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^SPTSX60 vs. VDY.TO
Performance
Risk-Adjusted Performance
Drawdowns
Volatility

Correlation

The correlation between ^SPTSX60 and VDY.TO is 0.92, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


-0.50.00.51.00.9

Performance

^SPTSX60 vs. VDY.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in S&P/TSX 60 Index (^SPTSX60) and Vanguard FTSE Canadian High Dividend Yield Index ETF (VDY.TO). The values are adjusted to include any dividend payments, if applicable.

40.00%60.00%80.00%100.00%120.00%140.00%JulyAugustSeptemberOctoberNovemberDecember
56.25%
135.69%
^SPTSX60
VDY.TO

Key characteristics

Sharpe Ratio

^SPTSX60:

2.59

VDY.TO:

3.31

Sortino Ratio

^SPTSX60:

3.59

VDY.TO:

4.58

Omega Ratio

^SPTSX60:

1.48

VDY.TO:

1.62

Calmar Ratio

^SPTSX60:

3.05

VDY.TO:

4.12

Martin Ratio

^SPTSX60:

18.27

VDY.TO:

17.52

Ulcer Index

^SPTSX60:

1.42%

VDY.TO:

1.71%

Daily Std Dev

^SPTSX60:

10.03%

VDY.TO:

9.03%

Max Drawdown

^SPTSX60:

-49.15%

VDY.TO:

-39.21%

Current Drawdown

^SPTSX60:

0.00%

VDY.TO:

-0.20%

Returns By Period

In the year-to-date period, ^SPTSX60 achieves a 21.86% return, which is significantly lower than VDY.TO's 24.41% return. Over the past 10 years, ^SPTSX60 has underperformed VDY.TO with an annualized return of 6.41%, while VDY.TO has yielded a comparatively higher 9.80% annualized return.


^SPTSX60

YTD

21.86%

1M

4.48%

6M

17.05%

1Y

26.04%

5Y (annualized)

8.75%

10Y (annualized)

6.41%

VDY.TO

YTD

24.41%

1M

3.03%

6M

17.87%

1Y

29.99%

5Y (annualized)

12.80%

10Y (annualized)

9.80%

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Risk-Adjusted Performance

^SPTSX60 vs. VDY.TO - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for S&P/TSX 60 Index (^SPTSX60) and Vanguard FTSE Canadian High Dividend Yield Index ETF (VDY.TO). 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.


Sharpe ratio
The chart of Sharpe ratio for ^SPTSX60, currently valued at 1.61, compared to the broader market-1.000.001.002.001.612.07
The chart of Sortino ratio for ^SPTSX60, currently valued at 2.25, compared to the broader market-1.000.001.002.003.004.002.252.86
The chart of Omega ratio for ^SPTSX60, currently valued at 1.28, compared to the broader market1.001.201.401.601.281.37
The chart of Calmar ratio for ^SPTSX60, currently valued at 1.31, compared to the broader market0.001.002.003.004.001.311.68
The chart of Martin ratio for ^SPTSX60, currently valued at 10.72, compared to the broader market0.005.0010.0015.0020.0010.7211.26
^SPTSX60
VDY.TO

The current ^SPTSX60 Sharpe Ratio is 2.59, which is comparable to the VDY.TO Sharpe Ratio of 3.31. The chart below compares the historical Sharpe Ratios of ^SPTSX60 and VDY.TO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.501.001.502.002.50JulyAugustSeptemberOctoberNovemberDecember
1.61
2.07
^SPTSX60
VDY.TO

Drawdowns

^SPTSX60 vs. VDY.TO - Drawdown Comparison

The maximum ^SPTSX60 drawdown since its inception was -49.15%, which is greater than VDY.TO's maximum drawdown of -39.21%. Use the drawdown chart below to compare losses from any high point for ^SPTSX60 and VDY.TO. For additional features, visit the drawdowns tool.


-12.00%-10.00%-8.00%-6.00%-4.00%-2.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-0.97%
-1.36%
^SPTSX60
VDY.TO

Volatility

^SPTSX60 vs. VDY.TO - Volatility Comparison

The current volatility for S&P/TSX 60 Index (^SPTSX60) is 2.56%, while Vanguard FTSE Canadian High Dividend Yield Index ETF (VDY.TO) has a volatility of 2.73%. This indicates that ^SPTSX60 experiences smaller price fluctuations and is considered to be less risky than VDY.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


1.50%2.00%2.50%3.00%3.50%4.00%4.50%5.00%JulyAugustSeptemberOctoberNovemberDecember
2.56%
2.73%
^SPTSX60
VDY.TO
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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