VGRO.TO vs. XIT.TO
Compare and contrast key facts about Vanguard Growth ETF Portfolio (VGRO.TO) and iShares S&P/TSX Capped Information Technology Index ETF (XIT.TO).
VGRO.TO and XIT.TO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. VGRO.TO is an actively managed fund by Vanguard. It was launched on Jan 25, 2018. XIT.TO is a passively managed fund by iShares that tracks the performance of the Morningstar Gbl GR CAD. It was launched on Mar 19, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VGRO.TO or XIT.TO.
Key characteristics
| VGRO.TO | XIT.TO | |
|---|---|---|
| YTD Return | 19.63% | 20.23% |
| 1Y Return | 27.47% | 35.49% |
| 3Y Return (Ann) | 7.02% | 1.24% |
| 5Y Return (Ann) | 9.64% | 16.21% |
| Sharpe Ratio | 3.49 | 1.66 |
| Sortino Ratio | 5.02 | 2.22 |
| Omega Ratio | 1.67 | 1.29 |
| Calmar Ratio | 5.25 | 1.26 |
| Martin Ratio | 27.59 | 5.98 |
| Ulcer Index | 0.97% | 5.76% |
| Daily Std Dev | 7.70% | 20.74% |
| Max Drawdown | -25.36% | -81.18% |
| Current Drawdown | 0.00% | -1.50% |
Correlation
The correlation between VGRO.TO and XIT.TO is 0.71, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
VGRO.TO vs. XIT.TO - Performance Comparison
The year-to-date returns for both investments are quite close, with VGRO.TO having a 19.63% return and XIT.TO slightly higher at 20.23%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
VGRO.TO vs. XIT.TO - Expense Ratio Comparison
VGRO.TO has a 0.24% expense ratio, which is lower than XIT.TO's 0.60% expense ratio.
Risk-Adjusted Performance
VGRO.TO vs. XIT.TO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Growth ETF Portfolio (VGRO.TO) and iShares S&P/TSX Capped Information Technology Index ETF (XIT.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
VGRO.TO vs. XIT.TO - Dividend Comparison
VGRO.TO's dividend yield for the trailing twelve months is around 2.17%, while XIT.TO has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VGRO.TO Vanguard Growth ETF Portfolio | 2.17% | 2.16% | 2.17% | 1.82% | 1.79% | 2.21% | 2.12% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
XIT.TO iShares S&P/TSX Capped Information Technology Index ETF | 0.00% | 0.00% | 0.00% | 0.03% | 0.00% | 0.30% | 0.00% | 0.13% | 0.15% | 0.08% | 0.20% | 0.55% |
Drawdowns
VGRO.TO vs. XIT.TO - Drawdown Comparison
The maximum VGRO.TO drawdown since its inception was -25.36%, smaller than the maximum XIT.TO drawdown of -81.18%. Use the drawdown chart below to compare losses from any high point for VGRO.TO and XIT.TO. For additional features, visit the drawdowns tool.
Volatility
VGRO.TO vs. XIT.TO - Volatility Comparison
The current volatility for Vanguard Growth ETF Portfolio (VGRO.TO) is 2.59%, while iShares S&P/TSX Capped Information Technology Index ETF (XIT.TO) has a volatility of 5.68%. This indicates that VGRO.TO experiences smaller price fluctuations and is considered to be less risky than XIT.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.