CLU.TO vs. VOO
Compare and contrast key facts about iShares US Fundamental Index ETF (CLU.TO) and Vanguard S&P 500 ETF (VOO).
CLU.TO and VOO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. CLU.TO is a passively managed fund by iShares that tracks the performance of the FTSE RAFI US 1000 Canadian Dollar Hedged Index. It was launched on Sep 8, 2006. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010. Both CLU.TO and VOO are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CLU.TO or VOO.
Correlation
The correlation between CLU.TO and VOO is 0.74, 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
CLU.TO vs. VOO - Performance Comparison
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Key characteristics
CLU.TO:
0.37
VOO:
0.52
CLU.TO:
0.61
VOO:
0.89
CLU.TO:
1.10
VOO:
1.13
CLU.TO:
0.33
VOO:
0.57
CLU.TO:
1.24
VOO:
2.18
CLU.TO:
4.44%
VOO:
4.85%
CLU.TO:
14.62%
VOO:
19.11%
CLU.TO:
-39.93%
VOO:
-33.99%
CLU.TO:
-7.35%
VOO:
-7.67%
Returns By Period
In the year-to-date period, CLU.TO achieves a -1.78% return, which is significantly higher than VOO's -3.41% return. Over the past 10 years, CLU.TO has underperformed VOO with an annualized return of 7.28%, while VOO has yielded a comparatively higher 12.42% annualized return.
CLU.TO
-1.78%
11.06%
-5.38%
4.34%
14.06%
7.28%
VOO
-3.41%
7.59%
-5.06%
9.79%
15.86%
12.42%
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CLU.TO vs. VOO - Expense Ratio Comparison
CLU.TO has a 0.72% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
CLU.TO vs. VOO — Risk-Adjusted Performance Rank
CLU.TO
VOO
CLU.TO vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares US Fundamental Index ETF (CLU.TO) and Vanguard S&P 500 ETF (VOO). 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.
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Dividends
CLU.TO vs. VOO - Dividend Comparison
CLU.TO's dividend yield for the trailing twelve months is around 1.37%, more than VOO's 1.34% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CLU.TO iShares US Fundamental Index ETF | 1.37% | 1.32% | 1.35% | 1.63% | 0.82% | 1.04% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.34% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
CLU.TO vs. VOO - Drawdown Comparison
The maximum CLU.TO drawdown since its inception was -39.93%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for CLU.TO and VOO. For additional features, visit the drawdowns tool.
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Volatility
CLU.TO vs. VOO - Volatility Comparison
The current volatility for iShares US Fundamental Index ETF (CLU.TO) is 6.08%, while Vanguard S&P 500 ETF (VOO) has a volatility of 6.83%. This indicates that CLU.TO experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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