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META.NEO vs. VGT
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

META.NEO vs. VGT - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in Meta Platforms Inc. CDR (META.NEO) and Vanguard Information Technology ETF (VGT). The values are adjusted to include any dividend payments, if applicable.

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META.NEO vs. VGT - Yearly Performance Comparison


2026 (YTD)20252024202320222021
META.NEO
Meta Platforms Inc. CDR
-13.86%10.12%63.82%188.42%-64.96%0.82%
VGT
Vanguard Information Technology ETF
-6.09%16.19%40.41%49.30%-24.69%14.52%
Different Trading Currencies

META.NEO is traded in CAD, while VGT is traded in USD. To make them comparable, the VGT values have been converted to CAD using the latest available exchange rates.

Returns By Period

In the year-to-date period, META.NEO achieves a -13.86% return, which is significantly lower than VGT's -9.91% return.


META.NEO

1D
6.32%
1M
-12.08%
YTD
-13.86%
6M
-23.24%
1Y
-3.02%
3Y*
36.79%
5Y*
10Y*

VGT

1D
0.00%
1M
-5.98%
YTD
-9.91%
6M
-10.25%
1Y
19.80%
3Y*
22.05%
5Y*
15.95%
10Y*
21.66%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

META.NEO vs. VGT — Risk / Return Rank

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

META.NEO
META.NEO Risk / Return Rank: 3636
Overall Rank
META.NEO Sharpe Ratio Rank: 3838
Sharpe Ratio Rank
META.NEO Sortino Ratio Rank: 3434
Sortino Ratio Rank
META.NEO Omega Ratio Rank: 3434
Omega Ratio Rank
META.NEO Calmar Ratio Rank: 3838
Calmar Ratio Rank
META.NEO Martin Ratio Rank: 3737
Martin Ratio Rank

VGT
VGT Risk / Return Rank: 6767
Overall Rank
VGT Sharpe Ratio Rank: 6565
Sharpe Ratio Rank
VGT Sortino Ratio Rank: 6969
Sortino Ratio Rank
VGT Omega Ratio Rank: 6666
Omega Ratio Rank
VGT Calmar Ratio Rank: 7373
Calmar Ratio Rank
VGT Martin Ratio Rank: 6161
Martin Ratio Rank
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.

META.NEO vs. VGT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Meta Platforms Inc. CDR (META.NEO) and Vanguard Information Technology ETF (VGT). 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.


META.NEOVGTDifference

Sharpe ratio

Return per unit of total volatility

-0.08

0.75

-0.82

Sortino ratio

Return per unit of downside risk

0.18

1.18

-1.01

Omega ratio

Gain probability vs. loss probability

1.02

1.17

-0.15

Calmar ratio

Return relative to maximum drawdown

-0.09

1.22

-1.31

Martin ratio

Return relative to average drawdown

-0.23

3.29

-3.53

META.NEO vs. VGT - Sharpe Ratio Comparison

The current META.NEO Sharpe Ratio is -0.08, which is lower than the VGT Sharpe Ratio of 0.75. The chart below compares the historical Sharpe Ratios of META.NEO and VGT, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


META.NEOVGTDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.08

0.75

-0.82

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.69

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.95

Sharpe Ratio (All Time)

Calculated using the full available price history

0.24

1.01

-0.77

Correlation

The correlation between META.NEO and VGT is 0.58, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Dividends

META.NEO vs. VGT - Dividend Comparison

META.NEO's dividend yield for the trailing twelve months is around 0.51%, more than VGT's 0.44% yield.


TTM20252024202320222021202020192018201720162015
META.NEO
Meta Platforms Inc. CDR
0.51%0.45%0.47%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
VGT
Vanguard Information Technology ETF
0.44%0.40%0.60%0.65%0.91%0.64%0.82%1.11%1.29%0.99%1.31%1.28%

Drawdowns

META.NEO vs. VGT - Drawdown Comparison

The maximum META.NEO drawdown since its inception was -74.98%, which is greater than VGT's maximum drawdown of -31.23%. Use the drawdown chart below to compare losses from any high point for META.NEO and VGT.


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Drawdown Indicators


META.NEOVGTDifference

Max Drawdown

Largest peak-to-trough decline

-74.98%

-54.63%

-20.35%

Max Drawdown (1Y)

Largest decline over 1 year

-34.30%

-16.40%

-17.90%

Max Drawdown (5Y)

Largest decline over 5 years

-35.07%

Max Drawdown (10Y)

Largest decline over 10 years

-35.07%

Current Drawdown

Current decline from peak

-28.76%

-12.77%

-15.99%

Average Drawdown

Average peak-to-trough decline

-21.64%

-8.00%

-13.64%

Ulcer Index

Depth and duration of drawdowns from previous peaks

13.79%

5.30%

+8.49%

Volatility

META.NEO vs. VGT - Volatility Comparison

Meta Platforms Inc. CDR (META.NEO) has a higher volatility of 13.11% compared to Vanguard Information Technology ETF (VGT) at 6.49%. This indicates that META.NEO's price experiences larger fluctuations and is considered to be riskier than VGT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


META.NEOVGTDifference

Volatility (1M)

Calculated over the trailing 1-month period

13.11%

6.49%

+6.62%

Volatility (6M)

Calculated over the trailing 6-month period

26.29%

15.62%

+10.67%

Volatility (1Y)

Calculated over the trailing 1-year period

39.15%

26.63%

+12.52%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

45.19%

23.35%

+21.84%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

45.19%

22.95%

+22.24%