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XGRO.TO vs. VFV.TO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

XGRO.TO vs. VFV.TO

Last updated Jun 13, 2026

XGRO.TO (iShares Core Growth ETF Portfolio) and VFV.TO (Vanguard S&P 500 Index ETF) are both exchange-traded funds - XGRO.TO is a Diversified Portfolio fund actively managed by iShares, while VFV.TO is a S&P 500 fund tracking the S&P 500 Index. XGRO.TO is actively managed, while VFV.TO is passively managed. Over the past 10 years, XGRO.TO returned 10.48%/yr vs 16.12%/yr for VFV.TO. A 0.64 correlation means they provide meaningful diversification when combined. XGRO.TO charges 0.20%/yr vs 0.09%/yr for VFV.TO.

Performance

XGRO.TO vs. VFV.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in iShares Core Growth ETF Portfolio (XGRO.TO) and Vanguard S&P 500 Index ETF (VFV.TO). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, XGRO.TO achieves a 10.06% return, which is significantly lower than VFV.TO's 11.07% return. Over the past 10 years, XGRO.TO has underperformed VFV.TO with an annualized return of 10.48%, while VFV.TO has yielded a comparatively higher 16.12% annualized return.

XGRO.TO

1D
0.47%
1M
2.38%
YTD
10.06%
6M
9.06%
1Y
22.44%
3Y*
17.83%
5Y*
10.71%
10Y*
10.48%

VFV.TO

1D
0.74%
1M
1.97%
YTD
11.07%
6M
10.94%
1Y
27.54%
3Y*
22.63%
5Y*
16.33%
10Y*
16.12%
*Multi-year figures are annualized to reflect compound growth (CAGR)

XGRO.TO vs. VFV.TO - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
XGRO.TO
iShares Core Growth ETF Portfolio		10.06%15.62%20.17%15.06%-11.05%14.34%11.58%18.04%-6.52%11.67%
VFV.TO
Vanguard S&P 500 Index ETF		11.07%12.18%35.23%23.23%-12.58%27.51%15.61%25.14%2.95%13.69%

Correlation

The correlation between XGRO.TO and VFV.TO is 0.83, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.83

Correlation (3Y)
Calculated over the trailing 3-year period

0.85

Correlation (5Y)
Calculated over the trailing 5-year period

0.87

Correlation (10Y)
Calculated over the trailing 10-year period

0.74

Correlation (All Time)
Calculated using the full available price history since Nov 8, 2012

0.64

The correlation between XGRO.TO and VFV.TO shifts across timeframes, from 0.64 (all time) to 0.87 (5 years), reflecting how their relationship changes across market environments.

XGRO.TO vs. VFV.TO - Sectors Allocation Comparison

Sectors
XGRO.TO
VFV.TO

Technology

21.9%
35.7%

Financial Services

17.8%
11.6%

Industrials

8.3%
8.3%

Energy

6.4%
3.5%

Consumer Cyclical

6.1%
10.2%

Communication Services

5.8%
11.3%

Basic Materials

5.8%
1.8%

Healthcare

5.0%
8.5%

Consumer Defensive

3.6%
4.9%

Utilities

1.9%
2.4%

Real Estate

0.7%
1.9%

Technology

XGRO.TO
21.9%
VFV.TO
35.7%

Financial Services

XGRO.TO
17.8%
VFV.TO
11.6%

Industrials

XGRO.TO
8.3%
VFV.TO
8.3%

Energy

XGRO.TO
6.4%
VFV.TO
3.5%

Consumer Cyclical

XGRO.TO
6.1%
VFV.TO
10.2%

Communication Services

XGRO.TO
5.8%
VFV.TO
11.3%

Basic Materials

XGRO.TO
5.8%
VFV.TO
1.8%

Healthcare

XGRO.TO
5.0%
VFV.TO
8.5%

Consumer Defensive

XGRO.TO
3.6%
VFV.TO
4.9%

Utilities

XGRO.TO
1.9%
VFV.TO
2.4%

Real Estate

XGRO.TO
0.7%
VFV.TO
1.9%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

iShares Core Growth ETF Portfolio

Vanguard S&P 500 Index ETF

Often compared with XGRO.TO:
XGRO.TO vs. XEQT.TOXGRO.TO vs. VGRO.TOXGRO.TO vs. VEQT.TOXGRO.TO vs. XCG.TOXGRO.TO vs. TGRO.TOXGRO.TO vs. ZGRO.TOXGRO.TO vs. XAW.TO
Often compared with VFV.TO:
VFV.TO vs. XEQT.TOVFV.TO vs. VEQT.TOVFV.TO vs. VOOVFV.TO vs. QQC.TOVFV.TO vs. VSP.TOVFV.TO vs. VCN.TOVFV.TO vs. XQQ.TO

