VBAL.TO vs. VGRO.TO
Compare and contrast key facts about Vanguard Balanced ETF Portfolio (VBAL.TO) and Vanguard Growth ETF Portfolio (VGRO.TO).
VBAL.TO and VGRO.TO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. VBAL.TO is an actively managed fund by Vanguard. It was launched on Jan 25, 2018. VGRO.TO is an actively managed fund by Vanguard. It was launched on Jan 25, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VBAL.TO or VGRO.TO.
Key characteristics
| VBAL.TO | VGRO.TO | |
|---|---|---|
| YTD Return | 5.21% | 7.58% |
| 1Y Return | 11.86% | 15.86% |
| 3Y Return (Ann) | 4.20% | 6.51% |
| 5Y Return (Ann) | 6.23% | 8.42% |
| Sharpe Ratio | 1.77 | 2.05 |
| Daily Std Dev | 6.72% | 7.78% |
| Max Drawdown | -21.19% | -25.36% |
| Current Drawdown | -0.19% | -0.18% |
Correlation
The correlation between VBAL.TO and VGRO.TO is 0.98, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
VBAL.TO vs. VGRO.TO - Performance Comparison
In the year-to-date period, VBAL.TO achieves a 5.21% return, which is significantly lower than VGRO.TO's 7.58% 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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VBAL.TO vs. VGRO.TO - Expense Ratio Comparison
Both VBAL.TO and VGRO.TO have an expense ratio of 0.24%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Risk-Adjusted Performance
VBAL.TO vs. VGRO.TO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Balanced ETF Portfolio (VBAL.TO) and Vanguard Growth ETF Portfolio (VGRO.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
VBAL.TO vs. VGRO.TO - Dividend Comparison
VBAL.TO's dividend yield for the trailing twelve months is around 2.48%, more than VGRO.TO's 2.27% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|
VBAL.TO Vanguard Balanced ETF Portfolio | 2.48% | 2.37% | 2.21% | 1.95% | 1.83% | 2.25% | 2.04% |
VGRO.TO Vanguard Growth ETF Portfolio | 2.27% | 2.16% | 2.17% | 1.82% | 1.79% | 2.21% | 2.12% |
Drawdowns
VBAL.TO vs. VGRO.TO - Drawdown Comparison
The maximum VBAL.TO drawdown since its inception was -21.19%, smaller than the maximum VGRO.TO drawdown of -25.36%. Use the drawdown chart below to compare losses from any high point for VBAL.TO and VGRO.TO. For additional features, visit the drawdowns tool.
Volatility
VBAL.TO vs. VGRO.TO - Volatility Comparison
The current volatility for Vanguard Balanced ETF Portfolio (VBAL.TO) is 2.72%, while Vanguard Growth ETF Portfolio (VGRO.TO) has a volatility of 2.96%. This indicates that VBAL.TO experiences smaller price fluctuations and is considered to be less risky than VGRO.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.