ZFC.TO vs. VGK
Compare and contrast key facts about BMO SIA Focused Canadian Equity Fund (ZFC.TO) and Vanguard FTSE Europe ETF (VGK).
ZFC.TO and VGK are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. VGK is a passively managed fund by Vanguard that tracks the performance of the FTSE Developed Europe Index. It was launched on Mar 4, 2005.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ZFC.TO or VGK.
Correlation
The correlation between ZFC.TO and VGK is 0.52, 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
ZFC.TO vs. VGK - Performance Comparison
Key characteristics
ZFC.TO:
1.20
VGK:
0.90
ZFC.TO:
1.71
VGK:
1.31
ZFC.TO:
1.23
VGK:
1.16
ZFC.TO:
1.82
VGK:
1.08
ZFC.TO:
6.73
VGK:
2.52
ZFC.TO:
2.19%
VGK:
4.73%
ZFC.TO:
12.26%
VGK:
13.20%
ZFC.TO:
-27.50%
VGK:
-63.61%
ZFC.TO:
-1.98%
VGK:
-1.39%
Returns By Period
In the year-to-date period, ZFC.TO achieves a 2.50% return, which is significantly lower than VGK's 10.18% return.
ZFC.TO
2.50%
-1.53%
12.42%
13.55%
5.13%
N/A
VGK
10.18%
5.28%
0.17%
10.66%
7.15%
5.60%
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ZFC.TO vs. VGK - Expense Ratio Comparison
Risk-Adjusted Performance
ZFC.TO vs. VGK — Risk-Adjusted Performance Rank
ZFC.TO
VGK
ZFC.TO vs. VGK - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BMO SIA Focused Canadian Equity Fund (ZFC.TO) and Vanguard FTSE Europe ETF (VGK). 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
ZFC.TO vs. VGK - Dividend Comparison
ZFC.TO's dividend yield for the trailing twelve months is around 0.04%, less than VGK's 3.28% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ZFC.TO BMO SIA Focused Canadian Equity Fund | 0.04% | 0.04% | 0.54% | 2.54% | 0.94% | 1.81% | 0.51% | 0.03% | 0.00% | 0.00% | 0.00% | 0.00% |
VGK Vanguard FTSE Europe ETF | 3.28% | 3.61% | 3.15% | 3.25% | 3.05% | 2.11% | 3.27% | 3.95% | 2.70% | 3.52% | 3.25% | 4.62% |
Drawdowns
ZFC.TO vs. VGK - Drawdown Comparison
The maximum ZFC.TO drawdown since its inception was -27.50%, smaller than the maximum VGK drawdown of -63.61%. Use the drawdown chart below to compare losses from any high point for ZFC.TO and VGK. For additional features, visit the drawdowns tool.
Volatility
ZFC.TO vs. VGK - Volatility Comparison
BMO SIA Focused Canadian Equity Fund (ZFC.TO) has a higher volatility of 4.07% compared to Vanguard FTSE Europe ETF (VGK) at 3.76%. This indicates that ZFC.TO's price experiences larger fluctuations and is considered to be riskier than VGK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.