AP-UN.TO vs. VDY.TO
Compare and contrast key facts about Allied Properties Real Estate Investment Trust (AP-UN.TO) and Vanguard FTSE Canadian High Dividend Yield Index ETF (VDY.TO).
VDY.TO is a passively managed fund by Vanguard that tracks the performance of the FTSE Canada High Dividend Yield Index. It was launched on Nov 2, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AP-UN.TO or VDY.TO.
Correlation
The correlation between AP-UN.TO and VDY.TO is 0.42, 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
AP-UN.TO vs. VDY.TO - Performance Comparison
Key characteristics
AP-UN.TO:
-0.14
VDY.TO:
1.30
AP-UN.TO:
-0.03
VDY.TO:
1.82
AP-UN.TO:
1.00
VDY.TO:
1.27
AP-UN.TO:
-0.06
VDY.TO:
1.52
AP-UN.TO:
-0.32
VDY.TO:
6.23
AP-UN.TO:
11.69%
VDY.TO:
2.66%
AP-UN.TO:
25.66%
VDY.TO:
12.11%
AP-UN.TO:
-69.58%
VDY.TO:
-39.21%
AP-UN.TO:
-64.18%
VDY.TO:
-1.53%
Returns By Period
In the year-to-date period, AP-UN.TO achieves a -10.83% return, which is significantly lower than VDY.TO's 1.68% return. Over the past 10 years, AP-UN.TO has underperformed VDY.TO with an annualized return of -3.81%, while VDY.TO has yielded a comparatively higher 9.20% annualized return.
AP-UN.TO
-10.83%
2.85%
-16.93%
-3.60%
-12.79%
-3.81%
VDY.TO
1.68%
10.48%
0.94%
15.63%
16.84%
9.20%
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Risk-Adjusted Performance
AP-UN.TO vs. VDY.TO — Risk-Adjusted Performance Rank
AP-UN.TO
VDY.TO
AP-UN.TO vs. VDY.TO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Allied Properties Real Estate Investment Trust (AP-UN.TO) 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.
Dividends
AP-UN.TO vs. VDY.TO - Dividend Comparison
AP-UN.TO's dividend yield for the trailing twelve months is around 12.20%, more than VDY.TO's 4.51% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AP-UN.TO Allied Properties Real Estate Investment Trust | 12.20% | 10.50% | 11.30% | 6.83% | 3.87% | 4.36% | 3.07% | 3.53% | 3.64% | 4.18% | 4.63% | 4.05% |
VDY.TO Vanguard FTSE Canadian High Dividend Yield Index ETF | 4.51% | 4.39% | 4.63% | 4.41% | 3.58% | 4.58% | 4.24% | 4.42% | 3.81% | 3.24% | 4.11% | 3.24% |
Drawdowns
AP-UN.TO vs. VDY.TO - Drawdown Comparison
The maximum AP-UN.TO drawdown since its inception was -69.58%, 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 AP-UN.TO and VDY.TO. For additional features, visit the drawdowns tool.
Volatility
AP-UN.TO vs. VDY.TO - Volatility Comparison
Allied Properties Real Estate Investment Trust (AP-UN.TO) has a higher volatility of 11.50% compared to Vanguard FTSE Canadian High Dividend Yield Index ETF (VDY.TO) at 6.49%. This indicates that AP-UN.TO's price experiences larger fluctuations and is considered to be riskier than VDY.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.