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VRE.TO vs. CGR.TO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

VRE.TO vs. CGR.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in Vanguard FTSE Canadian Capped REIT Index ETF (VRE.TO) and iShares Global Real Estate Index ETF (CGR.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, VRE.TO achieves a 1.12% return, which is significantly lower than CGR.TO's 9.33% return. Over the past 10 years, VRE.TO has outperformed CGR.TO with an annualized return of 4.52%, while CGR.TO has yielded a comparatively lower 4.14% annualized return.


VRE.TO

1D
0.53%
1M
1.02%
YTD
1.12%
6M
1.48%
1Y
4.11%
3Y*
5.69%
5Y*
1.59%
10Y*
4.52%

CGR.TO

1D
1.38%
1M
0.30%
YTD
9.33%
6M
7.94%
1Y
10.50%
3Y*
10.69%
5Y*
3.88%
10Y*
4.14%
*Multi-year figures are annualized to reflect compound growth (CAGR)

VRE.TO vs. CGR.TO - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
VRE.TO
Vanguard FTSE Canadian Capped REIT Index ETF
1.12%3.98%7.36%9.25%-22.67%35.57%-12.27%21.14%1.86%10.10%
CGR.TO
iShares Global Real Estate Index ETF
9.33%2.56%9.99%7.58%-21.75%28.98%-9.40%14.90%2.92%3.32%

Correlation

The correlation between VRE.TO and CGR.TO is 0.53, 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

0.53

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

0.60

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

0.61

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

0.55

Correlation (All Time)
Calculated using the full available price history since Nov 9, 2012

0.51

The correlation between VRE.TO and CGR.TO shifts across timeframes, from 0.51 (all time) to 0.61 (5 years), reflecting how their relationship changes across market environments.

VRE.TO vs. CGR.TO - Sectors Allocation Comparison


Sectors
VRE.TO
CGR.TO

Real Estate

100.0%
100.0%

Financial Services

0.2%
0.0%

Basic Materials

0.1%

-

Energy

0.1%

-

Industrials

0.0%

-

Technology

0.0%

-

Consumer Cyclical

0.0%

-

Communication Services

0.0%

-

Consumer Defensive

0.0%

-

Utilities

0.0%

-

Healthcare

-

-

Real Estate

VRE.TO
100.0%
CGR.TO
100.0%

Financial Services

VRE.TO
0.2%
CGR.TO
0.0%

Basic Materials

VRE.TO
0.1%
CGR.TO

-

Energy

VRE.TO
0.1%
CGR.TO

-

Industrials

VRE.TO
0.0%
CGR.TO

-

Technology

VRE.TO
0.0%
CGR.TO

-

Consumer Cyclical

VRE.TO
0.0%
CGR.TO

-

Communication Services

VRE.TO
0.0%
CGR.TO

-

Consumer Defensive

VRE.TO
0.0%
CGR.TO

-

Utilities

VRE.TO
0.0%
CGR.TO

-

Healthcare

VRE.TO

-

CGR.TO

-

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Return for Risk

VRE.TO vs. CGR.TO — Risk / Return Rank

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

VRE.TO
VRE.TO Risk / Return Rank: 1313
Overall Rank
VRE.TO Sharpe Ratio Rank: 1414
Sharpe Ratio Rank
VRE.TO Sortino Ratio Rank: 1313
Sortino Ratio Rank
VRE.TO Omega Ratio Rank: 1313
Omega Ratio Rank
VRE.TO Calmar Ratio Rank: 1212
Calmar Ratio Rank
VRE.TO Martin Ratio Rank: 1212
Martin Ratio Rank

CGR.TO
CGR.TO Risk / Return Rank: 2424
Overall Rank
CGR.TO Sharpe Ratio Rank: 2525
Sharpe Ratio Rank
CGR.TO Sortino Ratio Rank: 2323
Sortino Ratio Rank
CGR.TO Omega Ratio Rank: 2323
Omega Ratio Rank
CGR.TO Calmar Ratio Rank: 2424
Calmar Ratio Rank
CGR.TO Martin Ratio Rank: 2626
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.

VRE.TO vs. CGR.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard FTSE Canadian Capped REIT Index ETF (VRE.TO) and iShares Global Real Estate Index ETF (CGR.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.


