Correlation
The correlation between XEF.TO and VIU.TO is 0.77, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
XEF.TO vs. VIU.TO
Compare and contrast key facts about iShares Core MSCI EAFE IMI Index ETF (XEF.TO) and Vanguard FTSE Developed All Cap ex North America Index ETF (VIU.TO).
XEF.TO and VIU.TO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XEF.TO is a passively managed fund by iShares that tracks the performance of the Morningstar DM xNA GR CAD. It was launched on Apr 10, 2013. VIU.TO is a passively managed fund by Vanguard that tracks the performance of the FTSE Developed All Cap ex North America Index. It was launched on Dec 1, 2015. Both XEF.TO and VIU.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: XEF.TO or VIU.TO.
Performance
XEF.TO vs. VIU.TO - Performance Comparison
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Key characteristics
XEF.TO:
0.85
VIU.TO:
0.77
XEF.TO:
1.23
VIU.TO:
1.12
XEF.TO:
1.17
VIU.TO:
1.16
XEF.TO:
0.90
VIU.TO:
0.81
XEF.TO:
4.16
VIU.TO:
3.60
XEF.TO:
3.11%
VIU.TO:
3.22%
XEF.TO:
15.51%
VIU.TO:
15.53%
XEF.TO:
-28.51%
VIU.TO:
-29.15%
XEF.TO:
-1.78%
VIU.TO:
-1.79%
Returns By Period
The year-to-date returns for both stocks are quite close, with XEF.TO having a 10.92% return and VIU.TO slightly lower at 10.64%.
XEF.TO
10.92%
4.30%
12.75%
12.78%
13.77%
11.40%
6.74%
VIU.TO
10.64%
4.09%
12.11%
11.55%
13.13%
11.05%
N/A
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XEF.TO vs. VIU.TO - Expense Ratio Comparison
XEF.TO has a 0.22% expense ratio, which is lower than VIU.TO's 0.23% expense ratio. Despite the difference, 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
XEF.TO vs. VIU.TO — Risk-Adjusted Performance Rank
XEF.TO
VIU.TO
XEF.TO vs. VIU.TO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core MSCI EAFE IMI Index ETF (XEF.TO) and Vanguard FTSE Developed All Cap ex North America Index ETF (VIU.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.
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Dividends
XEF.TO vs. VIU.TO - Dividend Comparison
XEF.TO's dividend yield for the trailing twelve months is around 2.48%, more than VIU.TO's 2.35% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XEF.TO iShares Core MSCI EAFE IMI Index ETF | 2.48% | 2.76% | 2.75% | 2.93% | 2.42% | 1.93% | 2.72% | 2.76% | 2.10% | 2.42% | 2.42% | 5.21% |
VIU.TO Vanguard FTSE Developed All Cap ex North America Index ETF | 2.35% | 2.56% | 2.66% | 2.76% | 2.38% | 1.98% | 2.68% | 2.76% | 2.13% | 1.72% | 0.28% | 0.00% |
Drawdowns
XEF.TO vs. VIU.TO - Drawdown Comparison
The maximum XEF.TO drawdown since its inception was -28.51%, roughly equal to the maximum VIU.TO drawdown of -29.15%. Use the drawdown chart below to compare losses from any high point for XEF.TO and VIU.TO.
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Volatility
XEF.TO vs. VIU.TO - Volatility Comparison
iShares Core MSCI EAFE IMI Index ETF (XEF.TO) and Vanguard FTSE Developed All Cap ex North America Index ETF (VIU.TO) have volatilities of 2.93% and 2.85%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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