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TPU.TO vs. XMS.TO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

TPU.TO vs. XMS.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in TD U.S. Equity Index ETF (TPU.TO) and iShares MSCI Min Vol USA Index ETF (CAD-Hedged) (XMS.TO). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, TPU.TO achieves a 12.48% return, which is significantly higher than XMS.TO's 1.17% return. Over the past 10 years, TPU.TO has outperformed XMS.TO with an annualized return of 16.10%, while XMS.TO has yielded a comparatively lower 7.82% annualized return.


TPU.TO

1D
-0.27%
1M
7.38%
YTD
12.48%
6M
10.60%
1Y
29.73%
3Y*
23.84%
5Y*
16.57%
10Y*
16.10%

XMS.TO

1D
-0.36%
1M
1.94%
YTD
1.17%
6M
-0.55%
1Y
0.08%
3Y*
8.89%
5Y*
5.12%
10Y*
7.82%
*Multi-year figures are annualized to reflect compound growth (CAGR)

TPU.TO vs. XMS.TO - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
TPU.TO
TD U.S. Equity Index ETF
12.48%12.69%34.82%24.24%-14.31%26.02%18.73%25.02%3.03%13.31%
XMS.TO
iShares MSCI Min Vol USA Index ETF (CAD-Hedged)
1.17%3.71%14.23%7.84%-11.15%21.02%1.81%26.70%-1.63%16.85%

Correlation

The correlation between TPU.TO and XMS.TO is 0.32, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.32

Correlation (3Y)
Calculated over the trailing 3-year period

0.39

Correlation (5Y)
Calculated over the trailing 5-year period

0.42

Correlation (10Y)
Calculated over the trailing 10-year period

0.44

Correlation (All Time)
Calculated using the full available price history since Apr 12, 2016

0.43

The correlation between TPU.TO and XMS.TO shifts across timeframes, from 0.32 (1 year) to 0.44 (10 years), reflecting how their relationship changes across market environments.

TPU.TO vs. XMS.TO - Sectors Allocation Comparison


Sectors
TPU.TO
XMS.TO

Technology

35.3%
29.8%

Communication Services

11.5%
5.9%

Financial Services

11.5%
14.0%

Consumer Cyclical

10.0%
6.2%

Healthcare

8.8%
12.7%

Industrials

8.6%
6.2%

Consumer Defensive

4.8%
9.9%

Energy

3.6%
3.5%

Utilities

2.3%
7.5%

Basic Materials

1.8%
2.1%

Real Estate

1.8%
2.2%

Technology

TPU.TO
35.3%
XMS.TO
29.8%

Communication Services

TPU.TO
11.5%
XMS.TO
5.9%

Financial Services

TPU.TO
11.5%
XMS.TO
14.0%

Consumer Cyclical

TPU.TO
10.0%
XMS.TO
6.2%

Healthcare

TPU.TO
8.8%
XMS.TO
12.7%

Industrials

TPU.TO
8.6%
XMS.TO
6.2%

Consumer Defensive

TPU.TO
4.8%
XMS.TO
9.9%

Energy

TPU.TO
3.6%
XMS.TO
3.5%

Utilities

TPU.TO
2.3%
XMS.TO
7.5%

Basic Materials

TPU.TO
1.8%
XMS.TO
2.1%

Real Estate

TPU.TO
1.8%
XMS.TO
2.2%

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Return for Risk

TPU.TO vs. XMS.TO — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

TPU.TO
TPU.TO Risk / Return Rank: 7373
Overall Rank
TPU.TO Sharpe Ratio Rank: 7676
Sharpe Ratio Rank
TPU.TO Sortino Ratio Rank: 7474
Sortino Ratio Rank
TPU.TO Omega Ratio Rank: 7777
Omega Ratio Rank
TPU.TO Calmar Ratio Rank: 6868
Calmar Ratio Rank
TPU.TO Martin Ratio Rank: 6868
Martin Ratio Rank

XMS.TO
XMS.TO Risk / Return Rank: 99
Overall Rank
XMS.TO Sharpe Ratio Rank: 99
Sharpe Ratio Rank
XMS.TO Sortino Ratio Rank: 88
Sortino Ratio Rank
XMS.TO Omega Ratio Rank: 88
Omega Ratio Rank
XMS.TO Calmar Ratio Rank: 99
Calmar Ratio Rank
XMS.TO Martin Ratio Rank: 99
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

TPU.TO vs. XMS.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for TD U.S. Equity Index ETF (TPU.TO) and iShares MSCI Min Vol USA Index ETF (CAD-Hedged) (XMS.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.


