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ZDI.TO vs. VYMI
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

ZDI.TO vs. VYMI - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in BMO International Dividend ETF (ZDI.TO) and Vanguard International High Dividend Yield ETF (VYMI). The values are adjusted to include any dividend payments, if applicable.

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ZDI.TO vs. VYMI - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
ZDI.TO
BMO International Dividend ETF
6.64%22.48%10.57%17.05%0.31%12.87%-6.21%12.96%-6.84%15.07%
VYMI
Vanguard International High Dividend Yield ETF
6.93%31.72%16.25%14.49%-0.40%14.35%-2.78%12.61%-5.24%14.57%
Different Trading Currencies

ZDI.TO is traded in CAD, while VYMI is traded in USD. To make them comparable, the VYMI values have been converted to CAD using the latest available exchange rates.

Returns By Period

The year-to-date returns for both investments are quite close, with ZDI.TO having a 6.64% return and VYMI slightly higher at 6.93%. Over the past 10 years, ZDI.TO has underperformed VYMI with an annualized return of 9.14%, while VYMI has yielded a comparatively higher 10.95% annualized return.


ZDI.TO

1D
2.56%
1M
-4.38%
YTD
6.64%
6M
9.28%
1Y
18.85%
3Y*
16.10%
5Y*
12.61%
10Y*
9.14%

VYMI

1D
2.63%
1M
-4.21%
YTD
6.93%
6M
13.22%
1Y
28.67%
3Y*
21.57%
5Y*
14.78%
10Y*
10.95%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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ZDI.TO vs. VYMI - Expense Ratio Comparison

ZDI.TO has a 0.44% expense ratio, which is higher than VYMI's 0.07% expense ratio.


Return for Risk

ZDI.TO vs. VYMI — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ZDI.TO
ZDI.TO Risk / Return Rank: 6868
Overall Rank
ZDI.TO Sharpe Ratio Rank: 7171
Sharpe Ratio Rank
ZDI.TO Sortino Ratio Rank: 6969
Sortino Ratio Rank
ZDI.TO Omega Ratio Rank: 6969
Omega Ratio Rank
ZDI.TO Calmar Ratio Rank: 6666
Calmar Ratio Rank
ZDI.TO Martin Ratio Rank: 6666
Martin Ratio Rank

VYMI
VYMI Risk / Return Rank: 9393
Overall Rank
VYMI Sharpe Ratio Rank: 9393
Sharpe Ratio Rank
VYMI Sortino Ratio Rank: 9494
Sortino Ratio Rank
VYMI Omega Ratio Rank: 9595
Omega Ratio Rank
VYMI Calmar Ratio Rank: 9191
Calmar Ratio Rank
VYMI Martin Ratio Rank: 9292
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

ZDI.TO vs. VYMI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for BMO International Dividend ETF (ZDI.TO) and Vanguard International High Dividend Yield ETF (VYMI). 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.


ZDI.TOVYMIDifference

Sharpe ratio

Return per unit of total volatility

1.22

1.99

-0.77

Sortino ratio

Return per unit of downside risk

1.70

2.59

-0.89

Omega ratio

Gain probability vs. loss probability

1.25

1.41

-0.16

Calmar ratio

Return relative to maximum drawdown

1.64

2.52

-0.88

Martin ratio

Return relative to average drawdown

6.45

10.52

-4.08

ZDI.TO vs. VYMI - Sharpe Ratio Comparison

The current ZDI.TO Sharpe Ratio is 1.22, which is lower than the VYMI Sharpe Ratio of 1.99. The chart below compares the historical Sharpe Ratios of ZDI.TO and VYMI, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


ZDI.TOVYMIDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.22

1.99

-0.77

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.98

1.28

-0.30

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.58

0.79

-0.20

Sharpe Ratio (All Time)

Calculated using the full available price history

0.52

0.79

-0.27

Correlation

The correlation between ZDI.TO and VYMI is 0.83, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

ZDI.TO vs. VYMI - Dividend Comparison

ZDI.TO's dividend yield for the trailing twelve months is around 3.15%, less than VYMI's 3.63% yield.


TTM20252024202320222021202020192018201720162015
ZDI.TO
BMO International Dividend ETF
3.15%3.34%3.94%4.15%3.99%3.72%4.96%4.92%5.23%4.23%4.62%4.26%
VYMI
Vanguard International High Dividend Yield ETF
3.63%3.68%4.84%4.58%4.70%4.30%3.22%4.20%4.29%3.21%2.39%0.00%

Drawdowns

ZDI.TO vs. VYMI - Drawdown Comparison

The maximum ZDI.TO drawdown since its inception was -33.89%, which is greater than VYMI's maximum drawdown of -31.33%. Use the drawdown chart below to compare losses from any high point for ZDI.TO and VYMI.


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Drawdown Indicators


ZDI.TOVYMIDifference

Max Drawdown

Largest peak-to-trough decline

-33.89%

-40.00%

+6.11%

Max Drawdown (1Y)

Largest decline over 1 year

-11.30%

-11.08%

-0.22%

Max Drawdown (5Y)

Largest decline over 5 years

-18.97%

-24.05%

+5.08%

Max Drawdown (10Y)

Largest decline over 10 years

-33.89%

-40.00%

+6.11%

Current Drawdown

Current decline from peak

-4.76%

-6.54%

+1.78%

Average Drawdown

Average peak-to-trough decline

-4.89%

-6.39%

+1.50%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.87%

2.67%

+0.20%

Volatility

ZDI.TO vs. VYMI - Volatility Comparison

BMO International Dividend ETF (ZDI.TO) and Vanguard International High Dividend Yield ETF (VYMI) have volatilities of 6.83% and 6.90%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ZDI.TOVYMIDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.83%

6.90%

-0.07%

Volatility (6M)

Calculated over the trailing 6-month period

9.99%

9.35%

+0.64%

Volatility (1Y)

Calculated over the trailing 1-year period

15.48%

14.48%

+1.00%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

12.92%

11.61%

+1.31%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.74%

13.97%

+1.77%