VIU.TO vs. ZSP.TO
Compare and contrast key facts about Vanguard FTSE Developed All Cap ex North America Index ETF (VIU.TO) and BMO S&P 500 Index ETF (ZSP.TO).
VIU.TO and ZSP.TO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. VIU.TO is a passively managed fund by Vanguard that tracks the performance of the FTSE Developed All Cap ex North America Index. It was launched on Dec 1, 2015. ZSP.TO is a passively managed fund by BMO that tracks the performance of the S&P 500 Index. It was launched on Nov 14, 2012. Both VIU.TO and ZSP.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: VIU.TO or ZSP.TO.
Correlation
The correlation between VIU.TO and ZSP.TO is 0.79, 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
VIU.TO vs. ZSP.TO - Performance Comparison
Key characteristics
VIU.TO:
1.52
ZSP.TO:
2.49
VIU.TO:
2.09
ZSP.TO:
3.48
VIU.TO:
1.27
ZSP.TO:
1.46
VIU.TO:
2.54
ZSP.TO:
3.84
VIU.TO:
7.35
ZSP.TO:
17.58
VIU.TO:
2.26%
ZSP.TO:
1.69%
VIU.TO:
10.98%
ZSP.TO:
11.91%
VIU.TO:
-29.15%
ZSP.TO:
-26.94%
VIU.TO:
0.00%
ZSP.TO:
-1.06%
Returns By Period
In the year-to-date period, VIU.TO achieves a 7.33% return, which is significantly higher than ZSP.TO's 2.99% return.
VIU.TO
7.33%
5.05%
6.54%
16.29%
7.70%
N/A
ZSP.TO
2.99%
0.28%
14.63%
30.16%
15.72%
14.38%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
VIU.TO vs. ZSP.TO - Expense Ratio Comparison
VIU.TO has a 0.23% expense ratio, which is higher than ZSP.TO's 0.09% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
VIU.TO vs. ZSP.TO — Risk-Adjusted Performance Rank
VIU.TO
ZSP.TO
VIU.TO vs. ZSP.TO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard FTSE Developed All Cap ex North America Index ETF (VIU.TO) and BMO S&P 500 Index ETF (ZSP.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
VIU.TO vs. ZSP.TO - Dividend Comparison
VIU.TO's dividend yield for the trailing twelve months is around 2.39%, more than ZSP.TO's 0.91% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VIU.TO Vanguard FTSE Developed All Cap ex North America Index ETF | 2.39% | 2.56% | 2.66% | 2.76% | 2.38% | 1.98% | 2.68% | 2.76% | 2.13% | 1.72% | 0.28% | 0.00% |
ZSP.TO BMO S&P 500 Index ETF | 0.91% | 0.94% | 1.33% | 1.44% | 1.15% | 1.45% | 1.48% | 1.64% | 1.64% | 2.20% | 1.54% | 1.46% |
Drawdowns
VIU.TO vs. ZSP.TO - Drawdown Comparison
The maximum VIU.TO drawdown since its inception was -29.15%, which is greater than ZSP.TO's maximum drawdown of -26.94%. Use the drawdown chart below to compare losses from any high point for VIU.TO and ZSP.TO. For additional features, visit the drawdowns tool.
Volatility
VIU.TO vs. ZSP.TO - Volatility Comparison
Vanguard FTSE Developed All Cap ex North America Index ETF (VIU.TO) has a higher volatility of 3.09% compared to BMO S&P 500 Index ETF (ZSP.TO) at 2.90%. This indicates that VIU.TO's price experiences larger fluctuations and is considered to be riskier than ZSP.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.