TPU.TOXMS.TODifference
Sharpe ratioReturn per unit of total volatility

+2.52

Sortino ratioReturn per unit of downside risk

+3.35

Omega ratioGain probability vs. loss probability

1.46

1.01

+0.46

Calmar ratioReturn relative to maximum drawdown

3.44

0.01

+3.43

Martin ratioReturn relative to average drawdown

12.86

0.03

+12.83

TPU.TO vs. XMS.TO - Sharpe Ratio Comparison

The current TPU.TO Sharpe Ratio is 2.53, which is higher than the XMS.TO Sharpe Ratio of 0.01. The chart below compares the historical Sharpe Ratios of TPU.TO and XMS.TO, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


TPU.TOXMS.TODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.53

0.01

+2.52

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.09

0.43

+0.66

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.97

0.53

+0.44

Sharpe Ratio (All Time)

Calculated using the full available price history

0.97

0.54

+0.43

Drawdowns

TPU.TO vs. XMS.TO - Drawdown Comparison

The maximum TPU.TO drawdown since its inception was -27.96%, smaller than the maximum XMS.TO drawdown of -36.48%. Use the drawdown chart below to compare losses from any high point for TPU.TO and XMS.TO.


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Drawdown Indicators


TPU.TOXMS.TODifference

Max Drawdown

Largest peak-to-trough decline

-27.96%

-36.48%

+8.52%

Max Drawdown (1Y)

Largest decline over 1 year

-8.68%

-6.91%

-1.77%

Max Drawdown (3Y)

Largest decline over 3 years

-19.30%

-9.82%

-9.48%

Max Drawdown (5Y)

Largest decline over 5 years

-23.73%

-19.23%

-4.50%

Max Drawdown (10Y)

Largest decline over 10 years

-27.96%

-36.48%

+8.52%

Current Drawdown

Current decline from peak

-0.27%

-1.73%

+1.46%

Average Drawdown

Average peak-to-trough decline

-3.96%

-4.26%

+0.30%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.32%

2.54%

-0.22%

Volatility

TPU.TO vs. XMS.TO - Volatility Comparison

TD U.S. Equity Index ETF (TPU.TO) has a higher volatility of 3.23% compared to iShares MSCI Min Vol USA Index ETF (CAD-Hedged) (XMS.TO) at 2.35%. This indicates that TPU.TO's price experiences larger fluctuations and is considered to be riskier than XMS.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


TPU.TOXMS.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

3.23%

2.35%

+0.88%

Volatility (6M)

Calculated over the trailing 6-month period

8.83%

6.14%

+2.69%

Volatility (1Y)

Calculated over the trailing 1-year period

11.81%

8.75%

+3.06%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

15.31%

12.11%

+3.20%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.60%

14.74%

+1.86%

TPU.TO vs. XMS.TO - Expense Ratio Comparison

TPU.TO has a 0.06% expense ratio, which is lower than XMS.TO's 0.33% expense ratio.


Dividends

TPU.TO vs. XMS.TO - Dividend Comparison

TPU.TO's dividend yield for the trailing twelve months is around 0.85%, less than XMS.TO's 1.18% yield.


PositionTTM2025202420232022202120202019201820172016
TPU.TO
TD U.S. Equity Index ETF
0.85%0.96%0.90%1.22%1.34%0.99%1.23%1.23%1.57%1.59%1.33%
XMS.TO
iShares MSCI Min Vol USA Index ETF (CAD-Hedged)
1.18%1.08%1.21%1.38%1.20%0.99%1.66%1.40%1.54%1.53%1.43%

Frequently Asked Questions


TPU.TO and XMS.TO have a correlation of 0.32, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, TPU.TO is cheaper at 0.06% per year. The better choice depends on whether you care most about return, fees, risk, or income.

TPU.TO is cheaper with a 0.06% expense ratio, compared with 0.33% for XMS.TO.

TPU.TO tracks Solactive US Large Cap CAD Index, while XMS.TO tracks MSCI USA Minimum Volatility (USD) 100% Hedged to CAD Index. They also come from different issuers: TD and iShares. Their fees differ too: 0.06% for TPU.TO and 0.33% for XMS.TO.

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