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VIDI vs. RY
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

VIDI vs. RY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vident International Equity Fund (VIDI) and Royal Bank of Canada (RY). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, VIDI achieves a 17.25% return, which is significantly lower than RY's 20.70% return. Over the past 10 years, VIDI has underperformed RY with an annualized return of 11.07%, while RY has yielded a comparatively higher 17.50% annualized return.


VIDI

1D
-2.98%
1M
-2.26%
YTD
17.25%
6M
17.31%
1Y
41.24%
3Y*
25.13%
5Y*
11.69%
10Y*
11.07%

RY

1D
0.09%
1M
6.97%
YTD
20.70%
6M
20.40%
1Y
64.38%
3Y*
34.79%
5Y*
19.12%
10Y*
17.50%
*Multi-year figures are annualized to reflect compound growth (CAGR)

VIDI vs. RY - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
VIDI
Vident International Equity Fund
17.25%41.83%6.03%18.92%-13.83%11.93%1.18%15.84%-17.65%33.56%
RY
Royal Bank of Canada
20.70%46.29%23.80%12.72%-8.00%34.11%8.42%20.17%-12.88%24.95%

Correlation

The correlation between VIDI and RY is 0.54, 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

0.54

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

0.58

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

0.65

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

0.64

Correlation (All Time)
Calculated using the full available price history since Oct 30, 2013

0.63

The correlation between VIDI and RY shifts across timeframes, from 0.54 (1 year) to 0.65 (5 years), reflecting how their relationship changes across market environments.

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Return for Risk

VIDI vs. RY — Risk / Return Rank

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

VIDI
VIDI Risk / Return Rank: 8383
Overall Rank
VIDI Sharpe Ratio Rank: 8686
Sharpe Ratio Rank
VIDI Sortino Ratio Rank: 8383
Sortino Ratio Rank
VIDI Omega Ratio Rank: 8585
Omega Ratio Rank
VIDI Calmar Ratio Rank: 8282
Calmar Ratio Rank
VIDI Martin Ratio Rank: 8080
Martin Ratio Rank

RY
RY Risk / Return Rank: 9797
Overall Rank
RY Sharpe Ratio Rank: 9898
Sharpe Ratio Rank
RY Sortino Ratio Rank: 9999
Sortino Ratio Rank
RY Omega Ratio Rank: 9898
Omega Ratio Rank
RY Calmar Ratio Rank: 9595
Calmar Ratio Rank
RY Martin Ratio Rank: 9797
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.

VIDI vs. RY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Vident International Equity Fund (VIDI) and Royal Bank of Canada (RY). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


VIDIRYDifference
Sharpe ratioReturn per unit of total volatility

-1.66

Sortino ratioReturn per unit of downside risk

-2.66

Omega ratioGain probability vs. loss probability

1.49

1.76

-0.27

Calmar ratioReturn relative to maximum drawdown

4.11

6.45

-2.33

Martin ratioReturn relative to average drawdown

15.07

24.03

-8.96

VIDI vs. RY - Sharpe Ratio Comparison

The current VIDI Sharpe Ratio is 2.65, which is lower than the RY Sharpe Ratio of 4.30. The chart below compares the historical Sharpe Ratios of VIDI and RY, 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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Drawdowns

VIDI vs. RY - Drawdown Comparison

The maximum VIDI drawdown since its inception was -48.39%, smaller than the maximum RY drawdown of -62.90%. Use the drawdown chart below to compare losses from any high point for VIDI and RY.


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Drawdown Indicators


VIDIRYDifference

Max Drawdown

Largest peak-to-trough decline

-48.39%

-62.90%

+14.51%

Max Drawdown (1Y)

Largest decline over 1 year

-10.07%

-10.04%

-0.03%

Max Drawdown (3Y)

Largest decline over 3 years

-14.54%

-19.88%

+5.34%

Max Drawdown (5Y)

Largest decline over 5 years

-28.35%

-28.36%

+0.01%

Max Drawdown (10Y)

Largest decline over 10 years

-48.39%

-39.95%

-8.44%

Current Drawdown

Current decline from peak

-5.31%

0.00%

-5.31%

Average Drawdown

Average peak-to-trough decline

-10.37%

-9.31%

-1.06%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.74%

2.69%

+0.05%

Volatility

VIDI vs. RY - Volatility Comparison

Vident International Equity Fund (VIDI) has a higher volatility of 7.02% compared to Royal Bank of Canada (RY) at 3.08%. This indicates that VIDI's price experiences larger fluctuations and is considered to be riskier than RY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


VIDIRYDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.02%

3.08%

+3.94%

Volatility (6M)

Calculated over the trailing 6-month period

13.48%

11.23%

+2.25%

Volatility (1Y)

Calculated over the trailing 1-year period

15.67%

15.04%

+0.63%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.16%

17.99%

-1.83%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.96%

19.68%

-1.72%

Dividends

VIDI vs. RY - Dividend Comparison

VIDI's dividend yield for the trailing twelve months is around 3.98%, more than RY's 2.28% yield.


PositionTTM20252024202320222021202020192018201720162015
RY
Royal Bank of Canada
2.28%2.54%3.39%4.29%4.07%3.24%3.88%3.88%4.27%3.22%3.95%5.41%
VIDI
Vident International Equity Fund
3.98%4.26%4.93%4.14%5.85%4.62%2.51%3.35%2.80%2.21%1.92%2.25%

Frequently Asked Questions


VIDI and RY have a correlation of 0.54, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

VIDI has higher volatility (7.02%) compared to RY (3.08%). In terms of maximum drawdown, VIDI dropped -48.39% vs RY's -62.90%.

RY currently has the higher Sharpe Ratio (4.30 vs 2.65), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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