FCUV.TO vs. XCV.TO
Compare and contrast key facts about Fidelity U.S. Value ETF (FCUV.TO) and iShares Canadian Value Index ETF (XCV.TO).
FCUV.TO and XCV.TO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. FCUV.TO is a passively managed fund by Fidelity that tracks the performance of the Fidelity Canada U.S. Value Index. It was launched on Jun 5, 2020. XCV.TO is a passively managed fund by iShares that tracks the performance of the Morningstar Canada GR CAD. It was launched on Nov 6, 2006. Both FCUV.TO and XCV.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.
Performance
FCUV.TO vs. XCV.TO - Performance Comparison
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FCUV.TO vs. XCV.TO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
FCUV.TO Fidelity U.S. Value ETF | 1.19% | 14.80% | 35.81% | 19.98% | 2.58% | 38.55% | 10.80% |
XCV.TO iShares Canadian Value Index ETF | 8.06% | 32.17% | 21.26% | 9.47% | 1.87% | 32.71% | 14.47% |
Returns By Period
In the year-to-date period, FCUV.TO achieves a 1.19% return, which is significantly lower than XCV.TO's 8.06% return.
FCUV.TO
- 1D
- 0.51%
- 1M
- -2.03%
- YTD
- 1.19%
- 6M
- 5.84%
- 1Y
- 15.29%
- 3Y*
- 21.79%
- 5Y*
- 19.38%
- 10Y*
- —
XCV.TO
- 1D
- 1.34%
- 1M
- 0.26%
- YTD
- 8.06%
- 6M
- 13.36%
- 1Y
- 37.67%
- 3Y*
- 23.19%
- 5Y*
- 17.62%
- 10Y*
- 12.78%
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FCUV.TO vs. XCV.TO - Expense Ratio Comparison
FCUV.TO has a 0.38% expense ratio, which is lower than XCV.TO's 0.55% expense ratio.
Return for Risk
FCUV.TO vs. XCV.TO — Risk / Return Rank
FCUV.TO
XCV.TO
FCUV.TO vs. XCV.TO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity U.S. Value ETF (FCUV.TO) and iShares Canadian Value Index ETF (XCV.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.
| FCUV.TO | XCV.TO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.81 | 3.27 | -2.46 |
Sortino ratioReturn per unit of downside risk | 1.20 | 4.00 | -2.80 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.73 | -0.56 |
Calmar ratioReturn relative to maximum drawdown | 1.42 | 3.86 | -2.44 |
Martin ratioReturn relative to average drawdown | 5.06 | 22.08 | -17.02 |
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
| FCUV.TO | XCV.TO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.81 | 3.27 | -2.46 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.30 | 1.38 | -0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.83 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.41 | 0.51 | +0.90 |
Correlation
The correlation between FCUV.TO and XCV.TO is 0.52, 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
FCUV.TO vs. XCV.TO - Dividend Comparison
FCUV.TO's dividend yield for the trailing twelve months is around 1.04%, less than XCV.TO's 2.53% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCUV.TO Fidelity U.S. Value ETF | 1.04% | 1.13% | 1.03% | 1.42% | 2.71% | 1.40% | 1.14% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
XCV.TO iShares Canadian Value Index ETF | 2.53% | 2.71% | 3.72% | 3.88% | 3.18% | 2.11% | 3.35% | 3.06% | 3.13% | 2.40% | 2.50% | 3.14% |
Drawdowns
FCUV.TO vs. XCV.TO - Drawdown Comparison
The maximum FCUV.TO drawdown since its inception was -16.47%, smaller than the maximum XCV.TO drawdown of -52.49%. Use the drawdown chart below to compare losses from any high point for FCUV.TO and XCV.TO.
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Drawdown Indicators
| FCUV.TO | XCV.TO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.47% | -52.49% | +36.02% |
Max Drawdown (1Y)Largest decline over 1 year | -11.90% | -9.71% | -2.19% |
Max Drawdown (5Y)Largest decline over 5 years | -16.47% | -18.08% | +1.61% |
Max Drawdown (10Y)Largest decline over 10 years | — | -41.18% | — |
Current DrawdownCurrent decline from peak | -3.77% | -0.35% | -3.42% |
Average DrawdownAverage peak-to-trough decline | -2.58% | -6.73% | +4.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.34% | 1.70% | +1.64% |
Volatility
FCUV.TO vs. XCV.TO - Volatility Comparison
Fidelity U.S. Value ETF (FCUV.TO) has a higher volatility of 4.76% compared to iShares Canadian Value Index ETF (XCV.TO) at 3.54%. This indicates that FCUV.TO's price experiences larger fluctuations and is considered to be riskier than XCV.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FCUV.TO | XCV.TO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.76% | 3.54% | +1.22% |
Volatility (6M)Calculated over the trailing 6-month period | 11.30% | 7.21% | +4.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.10% | 11.58% | +7.52% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.00% | 12.88% | +2.12% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.72% | 15.55% | -0.83% |