XDSR.TO vs. XUSR.TO
Compare and contrast key facts about iShares ESG Advanced MSCI EAFE Index ETF (XDSR.TO) and iShares ESG Advanced MSCI USA Index ETF (XUSR.TO).
XDSR.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. 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. 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 XDSR.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: XDSR.TO or XUSR.TO.
Correlation
The correlation between XDSR.TO and XUSR.TO is 0.67, 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. XUSR.TO - Performance Comparison
Key characteristics
XDSR.TO:
1.28
XUSR.TO:
1.58
XDSR.TO:
1.83
XUSR.TO:
2.19
XDSR.TO:
1.22
XUSR.TO:
1.29
XDSR.TO:
2.22
XUSR.TO:
2.70
XDSR.TO:
5.67
XUSR.TO:
9.32
XDSR.TO:
2.54%
XUSR.TO:
2.82%
XDSR.TO:
11.26%
XUSR.TO:
16.62%
XDSR.TO:
-29.13%
XUSR.TO:
-28.40%
XDSR.TO:
-0.37%
XUSR.TO:
-2.68%
Returns By Period
In the year-to-date period, XDSR.TO achieves a 6.09% return, which is significantly higher than XUSR.TO's 3.54% return.
XDSR.TO
6.09%
3.16%
3.81%
14.03%
N/A
N/A
XUSR.TO
3.54%
0.18%
9.71%
27.30%
N/A
N/A
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XDSR.TO vs. XUSR.TO - Expense Ratio Comparison
XDSR.TO has a 0.28% expense ratio, which is higher than XUSR.TO's 0.23% expense ratio.
Risk-Adjusted Performance
XDSR.TO vs. XUSR.TO — Risk-Adjusted Performance Rank
XDSR.TO
XUSR.TO
XDSR.TO vs. XUSR.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 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
XDSR.TO vs. XUSR.TO - Dividend Comparison
XDSR.TO's dividend yield for the trailing twelve months is around 1.83%, more than XUSR.TO's 0.66% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
XDSR.TO iShares ESG Advanced MSCI EAFE Index ETF | 1.83% | 1.94% | 1.94% | 2.27% | 1.45% | 0.77% |
XUSR.TO iShares ESG Advanced MSCI USA Index ETF | 0.66% | 0.68% | 0.92% | 0.99% | 0.65% | 0.33% |
Drawdowns
XDSR.TO vs. XUSR.TO - Drawdown Comparison
The maximum XDSR.TO drawdown since its inception was -29.13%, roughly equal to the maximum XUSR.TO drawdown of -28.40%. Use the drawdown chart below to compare losses from any high point for XDSR.TO and XUSR.TO. For additional features, visit the drawdowns tool.
Volatility
XDSR.TO vs. XUSR.TO - Volatility Comparison
The current volatility for iShares ESG Advanced MSCI EAFE Index ETF (XDSR.TO) is 2.52%, while iShares ESG Advanced MSCI USA Index ETF (XUSR.TO) has a volatility of 5.54%. This indicates that XDSR.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.