XAW.TO vs. XGRO.TO
Compare and contrast key facts about iShares Core MSCI All Country World ex Canada Index ETF (XAW.TO) and iShares Core Growth ETF Portfolio (XGRO.TO).
XAW.TO and XGRO.TO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XAW.TO is a passively managed fund by iShares that tracks the performance of the Morningstar Gbl GR CAD. It was launched on Feb 10, 2015. XGRO.TO is an actively managed fund by iShares. It was launched on Jun 21, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: XAW.TO or XGRO.TO.
Key characteristics
| XAW.TO | XGRO.TO | |
|---|---|---|
| YTD Return | 18.03% | 14.59% |
| 1Y Return | 24.34% | 20.69% |
| 3Y Return (Ann) | 8.35% | 5.97% |
| 5Y Return (Ann) | 11.65% | 9.17% |
| Sharpe Ratio | 2.36 | 2.41 |
| Daily Std Dev | 10.09% | 8.38% |
| Max Drawdown | -27.32% | -47.93% |
| Current Drawdown | -0.89% | -0.10% |
Correlation
The correlation between XAW.TO and XGRO.TO is 0.85, 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
XAW.TO vs. XGRO.TO - Performance Comparison
In the year-to-date period, XAW.TO achieves a 18.03% return, which is significantly higher than XGRO.TO's 14.59% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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XAW.TO vs. XGRO.TO - Expense Ratio Comparison
XAW.TO has a 0.22% expense ratio, which is higher than XGRO.TO's 0.20% 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
XAW.TO vs. XGRO.TO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core MSCI All Country World ex Canada Index ETF (XAW.TO) and iShares Core Growth ETF Portfolio (XGRO.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
XAW.TO vs. XGRO.TO - Dividend Comparison
XAW.TO's dividend yield for the trailing twelve months is around 1.55%, less than XGRO.TO's 2.09% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XAW.TO iShares Core MSCI All Country World ex Canada Index ETF | 1.55% | 1.71% | 1.79% | 1.77% | 1.49% | 2.02% | 2.29% | 1.92% | 1.80% | 1.83% | 0.00% | 0.00% |
XGRO.TO iShares Core Growth ETF Portfolio | 2.09% | 2.27% | 1.89% | 1.69% | 1.98% | 2.25% | 7.56% | 2.08% | 2.70% | 2.19% | 5.71% | 1.66% |
Drawdowns
XAW.TO vs. XGRO.TO - Drawdown Comparison
The maximum XAW.TO drawdown since its inception was -27.32%, smaller than the maximum XGRO.TO drawdown of -47.93%. Use the drawdown chart below to compare losses from any high point for XAW.TO and XGRO.TO. For additional features, visit the drawdowns tool.
Volatility
XAW.TO vs. XGRO.TO - Volatility Comparison
iShares Core MSCI All Country World ex Canada Index ETF (XAW.TO) has a higher volatility of 4.11% compared to iShares Core Growth ETF Portfolio (XGRO.TO) at 3.50%. This indicates that XAW.TO's price experiences larger fluctuations and is considered to be riskier than XGRO.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.