Return for Risk

XGRO.TO vs. VFV.TO — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
XGRO.TO
XGRO.TO Risk / Return Rank: 7575
Overall Rank
XGRO.TO Sharpe Ratio Rank: 7373
Sharpe Ratio Rank
XGRO.TO Sortino Ratio Rank: 7575
Sortino Ratio Rank
XGRO.TO Omega Ratio Rank: 7575
Omega Ratio Rank
XGRO.TO Calmar Ratio Rank: 7272
Calmar Ratio Rank
XGRO.TO Martin Ratio Rank: 8181
Martin Ratio Rank
VFV.TO
VFV.TO Risk / Return Rank: 7979
Overall Rank
VFV.TO Sharpe Ratio Rank: 8484
Sharpe Ratio Rank
VFV.TO Sortino Ratio Rank: 8181
Sortino Ratio Rank
VFV.TO Omega Ratio Rank: 8383
Omega Ratio Rank
VFV.TO Calmar Ratio Rank: 7373
Calmar Ratio Rank
VFV.TO Martin Ratio Rank: 7474
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

XGRO.TO vs. VFV.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Core Growth ETF Portfolio (XGRO.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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

XGRO.TOVFV.TODifference
Sharpe ratioReturn per unit of total volatility
2.03
2.33

-0.30

Sortino ratioReturn per unit of downside risk
2.89
3.14

-0.25

Omega ratioGain probability vs. loss probability

1.38

1.43

-0.05

Calmar ratioReturn relative to maximum drawdown

3.16

3.21

-0.05

Martin ratioReturn relative to average drawdown

13.90

12.10

+1.80

XGRO.TO vs. VFV.TO - Sharpe Ratio Comparison

The current XGRO.TO Sharpe Ratio is 2.03, which is comparable to the VFV.TO Sharpe Ratio of 2.33. The chart below compares the historical Sharpe Ratios of XGRO.TO and VFV.TO, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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Drawdowns

XGRO.TO vs. VFV.TO - Drawdown Comparison

The maximum XGRO.TO drawdown since its inception was -47.99%, 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 XGRO.TO and VFV.TO.

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Drawdown Indicators

XGRO.TOVFV.TODifference

Max Drawdown

Largest peak-to-trough decline

-47.99%

-27.43%

-20.56%

Max Drawdown (1Y)

Largest decline over 1 year

-7.12%

-8.62%

+1.50%

Max Drawdown (3Y)

Largest decline over 3 years

-12.47%

-19.05%

+6.58%

Max Drawdown (5Y)

Largest decline over 5 years

-18.38%

-22.19%

+3.81%

Max Drawdown (10Y)

Largest decline over 10 years

-25.85%

-27.43%

+1.58%

Current Drawdown

Current decline from peak

-0.57%

-1.46%

+0.89%

Average Drawdown

Average peak-to-trough decline

-8.50%

-3.35%

-5.15%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.62%

2.28%

-0.66%

Volatility

XGRO.TO vs. VFV.TO - Volatility Comparison

The current volatility for iShares Core Growth ETF Portfolio (XGRO.TO) is 3.96%, while Vanguard S&P 500 Index ETF (VFV.TO) has a volatility of 4.49%. This indicates that XGRO.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.

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Volatility by Period

XGRO.TOVFV.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

3.96%

4.49%

-0.53%

Volatility (6M)

Calculated over the trailing 6-month period

9.53%

9.22%

+0.31%

Volatility (1Y)

Calculated over the trailing 1-year period

11.09%

11.86%

-0.77%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

11.09%

14.99%

-3.90%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

13.37%

16.60%

-3.23%

XGRO.TO vs. VFV.TO - Expense Ratio Comparison

XGRO.TO has a 0.20% 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%.

Dividends

XGRO.TO vs. VFV.TO - Dividend Comparison

XGRO.TO's dividend yield for the trailing twelve months is around 1.78%, more than VFV.TO's 0.84% yield.

PositionTTM20252024202320222021202020192018201720162015
VFV.TO
Vanguard S&P 500 Index ETF		0.84%0.92%0.99%1.20%1.31%1.06%1.33%1.55%1.69%1.51%1.65%1.63%
XGRO.TO
iShares Core Growth ETF Portfolio		1.78%1.94%2.01%2.27%1.89%1.70%1.99%2.27%7.62%2.09%2.70%2.17%

Frequently Asked Questions

XGRO.TO and VFV.TO have a correlation of 0.83, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, VFV.TO is cheaper at 0.09% per year. The better choice depends on whether you care most about return, fees, risk, or income.

VFV.TO is cheaper with a 0.09% expense ratio, compared with 0.20% for XGRO.TO.

XGRO.TO is categorized as Diversified Portfolio, while VFV.TO is S&P 500. They also come from different issuers: iShares and Vanguard. Their fees differ too: 0.20% for XGRO.TO and 0.09% for VFV.TO.

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