XVLU.TO Alternatives & Similar ETFs

iShares MSCI USA Value Factor Index ETF (XVLU.TO) belongs to the Large Cap Value Equities category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with XVLU.TO. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to XVLU.TO

XVLU.TO charges 0.32% annually. There are 3 ETFs in the Large Cap Value Equities category with lower expense ratios, going as low as 0.11%.

Symbol	Name	Expense Ratio	AUM	Inception
XDIV.TO	iShares Core MSCI Canadian Quality Dividend Index ...	0.11%	5.78B	Jun 2017	XVLU.TO vs XDIV.TO
XDU.TO	iShares Core MSCI US Quality Dividend Index ETF	0.16%	293.50M	Jun 2017	XVLU.TO vs XDU.TO
XDUH.TO	iShares Core MSCI US Quality Dividend Index ETF (C...	0.16%	103.60M	Jun 2017	XVLU.TO vs XDUH.TO
ZVU.TO	BMO MSCI USA Value ETF	0.33%	173.53M	Oct 2017	XVLU.TO vs ZVU.TO
FCUV.TO	Fidelity U.S. Value ETF	0.38%	3.82B	Jun 2020	XVLU.TO vs FCUV.TO

Best Risk-Adjusted Alternatives to XVLU.TO

XVLU.TO has a PortfoliosLab risk / return rank of 97. There is 1 ETF in the Large Cap Value Equities category with a higher risk-adjusted rank, going as high as 98.

Symbol	Name	Risk / Return Rank	AUM	Inception
XDIV.TO	iShares Core MSCI Canadian Quality Dividend Index ...	98	5.78B	Jun 2017	XVLU.TO vs XDIV.TO
ZVC.TO	BMO MSCI Canada Value Index ETF	97	51.42M	Oct 2017	XVLU.TO vs ZVC.TO
ZVU.TO	BMO MSCI USA Value ETF	97	173.53M	Oct 2017	XVLU.TO vs ZVU.TO
PXS.TO	Invesco RAFI U.S. Index ETF II CAD	95	58.11M	Apr 2015	XVLU.TO vs PXS.TO
FCUV.TO	Fidelity U.S. Value ETF	90	3.82B	Jun 2020	XVLU.TO vs FCUV.TO

Top Performing XVLU.TO Alternatives (YTD)

XVLU.TO is at 46.95% YTD. There is 1 ETF in the Large Cap Value Equities category with a higher YTD return, going as high as 47.44%.

Symbol	Name	YTD Return	AUM	Inception
ZVU.TO	BMO MSCI USA Value ETF	47.44%	173.53M	Oct 2017	XVLU.TO vs ZVU.TO
XDIV.TO	iShares Core MSCI Canadian Quality Dividend Index ...	25.10%	5.78B	Jun 2017	XVLU.TO vs XDIV.TO
PXS.TO	Invesco RAFI U.S. Index ETF II CAD	19.86%	58.11M	Apr 2015	XVLU.TO vs PXS.TO
FCUV.TO	Fidelity U.S. Value ETF	17.89%	3.82B	Jun 2020	XVLU.TO vs FCUV.TO
ZVC.TO	BMO MSCI Canada Value Index ETF	17.72%	51.42M	Oct 2017	XVLU.TO vs ZVC.TO

Lowest Volatility Alternatives to XVLU.TO

XVLU.TO has 19.68% 1-year volatility. There are 7 ETFs in the Large Cap Value Equities category with lower 1-year volatility, going as low as 8.51%.

Symbol	Name	Volatility 1Y	AUM	Inception
XDIV.TO	iShares Core MSCI Canadian Quality Dividend Index ...	8.51%	5.78B	Jun 2017	XVLU.TO vs XDIV.TO
XDU.TO	iShares Core MSCI US Quality Dividend Index ETF	10.87%	293.50M	Jun 2017	XVLU.TO vs XDU.TO
ZVC.TO	BMO MSCI Canada Value Index ETF	10.92%	51.42M	Oct 2017	XVLU.TO vs ZVC.TO
PXS.TO	Invesco RAFI U.S. Index ETF II CAD	11.11%	58.11M	Apr 2015	XVLU.TO vs PXS.TO
XDUH.TO	iShares Core MSCI US Quality Dividend Index ETF (C...	11.65%	103.60M	Jun 2017	XVLU.TO vs XDUH.TO

Lowest Drawdown Alternatives to XVLU.TO

XVLU.TO has a 1-year max drawdown of -7.22%. There are 7 ETFs in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.78%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
XDIV.TO	iShares Core MSCI Canadian Quality Dividend Index ...	-2.78%	5.78B	Jun 2017	XVLU.TO vs XDIV.TO
PXS.TO	Invesco RAFI U.S. Index ETF II CAD	-4.88%	58.11M	Apr 2015	XVLU.TO vs PXS.TO
XDUH.TO	iShares Core MSCI US Quality Dividend Index ETF (C...	-6.08%	103.60M	Jun 2017	XVLU.TO vs XDUH.TO
ZVU.TO	BMO MSCI USA Value ETF	-6.08%	173.53M	Oct 2017	XVLU.TO vs ZVU.TO
ZVC.TO	BMO MSCI Canada Value Index ETF	-6.11%	51.42M	Oct 2017	XVLU.TO vs ZVC.TO

