CYH.TO vs. ZDIVX
Compare and contrast key facts about iShares Global Monthly Dividend Index ETF (CAD-Hedged) (CYH.TO) and Zacks Dividend Fund (ZDIVX).
CYH.TO is a passively managed fund by iShares that tracks the performance of the Morningstar Gbl GR CAD. It was launched on Jan 15, 2008. ZDIVX is managed by Zacks. It was launched on Jan 31, 2014.
Performance
CYH.TO vs. ZDIVX - Performance Comparison
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CYH.TO vs. ZDIVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CYH.TO iShares Global Monthly Dividend Index ETF (CAD-Hedged) | 8.39% | 18.77% | 12.29% | 3.84% | -2.47% | 23.43% | -8.71% | 14.38% | -6.21% | 13.16% |
ZDIVX Zacks Dividend Fund | 1.50% | 9.96% | 25.99% | 2.06% | 4.86% | 24.04% | -2.24% | 18.74% | 1.96% | 8.80% |
Different Trading Currencies
CYH.TO is traded in CAD, while ZDIVX is traded in USD. To make them comparable, the ZDIVX values have been converted to CAD using the latest available exchange rates.
Returns By Period
In the year-to-date period, CYH.TO achieves a 8.39% return, which is significantly higher than ZDIVX's 1.50% return. Over the past 10 years, CYH.TO has underperformed ZDIVX with an annualized return of 8.28%, while ZDIVX has yielded a comparatively higher 10.81% annualized return.
CYH.TO
- 1D
- 1.19%
- 1M
- -1.99%
- YTD
- 8.39%
- 6M
- 11.63%
- 1Y
- 20.90%
- 3Y*
- 14.80%
- 5Y*
- 9.42%
- 10Y*
- 8.28%
ZDIVX
- 1D
- 0.06%
- 1M
- -4.48%
- YTD
- 1.50%
- 6M
- 2.28%
- 1Y
- 9.67%
- 3Y*
- 14.30%
- 5Y*
- 11.39%
- 10Y*
- 10.81%
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CYH.TO vs. ZDIVX - Expense Ratio Comparison
CYH.TO has a 0.66% expense ratio, which is lower than ZDIVX's 1.30% expense ratio.
Return for Risk
CYH.TO vs. ZDIVX — Risk / Return Rank
CYH.TO
ZDIVX
CYH.TO vs. ZDIVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Global Monthly Dividend Index ETF (CAD-Hedged) (CYH.TO) and Zacks Dividend Fund (ZDIVX). 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.
| CYH.TO | ZDIVX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.39 | 0.74 | +0.65 |
Sortino ratioReturn per unit of downside risk | 1.99 | 1.05 | +0.94 |
Omega ratioGain probability vs. loss probability | 1.31 | 1.16 | +0.15 |
Calmar ratioReturn relative to maximum drawdown | 1.87 | 0.80 | +1.07 |
Martin ratioReturn relative to average drawdown | 10.00 | 2.78 | +7.21 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CYH.TO | ZDIVX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.39 | 0.74 | +0.65 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.70 | 0.98 | -0.28 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.49 | 0.74 | -0.26 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.32 | 0.72 | -0.40 |
Correlation
The correlation between CYH.TO and ZDIVX is 0.55, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
CYH.TO vs. ZDIVX - Dividend Comparison
CYH.TO's dividend yield for the trailing twelve months is around 3.41%, less than ZDIVX's 3.70% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CYH.TO iShares Global Monthly Dividend Index ETF (CAD-Hedged) | 3.41% | 3.77% | 4.33% | 4.68% | 4.72% | 3.89% | 4.51% | 4.01% | 3.98% | 3.03% | 3.39% | 3.84% |
ZDIVX Zacks Dividend Fund | 3.70% | 3.70% | 5.88% | 6.01% | 6.32% | 3.97% | 2.81% | 2.51% | 6.66% | 3.30% | 1.59% | 2.85% |
Drawdowns
CYH.TO vs. ZDIVX - Drawdown Comparison
The maximum CYH.TO drawdown since its inception was -61.48%, which is greater than ZDIVX's maximum drawdown of -29.28%. Use the drawdown chart below to compare losses from any high point for CYH.TO and ZDIVX.
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Drawdown Indicators
| CYH.TO | ZDIVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.48% | -35.27% | -26.21% |
Max Drawdown (1Y)Largest decline over 1 year | -11.35% | -11.16% | -0.19% |
Max Drawdown (5Y)Largest decline over 5 years | -17.67% | -17.18% | -0.49% |
Max Drawdown (10Y)Largest decline over 10 years | -42.30% | -35.27% | -7.03% |
Current DrawdownCurrent decline from peak | -2.61% | -6.93% | +4.32% |
Average DrawdownAverage peak-to-trough decline | -10.02% | -3.93% | -6.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.12% | 2.49% | -0.37% |
Volatility
CYH.TO vs. ZDIVX - Volatility Comparison
iShares Global Monthly Dividend Index ETF (CAD-Hedged) (CYH.TO) has a higher volatility of 4.10% compared to Zacks Dividend Fund (ZDIVX) at 3.51%. This indicates that CYH.TO's price experiences larger fluctuations and is considered to be riskier than ZDIVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CYH.TO | ZDIVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.10% | 3.51% | +0.59% |
Volatility (6M)Calculated over the trailing 6-month period | 7.40% | 7.63% | -0.23% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.15% | 14.49% | +0.66% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.59% | 11.69% | +1.90% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.06% | 14.58% | +2.48% |