ZGSB.TO vs. VEQT.TO
Compare and contrast key facts about BMO Global Strategic Bond Fund (ZGSB.TO) and Vanguard All-Equity ETF Portfolio (VEQT.TO).
ZGSB.TO and VEQT.TO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. VEQT.TO is an actively managed fund by Vanguard. It was launched on Jan 29, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ZGSB.TO or VEQT.TO.
Correlation
The correlation between ZGSB.TO and VEQT.TO is 0.56, 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
ZGSB.TO vs. VEQT.TO - Performance Comparison
Key characteristics
ZGSB.TO:
1.54
VEQT.TO:
2.36
ZGSB.TO:
2.31
VEQT.TO:
3.27
ZGSB.TO:
1.31
VEQT.TO:
1.44
ZGSB.TO:
0.97
VEQT.TO:
3.55
ZGSB.TO:
5.48
VEQT.TO:
16.04
ZGSB.TO:
1.45%
VEQT.TO:
1.44%
ZGSB.TO:
5.16%
VEQT.TO:
9.82%
ZGSB.TO:
-20.42%
VEQT.TO:
-30.45%
ZGSB.TO:
-1.52%
VEQT.TO:
-2.05%
Returns By Period
In the year-to-date period, ZGSB.TO achieves a 1.07% return, which is significantly lower than VEQT.TO's 2.50% return.
ZGSB.TO
1.07%
0.92%
0.29%
8.12%
0.88%
N/A
VEQT.TO
2.50%
-0.56%
10.11%
21.66%
11.40%
N/A
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
ZGSB.TO vs. VEQT.TO - Expense Ratio Comparison
Risk-Adjusted Performance
ZGSB.TO vs. VEQT.TO — Risk-Adjusted Performance Rank
ZGSB.TO
VEQT.TO
ZGSB.TO vs. VEQT.TO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BMO Global Strategic Bond Fund (ZGSB.TO) and Vanguard All-Equity ETF Portfolio (VEQT.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
ZGSB.TO vs. VEQT.TO - Dividend Comparison
ZGSB.TO's dividend yield for the trailing twelve months is around 4.39%, more than VEQT.TO's 1.54% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|
ZGSB.TO BMO Global Strategic Bond Fund | 4.39% | 4.44% | 4.52% | 4.76% | 3.85% | 3.92% | 3.84% | 2.61% |
VEQT.TO Vanguard All-Equity ETF Portfolio | 1.54% | 1.58% | 1.88% | 2.09% | 1.40% | 1.48% | 1.42% | 0.00% |
Drawdowns
ZGSB.TO vs. VEQT.TO - Drawdown Comparison
The maximum ZGSB.TO drawdown since its inception was -20.42%, smaller than the maximum VEQT.TO drawdown of -30.45%. Use the drawdown chart below to compare losses from any high point for ZGSB.TO and VEQT.TO. For additional features, visit the drawdowns tool.
Volatility
ZGSB.TO vs. VEQT.TO - Volatility Comparison
The current volatility for BMO Global Strategic Bond Fund (ZGSB.TO) is 2.53%, while Vanguard All-Equity ETF Portfolio (VEQT.TO) has a volatility of 2.97%. This indicates that ZGSB.TO experiences smaller price fluctuations and is considered to be less risky than VEQT.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.