XID.TO vs. VGRO.TO
Compare and contrast key facts about iShares India Index ETF (XID.TO) and Vanguard Growth ETF Portfolio (VGRO.TO).
XID.TO and VGRO.TO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XID.TO is a passively managed fund by iShares that tracks the performance of the Morningstar Gbl GR CAD. It was launched on Jan 21, 2010. VGRO.TO is an actively managed fund by Vanguard. It was launched on Jan 25, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: XID.TO or VGRO.TO.
Key characteristics
| XID.TO | VGRO.TO | |
|---|---|---|
| YTD Return | 11.59% | 19.41% |
| 1Y Return | 17.54% | 26.16% |
| 3Y Return (Ann) | 6.39% | 6.75% |
| 5Y Return (Ann) | 10.34% | 9.58% |
| Sharpe Ratio | 1.41 | 3.43 |
| Sortino Ratio | 1.88 | 4.93 |
| Omega Ratio | 1.29 | 1.66 |
| Calmar Ratio | 3.22 | 5.21 |
| Martin Ratio | 9.59 | 26.95 |
| Ulcer Index | 1.90% | 0.97% |
| Daily Std Dev | 12.91% | 7.67% |
| Max Drawdown | -42.26% | -25.36% |
| Current Drawdown | -5.65% | -0.35% |
Correlation
The correlation between XID.TO and VGRO.TO is 0.58, 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
XID.TO vs. VGRO.TO - Performance Comparison
In the year-to-date period, XID.TO achieves a 11.59% return, which is significantly lower than VGRO.TO's 19.41% 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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XID.TO vs. VGRO.TO - Expense Ratio Comparison
XID.TO has a 1.08% expense ratio, which is higher than VGRO.TO's 0.24% expense ratio.
Risk-Adjusted Performance
XID.TO vs. VGRO.TO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares India Index ETF (XID.TO) and Vanguard Growth ETF Portfolio (VGRO.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
XID.TO vs. VGRO.TO - Dividend Comparison
XID.TO's dividend yield for the trailing twelve months is around 0.34%, less than VGRO.TO's 2.17% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XID.TO iShares India Index ETF | 0.34% | 0.42% | 3.45% | 6.82% | 0.03% | 0.43% | 0.39% | 0.16% | 0.36% | 0.36% | 0.35% | 0.56% |
VGRO.TO Vanguard Growth ETF Portfolio | 2.17% | 2.16% | 2.17% | 1.82% | 1.79% | 2.21% | 2.12% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
XID.TO vs. VGRO.TO - Drawdown Comparison
The maximum XID.TO drawdown since its inception was -42.26%, which is greater than VGRO.TO's maximum drawdown of -25.36%. Use the drawdown chart below to compare losses from any high point for XID.TO and VGRO.TO. For additional features, visit the drawdowns tool.
Volatility
XID.TO vs. VGRO.TO - Volatility Comparison
iShares India Index ETF (XID.TO) has a higher volatility of 3.01% compared to Vanguard Growth ETF Portfolio (VGRO.TO) at 2.59%. This indicates that XID.TO's price experiences larger fluctuations and is considered to be riskier than VGRO.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.