Other ETFs from iShares

The 10 most viewed iShares ETFs shown here include XEQT.TO, XEI.TO, XIC.TO and span 6 categories. AUM among these funds goes as high as $31B.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
XEQT.TO	iShares Core Equity ETF Portfolio	Global Equities	86	13.91%	20.34B	Aug 2019	XVLU.TO vs XEQT.TO
XEI.TO	iShares S&P/TSX Composite High Dividend Index ETF	Canada Equities	98	26.42%	4.25B	Apr 2011	XVLU.TO vs XEI.TO
XIC.TO	iShares Core S&P/TSX Capped Composite Index ETF	Canada Equities	89	12.55%	31.16B	Feb 2001	XVLU.TO vs XIC.TO
XIU.TO	iShares S&P/TSX 60 Index ETF	Canada Equities	92	13.48%	23.77B	Sep 1999	XVLU.TO vs XIU.TO
XQQ.TO	iShares NASDAQ 100 Index ETF (CAD-Hedged)	Nasdaq-100	42	14.50%	5.51B	May 2011	XVLU.TO vs XQQ.TO
XEF.TO	iShares Core MSCI EAFE IMI Index ETF	Foreign Large Cap Equities	61	12.48%	22.53B	Apr 2013	XVLU.TO vs XEF.TO
XGRO.TO	iShares Core Growth ETF Portfolio	Diversified Portfolio	76	11.30%	5.03B	Jun 2007	XVLU.TO vs XGRO.TO
XUS.TO	iShares Core S&P 500 Index ETF	S&P 500	79	13.88%	13.11B	Apr 2013	XVLU.TO vs XUS.TO
XAW.TO	iShares Core MSCI All Country World ex Canada Inde...	Global Equities	81	14.66%	4.49B	Feb 2015	XVLU.TO vs XAW.TO
XSP.TO	iShares Core S&P 500 Index ETF (CAD-Hedged)	S&P 500	56	8.96%	15.74B	May 2001	XVLU.TO vs XSP.TO

Often Compared With XVLU.TO

Investors most often compare XVLU.TO with VFV.TO, VLUE, XQLT.TO. These 20 comparison targets span 12 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
VFV.TO	Vanguard S&P 500 Index ETF	S&P 500	79	13.78%	34.09B	Nov 2012	XVLU.TO vs VFV.TO
VLUE	iShares MSCI USA Value Factor ETF	Large Cap Value Equities	96	42.84%	9.78B	Apr 2013	XVLU.TO vs VLUE
XQLT.TO	iShares MSCI USA Quality Factor Index ETF	Large Cap Growth Equities	76	13.81%	258.47M	Sep 2019	XVLU.TO vs XQLT.TO
XSMC.TO	iShares S&P U.S. Small-Cap Index ETF	Small Cap Blend Equities	84	26.66%	101.13M	Sep 2019	XVLU.TO vs XSMC.TO
XDG.TO	iShares Core MSCI Global Quality Dividend Index ET...	Global Equities	75	14.73%	759.62M	Jun 2017	XVLU.TO vs XDG.TO
HEQT.TO	Horizons All-Equity Asset Allocation ETF	Global Equities	86	14.68%	—	Sep 2019	XVLU.TO vs HEQT.TO
VIDY.TO	Vanguard FTSE Developed ex North America High Divi...	Foreign Large Cap Equities, Dividend	85	15.94%	2.00B	Aug 2018	XVLU.TO vs VIDY.TO
ZSP.TO	BMO S&P 500 Index ETF	S&P 500	78	13.73%	24.35B	Nov 2012	XVLU.TO vs ZSP.TO
VGRO.TO	Vanguard Growth ETF Portfolio	Diversified Portfolio	86	11.26%	10.51B	Jan 2018	XVLU.TO vs VGRO.TO
SCHD	Schwab U.S. Dividend Equity ETF	Dividend	86	20.66%	98.55B	Oct 2011	XVLU.TO vs SCHD
XMTM.TO	iShares MSCI USA Momentum Factor Index ETF	Momentum, Large Cap Blend Equities	59	29.28%	40.63M	Sep 2019	XVLU.TO vs XMTM.TO
EIT-UN.TO	Canoe EIT Income Fund	Diversified Portfolio	88	15.56%	—	Aug 1997	XVLU.TO vs EIT-UN.TO
XHD.TO	iShares U.S. High Dividend Equity Index ETF (CAD-H...	Large Cap Blend Equities, Dividend	16	14.75%	227.80M	Aug 2012	XVLU.TO vs XHD.TO
QQQ	Invesco QQQ ETF	Nasdaq-100	58	16.13%	481.14B	Mar 1999	XVLU.TO vs QQQ
CUD.TO	iShares US Dividend Growers Index ETF (CAD-Hedged)	Large Cap Value Equities, Dividend	19	10.08%	243.32M	Sep 2011	XVLU.TO vs CUD.TO
SDAY.NEO	Hamilton Enhanced U.S. Equity DayMAX™ ETF	Derivative Income	—	17.83%	0.00	Jul 2025	XVLU.TO vs SDAY.NEO
VVL.TO	Vanguard Global Value Factor ETF CAD	Global Equities	83	17.24%	800.80M	Jun 2016	XVLU.TO vs VVL.TO
VTV	Vanguard Value ETF	Large Cap Value Equities	90	16.06%	245.00B	Jan 2004	XVLU.TO vs VTV
HDIV.TO	Hamilton Enhanced Canadian Covered Call ETF	Derivative Income	95	19.24%	1.74B	Jul 2021	XVLU.TO vs HDIV.TO
HHIS.TO	Harvest Diversified High Income Shares ETF	Derivative Income	22	7.91%	1.87B	Jan 2025	XVLU.TO vs HHIS.TO

Compare XVLU.TO with Any Fund or Stock

Compare XVLU.TO with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

Pair XVLU.TO with funds that move differently

iShares MSCI USA Value Factor Index ETF alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to XVLU.TO.

Explore XVLU.TO Diversifiers

iShares MSCI USA Value Factor Index ETF (XVLU.TO) Alternatives