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PDIV.TO vs. VGG.TO
Performance
Return for Risk
Dividends
Drawdowns
Volatility

PDIV.TO vs. VGG.TO

Last updated Apr 1, 2026

Compare and contrast key facts about Purpose Enhanced Dividend Fund ETF (PDIV.TO) and Vanguard U.S. Dividend Appreciation Index ETF (VGG.TO).

PDIV.TO and VGG.TO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. PDIV.TO is an actively managed fund by Purpose Investments. It was launched on Jan 2, 2018. VGG.TO is a passively managed fund by Vanguard that tracks the performance of the S&P U.S. Dividend Growers Index. It was launched on Aug 2, 2013.

Performance

PDIV.TO vs. VGG.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in Purpose Enhanced Dividend Fund ETF (PDIV.TO) and Vanguard U.S. Dividend Appreciation Index ETF (VGG.TO). The values are adjusted to include any dividend payments, if applicable.

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PDIV.TO vs. VGG.TO - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
PDIV.TO
Purpose Enhanced Dividend Fund ETF		1.14%15.82%10.71%4.64%-4.40%20.18%-1.15%23.57%-15.24%26.84%
VGG.TO
Vanguard U.S. Dividend Appreciation Index ETF		-0.67%8.61%26.49%11.58%-4.21%22.23%12.67%23.32%5.20%13.99%

Returns By Period

In the year-to-date period, PDIV.TO achieves a 1.14% return, which is significantly higher than VGG.TO's -0.67% return. Over the past 10 years, PDIV.TO has underperformed VGG.TO with an annualized return of 8.91%, while VGG.TO has yielded a comparatively higher 12.42% annualized return.

PDIV.TO

1D
1.48%
1M
-3.00%
YTD
1.14%
6M
5.00%
1Y
13.80%
3Y*
9.78%
5Y*
7.84%
10Y*
8.91%

VGG.TO

1D
1.95%
1M
-3.38%
YTD
-0.67%
6M
0.23%
1Y
8.44%
3Y*
14.34%
5Y*
11.48%
10Y*
12.42%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

Purpose Enhanced Dividend Fund ETF

Vanguard U.S. Dividend Appreciation Index ETF

Often compared with PDIV.TO:
PDIV.TO vs. HDIV.TOPDIV.TO vs. SPYIPDIV.TO vs. HYLD.TOPDIV.TO vs. BMAXPDIV.TO vs. PMIF.TOPDIV.TO vs. DGSPDIV.TO vs. USCL.TO
Often compared with VGG.TO:
VGG.TO vs. VFV.TOVGG.TO vs. VIGVGG.TO vs. SCHDVGG.TO vs. VUN.TOVGG.TO vs. ZUQ.TOVGG.TO vs. DGROVGG.TO vs. ZNQ.TO

PDIV.TO vs. VGG.TO - Expense Ratio Comparison

PDIV.TO has a 0.77% expense ratio, which is higher than VGG.TO's 0.30% expense ratio.

PDIV.TO
Purpose Enhanced Dividend Fund ETF
VGG.TO
Vanguard U.S. Dividend Appreciation Index ETF

Return for Risk

PDIV.TO vs. VGG.TO — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
PDIV.TO
PDIV.TO Risk / Return Rank: 7878
Overall Rank
PDIV.TO Sharpe Ratio Rank: 7878
Sharpe Ratio Rank
PDIV.TO Sortino Ratio Rank: 7878
Sortino Ratio Rank
PDIV.TO Omega Ratio Rank: 8484
Omega Ratio Rank
PDIV.TO Calmar Ratio Rank: 6868
Calmar Ratio Rank
PDIV.TO Martin Ratio Rank: 8181
Martin Ratio Rank
VGG.TO
VGG.TO Risk / Return Rank: 3434
Overall Rank
VGG.TO Sharpe Ratio Rank: 3232
Sharpe Ratio Rank
VGG.TO Sortino Ratio Rank: 3131
Sortino Ratio Rank
VGG.TO Omega Ratio Rank: 3232
Omega Ratio Rank
VGG.TO Calmar Ratio Rank: 3838
Calmar Ratio Rank
VGG.TO Martin Ratio Rank: 3838
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.

