XSE.TO vs. VFV.TO
Compare and contrast key facts about iShares Conservative Strategic Fixed Income ETF (XSE.TO) and Vanguard S&P 500 Index ETF (VFV.TO).
XSE.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. XSE.TO is an actively managed fund by iShares. It was launched on Sep 1, 2015. 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: XSE.TO or VFV.TO.
Correlation
The correlation between XSE.TO and VFV.TO is 0.36, 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.
Performance
XSE.TO vs. VFV.TO - Performance Comparison
Key characteristics
XSE.TO:
1.16
VFV.TO:
2.56
XSE.TO:
1.80
VFV.TO:
3.58
XSE.TO:
1.21
VFV.TO:
1.47
XSE.TO:
0.48
VFV.TO:
3.98
XSE.TO:
5.18
VFV.TO:
18.06
XSE.TO:
1.10%
VFV.TO:
1.68%
XSE.TO:
4.93%
VFV.TO:
11.84%
XSE.TO:
-22.43%
VFV.TO:
-27.43%
XSE.TO:
-5.29%
VFV.TO:
-1.24%
Returns By Period
In the year-to-date period, XSE.TO achieves a 0.80% return, which is significantly lower than VFV.TO's 2.69% return.
XSE.TO
0.80%
0.46%
1.22%
5.96%
-0.22%
N/A
VFV.TO
2.69%
0.16%
14.95%
30.30%
16.00%
14.31%
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XSE.TO vs. VFV.TO - Expense Ratio Comparison
XSE.TO has a 0.55% expense ratio, which is higher than VFV.TO's 0.09% expense ratio.
Risk-Adjusted Performance
XSE.TO vs. VFV.TO — Risk-Adjusted Performance Rank
XSE.TO
VFV.TO
XSE.TO vs. VFV.TO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Conservative Strategic Fixed Income ETF (XSE.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.
Dividends
XSE.TO vs. VFV.TO - Dividend Comparison
XSE.TO's dividend yield for the trailing twelve months is around 3.68%, more than VFV.TO's 0.96% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XSE.TO iShares Conservative Strategic Fixed Income ETF | 3.68% | 3.65% | 3.36% | 2.67% | 2.63% | 2.62% | 2.82% | 2.89% | 3.62% | 3.95% | 1.39% | 0.00% |
VFV.TO Vanguard S&P 500 Index ETF | 0.96% | 0.99% | 1.20% | 1.31% | 1.06% | 1.33% | 1.55% | 1.68% | 1.50% | 1.66% | 1.63% | 1.48% |
Drawdowns
XSE.TO vs. VFV.TO - Drawdown Comparison
The maximum XSE.TO drawdown since its inception was -22.43%, smaller than the maximum VFV.TO drawdown of -27.43%. Use the drawdown chart below to compare losses from any high point for XSE.TO and VFV.TO. For additional features, visit the drawdowns tool.
Volatility
XSE.TO vs. VFV.TO - Volatility Comparison
The current volatility for iShares Conservative Strategic Fixed Income ETF (XSE.TO) is 2.31%, while Vanguard S&P 500 Index ETF (VFV.TO) has a volatility of 2.79%. This indicates that XSE.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.