BEI-UN.TO vs. VFV.TO
Compare and contrast key facts about Boardwalk Real Estate Investment Trust (BEI-UN.TO) and Vanguard S&P 500 Index ETF (VFV.TO).
VFV.TO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 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: BEI-UN.TO or VFV.TO.
Correlation
The correlation between BEI-UN.TO and VFV.TO is 0.40, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
BEI-UN.TO vs. VFV.TO - Performance Comparison
Key characteristics
BEI-UN.TO:
-0.66
VFV.TO:
1.64
BEI-UN.TO:
-0.81
VFV.TO:
2.32
BEI-UN.TO:
0.91
VFV.TO:
1.30
BEI-UN.TO:
-0.13
VFV.TO:
2.64
BEI-UN.TO:
-0.72
VFV.TO:
10.95
BEI-UN.TO:
17.53%
VFV.TO:
1.84%
BEI-UN.TO:
19.32%
VFV.TO:
12.26%
BEI-UN.TO:
-100.00%
VFV.TO:
-27.43%
BEI-UN.TO:
-99.87%
VFV.TO:
-6.51%
Returns By Period
In the year-to-date period, BEI-UN.TO achieves a 2.35% return, which is significantly higher than VFV.TO's -2.79% return. Over the past 10 years, BEI-UN.TO has underperformed VFV.TO with an annualized return of 6.92%, while VFV.TO has yielded a comparatively higher 13.80% annualized return.
BEI-UN.TO
2.35%
2.65%
-23.65%
-12.47%
10.90%
6.92%
VFV.TO
-2.79%
-4.94%
11.04%
20.15%
17.07%
13.80%
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Risk-Adjusted Performance
BEI-UN.TO vs. VFV.TO — Risk-Adjusted Performance Rank
BEI-UN.TO
VFV.TO
BEI-UN.TO vs. VFV.TO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Boardwalk Real Estate Investment Trust (BEI-UN.TO) and Vanguard S&P 500 Index ETF (VFV.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
BEI-UN.TO vs. VFV.TO - Dividend Comparison
BEI-UN.TO's dividend yield for the trailing twelve months is around 2.20%, more than VFV.TO's 1.02% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BEI-UN.TO Boardwalk Real Estate Investment Trust | 2.22% | 2.18% | 1.64% | 2.16% | 3.81% | 6.49% | 4.76% | 5.79% | 11.42% | 10.03% | 9.40% | 11.60% |
VFV.TO Vanguard S&P 500 Index ETF | 1.04% | 0.99% | 1.20% | 1.31% | 1.06% | 1.33% | 1.55% | 1.68% | 1.50% | 1.66% | 1.63% | 1.48% |
Drawdowns
BEI-UN.TO vs. VFV.TO - Drawdown Comparison
The maximum BEI-UN.TO drawdown since its inception was -100.00%, which is greater than VFV.TO's maximum drawdown of -27.43%. Use the drawdown chart below to compare losses from any high point for BEI-UN.TO and VFV.TO. For additional features, visit the drawdowns tool.
Volatility
BEI-UN.TO vs. VFV.TO - Volatility Comparison
Boardwalk Real Estate Investment Trust (BEI-UN.TO) has a higher volatility of 5.72% compared to Vanguard S&P 500 Index ETF (VFV.TO) at 4.91%. This indicates that BEI-UN.TO's price experiences larger fluctuations and is considered to be riskier than VFV.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.