XDGH.TO vs. VFV.TO
Compare and contrast key facts about iShares Core MSCI Global Quality Dividend Index ETF (CAD-Hedged) (XDGH.TO) and Vanguard S&P 500 Index ETF (VFV.TO).
XDGH.TO and VFV.TO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XDGH.TO is a passively managed fund by iShares that tracks the performance of the Morningstar Gbl GR CAD. It was launched on Jun 13, 2017. VFV.TO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Nov 2, 2012. Both XDGH.TO and VFV.TO 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: XDGH.TO or VFV.TO.
Correlation
The correlation between XDGH.TO and VFV.TO is 0.63, 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
XDGH.TO vs. VFV.TO - Performance Comparison
Key characteristics
XDGH.TO:
1.01
VFV.TO:
3.05
XDGH.TO:
1.50
VFV.TO:
4.19
XDGH.TO:
1.18
VFV.TO:
1.57
XDGH.TO:
1.78
VFV.TO:
4.63
XDGH.TO:
4.90
VFV.TO:
21.96
XDGH.TO:
1.90%
VFV.TO:
1.61%
XDGH.TO:
9.26%
VFV.TO:
11.56%
XDGH.TO:
-32.99%
VFV.TO:
-27.43%
XDGH.TO:
-4.79%
VFV.TO:
-1.90%
Returns By Period
In the year-to-date period, XDGH.TO achieves a 0.46% return, which is significantly lower than VFV.TO's 0.62% return.
XDGH.TO
0.46%
-3.46%
3.17%
9.84%
5.77%
N/A
VFV.TO
0.62%
-0.75%
11.48%
35.01%
16.36%
15.12%
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XDGH.TO vs. VFV.TO - Expense Ratio Comparison
XDGH.TO has a 0.22% expense ratio, which is higher than VFV.TO's 0.09% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
XDGH.TO vs. VFV.TO — Risk-Adjusted Performance Rank
XDGH.TO
VFV.TO
XDGH.TO vs. VFV.TO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core MSCI Global Quality Dividend Index ETF (CAD-Hedged) (XDGH.TO) and Vanguard S&P 500 Index ETF (VFV.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.
Dividends
XDGH.TO vs. VFV.TO - Dividend Comparison
XDGH.TO's dividend yield for the trailing twelve months is around 3.03%, more than VFV.TO's 0.98% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XDGH.TO iShares Core MSCI Global Quality Dividend Index ETF (CAD-Hedged) | 3.03% | 3.04% | 3.41% | 3.18% | 3.05% | 3.24% | 2.82% | 3.29% | 1.50% | 0.00% | 0.00% | 0.00% |
VFV.TO Vanguard S&P 500 Index ETF | 0.98% | 0.99% | 1.20% | 1.31% | 1.06% | 1.33% | 1.55% | 1.68% | 1.50% | 1.66% | 1.63% | 1.48% |
Drawdowns
XDGH.TO vs. VFV.TO - Drawdown Comparison
The maximum XDGH.TO drawdown since its inception was -32.99%, which is greater than VFV.TO's maximum drawdown of -27.43%. Use the drawdown chart below to compare losses from any high point for XDGH.TO and VFV.TO. For additional features, visit the drawdowns tool.
Volatility
XDGH.TO vs. VFV.TO - Volatility Comparison
The current volatility for iShares Core MSCI Global Quality Dividend Index ETF (CAD-Hedged) (XDGH.TO) is 3.23%, while Vanguard S&P 500 Index ETF (VFV.TO) has a volatility of 4.51%. This indicates that XDGH.TO experiences smaller price fluctuations and is considered to be less risky than VFV.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.