XCSR.TO vs. XUS.TO
Compare and contrast key facts about iShares ESG Advanced MSCI Canada Index ETF (XCSR.TO) and iShares Core S&P 500 Index ETF (XUS.TO).
XCSR.TO and XUS.TO 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. XUS.TO is a passively managed fund by iShares that tracks the performance of the Morningstar US Market TR CAD. It was launched on Apr 10, 2013. Both XCSR.TO and XUS.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: XCSR.TO or XUS.TO.
Key characteristics
| XCSR.TO | XUS.TO | |
|---|---|---|
| YTD Return | 4.48% | 13.68% |
| 1Y Return | 10.31% | 30.15% |
| 3Y Return (Ann) | 4.46% | 13.68% |
| Sharpe Ratio | 0.92 | 2.96 |
| Daily Std Dev | 12.10% | 10.05% |
| Max Drawdown | -23.56% | -27.23% |
| Current Drawdown | -0.80% | 0.00% |
Correlation
The correlation between XCSR.TO and XUS.TO is 0.74, 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. XUS.TO - Performance Comparison
In the year-to-date period, XCSR.TO achieves a 4.48% return, which is significantly lower than XUS.TO's 13.68% 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. XUS.TO - Expense Ratio Comparison
XCSR.TO has a 0.17% expense ratio, which is higher than XUS.TO's 0.09% 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
XCSR.TO vs. XUS.TO - 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 iShares Core S&P 500 Index ETF (XUS.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
XCSR.TO vs. XUS.TO - Dividend Comparison
XCSR.TO's dividend yield for the trailing twelve months is around 2.54%, more than XUS.TO's 1.07% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XCSR.TO iShares ESG Advanced MSCI Canada Index ETF | 2.54% | 2.61% | 2.78% | 1.54% | 0.81% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
XUS.TO iShares Core S&P 500 Index ETF | 1.07% | 1.22% | 1.38% | 0.99% | 1.35% | 2.02% | 1.77% | 1.48% | 1.66% | 1.70% | 1.36% | 1.07% |
Drawdowns
XCSR.TO vs. XUS.TO - Drawdown Comparison
The maximum XCSR.TO drawdown since its inception was -23.56%, smaller than the maximum XUS.TO drawdown of -27.23%. Use the drawdown chart below to compare losses from any high point for XCSR.TO and XUS.TO. For additional features, visit the drawdowns tool.
Volatility
XCSR.TO vs. XUS.TO - Volatility Comparison
iShares ESG Advanced MSCI Canada Index ETF (XCSR.TO) and iShares Core S&P 500 Index ETF (XUS.TO) have volatilities of 3.28% and 3.22%, 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.