Correlation
The correlation between XCNS.TO and GCNS.TO is 0.47, 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.
XCNS.TO vs. GCNS.TO
Compare and contrast key facts about iShares Core Conservative Balanced ETF Portfolio (XCNS.TO) and iShares ESG Conservative Balanced ETF Portfolio (GCNS.TO).
XCNS.TO and GCNS.TO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XCNS.TO is an actively managed fund by iShares. It was launched on Aug 7, 2019. GCNS.TO is an actively managed fund by iShares. It was launched on Sep 2, 2020.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: XCNS.TO or GCNS.TO.
Performance
XCNS.TO vs. GCNS.TO - Performance Comparison
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Key characteristics
XCNS.TO:
1.38
GCNS.TO:
1.04
XCNS.TO:
1.98
GCNS.TO:
1.51
XCNS.TO:
1.29
GCNS.TO:
1.23
XCNS.TO:
1.60
GCNS.TO:
1.38
XCNS.TO:
6.90
GCNS.TO:
5.00
XCNS.TO:
1.48%
GCNS.TO:
2.04%
XCNS.TO:
7.21%
GCNS.TO:
9.72%
XCNS.TO:
-16.96%
GCNS.TO:
-15.37%
XCNS.TO:
-0.38%
GCNS.TO:
-1.86%
Returns By Period
In the year-to-date period, XCNS.TO achieves a 2.37% return, which is significantly higher than GCNS.TO's -0.22% return.
XCNS.TO
2.37%
2.71%
2.32%
9.93%
7.42%
5.36%
N/A
GCNS.TO
-0.22%
2.35%
1.42%
10.10%
8.63%
N/A
N/A
Compare stocks, funds, or ETFs
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XCNS.TO vs. GCNS.TO - Expense Ratio Comparison
XCNS.TO has a 0.20% expense ratio, which is lower than GCNS.TO's 0.25% expense ratio. Despite the difference, 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
XCNS.TO vs. GCNS.TO — Risk-Adjusted Performance Rank
XCNS.TO
GCNS.TO
XCNS.TO vs. GCNS.TO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core Conservative Balanced ETF Portfolio (XCNS.TO) and iShares ESG Conservative Balanced ETF Portfolio (GCNS.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.
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Dividends
XCNS.TO vs. GCNS.TO - Dividend Comparison
XCNS.TO's dividend yield for the trailing twelve months is around 2.55%, more than GCNS.TO's 2.08% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
XCNS.TO iShares Core Conservative Balanced ETF Portfolio | 2.55% | 2.58% | 2.49% | 2.26% | 1.81% | 2.15% | 0.92% |
GCNS.TO iShares ESG Conservative Balanced ETF Portfolio | 2.08% | 2.03% | 2.88% | 2.09% | 1.60% | 2.49% | 0.00% |
Drawdowns
XCNS.TO vs. GCNS.TO - Drawdown Comparison
The maximum XCNS.TO drawdown since its inception was -16.96%, which is greater than GCNS.TO's maximum drawdown of -15.37%. Use the drawdown chart below to compare losses from any high point for XCNS.TO and GCNS.TO.
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Volatility
XCNS.TO vs. GCNS.TO - Volatility Comparison
iShares Core Conservative Balanced ETF Portfolio (XCNS.TO) and iShares ESG Conservative Balanced ETF Portfolio (GCNS.TO) have volatilities of 1.65% and 1.72%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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