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%	6.16B	Jun 2017	XVLU.TO vs XDIV.TO
XDUH.TO	iShares Core MSCI US Quality Dividend Index ETF (C...	0.16%	134.45M	Jun 2017	XVLU.TO vs XDUH.TO
XDU.TO	iShares Core MSCI US Quality Dividend Index ETF	0.16%	335.28M	Jun 2017	XVLU.TO vs XDU.TO
ZVU.TO	BMO MSCI USA Value ETF	0.33%	162.57M	Oct 2017	XVLU.TO vs ZVU.TO
FCUV.TO	Fidelity U.S. Value ETF	0.38%	4.09B	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 are 3 ETFs in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 98.

Symbol	Name	Risk / Return Rank	AUM	Inception
XDIV.TO	iShares Core MSCI Canadian Quality Dividend Index ...	98	6.16B	Jun 2017	XVLU.TO vs XDIV.TO
ZVC.TO	BMO MSCI Canada Value Index ETF	97	52.56M	Oct 2017	XVLU.TO vs ZVC.TO
ZVU.TO	BMO MSCI USA Value ETF	97	162.57M	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
FCVH.TO	Fidelity U.S. Value Currency Neutral ETF	93	357.00M	Jun 2020	XVLU.TO vs FCVH.TO

Top Performing XVLU.TO Alternatives (YTD)

XVLU.TO is at 43.58% YTD. There is 1 ETF in the Large Cap Value Equities category with a higher YTD return, going as high as 46.26%.

Symbol	Name	YTD Return	AUM	Inception
ZVU.TO	BMO MSCI USA Value ETF	46.26%	162.57M	Oct 2017	XVLU.TO vs ZVU.TO
XDIV.TO	iShares Core MSCI Canadian Quality Dividend Index ...	29.20%	6.16B	Jun 2017	XVLU.TO vs XDIV.TO
ZVC.TO	BMO MSCI Canada Value Index ETF	20.51%	52.56M	Oct 2017	XVLU.TO vs ZVC.TO
PXS.TO	Invesco RAFI U.S. Index ETF II CAD	19.51%	58.11M	Apr 2015	XVLU.TO vs PXS.TO
FCUV.TO	Fidelity U.S. Value ETF	18.65%	4.09B	Jun 2020	XVLU.TO vs FCUV.TO

Lowest Volatility Alternatives to XVLU.TO

XVLU.TO has 20.46% 1-year volatility. There are 8 ETFs in the Large Cap Value Equities category with lower 1-year volatility, going as low as 8.65%.

Symbol	Name	Volatility 1Y	AUM	Inception
XDIV.TO	iShares Core MSCI Canadian Quality Dividend Index ...	8.65%	6.16B	Jun 2017	XVLU.TO vs XDIV.TO
ZVC.TO	BMO MSCI Canada Value Index ETF	11.00%	52.56M	Oct 2017	XVLU.TO vs ZVC.TO
PXS.TO	Invesco RAFI U.S. Index ETF II CAD	11.28%	58.11M	Apr 2015	XVLU.TO vs PXS.TO
XDU.TO	iShares Core MSCI US Quality Dividend Index ETF	11.40%	335.28M	Jun 2017	XVLU.TO vs XDU.TO
XDUH.TO	iShares Core MSCI US Quality Dividend Index ETF (C...	11.98%	134.45M	Jun 2017	XVLU.TO vs XDUH.TO

