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VDY.TO vs. FIE.TO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

VDY.TO vs. FIE.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in Vanguard FTSE Canadian High Dividend Yield Index ETF (VDY.TO) and iShares Canadian Financial Monthly Income ETF (FIE.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, VDY.TO achieves a 23.81% return, which is significantly higher than FIE.TO's 12.21% return. Over the past 10 years, VDY.TO has outperformed FIE.TO with an annualized return of 14.58%, while FIE.TO has yielded a comparatively lower 11.99% annualized return.


VDY.TO

1D
0.65%
1M
5.11%
YTD
23.81%
6M
23.43%
1Y
49.57%
3Y*
27.42%
5Y*
17.91%
10Y*
14.58%

FIE.TO

1D
0.64%
1M
5.26%
YTD
12.21%
6M
10.27%
1Y
31.71%
3Y*
24.56%
5Y*
12.62%
10Y*
11.99%
*Multi-year figures are annualized to reflect compound growth (CAGR)

VDY.TO vs. FIE.TO - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
VDY.TO
Vanguard FTSE Canadian High Dividend Yield Index ETF
23.81%29.21%21.44%8.41%-0.23%36.60%-1.37%21.42%-10.09%8.32%
FIE.TO
iShares Canadian Financial Monthly Income ETF
12.21%24.36%27.62%12.58%-14.35%27.34%1.33%18.97%-9.12%12.01%

Correlation

The correlation between VDY.TO and FIE.TO is 0.67, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


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

0.67

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

0.76

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

0.82

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

0.84

Correlation (All Time)
Calculated using the full available price history since Nov 8, 2012

0.84

The correlation between VDY.TO and FIE.TO shifts across timeframes, from 0.67 (1 year) to 0.84 (all time), reflecting how their relationship changes across market environments.

VDY.TO vs. FIE.TO - Sectors Allocation Comparison


Sectors
VDY.TO
FIE.TO

Financial Services

56.0%
94.1%

Energy

30.8%

-

Utilities

4.1%

-

Consumer Cyclical

3.0%

-

Communication Services

2.8%

-

Basic Materials

2.2%

-

Consumer Defensive

0.4%

-

Technology

0.4%

-

Industrials

0.2%

-

Healthcare

0.1%

-

Real Estate

-

5.9%

Financial Services

VDY.TO
56.0%
FIE.TO
94.1%

Energy

VDY.TO
30.8%
FIE.TO

-

Utilities

VDY.TO
4.1%
FIE.TO

-

Consumer Cyclical

VDY.TO
3.0%
FIE.TO

-

Communication Services

VDY.TO
2.8%
FIE.TO

-

Basic Materials

VDY.TO
2.2%
FIE.TO

-

Consumer Defensive

VDY.TO
0.4%
FIE.TO

-

Technology

VDY.TO
0.4%
FIE.TO

-

Industrials

VDY.TO
0.2%
FIE.TO

-

Healthcare

VDY.TO
0.1%
FIE.TO

-

Real Estate

VDY.TO

-

FIE.TO
5.9%

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Return for Risk

VDY.TO vs. FIE.TO — Risk / Return Rank

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

VDY.TO
VDY.TO Risk / Return Rank: 9898
Overall Rank
VDY.TO Sharpe Ratio Rank: 9999
Sharpe Ratio Rank
VDY.TO Sortino Ratio Rank: 9898
Sortino Ratio Rank
VDY.TO Omega Ratio Rank: 9898
Omega Ratio Rank
VDY.TO Calmar Ratio Rank: 9898
Calmar Ratio Rank
VDY.TO Martin Ratio Rank: 9898
Martin Ratio Rank

FIE.TO
FIE.TO Risk / Return Rank: 9191
Overall Rank
FIE.TO Sharpe Ratio Rank: 9595
Sharpe Ratio Rank
FIE.TO Sortino Ratio Rank: 9595
Sortino Ratio Rank
FIE.TO Omega Ratio Rank: 9595
Omega Ratio Rank
FIE.TO Calmar Ratio Rank: 8787
Calmar Ratio Rank
FIE.TO Martin Ratio Rank: 8282
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.

