SRU-UN.TO vs. VGT
Compare and contrast key facts about SmartCentres Real Estate Investment Trust (SRU-UN.TO) and Vanguard Information Technology ETF (VGT).
VGT is a passively managed fund by Vanguard that tracks the performance of the MSCI US Investable Market Information Technology 25/50 Index. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SRU-UN.TO or VGT.
Key characteristics
| SRU-UN.TO | VGT | |
|---|---|---|
| YTD Return | 14.86% | 16.75% |
| 1Y Return | 21.94% | 32.75% |
| 3Y Return (Ann) | 2.91% | 11.26% |
| 5Y Return (Ann) | 3.52% | 22.22% |
| 10Y Return (Ann) | 7.11% | 20.04% |
| Sharpe Ratio | 1.07 | 1.57 |
| Daily Std Dev | 19.26% | 20.76% |
| Max Drawdown | -90.51% | -54.63% |
| Current Drawdown | -2.50% | -7.23% |
Correlation
The correlation between SRU-UN.TO and VGT is 0.34, 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.
Performance
SRU-UN.TO vs. VGT - Performance Comparison
In the year-to-date period, SRU-UN.TO achieves a 14.86% return, which is significantly lower than VGT's 16.75% return. Over the past 10 years, SRU-UN.TO has underperformed VGT with an annualized return of 7.11%, while VGT has yielded a comparatively higher 20.04% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
SRU-UN.TO vs. VGT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for SmartCentres Real Estate Investment Trust (SRU-UN.TO) 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.
Dividends
SRU-UN.TO vs. VGT - Dividend Comparison
SRU-UN.TO's dividend yield for the trailing twelve months is around 6.82%, more than VGT's 0.66% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SRU-UN.TO SmartCentres Real Estate Investment Trust | 6.82% | 7.43% | 6.91% | 5.75% | 8.02% | 5.81% | 5.72% | 5.54% | 5.15% | 5.34% | 6.15% | 6.15% |
VGT Vanguard Information Technology ETF | 0.66% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.29% | 0.99% | 1.31% | 1.28% | 1.12% | 1.05% |
Drawdowns
SRU-UN.TO vs. VGT - Drawdown Comparison
The maximum SRU-UN.TO drawdown since its inception was -90.51%, which is greater than VGT's maximum drawdown of -54.63%. Use the drawdown chart below to compare losses from any high point for SRU-UN.TO and VGT. For additional features, visit the drawdowns tool.
Volatility
SRU-UN.TO vs. VGT - Volatility Comparison
The current volatility for SmartCentres Real Estate Investment Trust (SRU-UN.TO) is 5.77%, while Vanguard Information Technology ETF (VGT) has a volatility of 7.27%. This indicates that SRU-UN.TO experiences smaller price fluctuations and is considered to be less risky than VGT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.