XCH.TO vs. XGRO.TO
XCH.TO (iShares China Index ETF) and XGRO.TO (iShares Core Growth ETF Portfolio) are both exchange-traded funds - XCH.TO is a China Equities fund tracking the Morningstar China GR CAD, while XGRO.TO is a Diversified Portfolio fund actively managed by iShares. XCH.TO is passively managed, while XGRO.TO is actively managed. Over the past 10 years, XCH.TO returned 3.34%/yr vs 10.20%/yr for XGRO.TO. At a 0.44 correlation, their price movements are largely independent. XCH.TO charges 0.87%/yr vs 0.20%/yr for XGRO.TO.
Performance
XCH.TO vs. XGRO.TO - Performance Comparison
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Returns By Period
In the year-to-date period, XCH.TO achieves a -6.01% return, which is significantly lower than XGRO.TO's 10.38% return. Over the past 10 years, XCH.TO has underperformed XGRO.TO with an annualized return of 3.34%, while XGRO.TO has yielded a comparatively higher 10.20% annualized return.
XCH.TO
- 1D
- -1.76%
- 1M
- -0.68%
- YTD
- -6.01%
- 6M
- -8.84%
- 1Y
- 2.81%
- 3Y*
- 12.55%
- 5Y*
- -0.79%
- 10Y*
- 3.34%
XGRO.TO
- 1D
- -0.18%
- 1M
- 5.42%
- YTD
- 10.38%
- 6M
- 8.74%
- 1Y
- 23.44%
- 3Y*
- 17.87%
- 5Y*
- 10.83%
- 10Y*
- 10.20%
XCH.TO vs. XGRO.TO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
XCH.TO iShares China Index ETF | -6.01% | 22.48% | 39.50% | -14.76% | -15.40% | -20.56% | 7.17% | 8.11% | -6.28% | 27.28% |
XGRO.TO iShares Core Growth ETF Portfolio | 10.38% | 15.59% | 19.53% | 15.01% | -11.08% | 14.29% | 11.51% | 17.97% | -6.73% | 11.61% |
Correlation
The correlation between XCH.TO and XGRO.TO is 0.46, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.46 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.41 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.39 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.45 |
Correlation (All Time) Calculated using the full available price history since Jan 28, 2010 | 0.44 |
XCH.TO vs. XGRO.TO - Sectors Allocation Comparison
Sectors
XCH.TO
XGRO.TO
Financial Services
Consumer Cyclical
Communication Services
Technology
Energy
Basic Materials
Industrials
Healthcare
Real Estate
Consumer Defensive
Utilities
Financial Services
XCH.TO
XGRO.TO
Consumer Cyclical
XCH.TO
XGRO.TO
Communication Services
XCH.TO
XGRO.TO
Technology
XCH.TO
XGRO.TO
Energy
XCH.TO
XGRO.TO
Basic Materials
XCH.TO
XGRO.TO
Industrials
XCH.TO
XGRO.TO
Healthcare
XCH.TO
XGRO.TO
Real Estate
XCH.TO
XGRO.TO
Consumer Defensive
XCH.TO
XGRO.TO
Utilities
XCH.TO
XGRO.TO
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Return for Risk
XCH.TO vs. XGRO.TO — Risk / Return Rank
XCH.TO
XGRO.TO
XCH.TO vs. XGRO.TO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares China Index ETF (XCH.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.
| XCH.TO | XGRO.TO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.04 | ||
| Sortino ratioReturn per unit of downside risk | -2.74 | ||
| Omega ratioGain probability vs. loss probability | 1.04 | 1.41 | -0.37 |
| Calmar ratioReturn relative to maximum drawdown | 0.17 | 3.30 | -3.13 |
| Martin ratioReturn relative to average drawdown | 0.35 | 14.67 | -14.33 |
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
| XCH.TO | XGRO.TO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.15 | 2.18 | -2.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.03 | 0.99 | -1.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.13 | 0.84 | -0.71 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.13 | 0.35 | -0.22 |
Drawdowns
XCH.TO vs. XGRO.TO - Drawdown Comparison
The maximum XCH.TO drawdown since its inception was -58.02%, which is greater than XGRO.TO's maximum drawdown of -47.97%. Use the drawdown chart below to compare losses from any high point for XCH.TO and XGRO.TO.
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Drawdown Indicators
| XCH.TO | XGRO.TO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.02% | -47.97% | -10.05% |
Max Drawdown (1Y)Largest decline over 1 year | -16.51% | -7.12% | -9.39% |
Max Drawdown (3Y)Largest decline over 3 years | -27.28% | -12.47% | -14.81% |
Max Drawdown (5Y)Largest decline over 5 years | -50.32% | -18.40% | -31.92% |
Max Drawdown (10Y)Largest decline over 10 years | -58.02% | -25.85% | -32.17% |
Current DrawdownCurrent decline from peak | -21.53% | -0.18% | -21.35% |
Average DrawdownAverage peak-to-trough decline | -20.41% | -8.49% | -11.92% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.15% | 1.60% | +6.55% |
Volatility
XCH.TO vs. XGRO.TO - Volatility Comparison
iShares China Index ETF (XCH.TO) has a higher volatility of 6.91% compared to iShares Core Growth ETF Portfolio (XGRO.TO) at 3.43%. This indicates that XCH.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.
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Volatility by Period
| XCH.TO | XGRO.TO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.91% | 3.43% | +3.48% |
Volatility (6M)Calculated over the trailing 6-month period | 13.42% | 9.19% | +4.23% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.20% | 10.78% | +8.42% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 29.81% | 11.05% | +18.76% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.73% | 12.26% | +13.47% |
XCH.TO vs. XGRO.TO - Expense Ratio Comparison
XCH.TO has a 0.87% expense ratio, which is higher than XGRO.TO's 0.20% expense ratio.
Dividends
XCH.TO vs. XGRO.TO - Dividend Comparison
XCH.TO's dividend yield for the trailing twelve months is around 2.25%, more than XGRO.TO's 1.76% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XCH.TO iShares China Index ETF | 2.25% | 2.11% | 1.54% | 2.86% | 2.35% | 1.50% | 2.17% | 2.50% | 2.45% | 2.41% | 2.21% | 2.58% |
XGRO.TO iShares Core Growth ETF Portfolio | 1.76% | 1.92% | 1.98% | 2.22% | 1.86% | 1.66% | 1.94% | 2.21% | 7.42% | 2.04% | 2.65% | 2.15% |
Frequently Asked Questions
XCH.TO and XGRO.TO have a correlation of 0.46, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, XGRO.TO is cheaper at 0.20% per year. The better choice depends on whether you care most about return, fees, risk, or income.
XGRO.TO is cheaper with a 0.20% expense ratio, compared with 0.87% for XCH.TO.
XCH.TO is categorized as China Equities, while XGRO.TO is Diversified Portfolio. Their fees differ too: 0.87% for XCH.TO and 0.20% for XGRO.TO.
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