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VBNK.TO vs. EQB.TO
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

VBNK.TO vs. EQB.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in VersaBank (VBNK.TO) and Equitable Group Inc. (EQB.TO). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, VBNK.TO achieves a 31.91% return, which is significantly higher than EQB.TO's 15.01% return. Both investments have delivered pretty close results over the past 10 years, with VBNK.TO having a 18.06% annualized return and EQB.TO not far behind at 17.35%.


VBNK.TO

1D
2.39%
1M
6.39%
YTD
31.91%
6M
58.88%
1Y
91.29%
3Y*
41.33%
5Y*
14.46%
10Y*
18.06%

EQB.TO

1D
0.88%
1M
-0.54%
YTD
15.01%
6M
24.27%
1Y
32.94%
3Y*
22.87%
5Y*
13.65%
10Y*
17.35%
*Multi-year figures are annualized to reflect compound growth (CAGR)

VBNK.TO vs. EQB.TO - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
VBNK.TO
VersaBank
31.91%4.50%36.66%45.24%-32.29%70.95%19.52%5.89%19.32%19.02%
EQB.TO
Equitable Group Inc.
15.01%7.42%15.74%57.07%-15.96%38.97%-4.04%90.72%-14.35%21.98%

Correlation

The correlation between VBNK.TO and EQB.TO is 0.30, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.30

Correlation (3Y)
Calculated over the trailing 3-year period

0.24

Correlation (5Y)
Calculated over the trailing 5-year period

0.21

Correlation (10Y)
Calculated over the trailing 10-year period

0.16

Correlation (All Time)
Calculated using the full available price history since Aug 28, 2013

0.14

The correlation between VBNK.TO and EQB.TO shifts across timeframes, from 0.14 (all time) to 0.30 (1 year), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

VBNK.TO:

CA$865.84M

EQB.TO:

CA$4.28B

EPS

VBNK.TO:

CA$0.95

EQB.TO:

CA$5.30

PE Ratio

VBNK.TO:

28.50

EQB.TO:

22.42

PS Ratio

VBNK.TO:

2.66

EQB.TO:

1.48

PB Ratio

VBNK.TO:

1.57

EQB.TO:

1.33

Total Revenue (TTM)

VBNK.TO:

CA$325.24M

EQB.TO:

CA$3.00B

Gross Profit (TTM)

VBNK.TO:

CA$137.85M

EQB.TO:

CA$1.16B

EBITDA (TTM)

VBNK.TO:

CA$46.87M

EQB.TO:

CA$351.74M

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VersaBank

Equitable Group Inc.

Return for Risk

VBNK.TO vs. EQB.TO — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

VBNK.TO
VBNK.TO Risk / Return Rank: 9292
Overall Rank
VBNK.TO Sharpe Ratio Rank: 9393
Sharpe Ratio Rank
VBNK.TO Sortino Ratio Rank: 9191
Sortino Ratio Rank
VBNK.TO Omega Ratio Rank: 9292
Omega Ratio Rank
VBNK.TO Calmar Ratio Rank: 9090
Calmar Ratio Rank
VBNK.TO Martin Ratio Rank: 9292
Martin Ratio Rank

EQB.TO
EQB.TO Risk / Return Rank: 7373
Overall Rank
EQB.TO Sharpe Ratio Rank: 7777
Sharpe Ratio Rank
EQB.TO Sortino Ratio Rank: 7373
Sortino Ratio Rank
EQB.TO Omega Ratio Rank: 7777
Omega Ratio Rank
EQB.TO Calmar Ratio Rank: 7070
Calmar Ratio Rank
EQB.TO Martin Ratio Rank: 6969
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

VBNK.TO vs. EQB.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for VersaBank (VBNK.TO) and Equitable Group Inc. (EQB.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.


