XCSR.TO vs. ESGA
Compare and contrast key facts about iShares ESG Advanced MSCI Canada Index ETF (XCSR.TO) and American Century Sustainable Equity ETF (ESGA).
XCSR.TO and ESGA are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XCSR.TO is a passively managed fund by iShares that tracks the performance of the Morningstar Canada GR CAD. It was launched on Apr 15, 2020. ESGA is an actively managed fund by American Century Investments. It was launched on Jul 13, 2020.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: XCSR.TO or ESGA.
Key characteristics
| XCSR.TO | ESGA | |
|---|---|---|
| YTD Return | 5.47% | 11.52% |
| 1Y Return | 12.51% | 26.97% |
| 3Y Return (Ann) | 4.55% | 9.76% |
| Sharpe Ratio | 1.03 | 2.40 |
| Daily Std Dev | 12.04% | 11.74% |
| Max Drawdown | -23.56% | -26.44% |
| Current Drawdown | 0.00% | -0.13% |
Correlation
The correlation between XCSR.TO and ESGA 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
XCSR.TO vs. ESGA - Performance Comparison
In the year-to-date period, XCSR.TO achieves a 5.47% return, which is significantly lower than ESGA's 11.52% 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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XCSR.TO vs. ESGA - Expense Ratio Comparison
XCSR.TO has a 0.17% expense ratio, which is lower than ESGA's 0.39% expense ratio.
Risk-Adjusted Performance
XCSR.TO vs. ESGA - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares ESG Advanced MSCI Canada Index ETF (XCSR.TO) and American Century Sustainable Equity ETF (ESGA). 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
XCSR.TO vs. ESGA - Dividend Comparison
XCSR.TO's dividend yield for the trailing twelve months is around 2.51%, more than ESGA's 0.98% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|
XCSR.TO iShares ESG Advanced MSCI Canada Index ETF | 2.51% | 2.61% | 2.78% | 1.54% | 0.81% |
ESGA American Century Sustainable Equity ETF | 0.98% | 1.09% | 1.44% | 0.72% | 0.59% |
Drawdowns
XCSR.TO vs. ESGA - Drawdown Comparison
The maximum XCSR.TO drawdown since its inception was -23.56%, smaller than the maximum ESGA drawdown of -26.44%. Use the drawdown chart below to compare losses from any high point for XCSR.TO and ESGA. For additional features, visit the drawdowns tool.
Volatility
XCSR.TO vs. ESGA - Volatility Comparison
The current volatility for iShares ESG Advanced MSCI Canada Index ETF (XCSR.TO) is 3.24%, while American Century Sustainable Equity ETF (ESGA) has a volatility of 3.55%. This indicates that XCSR.TO experiences smaller price fluctuations and is considered to be less risky than ESGA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.