XINC.TO vs. VVO.TO
XINC.TO (iShares Core Income Balanced ETF Portfolio) and VVO.TO (Vanguard Global Minimum Volatility ETF) are both exchange-traded funds - XINC.TO is a Diversified Portfolio fund actively managed by iShares, while VVO.TO is a Global Equities fund tracking the FTSE Global All Cap Index. XINC.TO is actively managed, while VVO.TO is passively managed. Over the past 5 years, XINC.TO returned 2.85%/yr vs 6.45%/yr for VVO.TO. At a 0.27 correlation, their price movements are largely independent. XINC.TO charges 0.20%/yr vs 0.39%/yr for VVO.TO.
Performance
XINC.TO vs. VVO.TO - Performance Comparison
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Returns By Period
In the year-to-date period, XINC.TO achieves a 3.54% return, which is significantly lower than VVO.TO's 7.27% return.
XINC.TO
- 1D
- 0.28%
- 1M
- -0.40%
- 6M
- 2.33%
- YTD
- 3.54%
- 1Y
- 8.43%
- 3Y*
- 7.61%
- 5Y*
- 2.85%
- 10Y*
- —
VVO.TO
- 1D
- -0.57%
- 1M
- -0.26%
- 6M
- 5.37%
- YTD
- 7.27%
- 1Y
- 10.93%
- 3Y*
- 11.49%
- 5Y*
- 6.45%
- 10Y*
- 6.91%
XINC.TO vs. VVO.TO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
XINC.TO iShares Core Income Balanced ETF Portfolio | 3.54% | 6.71% | 7.75% | 8.51% | -11.25% | 1.29% | 9.19% | 1.23% |
VVO.TO Vanguard Global Minimum Volatility ETF | 7.27% | 9.74% | 13.56% | 4.87% | -5.18% | 10.43% | -2.49% | 5.79% |
Correlation
The correlation between XINC.TO and VVO.TO is 0.32, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.32 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.28 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.28 |
Correlation (All Time) Calculated using the full available price history since Aug 7, 2019 | 0.27 |
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Return for Risk
XINC.TO vs. VVO.TO — Risk / Return Rank
XINC.TO
VVO.TO
XINC.TO vs. VVO.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 Global Minimum Volatility ETF (VVO.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.
| XINC.TO | VVO.TO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.29 | ||
| Sortino ratioReturn per unit of downside risk | +0.40 | ||
| Omega ratioGain probability vs. loss probability | 1.33 | 1.26 | +0.07 |
| Calmar ratioReturn relative to maximum drawdown | 2.32 | 1.70 | +0.62 |
| Martin ratioReturn relative to average drawdown | 8.71 | 6.24 | +2.47 |
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Drawdowns
XINC.TO vs. VVO.TO - Drawdown Comparison
The maximum XINC.TO drawdown since its inception was -15.63%, smaller than the maximum VVO.TO drawdown of -33.20%. Use the drawdown chart below to compare losses from any high point for XINC.TO and VVO.TO.
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Drawdown Indicators
| XINC.TO | VVO.TO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -15.63% | -33.20% | +17.57% |
Max Drawdown (1Y)Largest decline over 1 year | -3.65% | -6.47% | +2.82% |
Max Drawdown (3Y)Largest decline over 3 years | -4.35% | -6.98% | +2.63% |
Max Drawdown (5Y)Largest decline over 5 years | -15.63% | -14.37% | -1.26% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.20% | — |
Current DrawdownCurrent decline from peak | -0.65% | -1.19% | +0.54% |
Average DrawdownAverage peak-to-trough decline | -3.83% | -3.42% | -0.41% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.97% | 1.76% | -0.79% |
Volatility
XINC.TO vs. VVO.TO - Volatility Comparison
The current volatility for iShares Core Income Balanced ETF Portfolio (XINC.TO) is 1.37%, while Vanguard Global Minimum Volatility ETF (VVO.TO) has a volatility of 1.83%. This indicates that XINC.TO experiences smaller price fluctuations and is considered to be less risky than VVO.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 | VVO.TO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.37% | 1.83% | -0.46% |
Volatility (6M)Calculated over the trailing 6-month period | 4.33% | 6.07% | -1.74% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.99% | 7.77% | -2.78% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.83% | 9.80% | -2.97% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.43% | 12.00% | -4.57% |
XINC.TO vs. VVO.TO - Expense Ratio Comparison
XINC.TO has a 0.20% expense ratio, which is lower than VVO.TO's 0.39% expense ratio.
Dividends
XINC.TO vs. VVO.TO - Dividend Comparison
XINC.TO's dividend yield for the trailing twelve months is around 3.30%, more than VVO.TO's 1.99% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
VVO.TO Vanguard Global Minimum Volatility ETF | 1.99% | 2.13% | 2.05% | 2.68% | 1.56% | 2.30% | 2.23% | 2.22% | 1.87% | 2.07% | 0.71% |
XINC.TO iShares Core Income Balanced ETF Portfolio | 3.30% | 3.16% | 2.81% | 2.87% | 2.54% | 2.03% | 2.43% | 0.94% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
XINC.TO and VVO.TO have a correlation of 0.32, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, XINC.TO is cheaper at 0.20% per year. The better choice depends on whether you care most about return, fees, risk, or income.
XINC.TO is cheaper with a 0.20% expense ratio, compared with 0.39% for VVO.TO.
XINC.TO is categorized as Diversified Portfolio, while VVO.TO is Global Equities. They also come from different issuers: iShares and Vanguard. Their fees differ too: 0.20% for XINC.TO and 0.39% for VVO.TO.
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