BTCC.TO vs. VBAL.TO
Compare and contrast key facts about Purpose Bitcoin CAD ETF Currency Hedged Units (BTCC.TO) and Vanguard Balanced ETF Portfolio (VBAL.TO).
BTCC.TO and VBAL.TO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BTCC.TO is an actively managed fund by Purpose Investments. It was launched on Nov 9, 2021. VBAL.TO is an actively managed fund by Vanguard. It was launched on Jan 25, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BTCC.TO or VBAL.TO.
Correlation
The correlation between BTCC.TO and VBAL.TO is 0.44, 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
BTCC.TO vs. VBAL.TO - Performance Comparison
Key characteristics
BTCC.TO:
1.49
VBAL.TO:
2.24
BTCC.TO:
2.25
VBAL.TO:
3.15
BTCC.TO:
1.25
VBAL.TO:
1.42
BTCC.TO:
2.72
VBAL.TO:
3.44
BTCC.TO:
6.43
VBAL.TO:
12.73
BTCC.TO:
12.65%
VBAL.TO:
1.18%
BTCC.TO:
54.55%
VBAL.TO:
6.70%
BTCC.TO:
-77.80%
VBAL.TO:
-21.19%
BTCC.TO:
-12.00%
VBAL.TO:
-1.39%
Returns By Period
In the year-to-date period, BTCC.TO achieves a 1.15% return, which is significantly lower than VBAL.TO's 1.83% return.
BTCC.TO
1.15%
-9.41%
47.47%
77.87%
N/A
N/A
VBAL.TO
1.83%
0.15%
5.44%
14.19%
6.50%
N/A
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BTCC.TO vs. VBAL.TO - Expense Ratio Comparison
BTCC.TO has a 1.00% expense ratio, which is higher than VBAL.TO's 0.24% expense ratio.
Risk-Adjusted Performance
BTCC.TO vs. VBAL.TO — Risk-Adjusted Performance Rank
BTCC.TO
VBAL.TO
BTCC.TO vs. VBAL.TO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Purpose Bitcoin CAD ETF Currency Hedged Units (BTCC.TO) and Vanguard Balanced ETF Portfolio (VBAL.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
BTCC.TO vs. VBAL.TO - Dividend Comparison
BTCC.TO has not paid dividends to shareholders, while VBAL.TO's dividend yield for the trailing twelve months is around 2.24%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|
BTCC.TO Purpose Bitcoin CAD ETF Currency Hedged Units | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VBAL.TO Vanguard Balanced ETF Portfolio | 2.24% | 2.29% | 2.34% | 2.19% | 1.93% | 1.81% | 2.23% | 2.01% |
Drawdowns
BTCC.TO vs. VBAL.TO - Drawdown Comparison
The maximum BTCC.TO drawdown since its inception was -77.80%, which is greater than VBAL.TO's maximum drawdown of -21.19%. Use the drawdown chart below to compare losses from any high point for BTCC.TO and VBAL.TO. For additional features, visit the drawdowns tool.
Volatility
BTCC.TO vs. VBAL.TO - Volatility Comparison
Purpose Bitcoin CAD ETF Currency Hedged Units (BTCC.TO) has a higher volatility of 9.80% compared to Vanguard Balanced ETF Portfolio (VBAL.TO) at 2.14%. This indicates that BTCC.TO's price experiences larger fluctuations and is considered to be riskier than VBAL.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.