XBM.TO vs. XDG.TO
Compare and contrast key facts about iShares S&P/TSX Global Base Metals Index ETF (XBM.TO) and iShares Core MSCI Global Quality Dividend Index ETF (XDG.TO).
XBM.TO and XDG.TO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XBM.TO is a passively managed fund by iShares that tracks the performance of the Morningstar Can Natural Resource NR CAD. It was launched on Apr 12, 2011. XDG.TO is a passively managed fund by iShares that tracks the performance of the Morningstar Gbl GR CAD. It was launched on Jun 7, 2017. Both XBM.TO and XDG.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: XBM.TO or XDG.TO.
Correlation
The correlation between XBM.TO and XDG.TO is 0.73, 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
XBM.TO vs. XDG.TO - Performance Comparison
Key characteristics
XBM.TO:
-0.52
XDG.TO:
0.66
XBM.TO:
-0.60
XDG.TO:
0.94
XBM.TO:
0.93
XDG.TO:
1.14
XBM.TO:
-0.52
XDG.TO:
0.70
XBM.TO:
-1.17
XDG.TO:
2.75
XBM.TO:
16.79%
XDG.TO:
3.13%
XBM.TO:
35.43%
XDG.TO:
12.95%
XBM.TO:
-66.47%
XDG.TO:
-27.08%
XBM.TO:
-25.18%
XDG.TO:
-5.49%
Returns By Period
In the year-to-date period, XBM.TO achieves a -8.53% return, which is significantly lower than XDG.TO's 2.71% return.
XBM.TO
-8.53%
19.60%
-21.11%
-18.35%
19.04%
5.85%
XDG.TO
2.71%
7.80%
-0.71%
8.51%
10.12%
N/A
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XBM.TO vs. XDG.TO - Expense Ratio Comparison
XBM.TO has a 0.60% expense ratio, which is higher than XDG.TO's 0.22% expense ratio.
Risk-Adjusted Performance
XBM.TO vs. XDG.TO — Risk-Adjusted Performance Rank
XBM.TO
XDG.TO
XBM.TO vs. XDG.TO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares S&P/TSX Global Base Metals Index ETF (XBM.TO) and iShares Core MSCI Global Quality Dividend Index ETF (XDG.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
XBM.TO vs. XDG.TO - Dividend Comparison
XBM.TO's dividend yield for the trailing twelve months is around 1.37%, less than XDG.TO's 2.90% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XBM.TO iShares S&P/TSX Global Base Metals Index ETF | 1.37% | 1.25% | 2.09% | 4.83% | 3.01% | 1.75% | 3.60% | 3.32% | 1.58% | 2.35% | 5.52% | 3.29% |
XDG.TO iShares Core MSCI Global Quality Dividend Index ETF | 2.90% | 2.90% | 3.06% | 3.20% | 2.90% | 3.20% | 3.10% | 3.39% | 1.67% | 0.00% | 0.00% | 0.00% |
Drawdowns
XBM.TO vs. XDG.TO - Drawdown Comparison
The maximum XBM.TO drawdown since its inception was -66.47%, which is greater than XDG.TO's maximum drawdown of -27.08%. Use the drawdown chart below to compare losses from any high point for XBM.TO and XDG.TO. For additional features, visit the drawdowns tool.
Volatility
XBM.TO vs. XDG.TO - Volatility Comparison
iShares S&P/TSX Global Base Metals Index ETF (XBM.TO) has a higher volatility of 16.21% compared to iShares Core MSCI Global Quality Dividend Index ETF (XDG.TO) at 7.11%. This indicates that XBM.TO's price experiences larger fluctuations and is considered to be riskier than XDG.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.