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VGRO vs XGRO 2026 | ETF Comparison Guide

Updated

Quick Comparison

Feature VGRO XGRO
Provider Vanguard iShares (BlackRock)
MER 0.24% 0.20%
Asset allocation 80% stocks / 20% bonds 80% stocks / 20% bonds
Holdings 7 Vanguard ETFs 8 iShares ETFs
AUM $5.7 billion $2.8 billion
Distribution Quarterly Quarterly
Yield ~2.0% ~2.1%

Asset Allocation

Both ETFs target the same 80/20 split:

Asset Class VGRO XGRO
Canadian stocks 24% 20%
US stocks 36% 37%
International developed 16% 17%
Emerging markets 4% 6%
Total stocks 80% 80%
Canadian bonds 12% 15%
International bonds 8% 5%
Total bonds 20% 20%

Key differences:

  • VGRO has more Canadian stocks
  • XGRO has more emerging markets
  • VGRO has more international bonds

Underlying Holdings

VGRO Holds 7 ETFs

ETF Category Weight
VUN US Total Market 36%
VCN Canada All Cap 24%
VIU International Developed 16%
VEE Emerging Markets 4%
VAB Canadian Bonds 12%
VBG Global ex-Canada Bonds 5%
VBU US Bonds 3%

XGRO Holds 8 ETFs

ETF Category Weight
XIC Canada 20%
ITOT US Total Market 37%
XEF International Developed 17%
IEMG Emerging Markets 6%
XBB Canadian Universe Bonds 10%
GOVT US Treasury 2%
USIG US Investment Grade 3%
XSH Canadian Short Bonds 5%

MER Comparison

Component VGRO XGRO
Stated MER 0.24% 0.20%
Difference per $100k $240/year $200/year
Annual savings (XGRO) β€” $40/year

Over 25 years, the 0.04% difference on $100,000:

  • Grows to ~$2,000 (assuming 7% returns)
  • Not huge, but XGRO has the edge

Performance Comparison

Historical Returns (as of 2025)

Period VGRO XGRO
1 Year +16.8% +17.0%
3 Year (annualized) +5.2% +5.4%
5 Year (annualized) +7.8% +8.0%
Since Inception +7.6% +7.7%

Returns are nearly identical. Slight XGRO edge from lower MER.

Volatility

Measure VGRO XGRO
Standard deviation 12.4% 12.6%
Max drawdown (2022) -17.2% -17.5%

Essentially the same risk profile.

Trading & Liquidity

Feature VGRO XGRO
Average volume ~400,000/day ~200,000/day
Bid-ask spread 0.02% 0.03%
Liquidity Excellent Excellent

VGRO is more heavily traded, but both have excellent liquidity.

Distribution & Yield

Feature VGRO XGRO
Frequency Quarterly Quarterly
Current yield ~2.0% ~2.1%
Distribution months Mar, Jun, Sep, Dec Mar, Jun, Sep, Dec

2025 Distributions per Unit

Quarter VGRO XGRO
Q1 $0.21 $0.19
Q2 $0.22 $0.20
Q3 $0.21 $0.19
Q4 $0.22 $0.20
Annual ~$0.86 ~$0.78

Account Considerations

TFSA

Consideration Both ETFs
Best choice? Either works well
US withholding tax ~0.3% drag on US dividends
Total cost MER + ~0.3% = ~0.50-0.55%

RRSP

Consideration Both ETFs
Best choice? Either works well
US withholding tax Still applies (not direct US ETF)
Note Holding individual US ETFs recovers withholding

Taxable Account

Consideration Both ETFs
Best choice? Either works well
US withholding tax Foreign tax credit available
Tax efficiency Good (automatic rebalancing)

Which Is Better?

Choose XGRO If:

  • Lower MER is priority
  • You prefer iShares/BlackRock
  • More emerging markets exposure wanted

Choose VGRO If:

  • You prefer Vanguard
  • Higher Canadian allocation preferred
  • More international bond exposure wanted
  • Already own other Vanguard ETFs

It Doesn’t Really Matter Because:

  • Returns are virtually identical
  • Both are excellent products
  • 0.04% MER difference is minimal
  • Same 80/20 allocation
  • Both automatically rebalance

Alternatives to Consider

ETF Provider Stock/Bond MER
VEQT Vanguard 100/0 0.24%
XEQT iShares 100/0 0.20%
VBAL Vanguard 60/40 0.24%
XBAL iShares 60/40 0.20%
VCNS Vanguard 40/60 0.24%
XCNS iShares 40/60 0.20%

Age-Based Selection

Age Suggested Allocation
20-35 VEQT/XEQT (100% stocks)
35-50 VGRO/XGRO (80/20)
50-65 VBAL/XBAL (60/40)
65+ VCNS/XCNS (40/60) or bonds

How to Buy

On Questrade

  • Both available
  • Free to buy (no commission)
  • Sell for $4.95-9.95

On Wealthsimple Trade

  • Both available
  • Free to buy and sell
  • Best for frequent contributions

On Big Bank Brokerages

  • Both available
  • May pay $9.95/trade
  • Consider lump sum purchases

The Verdict

Aspect Winner
Lower MER XGRO (0.20% vs 0.24%)
Liquidity VGRO (more volume)
Performance Tie
Holdings transparency Tie
Overall Tie β€” both excellent

Bottom line: Pick one and stick with it. The difference is negligible. Focus on contributing consistently rather than optimizing between these two.