iShares S&P U.S. Financials Index ETF (XUSF.TO)

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The chart shows the growth of an initial investment of CA$10,000 in iShares S&P U.S. Financials Index ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

iShares S&P U.S. Financials Index ETF (XUSF.TO) has returned -8.65% so far this year and -1.44% over the past 12 months.

Based on dividend-adjusted daily data since Sep 6, 2023, XUSF.TO's average daily return is +0.07%, while the average monthly return is +1.44%. At this rate, your investment would double in approximately 4.0 years.

Historically, 65% of months were positive and 35% were negative. The best month was Dec 2023 with a return of +11.1%, while the worst month was Mar 2025 at -6.1%. The longest winning streak lasted 5 consecutive months, and the longest losing streak was 3 months.

On a daily basis, XUSF.TO closed higher 32% of trading days. The best single day was Dec 1, 2023 with a return of +7.0%, while the worst single day was Apr 4, 2025 at -12.6%.

iShares S&P U.S. Financials Index ETF has an annualized alpha of 7.30%, beta of 0.71, and R² of 0.32 versus S&P 500 Index. Calculated based on daily prices since September 07, 2023.

• This ETF participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (92.86%) than losses (72.50%) — typical of diversified or defensive assets.
• R² of 0.32 means the benchmark explains less than half of this ETF's behavior — treat beta with caution or consider switching to a more representative benchmark.

XUSF.TO has an expense ratio of 0.25%, which is considered low.

XUSF.TO ranks 10 for risk / return — in the bottom 10% of ETFs on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.

The table below present risk-adjusted performance metrics for iShares S&P U.S. Financials Index ETF (XUSF.TO) and compare them to a chosen benchmark (S&P 500 Index).

iShares S&P U.S. Financials Index ETF provided a 0.93% dividend yield over the last twelve months, with an annual payout of CA$0.69 per share. The fund has been increasing its distributions for 2 consecutive years.

The table displays the monthly dividend distributions for iShares S&P U.S. Financials Index ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the iShares S&P U.S. Financials Index ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the iShares S&P U.S. Financials Index ETF was 16.88%, occurring on Apr 8, 2025. Recovery took 116 trading sessions.

The current iShares S&P U.S. Financials Index ETF drawdown is 11.42%.

The chart below shows the rolling one-month volatility.