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.
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.
Performance
APSGX vs. VGT - Performance Comparison
Key characteristics
APSGX:
-0.63
VGT:
0.02
APSGX:
-0.77
VGT:
0.23
APSGX:
0.90
VGT:
1.03
APSGX:
-0.32
VGT:
0.02
APSGX:
-1.59
VGT:
0.08
APSGX:
9.19%
VGT:
7.39%
APSGX:
23.24%
VGT:
29.50%
APSGX:
-52.49%
VGT:
-54.63%
APSGX:
-40.97%
VGT:
-21.79%
Returns By Period
In the year-to-date period, APSGX achieves a -15.43% return, which is significantly higher than VGT's -18.60% return. Over the past 10 years, APSGX has underperformed VGT with an annualized return of -1.78%, while VGT has yielded a comparatively higher 17.86% annualized return.
APSGX
-15.43%
-8.33%
-17.51%
-12.98%
0.00%
-1.78%
VGT
-18.60%
-10.05%
-16.03%
5.91%
17.84%
17.86%
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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 Rank
APSGX
VGT
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 has not paid dividends to shareholders, while VGT's dividend yield for the trailing twelve months is around 0.63%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
APSGX Fiera Capital Small/Mid-Cap Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VGT Vanguard Information Technology ETF | 0.63% | 0.60% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.29% | 0.99% | 1.31% | 1.28% | 1.12% |
Drawdowns
APSGX vs. VGT - Drawdown Comparison
The maximum APSGX drawdown since its inception was -52.49%, roughly equal to 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 14.66%, while Vanguard Information Technology ETF (VGT) has a volatility of 18.22%. 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.