Correlation
The correlation between WD and VTV is 0.50, 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.
WD vs. VTV
Compare and contrast key facts about Walker & Dunlop, Inc. (WD) and Vanguard Value ETF (VTV).
VTV is a passively managed fund by Vanguard that tracks the performance of the MSCI US Prime Market Value 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: WD or VTV.
Performance
WD vs. VTV - Performance Comparison
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Key characteristics
WD:
-0.69
VTV:
0.69
WD:
-1.02
VTV:
0.89
WD:
0.88
VTV:
1.12
WD:
-0.48
VTV:
0.61
WD:
-1.36
VTV:
2.18
WD:
18.62%
VTV:
4.07%
WD:
33.00%
VTV:
15.82%
WD:
-68.49%
VTV:
-59.27%
WD:
-50.92%
VTV:
-4.81%
Returns By Period
In the year-to-date period, WD achieves a -27.80% return, which is significantly lower than VTV's 1.67% return. Over the past 10 years, WD has outperformed VTV with an annualized return of 12.98%, while VTV has yielded a comparatively lower 9.94% annualized return.
WD
-27.80%
-10.15%
-36.67%
-22.69%
-11.77%
14.10%
12.98%
VTV
1.67%
2.92%
-4.49%
10.82%
8.33%
13.86%
9.94%
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Risk-Adjusted Performance
WD vs. VTV — Risk-Adjusted Performance Rank
WD
VTV
WD vs. VTV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Walker & Dunlop, Inc. (WD) and Vanguard Value ETF (VTV). 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
WD vs. VTV - Dividend Comparison
WD's dividend yield for the trailing twelve months is around 3.83%, more than VTV's 2.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WD Walker & Dunlop, Inc. | 3.83% | 2.67% | 2.27% | 3.06% | 1.33% | 1.56% | 1.86% | 2.31% | 0.00% | 0.00% | 0.00% | 0.00% |
VTV Vanguard Value ETF | 2.29% | 2.31% | 2.46% | 2.52% | 2.15% | 2.56% | 2.50% | 2.73% | 2.29% | 2.44% | 2.60% | 2.22% |
Drawdowns
WD vs. VTV - Drawdown Comparison
The maximum WD drawdown since its inception was -68.49%, which is greater than VTV's maximum drawdown of -59.27%. Use the drawdown chart below to compare losses from any high point for WD and VTV.
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Volatility
WD vs. VTV - Volatility Comparison
Walker & Dunlop, Inc. (WD) has a higher volatility of 11.73% compared to Vanguard Value ETF (VTV) at 4.23%. This indicates that WD's price experiences larger fluctuations and is considered to be riskier than VTV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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