ETFOX vs. VTI
Compare and contrast key facts about North Square Tactical Growth Fund (ETFOX) and Vanguard Total Stock Market ETF (VTI).
ETFOX is managed by Stadion Funds. It was launched on Apr 29, 2004. VTI is a passively managed fund by Vanguard that tracks the performance of the CRSP US Total Market Index. It was launched on May 24, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ETFOX or VTI.
Correlation
The correlation between ETFOX and VTI is 0.93, 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
ETFOX vs. VTI - Performance Comparison
Key characteristics
ETFOX:
1.30
VTI:
1.78
ETFOX:
1.81
VTI:
2.41
ETFOX:
1.24
VTI:
1.33
ETFOX:
1.37
VTI:
2.68
ETFOX:
6.58
VTI:
10.67
ETFOX:
2.18%
VTI:
2.15%
ETFOX:
11.02%
VTI:
12.90%
ETFOX:
-43.54%
VTI:
-55.45%
ETFOX:
-0.79%
VTI:
-0.54%
Returns By Period
The year-to-date returns for both stocks are quite close, with ETFOX having a 4.13% return and VTI slightly lower at 4.03%. Over the past 10 years, ETFOX has underperformed VTI with an annualized return of 5.02%, while VTI has yielded a comparatively higher 12.64% annualized return.
ETFOX
4.13%
1.22%
6.31%
15.13%
6.10%
5.02%
VTI
4.03%
0.79%
10.68%
23.73%
13.92%
12.64%
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ETFOX vs. VTI - Expense Ratio Comparison
ETFOX has a 1.30% expense ratio, which is higher than VTI's 0.03% expense ratio.
Risk-Adjusted Performance
ETFOX vs. VTI — Risk-Adjusted Performance Rank
ETFOX
VTI
ETFOX vs. VTI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for North Square Tactical Growth Fund (ETFOX) and Vanguard Total Stock Market ETF (VTI). 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
ETFOX vs. VTI - Dividend Comparison
ETFOX's dividend yield for the trailing twelve months is around 0.97%, less than VTI's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ETFOX North Square Tactical Growth Fund | 0.97% | 1.01% | 0.98% | 0.68% | 0.00% | 0.02% | 0.59% | 0.00% | 0.03% | 0.20% | 0.49% | 0.45% |
VTI Vanguard Total Stock Market ETF | 1.22% | 1.27% | 1.44% | 1.67% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% |
Drawdowns
ETFOX vs. VTI - Drawdown Comparison
The maximum ETFOX drawdown since its inception was -43.54%, smaller than the maximum VTI drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for ETFOX and VTI. For additional features, visit the drawdowns tool.
Volatility
ETFOX vs. VTI - Volatility Comparison
The current volatility for North Square Tactical Growth Fund (ETFOX) is 2.41%, while Vanguard Total Stock Market ETF (VTI) has a volatility of 2.95%. This indicates that ETFOX experiences smaller price fluctuations and is considered to be less risky than VTI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.