ZDV.TO vs. VOO
Compare and contrast key facts about BMO Canadian Dividend ETF (ZDV.TO) and Vanguard S&P 500 ETF (VOO).
ZDV.TO and VOO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. ZDV.TO is an actively managed fund by BMO. It was launched on Oct 21, 2011. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ZDV.TO or VOO.
Correlation
The correlation between ZDV.TO and VOO is 0.65, 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
ZDV.TO vs. VOO - Performance Comparison
Key characteristics
ZDV.TO:
2.44
VOO:
1.92
ZDV.TO:
3.42
VOO:
2.58
ZDV.TO:
1.45
VOO:
1.35
ZDV.TO:
3.88
VOO:
2.88
ZDV.TO:
10.78
VOO:
12.03
ZDV.TO:
1.86%
VOO:
2.02%
ZDV.TO:
8.21%
VOO:
12.69%
ZDV.TO:
-43.20%
VOO:
-33.99%
ZDV.TO:
-1.21%
VOO:
0.00%
Returns By Period
In the year-to-date period, ZDV.TO achieves a 2.73% return, which is significantly lower than VOO's 4.36% return. Over the past 10 years, ZDV.TO has underperformed VOO with an annualized return of 7.18%, while VOO has yielded a comparatively higher 13.28% annualized return.
ZDV.TO
2.73%
0.80%
9.04%
19.46%
8.66%
7.18%
VOO
4.36%
2.34%
10.20%
24.11%
14.50%
13.28%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
ZDV.TO vs. VOO - Expense Ratio Comparison
ZDV.TO has a 0.39% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
ZDV.TO vs. VOO — Risk-Adjusted Performance Rank
ZDV.TO
VOO
ZDV.TO vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BMO Canadian Dividend ETF (ZDV.TO) and Vanguard S&P 500 ETF (VOO). 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
ZDV.TO vs. VOO - Dividend Comparison
ZDV.TO's dividend yield for the trailing twelve months is around 3.73%, more than VOO's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ZDV.TO BMO Canadian Dividend ETF | 3.73% | 3.82% | 4.39% | 4.38% | 3.88% | 4.79% | 4.39% | 5.41% | 4.24% | 4.11% | 4.95% | 4.28% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
ZDV.TO vs. VOO - Drawdown Comparison
The maximum ZDV.TO drawdown since its inception was -43.20%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for ZDV.TO and VOO. For additional features, visit the drawdowns tool.
Volatility
ZDV.TO vs. VOO - Volatility Comparison
The current volatility for BMO Canadian Dividend ETF (ZDV.TO) is 2.63%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.01%. This indicates that ZDV.TO experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.