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%	5.25B	Jun 2017	XVLU.TO vs XDIV.TO
XDU.TO	iShares Core MSCI US Quality Dividend Index ETF	0.16%	286.82M	Jun 2017	XVLU.TO vs XDU.TO
XDUH.TO	iShares Core MSCI US Quality Dividend Index ETF (C...	0.16%	98.69M	Jun 2017	XVLU.TO vs XDUH.TO
ZVU.TO	BMO MSCI USA Value ETF	0.33%	194.00M	Oct 2017	XVLU.TO vs ZVU.TO
FCUV.TO	Fidelity U.S. Value ETF	0.38%	3.08B	Jun 2020	XVLU.TO vs FCUV.TO

Best Risk-Adjusted Alternatives to XVLU.TO

XVLU.TO has a PortfoliosLab risk / return rank of 98. 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	5.25B	Jun 2017	XVLU.TO vs XDIV.TO
ZVU.TO	BMO MSCI USA Value ETF	97	194.00M	Oct 2017	XVLU.TO vs ZVU.TO
ZVC.TO	BMO MSCI Canada Value Index ETF	96	50.31M	Oct 2017	XVLU.TO vs ZVC.TO
FCUV.TO	Fidelity U.S. Value ETF	79	3.08B	Jun 2020	XVLU.TO vs FCUV.TO
XDU.TO	iShares Core MSCI US Quality Dividend Index ETF	47	286.82M	Jun 2017	XVLU.TO vs XDU.TO

Top Performing XVLU.TO Alternatives (YTD)

XVLU.TO is at 50.62% YTD. No ETFs in the Large Cap Value Equities category have higher YTD returns; the top-performing alternatives shown here go as high as 49.80%.

Symbol	Name	YTD Return	AUM	Inception
ZVU.TO	BMO MSCI USA Value ETF	49.80%	194.00M	Oct 2017	XVLU.TO vs ZVU.TO
XDIV.TO	iShares Core MSCI Canadian Quality Dividend Index ...	19.17%	5.25B	Jun 2017	XVLU.TO vs XDIV.TO
ZVC.TO	BMO MSCI Canada Value Index ETF	16.23%	50.31M	Oct 2017	XVLU.TO vs ZVC.TO
FCUV.TO	Fidelity U.S. Value ETF	15.14%	3.08B	Jun 2020	XVLU.TO vs FCUV.TO
XDU.TO	iShares Core MSCI US Quality Dividend Index ETF	11.82%	286.82M	Jun 2017	XVLU.TO vs XDU.TO

Lowest Volatility Alternatives to XVLU.TO

XVLU.TO has 17.24% 1-year volatility. There are 6 ETFs in the Large Cap Value Equities category with lower 1-year volatility, going as low as 7.85%.

Symbol	Name	Volatility 1Y	AUM	Inception
XDIV.TO	iShares Core MSCI Canadian Quality Dividend Index ...	7.85%	5.25B	Jun 2017	XVLU.TO vs XDIV.TO
ZVC.TO	BMO MSCI Canada Value Index ETF	10.32%	50.31M	Oct 2017	XVLU.TO vs ZVC.TO
XDUH.TO	iShares Core MSCI US Quality Dividend Index ETF (C...	10.60%	98.69M	Jun 2017	XVLU.TO vs XDUH.TO
XDU.TO	iShares Core MSCI US Quality Dividend Index ETF	10.83%	286.82M	Jun 2017	XVLU.TO vs XDU.TO
CUD.TO	iShares US Dividend Growers Index ETF (CAD-Hedged)	11.74%	238.76M	Sep 2011	XVLU.TO vs CUD.TO

Lowest Drawdown Alternatives to XVLU.TO

XVLU.TO has a 1-year max drawdown of -7.22%. There are 6 ETFs in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.33%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
XDIV.TO	iShares Core MSCI Canadian Quality Dividend Index ...	-2.33%	5.25B	Jun 2017	XVLU.TO vs XDIV.TO
ZVU.TO	BMO MSCI USA Value ETF	-5.89%	194.00M	Oct 2017	XVLU.TO vs ZVU.TO
XDUH.TO	iShares Core MSCI US Quality Dividend Index ETF (C...	-6.08%	98.69M	Jun 2017	XVLU.TO vs XDUH.TO
ZVC.TO	BMO MSCI Canada Value Index ETF	-6.11%	50.31M	Oct 2017	XVLU.TO vs ZVC.TO
XDU.TO	iShares Core MSCI US Quality Dividend Index ETF	-6.13%	286.82M	Jun 2017	XVLU.TO vs XDU.TO

