
| Sharpe Ratio | 2.40 | 3.15 |
| Sortino Ratio | 3.19 | 4.19 |
| Omega Ratio | 1.41 | 1.59 |
| Calmar Ratio | 1.62 | 4.60 |
| Martin Ratio | 7.46 | 21.00 |
| Ulcer Index | 7.14% | 1.85% |
| Daily Std Dev | 22.24% | 12.34% |
| Max Drawdown | -83.92% | -33.99% |
| Current Drawdown | -2.00% | 0.00% |
Correlation
The correlation between VTR and VOO is 0.39, 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. VOO - Performance Comparison
In the year-to-date period, VTR achieves a 34.19% return, which is significantly higher than VOO's 27.15% return. Over the past 10 years, VTR has underperformed VOO with an annualized return of 6.75%, while VOO has yielded a comparatively higher 13.43% annualized 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
VTR vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Ventas, Inc. (VTR) and Vanguard S&P 500 ETF (VOO). 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. VOO - Dividend Comparison
VTR's dividend yield for the trailing twelve months is around 2.76%, more than VOO's 1.23% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VTR Ventas, Inc. | 2.76% | 3.61% | 4.00% | 3.52% | 4.36% | 5.49% | 5.40% | 5.19% | 4.74% | 5,409.15% | 9,117.70% | 10,528.28% |
VOO Vanguard S&P 500 ETF | 1.23% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
VTR vs. VOO - Drawdown Comparison
The maximum VTR drawdown since its inception was -83.92%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for VTR and VOO. For additional features, visit the drawdowns tool.
Volatility
VTR vs. VOO - Volatility Comparison
Ventas, Inc. (VTR) has a higher volatility of 6.17% compared to Vanguard S&P 500 ETF (VOO) at 3.95%. This indicates that VTR's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.