ZST.TO vs. VUN.TO
Compare and contrast key facts about BMO Ultra Short-Term Bond ETF (ZST.TO) and Vanguard US Total Market Index ETF (VUN.TO).
ZST.TO and VUN.TO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. ZST.TO is an actively managed fund by BMO. It was launched on Jan 27, 2011. VUN.TO is a passively managed fund by Vanguard that tracks the performance of the CRSP US Total Market Index. It was launched on Aug 2, 2013.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ZST.TO or VUN.TO.
Correlation
The correlation between ZST.TO and VUN.TO is 0.45, 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
ZST.TO vs. VUN.TO - Performance Comparison
Key characteristics
ZST.TO:
11.69
VUN.TO:
2.27
ZST.TO:
29.71
VUN.TO:
3.16
ZST.TO:
7.35
VUN.TO:
1.42
ZST.TO:
49.51
VUN.TO:
3.51
ZST.TO:
276.35
VUN.TO:
15.39
ZST.TO:
0.02%
VUN.TO:
1.78%
ZST.TO:
0.43%
VUN.TO:
12.11%
ZST.TO:
-1.06%
VUN.TO:
-28.19%
ZST.TO:
0.00%
VUN.TO:
-3.21%
Returns By Period
In the year-to-date period, ZST.TO achieves a 0.55% return, which is significantly lower than VUN.TO's 0.99% return. Over the past 10 years, ZST.TO has underperformed VUN.TO with an annualized return of 2.26%, while VUN.TO has yielded a comparatively higher 13.44% annualized return.
ZST.TO
0.55%
0.35%
2.19%
5.01%
2.79%
2.26%
VUN.TO
0.99%
-2.68%
12.71%
25.21%
14.78%
13.44%
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ZST.TO vs. VUN.TO - Expense Ratio Comparison
Both ZST.TO and VUN.TO have an expense ratio of 0.17%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Risk-Adjusted Performance
ZST.TO vs. VUN.TO — Risk-Adjusted Performance Rank
ZST.TO
VUN.TO
ZST.TO vs. VUN.TO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BMO Ultra Short-Term Bond ETF (ZST.TO) and Vanguard US Total Market Index ETF (VUN.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
ZST.TO vs. VUN.TO - Dividend Comparison
ZST.TO's dividend yield for the trailing twelve months is around 4.58%, more than VUN.TO's 0.92% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ZST.TO BMO Ultra Short-Term Bond ETF | 4.58% | 4.70% | 4.84% | 2.78% | 2.31% | 2.68% | 2.84% | 3.47% | 4.09% | 3.96% | 3.94% | 3.39% |
VUN.TO Vanguard US Total Market Index ETF | 0.92% | 0.93% | 1.10% | 1.21% | 0.97% | 1.15% | 1.45% | 1.52% | 1.39% | 1.49% | 1.49% | 1.32% |
Drawdowns
ZST.TO vs. VUN.TO - Drawdown Comparison
The maximum ZST.TO drawdown since its inception was -1.06%, smaller than the maximum VUN.TO drawdown of -28.19%. Use the drawdown chart below to compare losses from any high point for ZST.TO and VUN.TO. For additional features, visit the drawdowns tool.
Volatility
ZST.TO vs. VUN.TO - Volatility Comparison
The current volatility for BMO Ultra Short-Term Bond ETF (ZST.TO) is 1.60%, while Vanguard US Total Market Index ETF (VUN.TO) has a volatility of 3.33%. This indicates that ZST.TO experiences smaller price fluctuations and is considered to be less risky than VUN.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.