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 Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: APSGX or VGT.
Key characteristics
| APSGX | VGT | |
|---|---|---|
| YTD Return | 2.05% | 1.35% |
| 1Y Return | 22.23% | 29.63% |
| 3Y Return (Ann) | 1.08% | 9.97% |
| 5Y Return (Ann) | 11.77% | 19.16% |
| 10Y Return (Ann) | 10.18% | 19.73% |
| Sharpe Ratio | 1.22 | 1.54 |
| Daily Std Dev | 16.39% | 18.28% |
| Max Drawdown | -35.77% | -54.63% |
| Current Drawdown | -7.17% | -7.47% |
Correlation
The correlation between APSGX and VGT is 0.81, 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.
Performance
APSGX vs. VGT - Performance Comparison
In the year-to-date period, APSGX achieves a 2.05% return, which is significantly higher than VGT's 1.35% return. Over the past 10 years, APSGX has underperformed VGT with an annualized return of 10.18%, while VGT has yielded a comparatively higher 19.73% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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APSGX vs. VGT - Expense Ratio Comparison
APSGX has a 1.05% expense ratio, which is higher than VGT's 0.10% expense ratio.
Risk-Adjusted Performance
APSGX vs. VGT - Risk-Adjusted Performance 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.
Dividends
APSGX vs. VGT - Dividend Comparison
APSGX's dividend yield for the trailing twelve months is around 2.45%, more than VGT's 0.74% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
APSGX Fiera Capital Small/Mid-Cap Growth Fund | 2.45% | 2.50% | 16.83% | 11.57% | 21.15% | 11.48% | 28.25% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VGT Vanguard Information Technology ETF | 0.74% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.29% | 0.99% | 1.31% | 1.28% | 1.12% | 1.05% |
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. For additional features, visit the drawdowns tool.
Volatility
APSGX vs. VGT - Volatility Comparison
The current volatility for Fiera Capital Small/Mid-Cap Growth Fund (APSGX) is 4.65%, while Vanguard Information Technology ETF (VGT) has a volatility of 6.32%. 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.