EAOR vs. XCSR.TO
Compare and contrast key facts about iShares ESG Aware Growth Allocation ETF (EAOR) and iShares ESG Advanced MSCI Canada Index ETF (XCSR.TO).
EAOR and XCSR.TO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. EAOR is a passively managed fund by iShares that tracks the performance of the BlackRock ESG Aware Growth Allocation Index. It was launched on Jun 12, 2020. XCSR.TO is a passively managed fund by iShares that tracks the performance of the Morningstar Canada GR CAD. It was launched on Apr 15, 2020. Both EAOR and XCSR.TO are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EAOR or XCSR.TO.
Correlation
The correlation between EAOR and XCSR.TO is 0.78, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
EAOR vs. XCSR.TO - Performance Comparison
Key characteristics
EAOR:
1.37
XCSR.TO:
2.64
EAOR:
1.95
XCSR.TO:
3.52
EAOR:
1.24
XCSR.TO:
1.48
EAOR:
2.33
XCSR.TO:
4.68
EAOR:
7.18
XCSR.TO:
15.40
EAOR:
1.55%
XCSR.TO:
1.82%
EAOR:
8.15%
XCSR.TO:
10.62%
EAOR:
-22.91%
XCSR.TO:
-23.57%
EAOR:
-0.93%
XCSR.TO:
-0.92%
Returns By Period
In the year-to-date period, EAOR achieves a 2.39% return, which is significantly lower than XCSR.TO's 4.51% return.
EAOR
2.39%
-0.13%
2.57%
10.14%
N/A
N/A
XCSR.TO
4.51%
-0.55%
14.67%
26.50%
N/A
N/A
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EAOR vs. XCSR.TO - Expense Ratio Comparison
EAOR has a 0.18% expense ratio, which is higher than XCSR.TO's 0.17% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
EAOR vs. XCSR.TO — Risk-Adjusted Performance Rank
EAOR
XCSR.TO
EAOR vs. XCSR.TO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares ESG Aware Growth Allocation ETF (EAOR) and iShares ESG Advanced MSCI Canada Index ETF (XCSR.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.
Dividends
EAOR vs. XCSR.TO - Dividend Comparison
EAOR's dividend yield for the trailing twelve months is around 2.46%, more than XCSR.TO's 2.11% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
EAOR iShares ESG Aware Growth Allocation ETF | 2.46% | 2.52% | 2.39% | 1.99% | 1.39% | 1.07% |
XCSR.TO iShares ESG Advanced MSCI Canada Index ETF | 2.11% | 2.20% | 2.61% | 2.76% | 1.54% | 0.81% |
Drawdowns
EAOR vs. XCSR.TO - Drawdown Comparison
The maximum EAOR drawdown since its inception was -22.91%, roughly equal to the maximum XCSR.TO drawdown of -23.57%. Use the drawdown chart below to compare losses from any high point for EAOR and XCSR.TO. For additional features, visit the drawdowns tool.
Volatility
EAOR vs. XCSR.TO - Volatility Comparison
The current volatility for iShares ESG Aware Growth Allocation ETF (EAOR) is 2.29%, while iShares ESG Advanced MSCI Canada Index ETF (XCSR.TO) has a volatility of 4.17%. This indicates that EAOR experiences smaller price fluctuations and is considered to be less risky than XCSR.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.