Other ETFs from iShares

The 10 most viewed iShares ETFs shown here include XEQT.TO, XEI.TO, XIC.TO and span 5 categories. AUM among these funds goes as high as $30B.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
XEQT.TO	iShares Core Equity ETF Portfolio	Global Equities	75	12.29%	18.41B	Aug 2019	XVLU.TO vs XEQT.TO
XEI.TO	iShares S&P/TSX Composite High Dividend Index ETF	Canada Equities	98	22.21%	4.02B	Apr 2011	XVLU.TO vs XEI.TO
XIC.TO	iShares Core S&P/TSX Capped Composite Index ETF	Canada Equities	80	10.75%	29.66B	Feb 2001	XVLU.TO vs XIC.TO
XIU.TO	iShares S&P/TSX 60 Index ETF	Large Cap Growth Equities	82	10.14%	22.52B	Sep 1999	XVLU.TO vs XIU.TO
XQQ.TO	iShares NASDAQ 100 Index ETF (CAD-Hedged)	Nasdaq-100	66	19.81%	5.56B	May 2011	XVLU.TO vs XQQ.TO
XEF.TO	iShares Core MSCI EAFE IMI Index ETF	Global Equities	47	9.95%	21.46B	Apr 2013	XVLU.TO vs XEF.TO
XGRO.TO	iShares Core Growth ETF Portfolio	Large Cap Growth Equities	67	10.38%	4.82B	Jun 2007	XVLU.TO vs XGRO.TO
XUS.TO	iShares Core S&P 500 Index ETF	S&P 500	73	12.21%	12.60B	Apr 2013	XVLU.TO vs XUS.TO
XAW.TO	iShares Core MSCI All Country World ex Canada Inde...	Global Equities	76	13.70%	4.25B	Feb 2015	XVLU.TO vs XAW.TO
XSP.TO	iShares Core S&P 500 Index ETF (CAD-Hedged)	S&P 500	61	9.64%	15.61B	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	74	12.30%	32.85B	Nov 2012	XVLU.TO vs VFV.TO
VLUE	iShares Edge MSCI USA Value Factor ETF	Large Cap Value Equities	97	49.00%	15.87B	Apr 2013	XVLU.TO vs VLUE
XQLT.TO	iShares MSCI USA Quality Factor Index ETF	Large Cap Growth Equities	57	10.01%	244.34M	Sep 2019	XVLU.TO vs XQLT.TO
XSMC.TO	iShares S&P U.S. Small-Cap Index ETF	Small Cap Blend Equities	62	16.67%	91.75M	Sep 2019	XVLU.TO vs XSMC.TO
XDG.TO	iShares Core MSCI Global Quality Dividend Index ET...	Global Equities	54	9.07%	737.50M	Jun 2017	XVLU.TO vs XDG.TO
HEQT.TO	Horizons All-Equity Asset Allocation ETF	Global Equities	80	13.56%	—	Sep 2019	XVLU.TO vs HEQT.TO
VIDY.TO	Vanguard FTSE Developed ex North America High Divi...	Foreign Large Cap Equities, Dividend	59	10.45%	1.90B	Aug 2018	XVLU.TO vs VIDY.TO
ZSP.TO	BMO S&P 500 Index ETF	S&P 500	72	12.15%	23.82B	Nov 2012	XVLU.TO vs ZSP.TO
VGRO.TO	Vanguard Growth ETF Portfolio	Diversified Portfolio	76	10.34%	10.14B	Jan 2018	XVLU.TO vs VGRO.TO
SCHD	Schwab U.S. Dividend Equity ETF	Dividend	80	19.01%	94.95B	Oct 2011	XVLU.TO vs SCHD
EIT-UN.TO	Canoe EIT Income Fund	Diversified Portfolio	—	27.79%	—	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	30	11.94%	225.36M	Aug 2012	XVLU.TO vs XHD.TO
XMTM.TO	iShares MSCI USA Momentum Factor Index ETF	Momentum, Large Cap Blend Equities	65	33.39%	45.75M	Sep 2019	XVLU.TO vs XMTM.TO
QQQ	Invesco QQQ ETF	Nasdaq-100	73	21.30%	493.99B	Mar 1999	XVLU.TO vs QQQ
SDAY.NEO	Hamilton Enhanced U.S. Equity DayMAX™ ETF	Derivative Income	—	9.14%	—	Jul 2025	XVLU.TO vs SDAY.NEO
VTV	Vanguard Value ETF	Large Cap Value Equities	79	12.30%	238.00B	Jan 2004	XVLU.TO vs VTV
VVL.TO	Vanguard Global Value Factor ETF CAD	Global Equities	77	10.59%	751.34M	Jun 2016	XVLU.TO vs VVL.TO
HDIV.TO	Hamilton Enhanced Multi-Sector Covered Call ETF	Derivative Income	92	16.21%	1.63B	Jul 2021	XVLU.TO vs HDIV.TO
DGS.TO	Dividend Growth Split Corp.		93	17.15%	—	—	XVLU.TO vs DGS.TO
HHIS.TO	Harvest Diversified High Income Shares ETF	Derivative Income	32	9.32%	1.82B	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