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

Performance

VDY.TO vs. VRIF.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 Vanguard Retirement Income ETF Portfolio (VRIF.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 VRIF.TO's 4.98% 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%

VRIF.TO

1D
0.37%
1M
2.46%
YTD
4.98%
6M
5.47%
1Y
12.45%
3Y*
9.77%
5Y*
4.60%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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


2026 (YTD)202520242023202220212020
VDY.TO
Vanguard FTSE Canadian High Dividend Yield Index ETF
23.81%29.21%21.44%8.41%-0.23%36.60%10.21%
VRIF.TO
Vanguard Retirement Income ETF Portfolio
4.98%10.60%8.42%8.96%-11.50%7.44%5.09%

Correlation

The correlation between VDY.TO and VRIF.TO is 0.46, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.46

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

0.54

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

0.50

Correlation (All Time)
Calculated using the full available price history since Sep 16, 2020

0.50

The correlation between VDY.TO and VRIF.TO has been stable across timeframes, ranging from 0.46 to 0.54 - a consistent structural relationship.

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Return for Risk

VDY.TO vs. VRIF.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

VRIF.TO
VRIF.TO Risk / Return Rank: 7272
Overall Rank
VRIF.TO Sharpe Ratio Rank: 7676
Sharpe Ratio Rank
VRIF.TO Sortino Ratio Rank: 8080
Sortino Ratio Rank
VRIF.TO Omega Ratio Rank: 8080
Omega Ratio Rank
VRIF.TO Calmar Ratio Rank: 5959
Calmar Ratio Rank
VRIF.TO Martin Ratio Rank: 6767
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. VRIF.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 Vanguard Retirement Income ETF Portfolio (VRIF.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.TOVRIF.TODifference
Sharpe ratioReturn per unit of total volatility

+3.86

Sortino ratioReturn per unit of downside risk

+5.48

Omega ratioGain probability vs. loss probability

2.21

1.41

+0.80

Calmar ratioReturn relative to maximum drawdown

15.94

2.60

+13.34

Martin ratioReturn relative to average drawdown

64.95

10.71

+54.24

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

The current VDY.TO Sharpe Ratio is 5.98, which is higher than the VRIF.TO Sharpe Ratio of 2.12. The chart below compares the historical Sharpe Ratios of VDY.TO and VRIF.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. VRIF.TO - Drawdown Comparison

The maximum VDY.TO drawdown since its inception was -39.21%, which is greater than VRIF.TO's maximum drawdown of -16.19%. Use the drawdown chart below to compare losses from any high point for VDY.TO and VRIF.TO.


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Drawdown Indicators


VDY.TOVRIF.TODifference

Max Drawdown

Largest peak-to-trough decline

-39.21%

-16.19%

-23.02%

Max Drawdown (1Y)

Largest decline over 1 year

-3.12%

-4.57%

+1.45%

Max Drawdown (3Y)

Largest decline over 3 years

-10.38%

-5.01%

-5.37%

Max Drawdown (5Y)

Largest decline over 5 years

-16.17%

-16.19%

+0.02%

Max Drawdown (10Y)

Largest decline over 10 years

-39.21%

Current Drawdown

Current decline from peak

0.00%

-0.15%

+0.15%

Average Drawdown

Average peak-to-trough decline

-4.47%

-3.86%

-0.61%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.76%

1.11%

-0.35%

Volatility

VDY.TO vs. VRIF.TO - Volatility Comparison

Vanguard FTSE Canadian High Dividend Yield Index ETF (VDY.TO) has a higher volatility of 3.27% compared to Vanguard Retirement Income ETF Portfolio (VRIF.TO) at 2.42%. This indicates that VDY.TO's price experiences larger fluctuations and is considered to be riskier than VRIF.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.TOVRIF.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

3.27%

2.42%

+0.85%

Volatility (6M)

Calculated over the trailing 6-month period

6.96%

4.82%

+2.14%

Volatility (1Y)

Calculated over the trailing 1-year period

8.32%

5.59%

+2.73%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

11.58%

6.26%

+5.32%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.95%

6.27%

+9.68%

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

VDY.TO has a 0.22% expense ratio, which is lower than VRIF.TO's 0.29% expense ratio.


Dividends

VDY.TO vs. VRIF.TO - Dividend Comparison

VDY.TO's dividend yield for the trailing twelve months is around 2.83%, less than VRIF.TO's 3.73% yield.


PositionTTM20252024202320222021202020192018201720162015
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%
VRIF.TO
Vanguard Retirement Income ETF Portfolio
3.73%3.77%3.94%4.32%4.72%3.86%1.27%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


VDY.TO and VRIF.TO have a correlation of 0.46, 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 0.29% for VRIF.TO.

VDY.TO is categorized as Dividend, while VRIF.TO is Diversified Portfolio. Their fees differ too: 0.22% for VDY.TO and 0.29% for VRIF.TO.

Portfolio Optimizer

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