CAR-UN.TO vs. VFV.TO
Compare and contrast key facts about Canadian Apartment Properties Real Estate Investment Trust (CAR-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.
Performance
CAR-UN.TO vs. VFV.TO - Performance Comparison
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CAR-UN.TO vs. VFV.TO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CAR-UN.TO Canadian Apartment Properties Real Estate Investment Trust | -1.11% | -10.17% | -6.48% | 19.26% | -26.56% | 22.96% | -2.97% | 22.93% | 22.52% | 23.53% |
VFV.TO Vanguard S&P 500 Index ETF | -2.62% | 12.18% | 35.23% | 23.23% | -12.58% | 27.51% | 15.62% | 25.14% | 2.94% | 13.67% |
Returns By Period
In the year-to-date period, CAR-UN.TO achieves a -1.11% return, which is significantly higher than VFV.TO's -2.62% return. Over the past 10 years, CAR-UN.TO has underperformed VFV.TO with an annualized return of 6.10%, while VFV.TO has yielded a comparatively higher 14.53% annualized return.
CAR-UN.TO
- 1D
- 1.61%
- 1M
- -4.50%
- YTD
- -1.11%
- 6M
- -9.08%
- 1Y
- -12.23%
- 3Y*
- -3.99%
- 5Y*
- -3.88%
- 10Y*
- 6.10%
VFV.TO
- 1D
- 0.52%
- 1M
- -2.92%
- YTD
- -2.62%
- 6M
- -1.97%
- 1Y
- 14.39%
- 3Y*
- 19.32%
- 5Y*
- 13.90%
- 10Y*
- 14.53%
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Return for Risk
CAR-UN.TO vs. VFV.TO — Risk / Return Rank
CAR-UN.TO
VFV.TO
CAR-UN.TO vs. VFV.TO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Canadian Apartment Properties Real Estate Investment Trust (CAR-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.
| CAR-UN.TO | VFV.TO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.63 | 0.79 | -1.42 |
Sortino ratioReturn per unit of downside risk | -0.78 | 1.19 | -1.97 |
Omega ratioGain probability vs. loss probability | 0.91 | 1.19 | -0.28 |
Calmar ratioReturn relative to maximum drawdown | -0.61 | 1.14 | -1.75 |
Martin ratioReturn relative to average drawdown | -1.06 | 4.30 | -5.36 |
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
| CAR-UN.TO | VFV.TO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.63 | 0.79 | -1.42 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.19 | 0.94 | -1.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.29 | 0.88 | -0.59 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 1.07 | -0.72 |
Correlation
The correlation between CAR-UN.TO and VFV.TO is 0.26, 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.
Dividends
CAR-UN.TO vs. VFV.TO - Dividend Comparison
CAR-UN.TO's dividend yield for the trailing twelve months is around 4.30%, more than VFV.TO's 0.96% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CAR-UN.TO Canadian Apartment Properties Real Estate Investment Trust | 4.30% | 4.19% | 7.00% | 4.12% | 3.40% | 2.35% | 2.76% | 2.59% | 2.96% | 3.42% | 3.95% | 4.50% |
VFV.TO Vanguard S&P 500 Index ETF | 0.96% | 0.92% | 0.99% | 1.20% | 1.31% | 1.06% | 1.33% | 1.55% | 1.68% | 1.50% | 1.66% | 1.63% |
Drawdowns
CAR-UN.TO vs. VFV.TO - Drawdown Comparison
The maximum CAR-UN.TO drawdown since its inception was -65.08%, 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 CAR-UN.TO and VFV.TO.
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Drawdown Indicators
| CAR-UN.TO | VFV.TO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.08% | -27.43% | -37.65% |
Max Drawdown (1Y)Largest decline over 1 year | -21.37% | -12.52% | -8.85% |
Max Drawdown (5Y)Largest decline over 5 years | -34.95% | -22.19% | -12.76% |
Max Drawdown (10Y)Largest decline over 10 years | -38.20% | -27.43% | -10.77% |
Current DrawdownCurrent decline from peak | -29.84% | -5.61% | -24.23% |
Average DrawdownAverage peak-to-trough decline | -9.17% | -3.39% | -5.78% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 12.34% | 3.31% | +9.03% |
Volatility
CAR-UN.TO vs. VFV.TO - Volatility Comparison
The current volatility for Canadian Apartment Properties Real Estate Investment Trust (CAR-UN.TO) is 4.49%, while Vanguard S&P 500 Index ETF (VFV.TO) has a volatility of 5.11%. This indicates that CAR-UN.TO experiences smaller price fluctuations and is considered to be less risky than VFV.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CAR-UN.TO | VFV.TO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.49% | 5.11% | -0.62% |
Volatility (6M)Calculated over the trailing 6-month period | 12.21% | 9.28% | +2.93% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.57% | 18.26% | +1.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.04% | 14.91% | +6.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.03% | 16.57% | +4.46% |