EGIF.TO vs. VGRO.TO

Last updated Jul 25, 2026

EGIF.TO (Exemplar Growth and Income Fund) and VGRO.TO (Vanguard Growth ETF Portfolio) are both exchange-traded funds - EGIF.TO is a Tactical Allocation fund actively managed by Arrow Capital Management Inc., while VGRO.TO is a Diversified Portfolio fund actively managed by Vanguard. Both are actively managed. Over the past 5 years, EGIF.TO returned 7.08%/yr vs 10.43%/yr for VGRO.TO. At a 0.08 correlation, their price movements are largely independent.

Performance

EGIF.TO vs. VGRO.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in Exemplar Growth and Income Fund (EGIF.TO) and Vanguard Growth ETF Portfolio (VGRO.TO). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, EGIF.TO achieves a 13.34% return, which is significantly higher than VGRO.TO's 10.32% return.

EGIF.TO

• 1D: -0.81%
• 1M: 1.14%
• 6M: 6.52%
• YTD: 13.34%
• 1Y: 24.49%
• 3Y*: 15.95%
• 5Y*: 7.08%
• 10Y*: —
• ALL TIME*: 7.98%

VGRO.TO

• 1D: 0.17%
• 1M: -0.36%
• 6M: 7.47%
• YTD: 10.32%
• 1Y: 20.70%
• 3Y*: 17.43%
• 5Y*: 10.43%
• 10Y*: —
• ALL TIME*: 10.06%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
EGIF.TO Exemplar Growth and Income Fund	CA$4.65K	CA$4.45K	CA$8.44K
VGRO.TO Vanguard Growth ETF Portfolio	CA$8.58M	CA$9.14M	CA$9.32M

EGIF.TO vs. VGRO.TO - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018
EGIF.TO Exemplar Growth and Income Fund	13.34%	15.83%	14.66%	-1.77%	-8.22%	17.42%	7.67%	6.94%	0.71%
VGRO.TO Vanguard Growth ETF Portfolio	10.32%	16.95%	20.16%	14.85%	-11.18%	14.82%	10.88%	17.77%	-7.34%

Correlation

The correlation between EGIF.TO and VGRO.TO is 0.06, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.06
Correlation (3Y) Calculated over the trailing 3-year period	0.06
Correlation (5Y) Calculated over the trailing 5-year period	0.07
Correlation (All Time) Calculated using the full available price history since Jul 23, 2018	0.08

Return for Risk

EGIF.TO vs. VGRO.TO — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

EGIF.TO

EGIF.TO Risk / Return Rank: 88
EGIF.TO Sharpe Ratio Rank: 74
EGIF.TO Sortino Ratio Rank: 89
EGIF.TO Omega Ratio Rank: 98
EGIF.TO Calmar Ratio Rank: 88
EGIF.TO Martin Ratio Rank: 91

VGRO.TO

VGRO.TO Risk / Return Rank: 85
VGRO.TO Sharpe Ratio Rank: 86
VGRO.TO Sortino Ratio Rank: 86
VGRO.TO Omega Ratio Rank: 85
VGRO.TO Calmar Ratio Rank: 80
VGRO.TO Martin Ratio Rank: 86

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

EGIF.TO vs. VGRO.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Exemplar Growth and Income Fund (EGIF.TO) and Vanguard Growth ETF Portfolio (VGRO.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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	EGIF.TO	VGRO.TO	Difference
Sharpe ratio: Return per unit of total volatility	1.69	2.02	-0.32
Sortino ratio: Return per unit of downside risk	3.02	2.84	+0.18
Omega ratio: Gain probability vs. loss probability	2.29	1.37	+0.92
Calmar ratio: Return relative to maximum drawdown	3.70	2.97	+0.73
Martin ratio: Return relative to average drawdown	15.18	12.40	+2.78

EGIF.TO vs. VGRO.TO - Sharpe Ratio Comparison

The current EGIF.TO Sharpe Ratio is 1.69, which is comparable to the VGRO.TO Sharpe Ratio of 2.02. The chart below compares the historical Sharpe Ratios of EGIF.TO and VGRO.TO, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

EGIF.TO vs. VGRO.TO - Drawdown Comparison

The maximum EGIF.TO drawdown since its inception was -15.10%, smaller than the maximum VGRO.TO drawdown of -25.36%. Use the drawdown chart below to compare losses from any high point for EGIF.TO and VGRO.TO.

Drawdown Indicators

	EGIF.TO	VGRO.TO	Difference
Max Drawdown Largest peak-to-trough decline	-15.10%	-25.36%	+10.26%
Max Drawdown (1Y) Largest decline over 1 year	-6.68%	-7.01%	+0.33%
Max Drawdown (3Y) Largest decline over 3 years	-6.68%	-12.49%	+5.81%
Max Drawdown (5Y) Largest decline over 5 years	-15.10%	-17.37%	+2.27%
Current Drawdown Current decline from peak	-6.61%	-2.09%	-4.52%
Average Drawdown Average peak-to-trough decline	-3.44%	-3.36%	-0.08%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.62%	1.67%	-0.05%

Volatility

EGIF.TO vs. VGRO.TO - Volatility Comparison

Exemplar Growth and Income Fund (EGIF.TO) has a higher volatility of 9.14% compared to Vanguard Growth ETF Portfolio (VGRO.TO) at 2.64%. This indicates that EGIF.TO's price experiences larger fluctuations and is considered to be riskier than VGRO.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	EGIF.TO	VGRO.TO	Difference
Volatility (1M) Calculated over the trailing 1-month period	9.14%	2.64%	+6.50%
Volatility (6M) Calculated over the trailing 6-month period	10.75%	8.51%	+2.24%
Volatility (1Y) Calculated over the trailing 1-year period	14.62%	10.31%	+4.31%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	9.27%	10.75%	-1.48%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	9.09%	12.51%	-3.42%

Dividends

EGIF.TO vs. VGRO.TO - Dividend Comparison

EGIF.TO's dividend yield for the trailing twelve months is around 2.93%, more than VGRO.TO's 1.77% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018
EGIF.TO Exemplar Growth and Income Fund	2.93%	3.27%	3.66%	4.27%	4.57%	2.66%	2.86%	2.89%	0.75%
VGRO.TO Vanguard Growth ETF Portfolio	1.77%	1.88%	2.04%	2.18%	2.17%	1.82%	1.80%	2.20%	2.12%

Frequently Asked Questions

Can I hold both EGIF.TO and VGRO.TO in my portfolio?

EGIF.TO and VGRO.TO have a correlation of 0.06, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

What is the main difference between EGIF.TO and VGRO.TO?

EGIF.TO is categorized as Tactical Allocation, while VGRO.TO is Diversified Portfolio. They also come from different issuers: Arrow Capital Management Inc. and Vanguard.