PDIV.TO vs. VGG.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Purpose Enhanced Dividend Fund ETF (PDIV.TO) and Vanguard U.S. Dividend Appreciation Index ETF (VGG.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.

PDIV.TOVGG.TODifference

Sharpe ratio

Return per unit of total volatility

1.45

0.55

+0.90

Sortino ratio

Return per unit of downside risk

1.99

0.85

+1.14

Omega ratio

Gain probability vs. loss probability

1.33

1.12

+0.21

Calmar ratio

Return relative to maximum drawdown

1.74

0.90

+0.84

Martin ratio

Return relative to average drawdown

8.94

3.36

+5.59

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

PDIV.TO vs. VGG.TO - Sharpe Ratio Comparison

The current PDIV.TO Sharpe Ratio is 1.45, which is higher than the VGG.TO Sharpe Ratio of 0.55. The chart below compares the historical Sharpe Ratios of PDIV.TO and VGG.TO, 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

PDIV.TOVGG.TODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.45

0.55

+0.90

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.80

0.91

-0.11

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.64

0.83

-0.19

Sharpe Ratio (All Time)

Calculated using the full available price history

0.59

0.94

-0.34

Correlation

The correlation between PDIV.TO and VGG.TO is 0.24, 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.

Dividends

PDIV.TO vs. VGG.TO - Dividend Comparison

PDIV.TO's dividend yield for the trailing twelve months is around 12.30%, more than VGG.TO's 1.11% yield.

TTM20252024202320222021202020192018201720162015
PDIV.TO
Purpose Enhanced Dividend Fund ETF		12.30%12.24%12.35%11.84%6.38%5.59%6.33%5.85%6.80%25.71%5.38%8.10%
VGG.TO
Vanguard U.S. Dividend Appreciation Index ETF		1.11%1.16%1.23%1.37%1.35%1.21%1.25%1.24%1.50%1.46%1.63%1.70%

Drawdowns

PDIV.TO vs. VGG.TO - Drawdown Comparison

The maximum PDIV.TO drawdown since its inception was -30.64%, which is greater than VGG.TO's maximum drawdown of -24.58%. Use the drawdown chart below to compare losses from any high point for PDIV.TO and VGG.TO.

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Drawdown Indicators

PDIV.TOVGG.TODifference

Max Drawdown

Largest peak-to-trough decline

-30.64%

-24.58%

-6.06%

Max Drawdown (1Y)

Largest decline over 1 year

-8.36%

-11.10%

+2.74%

Max Drawdown (5Y)

Largest decline over 5 years

-14.96%

-18.52%

+3.56%

Max Drawdown (10Y)

Largest decline over 10 years

-30.64%

-24.58%

-6.06%

Current Drawdown

Current decline from peak

-3.25%

-4.43%

+1.18%

Average Drawdown

Average peak-to-trough decline

-4.40%

-2.96%

-1.44%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.63%

3.02%

-1.39%

Volatility

PDIV.TO vs. VGG.TO - Volatility Comparison

The current volatility for Purpose Enhanced Dividend Fund ETF (PDIV.TO) is 3.48%, while Vanguard U.S. Dividend Appreciation Index ETF (VGG.TO) has a volatility of 4.11%. This indicates that PDIV.TO experiences smaller price fluctuations and is considered to be less risky than VGG.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

PDIV.TOVGG.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

3.48%

4.11%

-0.63%

Volatility (6M)

Calculated over the trailing 6-month period

5.58%

8.27%

-2.69%

Volatility (1Y)

Calculated over the trailing 1-year period

9.56%

15.46%

-5.90%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

9.89%

12.66%

-2.77%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

13.96%

14.99%

-1.03%