UDA.TO vs. VFV.TO
Compare and contrast key facts about Caldwell U.S. Dividend Advantage Fund (UDA.TO) and Vanguard S&P 500 Index ETF (VFV.TO).
UDA.TO and VFV.TO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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: UDA.TO or VFV.TO.
Correlation
The correlation between UDA.TO and VFV.TO is 0.40, 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
UDA.TO vs. VFV.TO - Performance Comparison
Key characteristics
UDA.TO:
0.69
VFV.TO:
2.56
UDA.TO:
0.99
VFV.TO:
3.58
UDA.TO:
1.15
VFV.TO:
1.47
UDA.TO:
1.41
VFV.TO:
3.98
UDA.TO:
3.57
VFV.TO:
18.06
UDA.TO:
3.71%
VFV.TO:
1.68%
UDA.TO:
19.11%
VFV.TO:
11.84%
UDA.TO:
-19.32%
VFV.TO:
-27.43%
UDA.TO:
-8.91%
VFV.TO:
-1.24%
Returns By Period
In the year-to-date period, UDA.TO achieves a -1.39% return, which is significantly lower than VFV.TO's 2.69% return.
UDA.TO
-1.39%
-5.51%
1.62%
13.26%
N/A
N/A
VFV.TO
2.69%
0.16%
14.95%
30.30%
16.00%
14.31%
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UDA.TO vs. VFV.TO - Expense Ratio Comparison
Risk-Adjusted Performance
UDA.TO vs. VFV.TO — Risk-Adjusted Performance Rank
UDA.TO
VFV.TO
UDA.TO vs. VFV.TO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Caldwell U.S. Dividend Advantage Fund (UDA.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
UDA.TO vs. VFV.TO - Dividend Comparison
UDA.TO's dividend yield for the trailing twelve months is around 7.18%, more than VFV.TO's 0.96% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UDA.TO Caldwell U.S. Dividend Advantage Fund | 7.18% | 7.06% | 3.33% | 4.16% | 9.00% | 2.50% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VFV.TO Vanguard S&P 500 Index ETF | 0.96% | 0.99% | 1.20% | 1.31% | 1.06% | 1.33% | 1.55% | 1.68% | 1.50% | 1.66% | 1.63% | 1.48% |
Drawdowns
UDA.TO vs. VFV.TO - Drawdown Comparison
The maximum UDA.TO drawdown since its inception was -19.32%, smaller than the maximum VFV.TO drawdown of -27.43%. Use the drawdown chart below to compare losses from any high point for UDA.TO and VFV.TO. For additional features, visit the drawdowns tool.
Volatility
UDA.TO vs. VFV.TO - Volatility Comparison
Caldwell U.S. Dividend Advantage Fund (UDA.TO) has a higher volatility of 9.39% compared to Vanguard S&P 500 Index ETF (VFV.TO) at 2.79%. This indicates that UDA.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.