iShares ESG Advanced MSCI USA Index ETF (XUSR.TO)
XUSR.TO is a passive ETF by iShares tracking the investment results of the MSCI USA Choice ESG Screened Index. XUSR.TO launched on Apr 15, 2020 and has a 0.23% expense ratio.
ETF Info
Apr 15, 2020
North America (United States)
1x
MSCI USA Choice ESG Screened Index
Large-Cap
Growth
Expense Ratio
XUSR.TO has an expense ratio of 0.23%, which is considered low compared to other funds.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
The chart shows the growth of an initial investment of CA$10,000 in iShares ESG Advanced MSCI USA 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.
Returns By Period
iShares ESG Advanced MSCI USA Index ETF had a return of 2.66% year-to-date (YTD) and 26.80% in the last 12 months.
XUSR.TO
2.66%
-1.56%
10.14%
26.80%
N/A
N/A
^GSPC (Benchmark)
4.01%
1.13%
9.82%
22.80%
12.93%
11.26%
Monthly Returns
The table below presents the monthly returns of XUSR.TO, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 2.66% | 2.66% | |||||||||||
| 2024 | 4.91% | 7.01% | 3.66% | -4.22% | 4.13% | 4.56% | 2.12% | -0.24% | 2.37% | 3.20% | 6.51% | -4.81% | 32.44% |
| 2023 | 5.40% | 0.99% | 2.14% | 0.85% | 1.78% | 3.87% | 2.70% | 1.71% | -5.00% | -0.23% | 8.49% | 3.81% | 29.25% |
| 2022 | -8.22% | -4.55% | 1.97% | -6.58% | -1.56% | -7.02% | 9.12% | -2.74% | -4.51% | 5.78% | 5.94% | -4.55% | -17.21% |
| 2021 | 2.02% | 1.12% | 1.87% | 3.59% | -1.86% | 6.55% | 2.94% | 3.64% | -4.00% | 3.38% | 2.70% | 0.55% | 24.45% |
| 2020 | 2.66% | 5.23% | 1.93% | 3.50% | 5.83% | -0.76% | -3.20% | 8.23% | 1.34% | 27.06% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of XUSR.TO is 70, indicating average performance compared to other ETFs on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for iShares ESG Advanced MSCI USA Index ETF (XUSR.TO) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
iShares ESG Advanced MSCI USA Index ETF provided a 0.67% dividend yield over the last twelve months, with an annual payout of CA$0.63 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|
| Dividend | CA$0.63 | CA$0.63 | CA$0.64 | CA$0.54 | CA$0.43 | CA$0.18 |
Dividend yield | 0.67% | 0.68% | 0.92% | 0.98% | 0.64% | 0.33% |
Monthly Dividends
The table displays the monthly dividend distributions for iShares ESG Advanced MSCI USA Index ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | CA$0.00 | CA$0.00 | CA$0.00 | ||||||||||
| 2024 | CA$0.00 | CA$0.00 | CA$0.15 | CA$0.00 | CA$0.00 | CA$0.17 | CA$0.00 | CA$0.00 | CA$0.15 | CA$0.00 | CA$0.00 | CA$0.16 | CA$0.63 |
| 2023 | CA$0.00 | CA$0.00 | CA$0.15 | CA$0.00 | CA$0.00 | CA$0.17 | CA$0.00 | CA$0.00 | CA$0.15 | CA$0.00 | CA$0.00 | CA$0.18 | CA$0.64 |
| 2022 | CA$0.00 | CA$0.00 | CA$0.11 | CA$0.00 | CA$0.00 | CA$0.13 | CA$0.00 | CA$0.00 | CA$0.15 | CA$0.00 | CA$0.00 | CA$0.16 | CA$0.54 |
| 2021 | CA$0.00 | CA$0.00 | CA$0.08 | CA$0.00 | CA$0.00 | CA$0.08 | CA$0.00 | CA$0.00 | CA$0.10 | CA$0.00 | CA$0.00 | CA$0.17 | CA$0.43 |
| 2020 | CA$0.05 | CA$0.00 | CA$0.00 | CA$0.04 | CA$0.00 | CA$0.00 | CA$0.09 | CA$0.18 |
Drawdowns
Drawdowns Chart
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.
Worst Drawdowns
The table below displays the maximum drawdowns of the iShares ESG Advanced MSCI USA 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 ESG Advanced MSCI USA Index ETF was 28.40%, occurring on Jun 16, 2022. Recovery took 358 trading sessions.
The current iShares ESG Advanced MSCI USA Index ETF drawdown is 3.50%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -28.4% | Dec 30, 2021 | 117 | Jun 16, 2022 | 358 | Nov 20, 2023 | 475 |
| -9.75% | Jul 17, 2024 | 15 | Aug 7, 2024 | 35 | Sep 26, 2024 | 50 |
| -7.23% | Apr 26, 2021 | 13 | May 12, 2021 | 28 | Jun 22, 2021 | 41 |
| -7.18% | Mar 25, 2024 | 19 | Apr 19, 2024 | 18 | May 15, 2024 | 37 |
| -6.57% | Feb 17, 2021 | 12 | Mar 4, 2021 | 21 | Apr 5, 2021 | 33 |
Volatility
Volatility Chart
The current iShares ESG Advanced MSCI USA Index ETF volatility is 5.66%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.