VGG.TO vs. XIU.TO
Compare and contrast key facts about Vanguard U.S. Dividend Appreciation Index ETF (VGG.TO) and iShares S&P/TSX 60 Index ETF (XIU.TO).
VGG.TO and XIU.TO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. VGG.TO is a passively managed fund by Vanguard Investments Canada Inc that tracks the performance of the S&P U.S. Dividend Growers Index. It was launched on Aug 2, 2013. XIU.TO is a passively managed fund by iShares that tracks the performance of the S&P/TSX 60 Index. It was launched on Sep 28, 1999. Both VGG.TO and XIU.TO are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VGG.TO or XIU.TO.
Correlation
The correlation between VGG.TO and XIU.TO is 0.65, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
VGG.TO vs. XIU.TO - Performance Comparison
Key characteristics
VGG.TO:
2.85
XIU.TO:
2.46
VGG.TO:
4.29
XIU.TO:
3.36
VGG.TO:
1.55
XIU.TO:
1.46
VGG.TO:
6.17
XIU.TO:
5.13
VGG.TO:
21.39
XIU.TO:
15.51
VGG.TO:
1.28%
XIU.TO:
1.63%
VGG.TO:
9.60%
XIU.TO:
10.27%
VGG.TO:
-24.58%
XIU.TO:
-52.31%
VGG.TO:
0.00%
XIU.TO:
0.00%
Returns By Period
In the year-to-date period, VGG.TO achieves a 4.40% return, which is significantly lower than XIU.TO's 5.23% return. Over the past 10 years, VGG.TO has outperformed XIU.TO with an annualized return of 13.12%, while XIU.TO has yielded a comparatively lower 9.23% annualized return.
VGG.TO
4.40%
4.40%
13.46%
28.27%
13.71%
13.12%
XIU.TO
5.23%
5.23%
16.25%
26.42%
12.01%
9.23%
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VGG.TO vs. XIU.TO - Expense Ratio Comparison
VGG.TO has a 0.30% expense ratio, which is higher than XIU.TO's 0.18% expense ratio.
Risk-Adjusted Performance
VGG.TO vs. XIU.TO — Risk-Adjusted Performance Rank
VGG.TO
XIU.TO
VGG.TO vs. XIU.TO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard U.S. Dividend Appreciation Index ETF (VGG.TO) and iShares S&P/TSX 60 Index ETF (XIU.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.
Dividends
VGG.TO vs. XIU.TO - Dividend Comparison
VGG.TO's dividend yield for the trailing twelve months is around 1.18%, less than XIU.TO's 2.77% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VGG.TO Vanguard U.S. Dividend Appreciation Index ETF | 1.18% | 1.23% | 1.37% | 1.35% | 1.21% | 1.25% | 1.24% | 1.50% | 1.46% | 1.63% | 1.70% | 1.47% |
XIU.TO iShares S&P/TSX 60 Index ETF | 2.77% | 2.92% | 3.16% | 3.02% | 2.43% | 3.03% | 2.87% | 3.18% | 2.58% | 2.65% | 3.19% | 2.65% |
Drawdowns
VGG.TO vs. XIU.TO - Drawdown Comparison
The maximum VGG.TO drawdown since its inception was -24.58%, smaller than the maximum XIU.TO drawdown of -52.31%. Use the drawdown chart below to compare losses from any high point for VGG.TO and XIU.TO. For additional features, visit the drawdowns tool.
Volatility
VGG.TO vs. XIU.TO - Volatility Comparison
The current volatility for Vanguard U.S. Dividend Appreciation Index ETF (VGG.TO) is 2.58%, while iShares S&P/TSX 60 Index ETF (XIU.TO) has a volatility of 2.95%. This indicates that VGG.TO experiences smaller price fluctuations and is considered to be less risky than XIU.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.