XBB.TO vs. VADGX
Compare and contrast key facts about iShares Core Canadian Universe Bond Index ETF (XBB.TO) and Vanguard Advice Select Dividend Growth Fund (VADGX).
XBB.TO is a passively managed fund by iShares that tracks the performance of the Morningstar Can Core Bd GR CAD. It was launched on Nov 20, 2000. VADGX is managed by Vanguard. It was launched on Nov 9, 2021.
Performance
XBB.TO vs. VADGX - Performance Comparison
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XBB.TO vs. VADGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
XBB.TO iShares Core Canadian Universe Bond Index ETF | -0.19% | 2.59% | 4.00% | 6.64% | -11.66% | 1.77% |
VADGX Vanguard Advice Select Dividend Growth Fund | -5.56% | 3.55% | 20.20% | 7.98% | 2.97% | 5.33% |
Different Trading Currencies
XBB.TO is traded in CAD, while VADGX is traded in USD. To make them comparable, the VADGX values have been converted to CAD using the latest available exchange rates.
Returns By Period
In the year-to-date period, XBB.TO achieves a -0.19% return, which is significantly higher than VADGX's -5.56% return.
XBB.TO
- 1D
- -0.25%
- 1M
- -1.83%
- YTD
- -0.19%
- 6M
- -0.37%
- 1Y
- 0.04%
- 3Y*
- 3.26%
- 5Y*
- 0.51%
- 10Y*
- 1.62%
VADGX
- 1D
- 2.15%
- 1M
- -4.86%
- YTD
- -5.56%
- 6M
- -4.56%
- 1Y
- -1.09%
- 3Y*
- 8.05%
- 5Y*
- —
- 10Y*
- —
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XBB.TO vs. VADGX - Expense Ratio Comparison
XBB.TO has a 0.10% expense ratio, which is lower than VADGX's 0.45% expense ratio.
Return for Risk
XBB.TO vs. VADGX — Risk / Return Rank
XBB.TO
VADGX
XBB.TO vs. VADGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core Canadian Universe Bond Index ETF (XBB.TO) and Vanguard Advice Select Dividend Growth Fund (VADGX). 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.
| XBB.TO | VADGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.01 | -0.10 | +0.11 |
Sortino ratioReturn per unit of downside risk | 0.04 | -0.03 | +0.08 |
Omega ratioGain probability vs. loss probability | 1.01 | 1.00 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 0.15 | 0.03 | +0.12 |
Martin ratioReturn relative to average drawdown | 0.30 | 0.10 | +0.20 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| XBB.TO | VADGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.01 | -0.10 | +0.11 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.08 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.24 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.71 | 0.62 | +0.08 |
Correlation
The correlation between XBB.TO and VADGX is 0.16, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
XBB.TO vs. VADGX - Dividend Comparison
XBB.TO's dividend yield for the trailing twelve months is around 3.43%, more than VADGX's 1.11% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XBB.TO iShares Core Canadian Universe Bond Index ETF | 3.43% | 3.39% | 3.25% | 3.01% | 2.91% | 2.54% | 2.55% | 2.80% | 2.92% | 2.83% | 2.81% | 2.87% |
VADGX Vanguard Advice Select Dividend Growth Fund | 1.11% | 1.04% | 1.98% | 1.25% | 0.84% | 0.16% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
XBB.TO vs. VADGX - Drawdown Comparison
The maximum XBB.TO drawdown since its inception was -18.16%, which is greater than VADGX's maximum drawdown of -14.06%. Use the drawdown chart below to compare losses from any high point for XBB.TO and VADGX.
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Drawdown Indicators
| XBB.TO | VADGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.16% | -15.75% | -2.41% |
Max Drawdown (1Y)Largest decline over 1 year | -2.80% | -11.07% | +8.27% |
Max Drawdown (5Y)Largest decline over 5 years | -15.90% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -18.16% | — | — |
Current DrawdownCurrent decline from peak | -3.03% | -8.88% | +5.85% |
Average DrawdownAverage peak-to-trough decline | -2.77% | -3.46% | +0.69% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.41% | 2.90% | -1.49% |
Volatility
XBB.TO vs. VADGX - Volatility Comparison
The current volatility for iShares Core Canadian Universe Bond Index ETF (XBB.TO) is 2.00%, while Vanguard Advice Select Dividend Growth Fund (VADGX) has a volatility of 4.36%. This indicates that XBB.TO experiences smaller price fluctuations and is considered to be less risky than VADGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| XBB.TO | VADGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.00% | 4.36% | -2.36% |
Volatility (6M)Calculated over the trailing 6-month period | 3.10% | 8.34% | -5.24% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.72% | 14.87% | -10.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.60% | 12.19% | -5.59% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.68% | 12.19% | -5.51% |