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%	5.54B	Jun 2017	XVLU.TO vs XDIV.TO
XDU.TO	iShares Core MSCI US Quality Dividend Index ETF	0.16%	294.27M	Jun 2017	XVLU.TO vs XDU.TO
XDUH.TO	iShares Core MSCI US Quality Dividend Index ETF (C...	0.16%	98.63M	Jun 2017	XVLU.TO vs XDUH.TO
ZVU.TO	BMO MSCI USA Value ETF	0.33%	200.55M	Oct 2017	XVLU.TO vs ZVU.TO
FCUV.TO	Fidelity U.S. Value ETF	0.38%	3.49B	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	5.54B	Jun 2017	XVLU.TO vs XDIV.TO
ZVU.TO	BMO MSCI USA Value ETF	96	200.55M	Oct 2017	XVLU.TO vs ZVU.TO
ZVC.TO	BMO MSCI Canada Value Index ETF	95	50.68M	Oct 2017	XVLU.TO vs ZVC.TO
PXS.TO	Invesco RAFI U.S. Index ETF II CAD	95	51.96M	Apr 2015	XVLU.TO vs PXS.TO
FCUV.TO	Fidelity U.S. Value ETF	83	3.49B	Jun 2020	XVLU.TO vs FCUV.TO

Top Performing XVLU.TO Alternatives (YTD)

XVLU.TO is at 50.30% YTD. No ETFs in the Large Cap Value Equities category have higher YTD returns; the top-performing alternatives shown here go as high as 49.19%.

Symbol	Name	YTD Return	AUM	Inception
ZVU.TO	BMO MSCI USA Value ETF	49.19%	200.55M	Oct 2017	XVLU.TO vs ZVU.TO
XDIV.TO	iShares Core MSCI Canadian Quality Dividend Index ...	21.65%	5.54B	Jun 2017	XVLU.TO vs XDIV.TO
PXS.TO	Invesco RAFI U.S. Index ETF II CAD	18.28%	51.96M	Apr 2015	XVLU.TO vs PXS.TO
FCUV.TO	Fidelity U.S. Value ETF	15.63%	3.49B	Jun 2020	XVLU.TO vs FCUV.TO
ZVC.TO	BMO MSCI Canada Value Index ETF	15.30%	50.68M	Oct 2017	XVLU.TO vs ZVC.TO

Lowest Volatility Alternatives to XVLU.TO

XVLU.TO has 18.64% 1-year volatility. There are 7 ETFs in the Large Cap Value Equities category with lower 1-year volatility, going as low as 8.41%.

