XDSR.TO vs. XSEM.TO
Compare and contrast key facts about iShares ESG Advanced MSCI EAFE Index ETF (XDSR.TO) and iShares ESG Aware MSCI Emerging Markets Index ETF (XSEM.TO).
XDSR.TO and XSEM.TO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XDSR.TO is a passively managed fund by iShares that tracks the performance of the MSCI EAFE Choice ESG Screened Index. It was launched on Apr 15, 2020. XSEM.TO is a passively managed fund by iShares that tracks the performance of the Morningstar EM GR CAD. It was launched on Mar 18, 2019. Both XDSR.TO and XSEM.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: XDSR.TO or XSEM.TO.
Correlation
The correlation between XDSR.TO and XSEM.TO is 0.63, 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.
Performance
XDSR.TO vs. XSEM.TO - Performance Comparison
Key characteristics
XDSR.TO:
1.38
XSEM.TO:
1.55
XDSR.TO:
1.97
XSEM.TO:
2.20
XDSR.TO:
1.24
XSEM.TO:
1.28
XDSR.TO:
2.40
XSEM.TO:
0.93
XDSR.TO:
6.14
XSEM.TO:
7.08
XDSR.TO:
2.54%
XSEM.TO:
3.08%
XDSR.TO:
11.27%
XSEM.TO:
14.08%
XDSR.TO:
-29.13%
XSEM.TO:
-37.03%
XDSR.TO:
0.00%
XSEM.TO:
-7.18%
Returns By Period
The year-to-date returns for both stocks are quite close, with XDSR.TO having a 6.49% return and XSEM.TO slightly lower at 6.18%.
XDSR.TO
6.49%
4.41%
4.83%
14.83%
N/A
N/A
XSEM.TO
6.18%
4.64%
9.83%
21.08%
3.85%
N/A
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XDSR.TO vs. XSEM.TO - Expense Ratio Comparison
XDSR.TO has a 0.28% expense ratio, which is lower than XSEM.TO's 0.32% expense ratio.
Risk-Adjusted Performance
XDSR.TO vs. XSEM.TO — Risk-Adjusted Performance Rank
XDSR.TO
XSEM.TO
XDSR.TO vs. XSEM.TO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares ESG Advanced MSCI EAFE Index ETF (XDSR.TO) and iShares ESG Aware MSCI Emerging Markets Index ETF (XSEM.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
XDSR.TO vs. XSEM.TO - Dividend Comparison
XDSR.TO's dividend yield for the trailing twelve months is around 1.82%, less than XSEM.TO's 2.00% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
XDSR.TO iShares ESG Advanced MSCI EAFE Index ETF | 1.82% | 1.94% | 1.94% | 2.27% | 1.45% | 0.77% | 0.00% |
XSEM.TO iShares ESG Aware MSCI Emerging Markets Index ETF | 2.00% | 2.12% | 1.12% | 2.29% | 2.50% | 1.16% | 2.46% |
Drawdowns
XDSR.TO vs. XSEM.TO - Drawdown Comparison
The maximum XDSR.TO drawdown since its inception was -29.13%, smaller than the maximum XSEM.TO drawdown of -37.03%. Use the drawdown chart below to compare losses from any high point for XDSR.TO and XSEM.TO. For additional features, visit the drawdowns tool.
Volatility
XDSR.TO vs. XSEM.TO - Volatility Comparison
The current volatility for iShares ESG Advanced MSCI EAFE Index ETF (XDSR.TO) is 2.99%, while iShares ESG Aware MSCI Emerging Markets Index ETF (XSEM.TO) has a volatility of 3.61%. This indicates that XDSR.TO experiences smaller price fluctuations and is considered to be less risky than XSEM.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.