XGRO.TO vs. VEQT.TO
Compare and contrast key facts about iShares Core Growth ETF Portfolio (XGRO.TO) and Vanguard All-Equity ETF Portfolio (VEQT.TO).
XGRO.TO and VEQT.TO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XGRO.TO is an actively managed fund by iShares. It was launched on Jun 21, 2007. VEQT.TO is an actively managed fund by Vanguard. It was launched on Jan 29, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: XGRO.TO or VEQT.TO.
Key characteristics
| XGRO.TO | VEQT.TO | |
|---|---|---|
| YTD Return | 19.26% | 24.01% |
| 1Y Return | 25.97% | 30.91% |
| 3Y Return (Ann) | 6.60% | 8.75% |
| 5Y Return (Ann) | 9.60% | 11.99% |
| Sharpe Ratio | 3.29 | 3.34 |
| Sortino Ratio | 4.73 | 4.65 |
| Omega Ratio | 1.63 | 1.64 |
| Calmar Ratio | 5.12 | 4.77 |
| Martin Ratio | 26.50 | 25.63 |
| Ulcer Index | 0.99% | 1.21% |
| Daily Std Dev | 7.94% | 9.31% |
| Max Drawdown | -47.93% | -30.45% |
| Current Drawdown | -0.49% | -0.44% |
Correlation
The correlation between XGRO.TO and VEQT.TO is 0.98, 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.
Performance
XGRO.TO vs. VEQT.TO - Performance Comparison
In the year-to-date period, XGRO.TO achieves a 19.26% return, which is significantly lower than VEQT.TO's 24.01% 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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XGRO.TO vs. VEQT.TO - Expense Ratio Comparison
XGRO.TO has a 0.20% expense ratio, which is lower than VEQT.TO's 0.24% 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
XGRO.TO vs. VEQT.TO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core Growth ETF Portfolio (XGRO.TO) and Vanguard All-Equity ETF Portfolio (VEQT.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
XGRO.TO vs. VEQT.TO - Dividend Comparison
XGRO.TO's dividend yield for the trailing twelve months is around 2.05%, more than VEQT.TO's 1.52% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XGRO.TO iShares Core Growth ETF Portfolio | 2.05% | 2.27% | 1.89% | 1.69% | 1.98% | 2.25% | 7.56% | 2.08% | 2.70% | 2.19% | 5.71% | 1.66% |
VEQT.TO Vanguard All-Equity ETF Portfolio | 1.52% | 1.88% | 2.09% | 1.40% | 1.48% | 1.42% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
XGRO.TO vs. VEQT.TO - Drawdown Comparison
The maximum XGRO.TO drawdown since its inception was -47.93%, which is greater than VEQT.TO's maximum drawdown of -30.45%. Use the drawdown chart below to compare losses from any high point for XGRO.TO and VEQT.TO. For additional features, visit the drawdowns tool.
Volatility
XGRO.TO vs. VEQT.TO - Volatility Comparison
The current volatility for iShares Core Growth ETF Portfolio (XGRO.TO) is 2.61%, while Vanguard All-Equity ETF Portfolio (VEQT.TO) has a volatility of 3.01%. This indicates that XGRO.TO experiences smaller price fluctuations and is considered to be less risky than VEQT.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.