VEQT.TO vs. CASV.TO

Last updated Jul 12, 2026

VEQT.TO (Vanguard All-Equity ETF Portfolio) and CASV.TO (Avantis CIBC Global Small Cap Value ETF) are both exchange-traded funds - VEQT.TO is a Global Equities fund actively managed by Vanguard, while CASV.TO is a Small Cap Value Equities fund actively managed by Avantis. Both are actively managed. A 0.70 correlation means they provide meaningful diversification when combined. VEQT.TO charges 0.24%/yr vs 0.39%/yr for CASV.TO.

Performance

VEQT.TO vs. CASV.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in Vanguard All-Equity ETF Portfolio (VEQT.TO) and Avantis CIBC Global Small Cap Value ETF (CASV.TO). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

VEQT.TO

• 1D: 0.28%
• 1M: 2.83%
• 6M: 10.85%
• YTD: 14.88%
• 1Y: 29.52%
• 3Y*: 22.79%
• 5Y*: 13.73%
• 10Y*: —

CASV.TO

• 1D: 0.54%
• 1M: 0.99%
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

VEQT.TO vs. CASV.TO - Yearly Performance Comparison

	2026 (YTD)
VEQT.TO Vanguard All-Equity ETF Portfolio	14.58%
CASV.TO Avantis CIBC Global Small Cap Value ETF	13.42%

Correlation

The correlation between VEQT.TO and CASV.TO is 0.70, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (All Time) Calculated using the full available price history since Mar 13, 2026	0.70

Return for Risk

VEQT.TO vs. CASV.TO — Risk / Return Rank

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

VEQT.TO

VEQT.TO Risk / Return Rank: 88
VEQT.TO Sharpe Ratio Rank: 90
VEQT.TO Sortino Ratio Rank: 89
VEQT.TO Omega Ratio Rank: 88
VEQT.TO Calmar Ratio Rank: 84
VEQT.TO Martin Ratio Rank: 89

CASV.TO

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

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.

VEQT.TO vs. CASV.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard All-Equity ETF Portfolio (VEQT.TO) and Avantis CIBC Global Small Cap Value ETF (CASV.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.

	VEQT.TO	CASV.TO	Difference
Sharpe ratio: Return per unit of total volatility	2.37	—	—
Sortino ratio: Return per unit of downside risk	3.25	—	—
Omega ratio: Gain probability vs. loss probability	1.43	—	—
Calmar ratio: Return relative to maximum drawdown	3.63	—	—
Martin ratio: Return relative to average drawdown	15.57	—	—

Drawdowns

VEQT.TO vs. CASV.TO - Drawdown Comparison

The maximum VEQT.TO drawdown since its inception was -30.45%, which is greater than CASV.TO's maximum drawdown of -3.70%. Use the drawdown chart below to compare losses from any high point for VEQT.TO and CASV.TO.

Drawdown Indicators

	VEQT.TO	CASV.TO	Difference
Max Drawdown Largest peak-to-trough decline	-30.45%	-3.70%	-26.75%
Max Drawdown (1Y) Largest decline over 1 year	-8.05%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-15.46%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-18.32%	—	—
Current Drawdown Current decline from peak	-0.48%	-2.31%	+1.83%
Average Drawdown Average peak-to-trough decline	-3.67%	-1.01%	-2.66%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.87%	—	—

Volatility

Volatility by Period

	VEQT.TO	CASV.TO	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.65%	—	—
Volatility (6M) Calculated over the trailing 6-month period	10.19%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	12.34%	15.96%	-3.62%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	13.03%	15.96%	-2.93%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	15.76%	15.96%	-0.20%

VEQT.TO vs. CASV.TO - Expense Ratio Comparison

VEQT.TO has a 0.24% expense ratio, which is lower than CASV.TO's 0.39% expense ratio.

Dividends

VEQT.TO vs. CASV.TO - Dividend Comparison

VEQT.TO's dividend yield for the trailing twelve months is around 1.23%, while CASV.TO has not paid dividends to shareholders.

Position	TTM	2025	2024	2023	2022	2021	2020	2019
CASV.TO Avantis CIBC Global Small Cap Value ETF	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
VEQT.TO Vanguard All-Equity ETF Portfolio	1.23%	1.42%	1.58%	1.88%	2.09%	1.40%	1.48%	1.43%

Frequently Asked Questions

Can I hold both VEQT.TO and CASV.TO in my portfolio?

VEQT.TO and CASV.TO have a correlation of 0.70, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, VEQT.TO or CASV.TO?

On fees, VEQT.TO is cheaper at 0.24% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, VEQT.TO or CASV.TO?

VEQT.TO is cheaper with a 0.24% expense ratio, compared with 0.39% for CASV.TO.

What is the main difference between VEQT.TO and CASV.TO?

VEQT.TO is categorized as Global Equities, while CASV.TO is Small Cap Value Equities. They also come from different issuers: Vanguard and Avantis. Their fees differ too: 0.24% for VEQT.TO and 0.39% for CASV.TO.