XBM.TO vs. VDE
Compare and contrast key facts about iShares S&P/TSX Global Base Metals Index ETF (XBM.TO) and Vanguard Energy ETF (VDE).
XBM.TO and VDE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XBM.TO is a passively managed fund by iShares that tracks the performance of the Morningstar Can Natural Resource NR CAD. It was launched on Apr 12, 2011. VDE is a passively managed fund by Vanguard that tracks the performance of the MSCI US Investable Market Energy 25/50 Index. It was launched on Sep 23, 2004. Both XBM.TO and VDE 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: XBM.TO or VDE.
Correlation
The correlation between XBM.TO and VDE is 0.60, 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
XBM.TO vs. VDE - Performance Comparison
Key characteristics
XBM.TO:
-0.52
VDE:
-0.37
XBM.TO:
-0.60
VDE:
-0.34
XBM.TO:
0.93
VDE:
0.95
XBM.TO:
-0.52
VDE:
-0.45
XBM.TO:
-1.17
VDE:
-1.23
XBM.TO:
16.79%
VDE:
7.79%
XBM.TO:
35.43%
VDE:
25.35%
XBM.TO:
-66.47%
VDE:
-74.16%
XBM.TO:
-25.18%
VDE:
-15.24%
Returns By Period
In the year-to-date period, XBM.TO achieves a -8.53% return, which is significantly lower than VDE's -5.19% return. Over the past 10 years, XBM.TO has outperformed VDE with an annualized return of 5.85%, while VDE has yielded a comparatively lower 3.70% annualized return.
XBM.TO
-8.53%
19.60%
-21.11%
-18.35%
19.04%
5.85%
VDE
-5.19%
7.85%
-11.24%
-9.39%
22.10%
3.70%
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XBM.TO vs. VDE - Expense Ratio Comparison
XBM.TO has a 0.60% expense ratio, which is higher than VDE's 0.10% expense ratio.
Risk-Adjusted Performance
XBM.TO vs. VDE — Risk-Adjusted Performance Rank
XBM.TO
VDE
XBM.TO vs. VDE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares S&P/TSX Global Base Metals Index ETF (XBM.TO) and Vanguard Energy ETF (VDE). 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
XBM.TO vs. VDE - Dividend Comparison
XBM.TO's dividend yield for the trailing twelve months is around 1.37%, less than VDE's 3.43% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XBM.TO iShares S&P/TSX Global Base Metals Index ETF | 1.37% | 1.25% | 2.09% | 4.83% | 3.01% | 1.75% | 3.60% | 3.32% | 1.58% | 2.35% | 5.52% | 3.29% |
VDE Vanguard Energy ETF | 3.43% | 3.23% | 3.34% | 3.65% | 4.13% | 4.76% | 3.59% | 3.35% | 2.90% | 2.31% | 3.17% | 1.98% |
Drawdowns
XBM.TO vs. VDE - Drawdown Comparison
The maximum XBM.TO drawdown since its inception was -66.47%, smaller than the maximum VDE drawdown of -74.16%. Use the drawdown chart below to compare losses from any high point for XBM.TO and VDE. For additional features, visit the drawdowns tool.
Volatility
XBM.TO vs. VDE - Volatility Comparison
iShares S&P/TSX Global Base Metals Index ETF (XBM.TO) has a higher volatility of 16.21% compared to Vanguard Energy ETF (VDE) at 12.42%. This indicates that XBM.TO's price experiences larger fluctuations and is considered to be riskier than VDE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.