ZGSB.TO vs. VFV.TO
Compare and contrast key facts about BMO Global Strategic Bond Fund (ZGSB.TO) and Vanguard S&P 500 Index ETF (VFV.TO).
ZGSB.TO and VFV.TO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. VFV.TO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Nov 2, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ZGSB.TO or VFV.TO.
Correlation
The correlation between ZGSB.TO and VFV.TO is 0.43, 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. VFV.TO - Performance Comparison
Key characteristics
ZGSB.TO:
1.70
VFV.TO:
2.48
ZGSB.TO:
2.55
VFV.TO:
3.48
ZGSB.TO:
1.34
VFV.TO:
1.46
ZGSB.TO:
1.07
VFV.TO:
3.85
ZGSB.TO:
6.10
VFV.TO:
17.48
ZGSB.TO:
1.44%
VFV.TO:
1.68%
ZGSB.TO:
5.15%
VFV.TO:
11.82%
ZGSB.TO:
-20.42%
VFV.TO:
-27.43%
ZGSB.TO:
-1.23%
VFV.TO:
-1.35%
Returns By Period
In the year-to-date period, ZGSB.TO achieves a 1.37% return, which is significantly lower than VFV.TO's 2.57% return.
ZGSB.TO
1.37%
1.44%
1.35%
8.39%
1.00%
N/A
VFV.TO
2.57%
-0.03%
13.93%
29.74%
15.62%
14.33%
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. VFV.TO - Expense Ratio Comparison
Risk-Adjusted Performance
ZGSB.TO vs. VFV.TO — Risk-Adjusted Performance Rank
ZGSB.TO
VFV.TO
ZGSB.TO vs. VFV.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 S&P 500 Index ETF (VFV.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. VFV.TO - Dividend Comparison
ZGSB.TO's dividend yield for the trailing twelve months is around 4.38%, more than VFV.TO's 0.96% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ZGSB.TO BMO Global Strategic Bond Fund | 4.38% | 4.44% | 4.52% | 4.76% | 3.85% | 3.92% | 3.84% | 2.61% | 0.00% | 0.00% | 0.00% | 0.00% |
VFV.TO Vanguard S&P 500 Index ETF | 0.96% | 0.99% | 1.20% | 1.31% | 1.06% | 1.33% | 1.55% | 1.68% | 1.50% | 1.66% | 1.63% | 1.48% |
Drawdowns
ZGSB.TO vs. VFV.TO - Drawdown Comparison
The maximum ZGSB.TO drawdown since its inception was -20.42%, smaller than the maximum VFV.TO drawdown of -27.43%. Use the drawdown chart below to compare losses from any high point for ZGSB.TO and VFV.TO. For additional features, visit the drawdowns tool.
Volatility
ZGSB.TO vs. VFV.TO - Volatility Comparison
The current volatility for BMO Global Strategic Bond Fund (ZGSB.TO) is 2.73%, while Vanguard S&P 500 Index ETF (VFV.TO) has a volatility of 3.10%. This indicates that ZGSB.TO experiences smaller price fluctuations and is considered to be less risky than VFV.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.