APSGX vs. VGT
Compare and contrast key facts about Fiera Capital Small/Mid-Cap Growth Fund (APSGX) and Vanguard Information Technology ETF (VGT).
APSGX is managed by Fiera Capital. It was launched on Jun 29, 2012. VGT is a passively managed fund by Vanguard that tracks the performance of the MSCI US Investable Market Information Technology 25/50 Index. It was launched on Mar 25, 2004.
Performance
APSGX vs. VGT - Performance Comparison
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APSGX vs. VGT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
APSGX Fiera Capital Small/Mid-Cap Growth Fund | -6.42% | 5.74% | 4.69% | 26.12% | -23.71% | 17.09% | 44.67% | 31.20% | -10.38% | 26.60% |
VGT Vanguard Information Technology ETF | -6.16% | 21.77% | 29.30% | 52.66% | -29.70% | 30.45% | 46.04% | 48.62% | 2.46% | 37.08% |
Returns By Period
The year-to-date returns for both investments are quite close, with APSGX having a -6.42% return and VGT slightly higher at -6.16%. Over the past 10 years, APSGX has underperformed VGT with an annualized return of 10.46%, while VGT has yielded a comparatively higher 21.51% annualized return.
APSGX
- 1D
- 4.04%
- 1M
- -4.68%
- YTD
- -6.42%
- 6M
- -3.04%
- 1Y
- 10.70%
- 3Y*
- 7.58%
- 5Y*
- 1.59%
- 10Y*
- 10.46%
VGT
- 1D
- 1.28%
- 1M
- -3.61%
- YTD
- -6.16%
- 6M
- -5.90%
- 1Y
- 29.76%
- 3Y*
- 23.10%
- 5Y*
- 14.83%
- 10Y*
- 21.51%
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APSGX vs. VGT - Expense Ratio Comparison
APSGX has a 1.05% expense ratio, which is higher than VGT's 0.09% expense ratio.
Return for Risk
APSGX vs. VGT — Risk / Return Rank
APSGX
VGT
APSGX vs. VGT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fiera Capital Small/Mid-Cap Growth Fund (APSGX) and Vanguard Information Technology ETF (VGT). 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.
| APSGX | VGT | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.49 | 1.10 | -0.60 |
Sortino ratioReturn per unit of downside risk | 0.87 | 1.67 | -0.80 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.23 | -0.12 |
Calmar ratioReturn relative to maximum drawdown | 0.56 | 1.88 | -1.32 |
Martin ratioReturn relative to average drawdown | 1.86 | 5.77 | -3.91 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| APSGX | VGT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.49 | 1.10 | -0.60 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.07 | 0.59 | -0.52 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.47 | 0.88 | -0.42 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.61 | -0.09 |
Correlation
The correlation between APSGX and VGT is 0.80, 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.
Dividends
APSGX vs. VGT - Dividend Comparison
APSGX's dividend yield for the trailing twelve months is around 2.59%, more than VGT's 0.43% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
APSGX Fiera Capital Small/Mid-Cap Growth Fund | 2.59% | 2.43% | 2.91% | 2.48% | 16.83% | 11.57% | 21.15% | 11.48% | 28.25% | 0.00% | 0.28% | 1.03% |
VGT Vanguard Information Technology ETF | 0.43% | 0.40% | 0.60% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.29% | 0.99% | 1.31% | 1.28% |
Drawdowns
APSGX vs. VGT - Drawdown Comparison
The maximum APSGX drawdown since its inception was -35.77%, smaller than the maximum VGT drawdown of -54.63%. Use the drawdown chart below to compare losses from any high point for APSGX and VGT.
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Drawdown Indicators
| APSGX | VGT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.77% | -54.63% | +18.86% |
Max Drawdown (1Y)Largest decline over 1 year | -13.60% | -16.40% | +2.80% |
Max Drawdown (5Y)Largest decline over 5 years | -33.52% | -35.07% | +1.55% |
Max Drawdown (10Y)Largest decline over 10 years | -35.77% | -35.07% | -0.70% |
Current DrawdownCurrent decline from peak | -9.80% | -11.66% | +1.86% |
Average DrawdownAverage peak-to-trough decline | -7.60% | -8.00% | +0.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.12% | 5.35% | -1.23% |
Volatility
APSGX vs. VGT - Volatility Comparison
The current volatility for Fiera Capital Small/Mid-Cap Growth Fund (APSGX) is 7.47%, while Vanguard Information Technology ETF (VGT) has a volatility of 8.03%. This indicates that APSGX experiences smaller price fluctuations and is considered to be less risky than VGT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| APSGX | VGT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.47% | 8.03% | -0.56% |
Volatility (6M)Calculated over the trailing 6-month period | 13.30% | 16.35% | -3.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.49% | 27.27% | -4.78% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.35% | 25.06% | -2.71% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.54% | 24.48% | -1.94% |