VRE.TOCGR.TODifference
Sharpe ratioReturn per unit of total volatility

-0.52

Sortino ratioReturn per unit of downside risk

-0.70

Omega ratioGain probability vs. loss probability

1.06

1.16

-0.09

Calmar ratioReturn relative to maximum drawdown

0.27

1.10

-0.83

Martin ratioReturn relative to average drawdown

0.58

3.52

-2.94

VRE.TO vs. CGR.TO - Sharpe Ratio Comparison

The current VRE.TO Sharpe Ratio is 0.32, which is lower than the CGR.TO Sharpe Ratio of 0.84. The chart below compares the historical Sharpe Ratios of VRE.TO and CGR.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


VRE.TOCGR.TODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.32

0.84

-0.52

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.10

0.26

-0.16

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.26

0.25

+0.01

Sharpe Ratio (All Time)

Calculated using the full available price history

0.33

0.28

+0.05

Drawdowns

VRE.TO vs. CGR.TO - Drawdown Comparison

The maximum VRE.TO drawdown since its inception was -48.06%, smaller than the maximum CGR.TO drawdown of -52.90%. Use the drawdown chart below to compare losses from any high point for VRE.TO and CGR.TO.


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Drawdown Indicators


VRE.TOCGR.TODifference

Max Drawdown

Largest peak-to-trough decline

-48.06%

-52.90%

+4.84%

Max Drawdown (1Y)

Largest decline over 1 year

-15.00%

-9.55%

-5.45%

Max Drawdown (3Y)

Largest decline over 3 years

-18.42%

-14.40%

-4.02%

Max Drawdown (5Y)

Largest decline over 5 years

-29.87%

-28.76%

-1.11%

Max Drawdown (10Y)

Largest decline over 10 years

-48.06%

-33.71%

-14.35%

Current Drawdown

Current decline from peak

-8.19%

-1.64%

-6.55%

Average Drawdown

Average peak-to-trough decline

-8.28%

-9.98%

+1.70%

Ulcer Index

Depth and duration of drawdowns from previous peaks

7.04%

2.99%

+4.05%

Volatility

VRE.TO vs. CGR.TO - Volatility Comparison

The current volatility for Vanguard FTSE Canadian Capped REIT Index ETF (VRE.TO) is 3.46%, while iShares Global Real Estate Index ETF (CGR.TO) has a volatility of 4.00%. This indicates that VRE.TO experiences smaller price fluctuations and is considered to be less risky than CGR.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


VRE.TOCGR.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

3.46%

4.00%

-0.54%

Volatility (6M)

Calculated over the trailing 6-month period

9.99%

9.95%

+0.04%

Volatility (1Y)

Calculated over the trailing 1-year period

13.02%

12.57%

+0.45%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

15.96%

15.03%

+0.93%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.51%

16.56%

+0.95%

VRE.TO vs. CGR.TO - Expense Ratio Comparison

VRE.TO has a 0.30% expense ratio, which is lower than CGR.TO's 0.72% expense ratio.


Dividends

VRE.TO vs. CGR.TO - Dividend Comparison

VRE.TO's dividend yield for the trailing twelve months is around 2.81%, more than CGR.TO's 2.30% yield.


PositionTTM20252024202320222021202020192018201720162015
CGR.TO
iShares Global Real Estate Index ETF
2.30%2.51%2.52%2.59%2.40%1.70%2.22%2.10%2.54%4.25%2.83%2.97%
VRE.TO
Vanguard FTSE Canadian Capped REIT Index ETF
2.81%2.85%2.96%2.64%4.73%2.73%3.72%5.15%3.82%3.72%4.10%2.01%

Frequently Asked Questions


VRE.TO and CGR.TO have a correlation of 0.53, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, VRE.TO is cheaper at 0.30% per year. The better choice depends on whether you care most about return, fees, risk, or income.

VRE.TO is cheaper with a 0.30% expense ratio, compared with 0.72% for CGR.TO.

VRE.TO tracks FTSE CA All Cap RE Capped 25% Idx, while CGR.TO tracks Morningstar DM REIT NR CAD. They also come from different issuers: Vanguard and iShares. Their fees differ too: 0.30% for VRE.TO and 0.72% for CGR.TO.

Portfolio Optimizer

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