XVLU.TO vs. VFV.TO
Compare and contrast key facts about iShares MSCI USA Value Factor Index ETF (XVLU.TO) and Vanguard S&P 500 Index ETF (VFV.TO).
XVLU.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. XVLU.TO is a passively managed fund by iShares that tracks the performance of the MSCI USA Enhanced Value Index. It was launched on Sep 4, 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. Both XVLU.TO and VFV.TO are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: XVLU.TO or VFV.TO.
Correlation
The correlation between XVLU.TO and VFV.TO is 0.61, 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
XVLU.TO vs. VFV.TO - Performance Comparison
Key characteristics
XVLU.TO:
1.42
VFV.TO:
2.39
XVLU.TO:
2.11
VFV.TO:
3.34
XVLU.TO:
1.27
VFV.TO:
1.44
XVLU.TO:
2.21
VFV.TO:
3.75
XVLU.TO:
5.81
VFV.TO:
16.91
XVLU.TO:
3.18%
VFV.TO:
1.69%
XVLU.TO:
13.01%
VFV.TO:
11.93%
XVLU.TO:
-34.40%
VFV.TO:
-27.43%
XVLU.TO:
-1.62%
VFV.TO:
-2.57%
Returns By Period
In the year-to-date period, XVLU.TO achieves a 4.78% return, which is significantly higher than VFV.TO's 1.31% return.
XVLU.TO
4.78%
-0.40%
11.87%
17.35%
9.09%
N/A
VFV.TO
1.31%
-2.56%
13.02%
25.79%
16.32%
14.26%
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XVLU.TO vs. VFV.TO - Expense Ratio Comparison
XVLU.TO has a 0.32% expense ratio, which is higher than VFV.TO's 0.09% expense ratio.
Risk-Adjusted Performance
XVLU.TO vs. VFV.TO — Risk-Adjusted Performance Rank
XVLU.TO
VFV.TO
XVLU.TO vs. VFV.TO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI USA Value Factor Index ETF (XVLU.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
XVLU.TO vs. VFV.TO - Dividend Comparison
XVLU.TO's dividend yield for the trailing twelve months is around 2.07%, more than VFV.TO's 0.98% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XVLU.TO iShares MSCI USA Value Factor Index ETF | 2.07% | 2.17% | 2.26% | 2.51% | 2.03% | 2.72% | 0.68% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VFV.TO Vanguard S&P 500 Index ETF | 0.98% | 0.99% | 1.20% | 1.31% | 1.06% | 1.33% | 1.55% | 1.68% | 1.50% | 1.66% | 1.63% | 1.48% |
Drawdowns
XVLU.TO vs. VFV.TO - Drawdown Comparison
The maximum XVLU.TO drawdown since its inception was -34.40%, 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 XVLU.TO and VFV.TO. For additional features, visit the drawdowns tool.
Volatility
XVLU.TO vs. VFV.TO - Volatility Comparison
iShares MSCI USA Value Factor Index ETF (XVLU.TO) has a higher volatility of 3.44% compared to Vanguard S&P 500 Index ETF (VFV.TO) at 3.23%. This indicates that XVLU.TO's price experiences larger fluctuations and is considered to be riskier than VFV.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.