PMZ-UN.TO vs. VFV.TO
Compare and contrast key facts about Primaris Real Estate Investment Trust (PMZ-UN.TO) and Vanguard S&P 500 Index ETF (VFV.TO).
VFV.TO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Nov 2, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PMZ-UN.TO or VFV.TO.
Correlation
The correlation between PMZ-UN.TO and VFV.TO is 0.46, 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.
Performance
PMZ-UN.TO vs. VFV.TO - Performance Comparison
Key characteristics
PMZ-UN.TO:
0.79
VFV.TO:
2.39
PMZ-UN.TO:
1.26
VFV.TO:
3.34
PMZ-UN.TO:
1.15
VFV.TO:
1.44
PMZ-UN.TO:
1.17
VFV.TO:
3.75
PMZ-UN.TO:
3.19
VFV.TO:
16.91
PMZ-UN.TO:
4.72%
VFV.TO:
1.69%
PMZ-UN.TO:
19.03%
VFV.TO:
11.93%
PMZ-UN.TO:
-23.46%
VFV.TO:
-27.43%
PMZ-UN.TO:
-6.38%
VFV.TO:
-2.57%
Returns By Period
In the year-to-date period, PMZ-UN.TO achieves a -0.45% return, which is significantly lower than VFV.TO's 1.31% return.
PMZ-UN.TO
-0.45%
7.39%
7.55%
16.46%
N/A
N/A
VFV.TO
1.31%
-2.16%
13.02%
26.11%
15.67%
14.19%
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Risk-Adjusted Performance
PMZ-UN.TO vs. VFV.TO — Risk-Adjusted Performance Rank
PMZ-UN.TO
VFV.TO
PMZ-UN.TO vs. VFV.TO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Primaris Real Estate Investment Trust (PMZ-UN.TO) and Vanguard S&P 500 Index ETF (VFV.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.
Dividends
PMZ-UN.TO vs. VFV.TO - Dividend Comparison
PMZ-UN.TO's dividend yield for the trailing twelve months is around 3.64%, more than VFV.TO's 0.98% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PMZ-UN.TO Primaris Real Estate Investment Trust | 3.64% | 4.07% | 5.95% | 5.48% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VFV.TO Vanguard S&P 500 Index ETF | 0.98% | 0.99% | 1.20% | 1.31% | 1.06% | 1.33% | 1.55% | 1.68% | 1.50% | 1.66% | 1.63% | 1.48% |
Drawdowns
PMZ-UN.TO vs. VFV.TO - Drawdown Comparison
The maximum PMZ-UN.TO drawdown since its inception was -23.46%, smaller than the maximum VFV.TO drawdown of -27.43%. Use the drawdown chart below to compare losses from any high point for PMZ-UN.TO and VFV.TO. For additional features, visit the drawdowns tool.
Volatility
PMZ-UN.TO vs. VFV.TO - Volatility Comparison
Primaris Real Estate Investment Trust (PMZ-UN.TO) has a higher volatility of 5.94% compared to Vanguard S&P 500 Index ETF (VFV.TO) at 3.23%. This indicates that PMZ-UN.TO's price experiences larger fluctuations and is considered to be riskier than VFV.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.