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.
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
Key characteristics
VTR:
1.23
VOO:
2.25
VTR:
1.82
VOO:
2.98
VTR:
1.22
VOO:
1.42
VTR:
0.80
VOO:
3.31
VTR:
3.42
VOO:
14.77
VTR:
7.52%
VOO:
1.90%
VTR:
20.90%
VOO:
12.46%
VTR:
-83.92%
VOO:
-33.99%
VTR:
-11.61%
VOO:
-2.47%
Returns By Period
In the year-to-date period, VTR achieves a 21.03% return, which is significantly lower than VOO's 26.02% return. Over the past 10 years, VTR has underperformed VOO with an annualized return of 4.67%, while VOO has yielded a comparatively higher 13.08% annualized return.
VTR
21.03%
-8.62%
18.40%
21.96%
4.75%
4.67%
VOO
26.02%
-0.11%
9.35%
26.45%
14.79%
13.08%
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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 3.06%, more than VOO's 0.91% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VTR Ventas, Inc. | 3.06% | 3.61% | 4.00% | 3.52% | 4.37% | 5.49% | 5.40% | 5.19% | 4.74% | 5.04% | 4.72% | 5.45% |
VOO Vanguard S&P 500 ETF | 0.91% | 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 5.55% compared to Vanguard S&P 500 ETF (VOO) at 3.75%. 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.