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VCE.TO vs. VBAL.TO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

VCE.TO vs. VBAL.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in Vanguard FTSE Canada Index ETF (VCE.TO) and Vanguard Balanced ETF Portfolio (VBAL.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, VCE.TO achieves a 10.03% return, which is significantly higher than VBAL.TO's 8.13% return.


VCE.TO

1D
-0.96%
1M
3.36%
YTD
10.03%
6M
10.19%
1Y
28.98%
3Y*
22.22%
5Y*
14.43%
10Y*
12.58%

VBAL.TO

1D
-0.30%
1M
4.26%
YTD
8.13%
6M
6.49%
1Y
18.31%
3Y*
13.79%
5Y*
7.87%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

VCE.TO vs. VBAL.TO - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
VCE.TO
Vanguard FTSE Canada Index ETF
10.03%26.39%21.43%12.26%-5.20%28.59%4.09%22.99%-5.83%
VBAL.TO
Vanguard Balanced ETF Portfolio
8.13%11.88%14.56%12.43%-11.44%10.16%10.23%14.85%-2.87%

Correlation

The correlation between VCE.TO and VBAL.TO is 0.82, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


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

0.82

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

0.81

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

0.80

Correlation (All Time)
Calculated using the full available price history since Feb 2, 2018

0.81

The correlation between VCE.TO and VBAL.TO has been stable across timeframes, ranging from 0.80 to 0.82 - a consistent structural relationship.

VCE.TO vs. VBAL.TO - Sectors Allocation Comparison


Sectors
VCE.TO
VBAL.TO

Financial Services

37.4%
20.6%

Energy

18.4%
8.6%

Basic Materials

15.4%
8.5%

Industrials

10.6%
11.6%

Technology

8.2%
20.4%

Consumer Cyclical

3.4%
7.9%

Consumer Defensive

2.9%
4.6%

Utilities

1.9%
2.8%

Communication Services

1.5%
6.1%

Real Estate

0.2%
2.3%

Healthcare

-

6.7%

Financial Services

VCE.TO
37.4%
VBAL.TO
20.6%

Energy

VCE.TO
18.4%
VBAL.TO
8.6%

Basic Materials

VCE.TO
15.4%
VBAL.TO
8.5%

Industrials

VCE.TO
10.6%
VBAL.TO
11.6%

Technology

VCE.TO
8.2%
VBAL.TO
20.4%

Consumer Cyclical

VCE.TO
3.4%
VBAL.TO
7.9%

Consumer Defensive

VCE.TO
2.9%
VBAL.TO
4.6%

Utilities

VCE.TO
1.9%
VBAL.TO
2.8%

Communication Services

VCE.TO
1.5%
VBAL.TO
6.1%

Real Estate

VCE.TO
0.2%
VBAL.TO
2.3%

Healthcare

VCE.TO

-

VBAL.TO
6.7%

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Return for Risk

VCE.TO vs. VBAL.TO — Risk / Return Rank

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

VCE.TO
VCE.TO Risk / Return Rank: 7272
Overall Rank
VCE.TO Sharpe Ratio Rank: 7070
Sharpe Ratio Rank
VCE.TO Sortino Ratio Rank: 6767
Sortino Ratio Rank
VCE.TO Omega Ratio Rank: 6969
Omega Ratio Rank
VCE.TO Calmar Ratio Rank: 7171
Calmar Ratio Rank
VCE.TO Martin Ratio Rank: 8282
Martin Ratio Rank

VBAL.TO
VBAL.TO Risk / Return Rank: 6868
Overall Rank
VBAL.TO Sharpe Ratio Rank: 6868
Sharpe Ratio Rank
VBAL.TO Sortino Ratio Rank: 7171
Sortino Ratio Rank
VBAL.TO Omega Ratio Rank: 7171
Omega Ratio Rank
VBAL.TO Calmar Ratio Rank: 6161
Calmar Ratio Rank
VBAL.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.

VCE.TO vs. VBAL.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard FTSE Canada Index ETF (VCE.TO) and Vanguard Balanced ETF Portfolio (VBAL.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.