Lowest Drawdown Alternatives to XVLU.TO

XVLU.TO has a 1-year max drawdown of -9.25%. There are 9 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%	6.16B	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%	134.45M	Jun 2017	XVLU.TO vs XDUH.TO
ZVU.TO	BMO MSCI USA Value ETF	-6.08%	162.57M	Oct 2017	XVLU.TO vs ZVU.TO
ZVC.TO	BMO MSCI Canada Value Index ETF	-6.11%	52.56M	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 $32B.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
XEQT.TO	iShares Core Equity ETF Portfolio	Global Equities	86	13.38%	20.80B	Aug 2019	XVLU.TO vs XEQT.TO
XEI.TO	iShares S&P/TSX Composite High Dividend Index ETF	Canada Equities	98	28.07%	4.38B	Apr 2011	XVLU.TO vs XEI.TO
XIC.TO	iShares Core S&P/TSX Capped Composite Index ETF	Canada Equities	90	12.55%	31.79B	Feb 2001	XVLU.TO vs XIC.TO
XIU.TO	iShares S&P/TSX 60 Index ETF	Canada Equities	93	13.52%	24.26B	Sep 1999	XVLU.TO vs XIU.TO
XQQ.TO	iShares NASDAQ 100 Index ETF (CAD-Hedged)	Nasdaq-100	34	10.55%	5.26B	May 2011	XVLU.TO vs XQQ.TO
XEF.TO	iShares Core MSCI EAFE IMI Index ETF	Foreign Large Cap Equities	74	13.69%	23.06B	Apr 2013	XVLU.TO vs XEF.TO
XGRO.TO	iShares Core Growth ETF Portfolio	Diversified Portfolio	76	10.78%	5.04B	Jun 2007	XVLU.TO vs XGRO.TO
XUS.TO	iShares Core S&P 500 Index ETF	S&P 500	71	12.30%	12.96B	Apr 2013	XVLU.TO vs XUS.TO
XAW.TO	iShares Core MSCI All Country World ex Canada Inde...	Global Equities	79	13.80%	4.43B	Feb 2015	XVLU.TO vs XAW.TO
XSP.TO	iShares Core S&P 500 Index ETF (CAD-Hedged)	S&P 500	55	8.43%	15.62B	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 14 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	72	12.34%	34.09B	Nov 2012	XVLU.TO vs VFV.TO
VLUE	iShares MSCI USA Value Factor ETF	Large Cap Value Equities	97	40.90%	9.07B	Apr 2013	XVLU.TO vs VLUE
XQLT.TO	iShares MSCI USA Quality Factor Index ETF	Quality Factor, Large Cap Growth Equities	75	13.02%	256.29M	Sep 2019	XVLU.TO vs XQLT.TO
XSMC.TO	iShares S&P U.S. Small-Cap Index ETF	Small Cap Blend Equities	86	24.11%	101.40M	Sep 2019	XVLU.TO vs XSMC.TO
XDG.TO	iShares Core MSCI Global Quality Dividend Index ET...	Quality Factor, Global Equities	86	15.77%	783.61M	Jun 2017	XVLU.TO vs XDG.TO
HEQT.TO	Global X All-Equity Asset Allocation ETF	Global Equities	85	14.01%	—	Sep 2019	XVLU.TO vs HEQT.TO
VIDY.TO	Vanguard FTSE Developed ex North America High Divi...	Foreign Large Cap Equities, Dividend	91	19.14%	2.00B	Aug 2018	XVLU.TO vs VIDY.TO
ZSP.TO	BMO S&P 500 Index ETF	S&P 500	71	12.26%	24.00B	Nov 2012	XVLU.TO vs ZSP.TO
VGRO.TO	Vanguard Growth ETF Portfolio	Diversified Portfolio	85	10.56%	10.51B	Jan 2018	XVLU.TO vs VGRO.TO
XMTM.TO	iShares MSCI USA Momentum Factor Index ETF	Momentum, Large Cap Blend Equities	41	22.91%	34.17M	Sep 2019	XVLU.TO vs XMTM.TO
EIT-UN.TO	Canoe EIT Income Fund	Diversified Portfolio	95	17.08%	—	Aug 1997	XVLU.TO vs EIT-UN.TO
SCHD	Schwab U.S. Dividend Equity ETF	Dividend	95	24.03%	104.16B	Oct 2011	XVLU.TO vs SCHD
VVL.TO	Vanguard Global Value Factor ETF	Global Equities	92	19.93%	800.80M	Jun 2016	XVLU.TO vs VVL.TO
XHD.TO	iShares U.S. High Dividend Equity Index ETF (CAD-H...	Large Cap Blend Equities, Dividend	29	18.32%	235.94M	Aug 2012	XVLU.TO vs XHD.TO
SDAY.NEO	Hamilton Enhanced U.S. Equity DayMAX™ ETF	Derivative Income	74	16.75%	0.00	Jul 2025	XVLU.TO vs SDAY.NEO
QQQ	Invesco QQQ ETF	Nasdaq-100	49	12.26%	452.80B	Mar 1999	XVLU.TO vs QQQ
CUD.TO	iShares US Dividend Growers Index ETF (CAD-Hedged)	Large Cap Value Equities, Dividend	25	10.05%	242.20M	Sep 2011	XVLU.TO vs CUD.TO
VTV	Vanguard Value ETF	Large Cap Value Equities	93	16.37%	254.20B	Jan 2004	XVLU.TO vs VTV
HDIV.TO	Hamilton Enhanced Canadian Covered Call ETF	Derivative Income	95	18.30%	1.79B	Jul 2021	XVLU.TO vs HDIV.TO
USSL.TO	Global X Enhanced S&P 500 Index ETF	Leveraged Equities, S&P 500	81	14.40%	10.93M	May 2024	XVLU.TO vs USSL.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