XVLU.TO vs. VGRO.TO
Compare and contrast key facts about iShares MSCI USA Value Factor Index ETF (XVLU.TO) and Vanguard Growth ETF Portfolio (VGRO.TO).
XVLU.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. 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. 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: XVLU.TO or VGRO.TO.
Correlation
The correlation between XVLU.TO and VGRO.TO is 0.67, 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. VGRO.TO - Performance Comparison
Key characteristics
XVLU.TO:
1.42
VGRO.TO:
2.33
XVLU.TO:
2.11
VGRO.TO:
3.25
XVLU.TO:
1.27
VGRO.TO:
1.43
XVLU.TO:
2.21
VGRO.TO:
3.76
XVLU.TO:
5.81
VGRO.TO:
14.93
XVLU.TO:
3.18%
VGRO.TO:
1.27%
XVLU.TO:
13.01%
VGRO.TO:
8.12%
XVLU.TO:
-34.40%
VGRO.TO:
-25.36%
XVLU.TO:
-1.62%
VGRO.TO:
-1.59%
Returns By Period
In the year-to-date period, XVLU.TO achieves a 4.78% return, which is significantly higher than VGRO.TO's 2.27% return.
XVLU.TO
4.78%
-0.40%
11.87%
17.35%
9.09%
N/A
VGRO.TO
2.27%
-0.67%
7.65%
17.33%
9.40%
N/A
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XVLU.TO vs. VGRO.TO - Expense Ratio Comparison
XVLU.TO has a 0.32% expense ratio, which is higher than VGRO.TO's 0.24% expense ratio.
Risk-Adjusted Performance
XVLU.TO vs. VGRO.TO — Risk-Adjusted Performance Rank
XVLU.TO
VGRO.TO
XVLU.TO vs. VGRO.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 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
XVLU.TO vs. VGRO.TO - Dividend Comparison
XVLU.TO's dividend yield for the trailing twelve months is around 2.07%, more than VGRO.TO's 1.98% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|
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% |
VGRO.TO Vanguard Growth ETF Portfolio | 1.98% | 2.02% | 2.15% | 2.16% | 1.81% | 1.78% | 2.19% | 2.10% |
Drawdowns
XVLU.TO vs. VGRO.TO - Drawdown Comparison
The maximum XVLU.TO drawdown since its inception was -34.40%, 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 XVLU.TO and VGRO.TO. For additional features, visit the drawdowns tool.
Volatility
XVLU.TO vs. VGRO.TO - Volatility Comparison
iShares MSCI USA Value Factor Index ETF (XVLU.TO) has a higher volatility of 3.44% compared to Vanguard Growth ETF Portfolio (VGRO.TO) at 2.41%. This indicates that XVLU.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.