VDY.TO vs. FIE.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard FTSE Canadian High Dividend Yield Index ETF (VDY.TO) and iShares Canadian Financial Monthly Income ETF (FIE.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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


VDY.TOFIE.TODifference
Sharpe ratioReturn per unit of total volatility

+2.54

Sortino ratioReturn per unit of downside risk

+3.93

Omega ratioGain probability vs. loss probability

2.21

1.67

+0.54

Calmar ratioReturn relative to maximum drawdown

15.94

4.32

+11.62

Martin ratioReturn relative to average drawdown

64.95

14.05

+50.90

VDY.TO vs. FIE.TO - Sharpe Ratio Comparison

The current VDY.TO Sharpe Ratio is 5.98, which is higher than the FIE.TO Sharpe Ratio of 3.44. The chart below compares the historical Sharpe Ratios of VDY.TO and FIE.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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Drawdowns

VDY.TO vs. FIE.TO - Drawdown Comparison

The maximum VDY.TO drawdown since its inception was -39.21%, smaller than the maximum FIE.TO drawdown of -42.24%. Use the drawdown chart below to compare losses from any high point for VDY.TO and FIE.TO.


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Drawdown Indicators


VDY.TOFIE.TODifference

Max Drawdown

Largest peak-to-trough decline

-39.21%

-42.24%

+3.03%

Max Drawdown (1Y)

Largest decline over 1 year

-3.12%

-7.19%

+4.07%

Max Drawdown (3Y)

Largest decline over 3 years

-10.38%

-10.70%

+0.32%

Max Drawdown (5Y)

Largest decline over 5 years

-16.17%

-22.93%

+6.76%

Max Drawdown (10Y)

Largest decline over 10 years

-39.21%

-42.24%

+3.03%

Current Drawdown

Current decline from peak

0.00%

0.00%

0.00%

Average Drawdown

Average peak-to-trough decline

-4.47%

-4.89%

+0.42%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.76%

2.21%

-1.45%

Volatility

VDY.TO vs. FIE.TO - Volatility Comparison

Vanguard FTSE Canadian High Dividend Yield Index ETF (VDY.TO) has a higher volatility of 3.27% compared to iShares Canadian Financial Monthly Income ETF (FIE.TO) at 2.93%. This indicates that VDY.TO's price experiences larger fluctuations and is considered to be riskier than FIE.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


VDY.TOFIE.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

3.27%

2.93%

+0.34%

Volatility (6M)

Calculated over the trailing 6-month period

6.96%

7.86%

-0.90%

Volatility (1Y)

Calculated over the trailing 1-year period

8.32%

9.04%

-0.72%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

11.58%

10.56%

+1.02%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.95%

14.08%

+1.87%

VDY.TO vs. FIE.TO - Expense Ratio Comparison

VDY.TO has a 0.22% expense ratio, which is lower than FIE.TO's 0.85% expense ratio.


Dividends

VDY.TO vs. FIE.TO - Dividend Comparison

VDY.TO's dividend yield for the trailing twelve months is around 2.83%, less than FIE.TO's 4.44% yield.


PositionTTM20252024202320222021202020192018201720162015
FIE.TO
iShares Canadian Financial Monthly Income ETF
4.44%4.94%5.83%6.98%7.31%5.92%7.10%6.65%7.38%6.28%6.59%7.43%
VDY.TO
Vanguard FTSE Canadian High Dividend Yield Index ETF
2.83%3.59%4.37%4.64%4.42%3.46%4.59%4.25%4.44%3.42%3.25%4.11%

Frequently Asked Questions


VDY.TO and FIE.TO have a correlation of 0.67, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, VDY.TO is cheaper at 0.22% per year. The better choice depends on whether you care most about return, fees, risk, or income.

VDY.TO is cheaper with a 0.22% expense ratio, compared with 0.85% for FIE.TO.

VDY.TO is categorized as Dividend, while FIE.TO is Canada Equities. VDY.TO tracks FTSE Canada High Dividend Yield Index, while FIE.TO tracks Morningstar Can Equity Tgt Alloc NR CAD. They also come from different issuers: Vanguard and iShares. Their fees differ too: 0.22% for VDY.TO and 0.85% for FIE.TO.

Portfolio Optimizer

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