VADGX vs. XBB.TO
Compare and contrast key facts about Vanguard Advice Select Dividend Growth Fund (VADGX) and iShares Core Canadian Universe Bond Index ETF (XBB.TO).
VADGX is managed by Vanguard. It was launched on Nov 9, 2021. XBB.TO is a passively managed fund by iShares that tracks the performance of the Morningstar Can Core Bd GR CAD. It was launched on Nov 20, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VADGX or XBB.TO.
Correlation
The correlation between VADGX and XBB.TO is 0.38, 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
VADGX vs. XBB.TO - Performance Comparison
Key characteristics
VADGX:
0.26
XBB.TO:
1.39
VADGX:
0.47
XBB.TO:
2.02
VADGX:
1.07
XBB.TO:
1.24
VADGX:
0.25
XBB.TO:
0.66
VADGX:
0.92
XBB.TO:
6.79
VADGX:
4.20%
XBB.TO:
1.20%
VADGX:
14.77%
XBB.TO:
5.86%
VADGX:
-15.75%
XBB.TO:
-18.16%
VADGX:
-9.62%
XBB.TO:
-4.78%
Returns By Period
In the year-to-date period, VADGX achieves a -4.08% return, which is significantly lower than XBB.TO's 0.55% return.
VADGX
-4.08%
-3.52%
-7.05%
2.92%
N/A
N/A
XBB.TO
0.55%
-0.81%
1.98%
8.22%
-0.07%
1.55%
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VADGX vs. XBB.TO - Expense Ratio Comparison
VADGX has a 0.45% expense ratio, which is higher than XBB.TO's 0.10% expense ratio.
Risk-Adjusted Performance
VADGX vs. XBB.TO — Risk-Adjusted Performance Rank
VADGX
XBB.TO
VADGX vs. XBB.TO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Advice Select Dividend Growth Fund (VADGX) and iShares Core Canadian Universe Bond Index ETF (XBB.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
VADGX vs. XBB.TO - Dividend Comparison
VADGX's dividend yield for the trailing twelve months is around 1.30%, less than XBB.TO's 3.04% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VADGX Vanguard Advice Select Dividend Growth Fund | 1.30% | 1.25% | 1.21% | 0.81% | 0.17% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
XBB.TO iShares Core Canadian Universe Bond Index ETF | 3.04% | 3.25% | 3.01% | 2.91% | 2.54% | 2.55% | 2.80% | 2.92% | 2.83% | 2.81% | 2.87% | 3.04% |
Drawdowns
VADGX vs. XBB.TO - Drawdown Comparison
The maximum VADGX drawdown since its inception was -15.75%, smaller than the maximum XBB.TO drawdown of -18.16%. Use the drawdown chart below to compare losses from any high point for VADGX and XBB.TO. For additional features, visit the drawdowns tool.
Volatility
VADGX vs. XBB.TO - Volatility Comparison
Vanguard Advice Select Dividend Growth Fund (VADGX) has a higher volatility of 11.14% compared to iShares Core Canadian Universe Bond Index ETF (XBB.TO) at 3.05%. This indicates that VADGX's price experiences larger fluctuations and is considered to be riskier than XBB.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.