PDF.TO vs. XIC.TO
Compare and contrast key facts about Purpose Core Dividend Fund Series ETF (PDF.TO) and iShares Core S&P/TSX Capped Composite Index ETF (XIC.TO).
PDF.TO and XIC.TO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XIC.TO is a passively managed fund by iShares that tracks the performance of the Morningstar Canada GR CAD. It was launched on Feb 16, 2001.
Performance
PDF.TO vs. XIC.TO - Performance Comparison
Loading graphics...
PDF.TO vs. XIC.TO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PDF.TO Purpose Core Dividend Fund Series ETF | 5.85% | 20.81% | 13.61% | 4.13% | -1.74% | 24.35% | -0.79% | 23.25% | -11.14% | 7.37% |
XIC.TO iShares Core S&P/TSX Capped Composite Index ETF | 3.89% | 31.51% | 21.48% | 11.73% | -5.82% | 23.42% | 5.61% | 22.76% | -8.72% | 8.99% |
Returns By Period
In the year-to-date period, PDF.TO achieves a 5.85% return, which is significantly higher than XIC.TO's 3.89% return. Over the past 10 years, PDF.TO has underperformed XIC.TO with an annualized return of 8.85%, while XIC.TO has yielded a comparatively higher 12.45% annualized return.
PDF.TO
- 1D
- 1.52%
- 1M
- -3.48%
- YTD
- 5.85%
- 6M
- 10.43%
- 1Y
- 21.70%
- 3Y*
- 14.54%
- 5Y*
- 10.84%
- 10Y*
- 8.85%
XIC.TO
- 1D
- 2.55%
- 1M
- -4.36%
- YTD
- 3.89%
- 6M
- 10.31%
- 1Y
- 34.58%
- 3Y*
- 21.07%
- 5Y*
- 14.44%
- 10Y*
- 12.45%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
PDF.TO vs. XIC.TO - Expense Ratio Comparison
Return for Risk
PDF.TO vs. XIC.TO — Risk / Return Rank
PDF.TO
XIC.TO
PDF.TO vs. XIC.TO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Purpose Core Dividend Fund Series ETF (PDF.TO) and iShares Core S&P/TSX Capped Composite Index ETF (XIC.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.
| PDF.TO | XIC.TO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.14 | 2.27 | -0.14 |
Sortino ratioReturn per unit of downside risk | 2.77 | 2.87 | -0.10 |
Omega ratioGain probability vs. loss probability | 1.44 | 1.45 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 2.41 | 3.25 | -0.84 |
Martin ratioReturn relative to average drawdown | 11.16 | 14.62 | -3.46 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| PDF.TO | XIC.TO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.14 | 2.27 | -0.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.06 | 1.11 | -0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.66 | 0.84 | -0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.75 | 0.53 | +0.22 |
Correlation
The correlation between PDF.TO and XIC.TO is 0.68, 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
PDF.TO vs. XIC.TO - Dividend Comparison
PDF.TO's dividend yield for the trailing twelve months is around 3.14%, more than XIC.TO's 2.16% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PDF.TO Purpose Core Dividend Fund Series ETF | 3.14% | 3.77% | 3.82% | 4.17% | 3.77% | 3.19% | 3.84% | 3.65% | 4.33% | 3.50% | 3.38% | 3.40% |
XIC.TO iShares Core S&P/TSX Capped Composite Index ETF | 2.16% | 2.23% | 2.64% | 2.95% | 3.10% | 2.44% | 3.03% | 3.01% | 3.19% | 2.49% | 2.72% | 3.21% |
Drawdowns
PDF.TO vs. XIC.TO - Drawdown Comparison
The maximum PDF.TO drawdown since its inception was -36.00%, smaller than the maximum XIC.TO drawdown of -48.21%. Use the drawdown chart below to compare losses from any high point for PDF.TO and XIC.TO.
Loading graphics...
Drawdown Indicators
| PDF.TO | XIC.TO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.00% | -48.21% | +12.21% |
Max Drawdown (1Y)Largest decline over 1 year | -9.28% | -10.98% | +1.70% |
Max Drawdown (5Y)Largest decline over 5 years | -15.93% | -16.24% | +0.31% |
Max Drawdown (10Y)Largest decline over 10 years | -36.00% | -37.21% | +1.21% |
Current DrawdownCurrent decline from peak | -3.55% | -4.95% | +1.40% |
Average DrawdownAverage peak-to-trough decline | -3.53% | -7.08% | +3.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.00% | 2.44% | -0.44% |
Volatility
PDF.TO vs. XIC.TO - Volatility Comparison
The current volatility for Purpose Core Dividend Fund Series ETF (PDF.TO) is 3.79%, while iShares Core S&P/TSX Capped Composite Index ETF (XIC.TO) has a volatility of 5.98%. This indicates that PDF.TO experiences smaller price fluctuations and is considered to be less risky than XIC.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| PDF.TO | XIC.TO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.79% | 5.98% | -2.19% |
Volatility (6M)Calculated over the trailing 6-month period | 6.19% | 10.89% | -4.70% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.22% | 15.30% | -5.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.30% | 13.07% | -2.77% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.58% | 14.93% | -1.35% |