XINC.TO vs. VFV.TO
Compare and contrast key facts about iShares Core Income Balanced ETF Portfolio (XINC.TO) and Vanguard S&P 500 Index ETF (VFV.TO).
XINC.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. XINC.TO is an actively managed fund by iShares. It was launched on Aug 7, 2019. 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.
Performance
XINC.TO vs. VFV.TO - Performance Comparison
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XINC.TO vs. VFV.TO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
XINC.TO iShares Core Income Balanced ETF Portfolio | 0.19% | 6.71% | 7.76% | 8.51% | -11.25% | 1.27% | 9.16% | 1.23% |
VFV.TO Vanguard S&P 500 Index ETF | -3.12% | 12.18% | 35.23% | 23.23% | -12.58% | 27.51% | 15.62% | 11.60% |
Returns By Period
In the year-to-date period, XINC.TO achieves a 0.19% return, which is significantly higher than VFV.TO's -3.12% return.
XINC.TO
- 1D
- 0.87%
- 1M
- -2.34%
- YTD
- 0.19%
- 6M
- 0.52%
- 1Y
- 5.35%
- 3Y*
- 6.41%
- 5Y*
- 2.76%
- 10Y*
- —
VFV.TO
- 1D
- 2.76%
- 1M
- -3.12%
- YTD
- -3.12%
- 6M
- -1.94%
- 1Y
- 13.65%
- 3Y*
- 19.11%
- 5Y*
- 13.78%
- 10Y*
- 14.47%
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XINC.TO vs. VFV.TO - Expense Ratio Comparison
XINC.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%.
Return for Risk
XINC.TO vs. VFV.TO — Risk / Return Rank
XINC.TO
VFV.TO
XINC.TO vs. VFV.TO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core Income Balanced ETF Portfolio (XINC.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.
| XINC.TO | VFV.TO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.02 | 0.75 | +0.27 |
Sortino ratioReturn per unit of downside risk | 1.40 | 1.13 | +0.27 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.18 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.53 | 1.19 | +0.35 |
Martin ratioReturn relative to average drawdown | 5.12 | 4.51 | +0.61 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| XINC.TO | VFV.TO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.02 | 0.75 | +0.27 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.44 | 0.93 | -0.49 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.88 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 1.07 | -0.58 |
Correlation
The correlation between XINC.TO and VFV.TO is 0.35, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
XINC.TO vs. VFV.TO - Dividend Comparison
XINC.TO's dividend yield for the trailing twelve months is around 3.30%, more than VFV.TO's 0.96% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XINC.TO iShares Core Income Balanced ETF Portfolio | 3.30% | 3.16% | 2.81% | 2.87% | 2.54% | 2.02% | 2.40% | 0.93% | 0.00% | 0.00% | 0.00% | 0.00% |
VFV.TO Vanguard S&P 500 Index ETF | 0.96% | 0.92% | 0.99% | 1.20% | 1.31% | 1.06% | 1.33% | 1.55% | 1.68% | 1.50% | 1.66% | 1.63% |
Drawdowns
XINC.TO vs. VFV.TO - Drawdown Comparison
The maximum XINC.TO drawdown since its inception was -15.40%, smaller than the maximum VFV.TO drawdown of -27.43%. Use the drawdown chart below to compare losses from any high point for XINC.TO and VFV.TO.
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Drawdown Indicators
| XINC.TO | VFV.TO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -15.40% | -27.43% | +12.03% |
Max Drawdown (1Y)Largest decline over 1 year | -3.65% | -12.52% | +8.87% |
Max Drawdown (5Y)Largest decline over 5 years | -15.40% | -22.19% | +6.79% |
Max Drawdown (10Y)Largest decline over 10 years | — | -27.43% | — |
Current DrawdownCurrent decline from peak | -2.34% | -6.10% | +3.76% |
Average DrawdownAverage peak-to-trough decline | -3.82% | -3.39% | -0.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.09% | 3.29% | -2.20% |
Volatility
XINC.TO vs. VFV.TO - Volatility Comparison
The current volatility for iShares Core Income Balanced ETF Portfolio (XINC.TO) is 2.58%, while Vanguard S&P 500 Index ETF (VFV.TO) has a volatility of 5.12%. This indicates that XINC.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
| XINC.TO | VFV.TO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.58% | 5.12% | -2.54% |
Volatility (6M)Calculated over the trailing 6-month period | 3.49% | 9.27% | -5.78% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.24% | 18.28% | -13.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.35% | 14.92% | -8.57% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.74% | 16.57% | -9.83% |