VBNK.TOEQB.TODifference
Sharpe ratioReturn per unit of total volatility

+1.35

Sortino ratioReturn per unit of downside risk

+1.47

Omega ratioGain probability vs. loss probability

1.45

1.27

+0.18

Calmar ratioReturn relative to maximum drawdown

4.37

1.53

+2.84

Martin ratioReturn relative to average drawdown

13.52

3.38

+10.15

VBNK.TO vs. EQB.TO - Sharpe Ratio Comparison

The current VBNK.TO Sharpe Ratio is 2.58, which is higher than the EQB.TO Sharpe Ratio of 1.23. The chart below compares the historical Sharpe Ratios of VBNK.TO and EQB.TO, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


VBNK.TOEQB.TODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.58

1.23

+1.35

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.42

0.47

-0.05

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.55

0.48

+0.07

Sharpe Ratio (All Time)

Calculated using the full available price history

0.34

0.46

-0.12

Drawdowns

VBNK.TO vs. EQB.TO - Drawdown Comparison

The maximum VBNK.TO drawdown since its inception was -50.12%, smaller than the maximum EQB.TO drawdown of -71.96%. Use the drawdown chart below to compare losses from any high point for VBNK.TO and EQB.TO.


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Drawdown Indicators


VBNK.TOEQB.TODifference

Max Drawdown

Largest peak-to-trough decline

-50.12%

-71.96%

+21.84%

Max Drawdown (1Y)

Largest decline over 1 year

-20.99%

-21.59%

+0.60%

Max Drawdown (3Y)

Largest decline over 3 years

-50.12%

-23.94%

-26.18%

Max Drawdown (5Y)

Largest decline over 5 years

-50.12%

-44.76%

-5.36%

Max Drawdown (10Y)

Largest decline over 10 years

-50.12%

-60.76%

+10.64%

Current Drawdown

Current decline from peak

-2.14%

-4.29%

+2.15%

Average Drawdown

Average peak-to-trough decline

-20.49%

-16.09%

-4.40%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.77%

9.78%

-3.01%

Volatility

VBNK.TO vs. EQB.TO - Volatility Comparison

VersaBank (VBNK.TO) has a higher volatility of 13.81% compared to Equitable Group Inc. (EQB.TO) at 7.75%. This indicates that VBNK.TO's price experiences larger fluctuations and is considered to be riskier than EQB.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


VBNK.TOEQB.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

13.81%

7.75%

+6.06%

Volatility (6M)

Calculated over the trailing 6-month period

29.26%

20.44%

+8.82%

Volatility (1Y)

Calculated over the trailing 1-year period

35.85%

26.93%

+8.92%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

34.21%

29.18%

+5.03%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

32.86%

36.52%

-3.66%

Dividends

VBNK.TO vs. EQB.TO - Dividend Comparison

VBNK.TO's dividend yield for the trailing twelve months is around 0.37%, less than EQB.TO's 1.88% yield.


PositionTTM20252024202320222021202020192018201720162015
EQB.TO
Equitable Group Inc.
1.88%2.08%1.85%1.72%2.13%1.88%2.93%2.36%3.65%2.66%2.78%2.95%
VBNK.TO
VersaBank
0.37%0.49%0.51%0.69%0.99%0.66%1.13%0.93%0.56%0.00%0.00%0.00%

Financials

VBNK.TO vs. EQB.TO - Financials Comparison

This section allows you to compare key financial metrics between VersaBank and Equitable Group Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.00200.00M400.00M600.00M800.00M1.00B20222023202420252026
85.67M
707.11M
(VBNK.TO) Total Revenue
(EQB.TO) Total Revenue
Values in CAD except per share items

VBNK.TO vs. EQB.TO - Profitability Comparison

The chart below illustrates the profitability comparison between VersaBank and Equitable Group Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

30.0%40.0%50.0%60.0%70.0%80.0%90.0%100.0%20222023202420252026
44.2%
36.4%
Portfolio components
VBNK.TO - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, VersaBank reported a gross profit of 37.87M and revenue of 85.67M. Therefore, the gross margin over that period was 44.2%.

EQB.TO - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Equitable Group Inc. reported a gross profit of 257.01M and revenue of 707.11M. Therefore, the gross margin over that period was 36.4%.

VBNK.TO - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, VersaBank reported an operating income of 10.38M and revenue of 85.67M, resulting in an operating margin of 12.1%.

EQB.TO - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Equitable Group Inc. reported an operating income of 74.16M and revenue of 707.11M, resulting in an operating margin of 10.5%.

VBNK.TO - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, VersaBank reported a net income of 7.53M and revenue of 85.67M, resulting in a net margin of 8.8%.

EQB.TO - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Equitable Group Inc. reported a net income of 50.98M and revenue of 707.11M, resulting in a net margin of 7.2%.


Frequently Asked Questions


VBNK.TO and EQB.TO have a correlation of 0.30, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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