CASV.TO vs. XUU.TO
CASV.TO (Avantis CIBC Global Small Cap Value ETF) and XUU.TO (iShares Core S&P U.S. Total Market Index ETF) are both exchange-traded funds - CASV.TO is a Small Cap Value Equities fund actively managed by Avantis, while XUU.TO is a Large Cap Blend Equities fund tracking the S&P Total Market Index. CASV.TO is actively managed, while XUU.TO is passively managed. A 0.64 correlation means they provide meaningful diversification when combined. CASV.TO charges 0.39%/yr vs 0.07%/yr for XUU.TO.
Performance
CASV.TO vs. XUU.TO - Performance Comparison
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Returns By Period
CASV.TO
- 1D
- 0.54%
- 1M
- 0.99%
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
XUU.TO
- 1D
- 0.32%
- 1M
- 3.96%
- 6M
- 11.38%
- YTD
- 15.14%
- 1Y
- 26.27%
- 3Y*
- 23.00%
- 5Y*
- 14.97%
- 10Y*
- 15.37%
CASV.TO vs. XUU.TO - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
CASV.TO Avantis CIBC Global Small Cap Value ETF | 13.42% |
XUU.TO iShares Core S&P U.S. Total Market Index ETF | 18.79% |
Correlation
The correlation between CASV.TO and XUU.TO is 0.64, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Mar 13, 2026 | 0.64 |
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Return for Risk
CASV.TO vs. XUU.TO — Risk / Return Rank
CASV.TO
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
XUU.TO
CASV.TO vs. XUU.TO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Avantis CIBC Global Small Cap Value ETF (CASV.TO) and iShares Core S&P U.S. Total Market Index ETF (XUU.TO). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| CASV.TO | XUU.TO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.38 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 2.96 | — |
| Martin ratioReturn relative to average drawdown | — | 11.09 | — |
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Drawdowns
CASV.TO vs. XUU.TO - Drawdown Comparison
The maximum CASV.TO drawdown since its inception was -3.70%, smaller than the maximum XUU.TO drawdown of -28.22%. Use the drawdown chart below to compare losses from any high point for CASV.TO and XUU.TO.
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Drawdown Indicators
| CASV.TO | XUU.TO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -3.70% | -28.22% | +24.52% |
Max Drawdown (1Y)Largest decline over 1 year | — | -8.80% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -19.70% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -23.40% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -28.22% | — |
Current DrawdownCurrent decline from peak | -2.31% | -0.01% | -2.30% |
Average DrawdownAverage peak-to-trough decline | -1.01% | -4.13% | +3.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 2.35% | — |
Volatility
CASV.TO vs. XUU.TO - Volatility Comparison
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Volatility by Period
| CASV.TO | XUU.TO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 3.85% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 9.91% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 15.96% | 12.64% | +3.32% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.96% | 15.55% | +0.41% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.96% | 16.58% | -0.62% |
CASV.TO vs. XUU.TO - Expense Ratio Comparison
CASV.TO has a 0.39% expense ratio, which is higher than XUU.TO's 0.07% expense ratio.
Dividends
CASV.TO vs. XUU.TO - Dividend Comparison
CASV.TO has not paid dividends to shareholders, while XUU.TO's dividend yield for the trailing twelve months is around 1.01%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CASV.TO Avantis CIBC Global Small Cap Value ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
XUU.TO iShares Core S&P U.S. Total Market Index ETF | 1.01% | 1.16% | 1.02% | 1.22% | 1.38% | 1.01% | 1.33% | 1.68% | 1.74% | 1.49% | 1.65% | 1.53% |
Frequently Asked Questions
CASV.TO and XUU.TO have a correlation of 0.64, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, XUU.TO is cheaper at 0.07% per year. The better choice depends on whether you care most about return, fees, risk, or income.
XUU.TO is cheaper with a 0.07% expense ratio, compared with 0.39% for CASV.TO.
CASV.TO is categorized as Small Cap Value Equities, while XUU.TO is Large Cap Blend Equities. They also come from different issuers: Avantis and iShares. Their fees differ too: 0.39% for CASV.TO and 0.07% for XUU.TO.
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