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VIDY.TO vs. XDGH.TO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

VIDY.TO vs. XDGH.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in Vanguard FTSE Developed ex North America High Dividend Yield Index ETF (VIDY.TO) and iShares Core MSCI Global Quality Dividend Index ETF (CAD-Hedged) (XDGH.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, VIDY.TO achieves a 10.45% return, which is significantly higher than XDGH.TO's 7.16% return.


VIDY.TO

1D
-0.53%
1M
3.26%
YTD
10.45%
6M
11.80%
1Y
27.71%
3Y*
22.64%
5Y*
15.12%
10Y*

XDGH.TO

1D
0.16%
1M
2.01%
YTD
7.16%
6M
8.39%
1Y
17.12%
3Y*
12.90%
5Y*
8.12%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

VIDY.TO vs. XDGH.TO - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
VIDY.TO
Vanguard FTSE Developed ex North America High Dividend Yield Index ETF
10.45%34.37%13.41%15.46%1.54%14.21%-2.65%13.21%-5.68%
XDGH.TO
iShares Core MSCI Global Quality Dividend Index ETF (CAD-Hedged)
7.16%14.60%10.46%8.74%-1.32%15.60%-4.34%22.32%-7.09%

Correlation

The correlation between VIDY.TO and XDGH.TO is 0.59, 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

0.59

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

0.58

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

0.58

Correlation (All Time)
Calculated using the full available price history since Aug 29, 2018

0.56

The correlation between VIDY.TO and XDGH.TO has been stable across timeframes, ranging from 0.56 to 0.59 - a consistent structural relationship.

VIDY.TO vs. XDGH.TO - Sectors Allocation Comparison


Sectors
VIDY.TO
XDGH.TO

Financial Services

40.7%
13.2%

Healthcare

9.4%
16.9%

Consumer Defensive

8.8%
14.8%

Energy

7.2%
10.3%

Consumer Cyclical

7.2%
9.4%

Industrials

7.1%
12.6%

Utilities

6.4%
5.6%

Basic Materials

6.3%
2.4%

Communication Services

4.4%
3.3%

Technology

1.3%
9.6%

Real Estate

1.3%
0.2%

Financial Services

VIDY.TO
40.7%
XDGH.TO
13.2%

Healthcare

VIDY.TO
9.4%
XDGH.TO
16.9%

Consumer Defensive

VIDY.TO
8.8%
XDGH.TO
14.8%

Energy

VIDY.TO
7.2%
XDGH.TO
10.3%

Consumer Cyclical

VIDY.TO
7.2%
XDGH.TO
9.4%

Industrials

VIDY.TO
7.1%
XDGH.TO
12.6%

Utilities

VIDY.TO
6.4%
XDGH.TO
5.6%

Basic Materials

VIDY.TO
6.3%
XDGH.TO
2.4%

Communication Services

VIDY.TO
4.4%
XDGH.TO
3.3%

Technology

VIDY.TO
1.3%
XDGH.TO
9.6%

Real Estate

VIDY.TO
1.3%
XDGH.TO
0.2%

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Return for Risk

VIDY.TO vs. XDGH.TO — Risk / Return Rank

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

VIDY.TO
VIDY.TO Risk / Return Rank: 5959
Overall Rank
VIDY.TO Sharpe Ratio Rank: 6262
Sharpe Ratio Rank
VIDY.TO Sortino Ratio Rank: 6262
Sortino Ratio Rank
VIDY.TO Omega Ratio Rank: 6262
Omega Ratio Rank
VIDY.TO Calmar Ratio Rank: 5353
Calmar Ratio Rank
VIDY.TO Martin Ratio Rank: 5757
Martin Ratio Rank

XDGH.TO
XDGH.TO Risk / Return Rank: 5252
Overall Rank
XDGH.TO Sharpe Ratio Rank: 5252
Sharpe Ratio Rank
XDGH.TO Sortino Ratio Rank: 5757
Sortino Ratio Rank
XDGH.TO Omega Ratio Rank: 5151
Omega Ratio Rank
XDGH.TO Calmar Ratio Rank: 5555
Calmar Ratio Rank
XDGH.TO Martin Ratio Rank: 4848
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.

VIDY.TO vs. XDGH.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard FTSE Developed ex North America High Dividend Yield Index ETF (VIDY.TO) and iShares Core MSCI Global Quality Dividend Index ETF (CAD-Hedged) (XDGH.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.


