VUN.TO vs. V
Compare and contrast key facts about Vanguard US Total Market Index ETF (VUN.TO) and Visa Inc. (V).
VUN.TO is a passively managed fund by Vanguard that tracks the performance of the CRSP US Total Market Index. It was launched on Aug 2, 2013.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VUN.TO or V.
Key characteristics
| VUN.TO | V | |
|---|---|---|
| YTD Return | 32.15% | 18.93% |
| 1Y Return | 41.11% | 28.14% |
| 3Y Return (Ann) | 12.43% | 13.90% |
| 5Y Return (Ann) | 16.17% | 12.27% |
| 10Y Return (Ann) | 14.85% | 18.16% |
| Sharpe Ratio | 3.52 | 1.63 |
| Sortino Ratio | 4.91 | 2.18 |
| Omega Ratio | 1.68 | 1.31 |
| Calmar Ratio | 5.10 | 2.16 |
| Martin Ratio | 24.22 | 5.50 |
| Ulcer Index | 1.65% | 4.90% |
| Daily Std Dev | 11.34% | 16.53% |
| Max Drawdown | -28.19% | -51.90% |
| Current Drawdown | 0.00% | 0.00% |
Correlation
The correlation between VUN.TO and V is 0.58, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
VUN.TO vs. V - Performance Comparison
In the year-to-date period, VUN.TO achieves a 32.15% return, which is significantly higher than V's 18.93% return. Over the past 10 years, VUN.TO has underperformed V with an annualized return of 14.85%, while V has yielded a comparatively higher 18.16% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
VUN.TO vs. V - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard US Total Market Index ETF (VUN.TO) and Visa Inc. (V). 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
VUN.TO vs. V - Dividend Comparison
VUN.TO's dividend yield for the trailing twelve months is around 0.92%, more than V's 0.51% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VUN.TO Vanguard US Total Market Index ETF | 0.92% | 1.10% | 1.21% | 0.97% | 1.15% | 1.45% | 1.52% | 1.39% | 1.50% | 1.49% | 1.32% | 0.63% |
V Visa Inc. | 0.51% | 0.72% | 0.76% | 0.62% | 0.56% | 0.56% | 0.67% | 0.61% | 0.75% | 0.64% | 0.64% | 0.62% |
Drawdowns
VUN.TO vs. V - Drawdown Comparison
The maximum VUN.TO drawdown since its inception was -28.19%, smaller than the maximum V drawdown of -51.90%. Use the drawdown chart below to compare losses from any high point for VUN.TO and V. For additional features, visit the drawdowns tool.
Volatility
VUN.TO vs. V - Volatility Comparison
The current volatility for Vanguard US Total Market Index ETF (VUN.TO) is 3.98%, while Visa Inc. (V) has a volatility of 6.59%. This indicates that VUN.TO experiences smaller price fluctuations and is considered to be less risky than V based on this measure. The chart below showcases a comparison of their rolling one-month volatility.