VFV.TO vs. KXI
VFV.TO (Vanguard S&P 500 Index ETF) and KXI (iShares Global Consumer Staples ETF) are both exchange-traded funds - VFV.TO is a S&P 500 fund tracking the S&P 500 Index, while KXI is a Consumer Staples Equities fund tracking the S&P Global Consumer Staples Index. Both are passively managed. Over the past 10 years, VFV.TO returned 16.02%/yr vs 6.64%/yr for KXI. At a 0.40 correlation, their price movements are largely independent. VFV.TO charges 0.09%/yr vs 0.46%/yr for KXI.
Performance
VFV.TO vs. KXI - Performance Comparison
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Different Trading Currencies
VFV.TO is traded in CAD, while KXI is traded in USD. To make them comparable, the KXI values have been converted to CAD using the latest available exchange rates.
Returns By Period
In the year-to-date period, VFV.TO achieves a 10.42% return, which is significantly higher than KXI's 5.89% return. Over the past 10 years, VFV.TO has outperformed KXI with an annualized return of 16.02%, while KXI has yielded a comparatively lower 6.64% annualized return.
VFV.TO
- 1D
- 0.33%
- 1M
- 2.27%
- YTD
- 10.42%
- 6M
- 9.43%
- 1Y
- 26.89%
- 3Y*
- 22.95%
- 5Y*
- 16.42%
- 10Y*
- 16.02%
KXI
- 1D
- 0.01%
- 1M
- -0.01%
- YTD
- 5.89%
- 6M
- 5.86%
- 1Y
- 5.44%
- 3Y*
- 7.77%
- 5Y*
- 7.01%
- 10Y*
- 6.64%
VFV.TO vs. KXI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VFV.TO Vanguard S&P 500 Index ETF | 10.42% | 12.18% | 35.23% | 23.23% | -12.58% | 27.51% | 15.61% | 25.14% | 2.95% | 13.69% |
KXI iShares Global Consumer Staples ETF | 5.89% | 4.67% | 13.02% | -0.02% | -0.07% | 13.65% | 5.14% | 18.31% | -3.20% | 9.64% |
Correlation
The correlation between VFV.TO and KXI is 0.06, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.06 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.15 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.30 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.36 |
Correlation (All Time) Calculated using the full available price history since Nov 9, 2012 | 0.40 |
Over the past year, the correlation between VFV.TO and KXI has dropped to 0.06 - well below their long-term average of 0.40, suggesting their price drivers have been diverging.
VFV.TO vs. KXI - Sectors Allocation Comparison
Sectors
VFV.TO
KXI
Technology
-
Financial Services
-
Communication Services
-
Consumer Cyclical
Healthcare
-
Industrials
-
Consumer Defensive
Energy
-
Utilities
-
Real Estate
-
Basic Materials
-
Technology
VFV.TO
KXI
-
Financial Services
VFV.TO
KXI
-
Communication Services
VFV.TO
KXI
-
Consumer Cyclical
VFV.TO
KXI
Healthcare
VFV.TO
KXI
-
Industrials
VFV.TO
KXI
-
Consumer Defensive
VFV.TO
KXI
Energy
VFV.TO
KXI
-
Utilities
VFV.TO
KXI
-
Real Estate
VFV.TO
KXI
-
Basic Materials
VFV.TO
KXI
-
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Return for Risk
VFV.TO vs. KXI — Risk / Return Rank
VFV.TO
KXI
VFV.TO vs. KXI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard S&P 500 Index ETF (VFV.TO) and iShares Global Consumer Staples ETF (KXI). 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.
| VFV.TO | KXI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.91 | ||
| Sortino ratioReturn per unit of downside risk | +2.45 | ||
| Omega ratioGain probability vs. loss probability | 1.43 | 1.08 | +0.35 |
| Calmar ratioReturn relative to maximum drawdown | 3.13 | 0.55 | +2.58 |
| Martin ratioReturn relative to average drawdown | 11.91 | 1.24 | +10.67 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| VFV.TO | KXI | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.33 | 0.42 | +1.91 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.11 | 0.50 | +0.60 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.97 | 0.44 | +0.53 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.13 | 0.55 | +0.58 |
Drawdowns
VFV.TO vs. KXI - Drawdown Comparison
The maximum VFV.TO drawdown since its inception was -27.43%, which is greater than KXI's maximum drawdown of -25.89%. Use the drawdown chart below to compare losses from any high point for VFV.TO and KXI.
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Drawdown Indicators
| VFV.TO | KXI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -27.43% | -25.89% | -1.54% |
Max Drawdown (1Y)Largest decline over 1 year | -8.62% | -9.84% | +1.22% |
Max Drawdown (3Y)Largest decline over 3 years | -19.05% | -9.84% | -9.21% |
Max Drawdown (5Y)Largest decline over 5 years | -22.19% | -13.54% | -8.65% |
Max Drawdown (10Y)Largest decline over 10 years | -27.43% | -18.71% | -8.72% |
Current DrawdownCurrent decline from peak | -2.03% | -6.81% | +4.78% |
Average DrawdownAverage peak-to-trough decline | -3.35% | -4.72% | +1.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.26% | 4.40% | -2.14% |
Volatility
VFV.TO vs. KXI - Volatility Comparison
The current volatility for Vanguard S&P 500 Index ETF (VFV.TO) is 3.79%, while iShares Global Consumer Staples ETF (KXI) has a volatility of 4.07%. This indicates that VFV.TO experiences smaller price fluctuations and is considered to be less risky than KXI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VFV.TO | KXI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.79% | 4.07% | -0.28% |
Volatility (6M)Calculated over the trailing 6-month period | 8.91% | 10.28% | -1.37% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.62% | 12.96% | -1.34% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.95% | 14.05% | +0.90% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.59% | 15.23% | +1.36% |
VFV.TO vs. KXI - Expense Ratio Comparison
VFV.TO has a 0.09% expense ratio, which is lower than KXI's 0.46% expense ratio.
Dividends
VFV.TO vs. KXI - Dividend Comparison
VFV.TO's dividend yield for the trailing twelve months is around 0.85%, less than KXI's 2.21% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
KXI iShares Global Consumer Staples ETF | 2.21% | 2.29% | 2.51% | 2.99% | 1.98% | 2.26% | 2.34% | 2.17% | 2.97% | 2.17% | 2.34% | 2.20% |
VFV.TO Vanguard S&P 500 Index ETF | 0.85% | 0.92% | 0.99% | 1.20% | 1.31% | 1.06% | 1.33% | 1.55% | 1.69% | 1.51% | 1.65% | 1.63% |
Frequently Asked Questions
VFV.TO and KXI have a correlation of 0.06, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, VFV.TO is cheaper at 0.09% per year. The better choice depends on whether you care most about return, fees, risk, or income.
VFV.TO is cheaper with a 0.09% expense ratio, compared with 0.46% for KXI.
VFV.TO is categorized as S&P 500, while KXI is Consumer Staples Equities. VFV.TO tracks S&P 500 Index, while KXI tracks S&P Global Consumer Staples Index. They also come from different issuers: Vanguard and iShares. Their fees differ too: 0.09% for VFV.TO and 0.46% for KXI.
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