VIDY.TOXDGH.TODifference
Sharpe ratioReturn per unit of total volatility

+0.33

Sortino ratioReturn per unit of downside risk

+0.25

Omega ratioGain probability vs. loss probability

1.38

1.32

+0.07

Calmar ratioReturn relative to maximum drawdown

2.66

2.69

-0.04

Martin ratioReturn relative to average drawdown

10.28

8.01

+2.27

VIDY.TO vs. XDGH.TO - Sharpe Ratio Comparison

The current VIDY.TO Sharpe Ratio is 2.11, which is comparable to the XDGH.TO Sharpe Ratio of 1.78. The chart below compares the historical Sharpe Ratios of VIDY.TO and XDGH.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


VIDY.TOXDGH.TODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.11

1.78

+0.33

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.13

0.67

+0.46

Sharpe Ratio (All Time)

Calculated using the full available price history

0.72

0.54

+0.18

Drawdowns

VIDY.TO vs. XDGH.TO - Drawdown Comparison

The maximum VIDY.TO drawdown since its inception was -31.99%, roughly equal to the maximum XDGH.TO drawdown of -32.99%. Use the drawdown chart below to compare losses from any high point for VIDY.TO and XDGH.TO.


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Drawdown Indicators


VIDY.TOXDGH.TODifference

Max Drawdown

Largest peak-to-trough decline

-31.99%

-32.99%

+1.00%

Max Drawdown (1Y)

Largest decline over 1 year

-10.48%

-6.38%

-4.10%

Max Drawdown (3Y)

Largest decline over 3 years

-13.89%

-11.96%

-1.93%

Max Drawdown (5Y)

Largest decline over 5 years

-19.02%

-14.56%

-4.46%

Current Drawdown

Current decline from peak

-2.28%

-2.25%

-0.03%

Average Drawdown

Average peak-to-trough decline

-4.25%

-3.63%

-0.62%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.70%

2.14%

+0.56%

Volatility

VIDY.TO vs. XDGH.TO - Volatility Comparison

Vanguard FTSE Developed ex North America High Dividend Yield Index ETF (VIDY.TO) has a higher volatility of 4.18% compared to iShares Core MSCI Global Quality Dividend Index ETF (CAD-Hedged) (XDGH.TO) at 2.55%. This indicates that VIDY.TO's price experiences larger fluctuations and is considered to be riskier than XDGH.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


VIDY.TOXDGH.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

4.18%

2.55%

+1.63%

Volatility (6M)

Calculated over the trailing 6-month period

10.59%

6.84%

+3.75%

Volatility (1Y)

Calculated over the trailing 1-year period

13.21%

9.67%

+3.54%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

13.41%

12.14%

+1.27%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.44%

14.60%

+1.84%

VIDY.TO vs. XDGH.TO - Expense Ratio Comparison

VIDY.TO has a 0.31% expense ratio, which is higher than XDGH.TO's 0.22% expense ratio.


Dividends

VIDY.TO vs. XDGH.TO - Dividend Comparison

VIDY.TO's dividend yield for the trailing twelve months is around 2.47%, less than XDGH.TO's 2.81% yield.


PositionTTM202520242023202220212020201920182017
VIDY.TO
Vanguard FTSE Developed ex North America High Dividend Yield Index ETF
2.47%2.80%3.59%3.89%4.37%3.28%3.34%3.36%0.93%0.00%
XDGH.TO
iShares Core MSCI Global Quality Dividend Index ETF (CAD-Hedged)
2.81%2.81%3.04%3.41%3.18%3.05%3.24%2.82%3.29%0.81%

Frequently Asked Questions


VIDY.TO and XDGH.TO have a correlation of 0.59, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, XDGH.TO is cheaper at 0.22% per year. The better choice depends on whether you care most about return, fees, risk, or income.

XDGH.TO is cheaper with a 0.22% expense ratio, compared with 0.31% for VIDY.TO.

VIDY.TO is categorized as Foreign Large Cap Equities, while XDGH.TO is Global Equities. VIDY.TO tracks FTSE Developed ex North America High Dividend Yield Index, while XDGH.TO tracks Morningstar Gbl GR CAD. They also come from different issuers: Vanguard and iShares. Their fees differ too: 0.31% for VIDY.TO and 0.22% for XDGH.TO.

Portfolio Optimizer

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