XDGH.TO vs. XHD.TO
Compare and contrast key facts about iShares Core MSCI Global Quality Dividend Index ETF (CAD-Hedged) (XDGH.TO) and iShares U.S. High Dividend Equity Index ETF (CAD-Hedged) (XHD.TO).
XDGH.TO and XHD.TO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XDGH.TO is a passively managed fund by iShares that tracks the performance of the Morningstar Gbl GR CAD. It was launched on Jun 13, 2017. XHD.TO is a passively managed fund by iShares that tracks the performance of the Morningstar US Market TR CAD. It was launched on Aug 14, 2012. Both XDGH.TO and XHD.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: XDGH.TO or XHD.TO.
Correlation
The correlation between XDGH.TO and XHD.TO is 0.77, 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
XDGH.TO vs. XHD.TO - Performance Comparison
Key characteristics
XDGH.TO:
1.01
XHD.TO:
0.74
XDGH.TO:
1.50
XHD.TO:
1.09
XDGH.TO:
1.18
XHD.TO:
1.13
XDGH.TO:
1.78
XHD.TO:
0.76
XDGH.TO:
4.90
XHD.TO:
3.01
XDGH.TO:
1.90%
XHD.TO:
2.45%
XDGH.TO:
9.26%
XHD.TO:
9.91%
XDGH.TO:
-32.99%
XHD.TO:
-38.69%
XDGH.TO:
-4.79%
XHD.TO:
-9.35%
Returns By Period
In the year-to-date period, XDGH.TO achieves a 0.46% return, which is significantly higher than XHD.TO's -0.03% return.
XDGH.TO
0.46%
-3.46%
3.17%
9.84%
5.77%
N/A
XHD.TO
-0.03%
-6.22%
1.96%
7.96%
4.34%
5.59%
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XDGH.TO vs. XHD.TO - Expense Ratio Comparison
XDGH.TO has a 0.22% expense ratio, which is lower than XHD.TO's 0.33% expense ratio.
Risk-Adjusted Performance
XDGH.TO vs. XHD.TO — Risk-Adjusted Performance Rank
XDGH.TO
XHD.TO
XDGH.TO vs. XHD.TO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core MSCI Global Quality Dividend Index ETF (CAD-Hedged) (XDGH.TO) and iShares U.S. High Dividend Equity Index ETF (CAD-Hedged) (XHD.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
XDGH.TO vs. XHD.TO - Dividend Comparison
XDGH.TO's dividend yield for the trailing twelve months is around 3.03%, less than XHD.TO's 3.15% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
iShares Core MSCI Global Quality Dividend Index ETF (CAD-Hedged) | 3.03% | 3.04% | 3.41% | 3.18% | 3.05% | 3.24% | 2.82% | 3.29% | 1.50% | 0.00% | 0.00% | 0.00% |
iShares U.S. High Dividend Equity Index ETF (CAD-Hedged) | 3.15% | 3.15% | 3.26% | 2.84% | 2.96% | 3.62% | 2.59% | 2.96% | 2.49% | 2.61% | 3.17% | 5.73% |
Drawdowns
XDGH.TO vs. XHD.TO - Drawdown Comparison
The maximum XDGH.TO drawdown since its inception was -32.99%, smaller than the maximum XHD.TO drawdown of -38.69%. Use the drawdown chart below to compare losses from any high point for XDGH.TO and XHD.TO. For additional features, visit the drawdowns tool.
Volatility
XDGH.TO vs. XHD.TO - Volatility Comparison
The current volatility for iShares Core MSCI Global Quality Dividend Index ETF (CAD-Hedged) (XDGH.TO) is 3.23%, while iShares U.S. High Dividend Equity Index ETF (CAD-Hedged) (XHD.TO) has a volatility of 4.25%. This indicates that XDGH.TO experiences smaller price fluctuations and is considered to be less risky than XHD.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.