Symbol	Name	Volatility 1Y	AUM	Inception
XDIV.TO	iShares Core MSCI Canadian Quality Dividend Index ...	8.41%	5.54B	Jun 2017	XVLU.TO vs XDIV.TO
XDU.TO	iShares Core MSCI US Quality Dividend Index ETF	10.78%	294.27M	Jun 2017	XVLU.TO vs XDU.TO
ZVC.TO	BMO MSCI Canada Value Index ETF	10.82%	50.68M	Oct 2017	XVLU.TO vs ZVC.TO
PXS.TO	Invesco RAFI U.S. Index ETF II CAD	11.07%	51.96M	Apr 2015	XVLU.TO vs PXS.TO
XDUH.TO	iShares Core MSCI US Quality Dividend Index ETF (C...	11.66%	98.63M	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 -2.44%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
XDIV.TO	iShares Core MSCI Canadian Quality Dividend Index ...	-2.44%	5.54B	Jun 2017	XVLU.TO vs XDIV.TO
PXS.TO	Invesco RAFI U.S. Index ETF II CAD	-4.88%	51.96M	Apr 2015	XVLU.TO vs PXS.TO
ZVU.TO	BMO MSCI USA Value ETF	-6.08%	200.55M	Oct 2017	XVLU.TO vs ZVU.TO
XDUH.TO	iShares Core MSCI US Quality Dividend Index ETF (C...	-6.08%	98.63M	Jun 2017	XVLU.TO vs XDUH.TO
ZVC.TO	BMO MSCI Canada Value Index ETF	-6.11%	50.68M	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 $30B.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
XEQT.TO	iShares Core Equity ETF Portfolio	Global Equities	80	12.92%	19.56B	Aug 2019	XVLU.TO vs XEQT.TO
XEI.TO	iShares S&P/TSX Composite High Dividend Index ETF	Canada Equities	97	23.82%	4.13B	Apr 2011	XVLU.TO vs XEI.TO
XIC.TO	iShares Core S&P/TSX Capped Composite Index ETF	Canada Equities	81	11.29%	30.44B	Feb 2001	XVLU.TO vs XIC.TO
XIU.TO	iShares S&P/TSX 60 Index ETF	Canada Equities	86	11.72%	22.98B	Sep 1999	XVLU.TO vs XIU.TO
XQQ.TO	iShares NASDAQ 100 Index ETF (CAD-Hedged)	Nasdaq-100	44	14.79%	5.60B	May 2011	XVLU.TO vs XQQ.TO
XEF.TO	iShares Core MSCI EAFE IMI Index ETF	Foreign Large Cap Equities	54	12.09%	22.44B	Apr 2013	XVLU.TO vs XEF.TO
XGRO.TO	iShares Core Growth ETF Portfolio	Diversified Portfolio	69	10.64%	4.97B	Jun 2007	XVLU.TO vs XGRO.TO
XUS.TO	iShares Core S&P 500 Index ETF	S&P 500	71	11.90%	12.94B	Apr 2013	XVLU.TO vs XUS.TO
XAW.TO	iShares Core MSCI All Country World ex Canada Inde...	Global Equities	76	14.02%	4.47B	Feb 2015	XVLU.TO vs XAW.TO
XSP.TO	iShares Core S&P 500 Index ETF (CAD-Hedged)	S&P 500	51	6.74%	15.52B	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	72	11.93%	32.85B	Nov 2012	XVLU.TO vs VFV.TO
VLUE	iShares MSCI USA Value Factor ETF	Large Cap Value Equities	96	45.30%	14.76B	Apr 2013	XVLU.TO vs VLUE
XQLT.TO	iShares MSCI USA Quality Factor Index ETF	Large Cap Growth Equities	68	11.36%	254.02M	Sep 2019	XVLU.TO vs XQLT.TO
XSMC.TO	iShares S&P U.S. Small-Cap Index ETF	Small Cap Blend Equities	77	22.91%	97.64M	Sep 2019	XVLU.TO vs XSMC.TO
XDG.TO	iShares Core MSCI Global Quality Dividend Index ET...	Global Equities	61	11.48%	742.37M	Jun 2017	XVLU.TO vs XDG.TO
HEQT.TO	Horizons All-Equity Asset Allocation ETF	Global Equities	82	14.32%	—	Sep 2019	XVLU.TO vs HEQT.TO
VIDY.TO	Vanguard FTSE Developed ex North America High Divi...	Foreign Large Cap Equities, Dividend	74	13.41%	1.90B	Aug 2018	XVLU.TO vs VIDY.TO
ZSP.TO	BMO S&P 500 Index ETF	S&P 500	72	11.86%	24.23B	Nov 2012	XVLU.TO vs ZSP.TO
VGRO.TO	Vanguard Growth ETF Portfolio	Diversified Portfolio	80	10.76%	10.14B	Jan 2018	XVLU.TO vs VGRO.TO
SCHD	Schwab U.S. Dividend Equity ETF	Dividend	77	17.72%	99.95B	Oct 2011	XVLU.TO vs SCHD
EIT-UN.TO	Canoe EIT Income Fund	Diversified Portfolio	79	13.25%	—	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	12.57%	220.53M	Aug 2012	XVLU.TO vs XHD.TO
XMTM.TO	iShares MSCI USA Momentum Factor Index ETF	Momentum, Large Cap Blend Equities	67	36.31%	40.47M	Sep 2019	XVLU.TO vs XMTM.TO
QQQ	Invesco QQQ ETF	Nasdaq-100	59	16.45%	493.17B	Mar 1999	XVLU.TO vs QQQ
SDAY.NEO	Hamilton Enhanced U.S. Equity DayMAX™ ETF	Derivative Income	—	13.74%	—	Jul 2025	XVLU.TO vs SDAY.NEO
CUD.TO	iShares US Dividend Growers Index ETF (CAD-Hedged)	Large Cap Value Equities, Dividend	18	6.79%	237.71M	Sep 2011	XVLU.TO vs CUD.TO
VVL.TO	Vanguard Global Value Factor ETF CAD	Global Equities	74	12.96%	751.34M	Jun 2016	XVLU.TO vs VVL.TO
VTV	Vanguard Value ETF	Large Cap Value Equities	84	14.47%	245.00B	Jan 2004	XVLU.TO vs VTV
HDIV.TO	Hamilton Enhanced Canadian Covered Call ETF	Derivative Income	93	18.72%	1.70B	Jul 2021	XVLU.TO vs HDIV.TO
HHIS.TO	Harvest Diversified High Income Shares ETF	Derivative Income	23	4.33%	1.74B	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.

Symbol name

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