XCSR.TO vs. XUSR.TO
Compare and contrast key facts about iShares ESG Advanced MSCI Canada Index ETF (XCSR.TO) and iShares ESG Advanced MSCI USA Index ETF (XUSR.TO).
XCSR.TO and XUSR.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. XUSR.TO is a passively managed fund by iShares that tracks the performance of the MSCI USA Choice ESG Screened Index. It was launched on Apr 15, 2020. Both XCSR.TO and XUSR.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 XUSR.TO.
Key characteristics
| XCSR.TO | XUSR.TO | |
|---|---|---|
| YTD Return | 4.40% | 14.54% |
| 1Y Return | 11.00% | 36.90% |
| 3Y Return (Ann) | 4.43% | 13.11% |
| Sharpe Ratio | 0.91 | 2.99 |
| Daily Std Dev | 12.12% | 12.33% |
| Max Drawdown | -23.56% | -28.39% |
| Current Drawdown | -0.88% | -1.78% |
Correlation
The correlation between XCSR.TO and XUSR.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
XCSR.TO vs. XUSR.TO - Performance Comparison
In the year-to-date period, XCSR.TO achieves a 4.40% return, which is significantly lower than XUSR.TO's 14.54% 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. XUSR.TO - Expense Ratio Comparison
XCSR.TO has a 0.17% expense ratio, which is lower than XUSR.TO's 0.23% 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
XCSR.TO vs. XUSR.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 ESG Advanced MSCI USA Index ETF (XUSR.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. XUSR.TO - Dividend Comparison
XCSR.TO's dividend yield for the trailing twelve months is around 2.54%, more than XUSR.TO's 0.82% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|
XCSR.TO iShares ESG Advanced MSCI Canada Index ETF | 2.54% | 2.61% | 2.78% | 1.53% | 0.80% |
XUSR.TO iShares ESG Advanced MSCI USA Index ETF | 0.82% | 0.93% | 1.01% | 0.66% | 0.34% |
Drawdowns
XCSR.TO vs. XUSR.TO - Drawdown Comparison
The maximum XCSR.TO drawdown since its inception was -23.56%, smaller than the maximum XUSR.TO drawdown of -28.39%. Use the drawdown chart below to compare losses from any high point for XCSR.TO and XUSR.TO. For additional features, visit the drawdowns tool.
Volatility
XCSR.TO vs. XUSR.TO - Volatility Comparison
The current volatility for iShares ESG Advanced MSCI Canada Index ETF (XCSR.TO) is 3.37%, while iShares ESG Advanced MSCI USA Index ETF (XUSR.TO) has a volatility of 4.52%. This indicates that XCSR.TO experiences smaller price fluctuations and is considered to be less risky than XUSR.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.