VCE.TOVBAL.TODifference
Sharpe ratioReturn per unit of total volatility

+0.06

Sortino ratioReturn per unit of downside risk

-0.14

Omega ratioGain probability vs. loss probability

1.42

1.44

-0.01

Calmar ratioReturn relative to maximum drawdown

3.60

3.10

+0.50

Martin ratioReturn relative to average drawdown

16.77

13.17

+3.60

VCE.TO vs. VBAL.TO - Sharpe Ratio Comparison

The current VCE.TO Sharpe Ratio is 2.37, which is comparable to the VBAL.TO Sharpe Ratio of 2.30. The chart below compares the historical Sharpe Ratios of VCE.TO and VBAL.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


VCE.TOVBAL.TODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.37

2.30

+0.06

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.14

0.92

+0.22

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.84

Sharpe Ratio (All Time)

Calculated using the full available price history

0.77

0.78

-0.01

Drawdowns

VCE.TO vs. VBAL.TO - Drawdown Comparison

The maximum VCE.TO drawdown since its inception was -35.92%, which is greater than VBAL.TO's maximum drawdown of -21.19%. Use the drawdown chart below to compare losses from any high point for VCE.TO and VBAL.TO.


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Drawdown Indicators


VCE.TOVBAL.TODifference

Max Drawdown

Largest peak-to-trough decline

-35.92%

-21.19%

-14.73%

Max Drawdown (1Y)

Largest decline over 1 year

-8.09%

-5.93%

-2.16%

Max Drawdown (3Y)

Largest decline over 3 years

-12.16%

-9.68%

-2.48%

Max Drawdown (5Y)

Largest decline over 5 years

-15.90%

-16.45%

+0.55%

Max Drawdown (10Y)

Largest decline over 10 years

-35.92%

Current Drawdown

Current decline from peak

-0.96%

-0.30%

-0.66%

Average Drawdown

Average peak-to-trough decline

-3.73%

-3.17%

-0.56%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.73%

1.39%

+0.34%

Volatility

VCE.TO vs. VBAL.TO - Volatility Comparison

Vanguard FTSE Canada Index ETF (VCE.TO) has a higher volatility of 3.47% compared to Vanguard Balanced ETF Portfolio (VBAL.TO) at 2.73%. This indicates that VCE.TO's price experiences larger fluctuations and is considered to be riskier than VBAL.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


VCE.TOVBAL.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

3.47%

2.73%

+0.74%

Volatility (6M)

Calculated over the trailing 6-month period

10.00%

6.59%

+3.41%

Volatility (1Y)

Calculated over the trailing 1-year period

12.30%

7.99%

+4.31%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

12.78%

8.63%

+4.15%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

14.99%

10.09%

+4.90%

VCE.TO vs. VBAL.TO - Expense Ratio Comparison

VCE.TO has a 0.06% expense ratio, which is lower than VBAL.TO's 0.24% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Dividends

VCE.TO vs. VBAL.TO - Dividend Comparison

VCE.TO's dividend yield for the trailing twelve months is around 2.17%, more than VBAL.TO's 2.05% yield.


PositionTTM20252024202320222021202020192018201720162015
VBAL.TO
Vanguard Balanced ETF Portfolio
2.05%2.21%2.26%2.32%2.16%1.91%1.79%2.20%1.99%0.00%0.00%0.00%
VCE.TO
Vanguard FTSE Canada Index ETF
2.17%2.42%2.84%3.16%3.21%2.61%2.93%3.01%3.21%2.57%2.64%2.98%

Frequently Asked Questions


VCE.TO and VBAL.TO have a correlation of 0.82, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, VCE.TO is cheaper at 0.06% per year. The better choice depends on whether you care most about return, fees, risk, or income.

VCE.TO is cheaper with a 0.06% expense ratio, compared with 0.24% for VBAL.TO.

VCE.TO is categorized as Canada Equities, while VBAL.TO is Diversified Portfolio. Their fees differ too: 0.06% for VCE.TO and 0.24% for VBAL.TO.

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