CPII vs. VIG
Compare and contrast key facts about Ionic Inflation Protection ETF (CPII) and Vanguard Dividend Appreciation ETF (VIG).
CPII and VIG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. CPII is an actively managed fund by Ionic. It was launched on Jun 28, 2022. VIG is a passively managed fund by Vanguard that tracks the performance of the NASDAQ US Dividend Achievers Select Index. It was launched on Apr 21, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CPII or VIG.
Key characteristics
| CPII | VIG | |
|---|---|---|
| YTD Return | 2.53% | 15.96% |
| 1Y Return | 1.74% | 22.65% |
| Sharpe Ratio | 0.23 | 2.32 |
| Daily Std Dev | 7.18% | 10.22% |
| Max Drawdown | -6.40% | -46.81% |
| Current Drawdown | -3.24% | -0.14% |
Correlation
The correlation between CPII and VIG is 0.02, 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
CPII vs. VIG - Performance Comparison
In the year-to-date period, CPII achieves a 2.53% return, which is significantly lower than VIG's 15.96% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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CPII vs. VIG - Expense Ratio Comparison
CPII has a 0.74% expense ratio, which is higher than VIG's 0.06% expense ratio.
Risk-Adjusted Performance
CPII vs. VIG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Ionic Inflation Protection ETF (CPII) and Vanguard Dividend Appreciation ETF (VIG). 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
CPII vs. VIG - Dividend Comparison
CPII's dividend yield for the trailing twelve months is around 5.96%, more than VIG's 1.71% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CPII Ionic Inflation Protection ETF | 5.96% | 5.86% | 2.21% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VIG Vanguard Dividend Appreciation ETF | 1.71% | 1.88% | 1.96% | 1.55% | 1.63% | 1.71% | 2.08% | 1.88% | 2.14% | 2.34% | 1.95% | 1.84% |
Drawdowns
CPII vs. VIG - Drawdown Comparison
The maximum CPII drawdown since its inception was -6.40%, smaller than the maximum VIG drawdown of -46.81%. Use the drawdown chart below to compare losses from any high point for CPII and VIG. For additional features, visit the drawdowns tool.
Volatility
CPII vs. VIG - Volatility Comparison
The current volatility for Ionic Inflation Protection ETF (CPII) is 1.07%, while Vanguard Dividend Appreciation ETF (VIG) has a volatility of 3.04%. This indicates that CPII experiences smaller price fluctuations and is considered to be less risky than VIG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.