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VGG.TO vs. XDIV.TO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

VGG.TO vs. XDIV.TO - 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 Core MSCI Canadian Quality Dividend Index ETF (XDIV.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, VGG.TO achieves a 8.57% return, which is significantly lower than XDIV.TO's 19.17% 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%

XDIV.TO

1D
0.19%
1M
3.65%
YTD
19.17%
6M
18.94%
1Y
38.61%
3Y*
22.97%
5Y*
16.42%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

VGG.TO vs. XDIV.TO - 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%3.88%
XDIV.TO
iShares Core MSCI Canadian Quality Dividend Index ETF
19.17%24.92%19.56%11.71%0.29%32.25%-7.81%24.84%-10.04%8.48%

Correlation

The correlation between VGG.TO and XDIV.TO is 0.48, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.48

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

0.47

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

0.49

Correlation (All Time)
Calculated using the full available price history since Jun 16, 2017

0.52

The correlation between VGG.TO and XDIV.TO has been stable across timeframes, ranging from 0.47 to 0.52 - a consistent structural relationship.

VGG.TO vs. XDIV.TO - Sectors Allocation Comparison


Sectors
VGG.TO
XDIV.TO

Technology

26.2%
1.3%

Financial Services

20.6%
46.7%

Healthcare

16.5%

-

Industrials

11.8%

-

Consumer Defensive

10.1%

-

Consumer Cyclical

4.7%
11.5%

Energy

3.5%
28.8%

Basic Materials

3.5%

-

Utilities

3.2%
11.3%

Communication Services

0.5%
0.4%

Real Estate

-

-

Technology

VGG.TO
26.2%
XDIV.TO
1.3%

Financial Services

VGG.TO
20.6%
XDIV.TO
46.7%

Healthcare

VGG.TO
16.5%
XDIV.TO

-

Industrials

VGG.TO
11.8%
XDIV.TO

-

Consumer Defensive

VGG.TO
10.1%
XDIV.TO

-

Consumer Cyclical

VGG.TO
4.7%
XDIV.TO
11.5%

Energy

VGG.TO
3.5%
XDIV.TO
28.8%

Basic Materials

VGG.TO
3.5%
XDIV.TO

-

Utilities

VGG.TO
3.2%
XDIV.TO
11.3%

Communication Services

VGG.TO
0.5%
XDIV.TO
0.4%

Real Estate

VGG.TO

-

XDIV.TO

-

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Return for Risk

VGG.TO vs. XDIV.TO — 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

XDIV.TO
XDIV.TO Risk / Return Rank: 9898
Overall Rank
XDIV.TO Sharpe Ratio Rank: 9797
Sharpe Ratio Rank
XDIV.TO Sortino Ratio Rank: 9898
Sortino Ratio Rank
XDIV.TO Omega Ratio Rank: 9898
Omega Ratio Rank
XDIV.TO Calmar Ratio Rank: 9898
Calmar Ratio Rank
XDIV.TO Martin Ratio Rank: 9898
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. XDIV.TO - 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 Core MSCI Canadian Quality Dividend Index ETF (XDIV.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.


VGG.TOXDIV.TODifference
Sharpe ratioReturn per unit of total volatility

-2.91

Sortino ratioReturn per unit of downside risk

-4.36

Omega ratioGain probability vs. loss probability

1.36

2.03

-0.67

Calmar ratioReturn relative to maximum drawdown

2.94

16.64

-13.70

Martin ratioReturn relative to average drawdown

10.93

56.55

-45.61

VGG.TO vs. XDIV.TO - Sharpe Ratio Comparison

The current VGG.TO Sharpe Ratio is 2.03, which is lower than the XDIV.TO Sharpe Ratio of 4.94. The chart below compares the historical Sharpe Ratios of VGG.TO and XDIV.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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Sharpe Ratios by Period


VGG.TOXDIV.TODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.03

4.94

-2.91

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.05

1.57

-0.52

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.90

Sharpe Ratio (All Time)

Calculated using the full available price history

0.98

0.81

+0.17

Drawdowns

VGG.TO vs. XDIV.TO - Drawdown Comparison

The maximum VGG.TO drawdown since its inception was -24.58%, smaller than the maximum XDIV.TO drawdown of -41.30%. Use the drawdown chart below to compare losses from any high point for VGG.TO and XDIV.TO.


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Drawdown Indicators


VGG.TOXDIV.TODifference

Max Drawdown

Largest peak-to-trough decline

-24.58%

-41.30%

+16.72%

Max Drawdown (1Y)

Largest decline over 1 year

-7.07%

-2.33%

-4.74%

Max Drawdown (3Y)

Largest decline over 3 years

-15.56%

-10.53%

-5.03%

Max Drawdown (5Y)

Largest decline over 5 years

-18.52%

-17.60%

-0.92%

Max Drawdown (10Y)

Largest decline over 10 years

-24.58%

Current Drawdown

Current decline from peak

0.00%

-0.09%

+0.09%

Average Drawdown

Average peak-to-trough decline

-2.93%

-4.25%

+1.32%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.89%

0.69%

+1.20%

Volatility

VGG.TO vs. XDIV.TO - Volatility Comparison

The current volatility for Vanguard U.S. Dividend Appreciation Index ETF (VGG.TO) is 2.59%, while iShares Core MSCI Canadian Quality Dividend Index ETF (XDIV.TO) has a volatility of 2.81%. This indicates that VGG.TO experiences smaller price fluctuations and is considered to be less risky than XDIV.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


VGG.TOXDIV.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

2.59%

2.81%

-0.22%

Volatility (6M)

Calculated over the trailing 6-month period

7.86%

6.36%

+1.50%

Volatility (1Y)

Calculated over the trailing 1-year period

10.23%

7.85%

+2.38%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

12.63%

10.53%

+2.10%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

14.97%

16.01%

-1.04%

VGG.TO vs. XDIV.TO - Expense Ratio Comparison

VGG.TO has a 0.30% expense ratio, which is higher than XDIV.TO's 0.11% expense ratio.


Dividends

VGG.TO vs. XDIV.TO - Dividend Comparison

VGG.TO's dividend yield for the trailing twelve months is around 1.02%, less than XDIV.TO's 3.28% yield.


PositionTTM20252024202320222021202020192018201720162015
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%
XDIV.TO
iShares Core MSCI Canadian Quality Dividend Index ETF
3.28%3.81%4.29%4.20%3.95%3.58%4.58%4.02%4.85%1.82%0.00%0.00%

Frequently Asked Questions


VGG.TO and XDIV.TO have a correlation of 0.48, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, XDIV.TO is cheaper at 0.11% per year. The better choice depends on whether you care most about return, fees, risk, or income.

XDIV.TO is cheaper with a 0.11% expense ratio, compared with 0.30% for VGG.TO.

VGG.TO tracks S&P U.S. Dividend Growers Index, while XDIV.TO tracks MSCI Canada High Dividend Yield 10% Security Capped Index. They also come from different issuers: Vanguard and iShares. Their fees differ too: 0.30% for VGG.TO and 0.11% for XDIV.TO.

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