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VTV vs. CGL.TO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

VTV vs. CGL.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard Value ETF (VTV) and iShares Gold Bullion ETF (CAD-Hedged) (CGL.TO). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

VTV is traded in USD, while CGL.TO is traded in CAD. To make them comparable, the CGL.TO values have been converted to USD using the latest available exchange rates.

Returns By Period

In the year-to-date period, VTV achieves a 14.29% return, which is significantly higher than CGL.TO's -5.12% return. Over the past 10 years, VTV has outperformed CGL.TO with an annualized return of 12.78%, while CGL.TO has yielded a comparatively lower 10.05% annualized return.


VTV

1D
0.93%
1M
3.87%
YTD
14.29%
6M
13.99%
1Y
27.90%
3Y*
18.16%
5Y*
11.76%
10Y*
12.78%

CGL.TO

1D
0.07%
1M
-11.35%
YTD
-5.12%
6M
-4.61%
1Y
16.70%
3Y*
25.29%
5Y*
12.44%
10Y*
10.05%
*Multi-year figures are annualized to reflect compound growth (CAGR)

VTV vs. CGL.TO - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
VTV
Vanguard Value ETF
14.29%15.27%15.95%9.32%-2.09%26.53%2.33%25.66%-5.47%17.15%
CGL.TO
iShares Gold Bullion ETF (CAD-Hedged)
-5.12%67.73%15.88%13.97%-6.96%-4.54%26.41%21.59%-10.70%19.79%

Correlation

The correlation between VTV and CGL.TO is 0.21, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.21

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

0.18

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

0.13

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

0.05

Correlation (All Time)
Calculated using the full available price history since Oct 4, 2010

0.03

The correlation between VTV and CGL.TO shifts across timeframes, from 0.03 (all time) to 0.21 (1 year), reflecting how their relationship changes across market environments.

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Return for Risk

VTV vs. CGL.TO — Risk / Return Rank

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

VTV
VTV Risk / Return Rank: 8888
Overall Rank
VTV Sharpe Ratio Rank: 8989
Sharpe Ratio Rank
VTV Sortino Ratio Rank: 9090
Sortino Ratio Rank
VTV Omega Ratio Rank: 8787
Omega Ratio Rank
VTV Calmar Ratio Rank: 8787
Calmar Ratio Rank
VTV Martin Ratio Rank: 8787
Martin Ratio Rank

CGL.TO
CGL.TO Risk / Return Rank: 2424
Overall Rank
CGL.TO Sharpe Ratio Rank: 2525
Sharpe Ratio Rank
CGL.TO Sortino Ratio Rank: 2323
Sortino Ratio Rank
CGL.TO Omega Ratio Rank: 2727
Omega Ratio Rank
CGL.TO Calmar Ratio Rank: 2222
Calmar Ratio Rank
CGL.TO Martin Ratio Rank: 2222
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.

VTV vs. CGL.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard Value ETF (VTV) and iShares Gold Bullion ETF (CAD-Hedged) (CGL.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.

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.


VTVCGL.TODifference
Sharpe ratioReturn per unit of total volatility

+1.94

Sortino ratioReturn per unit of downside risk

+2.69

Omega ratioGain probability vs. loss probability

1.47

1.14

+0.32

Calmar ratioReturn relative to maximum drawdown

4.25

0.70

+3.56

Martin ratioReturn relative to average drawdown

16.04

2.00

+14.03

VTV vs. CGL.TO - Sharpe Ratio Comparison

The current VTV Sharpe Ratio is 2.61, which is higher than the CGL.TO Sharpe Ratio of 0.67. The chart below compares the historical Sharpe Ratios of VTV and CGL.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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Drawdowns

VTV vs. CGL.TO - Drawdown Comparison

The maximum VTV drawdown since its inception was -59.27%, roughly equal to the maximum CGL.TO drawdown of -62.05%. Use the drawdown chart below to compare losses from any high point for VTV and CGL.TO.


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Drawdown Indicators


VTVCGL.TODifference

Max Drawdown

Largest peak-to-trough decline

-59.27%

-62.05%

+2.78%

Max Drawdown (1Y)

Largest decline over 1 year

-6.35%

-27.17%

+20.82%

Max Drawdown (3Y)

Largest decline over 3 years

-14.52%

-27.17%

+12.65%

Max Drawdown (5Y)

Largest decline over 5 years

-17.04%

-27.17%

+10.13%

Max Drawdown (10Y)

Largest decline over 10 years

-36.78%

-27.17%

-9.61%

Current Drawdown

Current decline from peak

0.00%

-24.91%

+24.91%

Average Drawdown

Average peak-to-trough decline

-7.86%

-32.74%

+24.88%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.68%

9.43%

-7.75%

Volatility

VTV vs. CGL.TO - Volatility Comparison

The current volatility for Vanguard Value ETF (VTV) is 3.34%, while iShares Gold Bullion ETF (CAD-Hedged) (CGL.TO) has a volatility of 7.69%. This indicates that VTV experiences smaller price fluctuations and is considered to be less risky than CGL.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


VTVCGL.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

3.34%

7.69%

-4.35%

Volatility (6M)

Calculated over the trailing 6-month period

7.82%

24.50%

-16.68%

Volatility (1Y)

Calculated over the trailing 1-year period

10.38%

28.25%

-17.87%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

13.92%

19.70%

-5.78%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.68%

17.92%

-1.24%

VTV vs. CGL.TO - Expense Ratio Comparison

VTV has a 0.04% expense ratio, which is lower than CGL.TO's 0.55% expense ratio.


Dividends

VTV vs. CGL.TO - Dividend Comparison

VTV's dividend yield for the trailing twelve months is around 1.83%, while CGL.TO has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
CGL.TO
iShares Gold Bullion ETF (CAD-Hedged)
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
VTV
Vanguard Value ETF
1.83%2.05%2.31%2.46%2.52%2.15%2.56%2.50%2.73%2.29%2.44%2.60%

Frequently Asked Questions


VTV and CGL.TO have a correlation of 0.21, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, VTV is cheaper at 0.04% per year. The better choice depends on whether you care most about return, fees, risk, or income.

VTV is cheaper with a 0.04% expense ratio, compared with 0.55% for CGL.TO.

VTV is categorized as Large Cap Value Equities, while CGL.TO is Gold. VTV tracks CRSP US Large Cap Value Index, while CGL.TO tracks Gold Bullion. They also come from different issuers: Vanguard and iShares. Their fees differ too: 0.04% for VTV and 0.55% for CGL.TO.

Portfolio Optimizer

Find the right allocation for VTV and CGL.TO

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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