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VGG.TO vs. CIE.NEO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

VGG.TO vs. CIE.NEO - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in Vanguard U.S. Dividend Appreciation Index ETF (VGG.TO) and iShares International Fundamental Common Class (CIE.NEO). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, VGG.TO achieves a 8.57% return, which is significantly lower than CIE.NEO's 17.83% return. Over the past 10 years, VGG.TO has outperformed CIE.NEO with an annualized return of 13.46%, while CIE.NEO has yielded a comparatively lower 11.89% annualized return.


VGG.TO

1D
0.23%
1M
6.00%
YTD
8.57%
6M
6.30%
1Y
20.66%
3Y*
17.22%
5Y*
13.16%
10Y*
13.46%

CIE.NEO

1D
-0.39%
1M
6.26%
YTD
17.83%
6M
19.92%
1Y
39.49%
3Y*
25.09%
5Y*
15.50%
10Y*
11.89%
*Multi-year figures are annualized to reflect compound growth (CAGR)

VGG.TO vs. CIE.NEO - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
VGG.TO
Vanguard U.S. Dividend Appreciation Index ETF
8.57%8.61%26.49%11.58%-4.21%22.23%12.67%23.32%5.20%13.99%
CIE.NEO
iShares International Fundamental Common Class
17.83%34.92%12.83%15.59%-2.83%14.42%1.33%11.29%-8.19%16.74%

Correlation

The correlation between VGG.TO and CIE.NEO is 0.63, 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

0.63

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

0.52

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

0.48

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

0.52

Correlation (All Time)
Calculated using the full available price history since Aug 13, 2013

0.49

The correlation between VGG.TO and CIE.NEO shifts across timeframes, from 0.48 (5 years) to 0.63 (1 year), reflecting how their relationship changes across market environments.

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Return for Risk

VGG.TO vs. CIE.NEO — Risk / Return Rank

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

VGG.TO
VGG.TO Risk / Return Rank: 5959
Overall Rank
VGG.TO Sharpe Ratio Rank: 5959
Sharpe Ratio Rank
VGG.TO Sortino Ratio Rank: 6161
Sortino Ratio Rank
VGG.TO Omega Ratio Rank: 5858
Omega Ratio Rank
VGG.TO Calmar Ratio Rank: 5858
Calmar Ratio Rank
VGG.TO Martin Ratio Rank: 6060
Martin Ratio Rank

CIE.NEO
CIE.NEO Risk / Return Rank: 8282
Overall Rank
CIE.NEO Sharpe Ratio Rank: 8686
Sharpe Ratio Rank
CIE.NEO Sortino Ratio Rank: 8686
Sortino Ratio Rank
CIE.NEO Omega Ratio Rank: 8787
Omega Ratio Rank
CIE.NEO Calmar Ratio Rank: 7272
Calmar Ratio Rank
CIE.NEO Martin Ratio Rank: 7777
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.

VGG.TO vs. CIE.NEO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard U.S. Dividend Appreciation Index ETF (VGG.TO) and iShares International Fundamental Common Class (CIE.NEO). 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.


VGG.TOCIE.NEODifference
Sharpe ratioReturn per unit of total volatility

-0.81

Sortino ratioReturn per unit of downside risk

-0.97

Omega ratioGain probability vs. loss probability

1.36

1.54

-0.18

Calmar ratioReturn relative to maximum drawdown

2.94

3.57

-0.64

Martin ratioReturn relative to average drawdown

10.93

14.78

-3.85

VGG.TO vs. CIE.NEO - Sharpe Ratio Comparison

The current VGG.TO Sharpe Ratio is 2.03, which is comparable to the CIE.NEO Sharpe Ratio of 2.85. The chart below compares the historical Sharpe Ratios of VGG.TO and CIE.NEO, 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


VGG.TOCIE.NEODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.03

2.85

-0.81

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.05

1.13

-0.08

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.90

0.66

+0.25

Sharpe Ratio (All Time)

Calculated using the full available price history

0.98

0.44

+0.54

Drawdowns

VGG.TO vs. CIE.NEO - Drawdown Comparison

The maximum VGG.TO drawdown since its inception was -24.58%, smaller than the maximum CIE.NEO drawdown of -40.08%. Use the drawdown chart below to compare losses from any high point for VGG.TO and CIE.NEO.


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Drawdown Indicators


VGG.TOCIE.NEODifference

Max Drawdown

Largest peak-to-trough decline

-24.58%

-40.08%

+15.50%

Max Drawdown (1Y)

Largest decline over 1 year

-7.07%

-11.10%

+4.03%

Max Drawdown (3Y)

Largest decline over 3 years

-15.56%

-15.44%

-0.12%

Max Drawdown (5Y)

Largest decline over 5 years

-18.52%

-20.55%

+2.03%

Max Drawdown (10Y)

Largest decline over 10 years

-24.58%

-40.08%

+15.50%

Current Drawdown

Current decline from peak

0.00%

-0.39%

+0.39%

Average Drawdown

Average peak-to-trough decline

-2.93%

-7.13%

+4.20%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.89%

2.68%

-0.79%

Volatility

VGG.TO vs. CIE.NEO - Volatility Comparison

The current volatility for Vanguard U.S. Dividend Appreciation Index ETF (VGG.TO) is 2.59%, while iShares International Fundamental Common Class (CIE.NEO) has a volatility of 4.85%. This indicates that VGG.TO experiences smaller price fluctuations and is considered to be less risky than CIE.NEO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


VGG.TOCIE.NEODifference

Volatility (1M)

Calculated over the trailing 1-month period

2.59%

4.85%

-2.26%

Volatility (6M)

Calculated over the trailing 6-month period

7.86%

11.56%

-3.70%

Volatility (1Y)

Calculated over the trailing 1-year period

10.23%

13.95%

-3.72%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

12.63%

13.85%

-1.22%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

14.97%

18.19%

-3.22%

VGG.TO vs. CIE.NEO - Expense Ratio Comparison

VGG.TO has a 0.30% expense ratio, which is lower than CIE.NEO's 0.73% expense ratio.


Dividends

VGG.TO vs. CIE.NEO - Dividend Comparison

VGG.TO's dividend yield for the trailing twelve months is around 1.02%, less than CIE.NEO's 2.12% yield.


PositionTTM20252024202320222021202020192018201720162015
CIE.NEO
iShares International Fundamental Common Class
2.12%2.53%2.82%3.08%3.32%2.89%2.15%3.63%3.12%2.67%2.80%2.44%
VGG.TO
Vanguard U.S. Dividend Appreciation Index ETF
1.02%1.16%1.23%1.37%1.35%1.21%1.25%1.24%1.50%1.46%1.63%1.70%

Frequently Asked Questions


VGG.TO and CIE.NEO have a correlation of 0.63, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, VGG.TO is cheaper at 0.30% per year. The better choice depends on whether you care most about return, fees, risk, or income.

VGG.TO is cheaper with a 0.30% expense ratio, compared with 0.73% for CIE.NEO.

VGG.TO is categorized as Dividend, while CIE.NEO is Global Equities. VGG.TO tracks S&P U.S. Dividend Growers Index, while CIE.NEO tracks FTSE RAFI Developed ex US 1000 Index. They also come from different issuers: Vanguard and iShares. Their fees differ too: 0.30% for VGG.TO and 0.73% for CIE.NEO.

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