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XDUH.TO vs. XDG.TO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

XDUH.TO vs. XDG.TO

Last updated Aug 2, 2026
Documentation

XDUH.TO (iShares Core MSCI US Quality Dividend Index ETF (CAD-Hedged)) and XDG.TO (iShares Core MSCI Global Quality Dividend Index ETF) are both Quality Factor funds from iShares - XDUH.TO tracks the Morningstar US Market TR CAD while XDG.TO tracks the Morningstar Gbl GR CAD. Both are passively managed. Over the past 5 years, XDUH.TO returned 7.12%/yr vs 11.30%/yr for XDG.TO. Their 0.53 correlation means they have sometimes moved together and sometimes differently. XDUH.TO charges 0.16%/yr vs 0.22%/yr for XDG.TO.

Performance

XDUH.TO vs. XDG.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in iShares Core MSCI US Quality Dividend Index ETF (CAD-Hedged) (XDUH.TO) and iShares Core MSCI Global Quality Dividend Index ETF (XDG.TO). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, XDUH.TO achieves a 13.00% return, which is significantly lower than XDG.TO's 15.77% return.

XDUH.TO

1D
0.22%
1M
0.51%
6M
7.89%
YTD
13.00%
1Y
18.77%
3Y*
10.83%
5Y*
7.12%
10Y*
—
ALL TIME*
7.75%

XDG.TO

1D
-0.38%
1M
-1.43%
6M
9.71%
YTD
15.77%
1Y
24.71%
3Y*
14.94%
5Y*
11.30%
10Y*
—
ALL TIME*
9.16%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)

XDG.TO

iShares Core MSCI Global Quality Dividend Index ETF
CA$299.34KCA$406.96KCA$432.75K

XDUH.TO

iShares Core MSCI US Quality Dividend Index ETF (CAD-Hedged)
CA$63.30KCA$42.57KCA$56.92K

XDUH.TO vs. XDG.TO - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
XDUH.TO
iShares Core MSCI US Quality Dividend Index ETF (CAD-Hedged)		13.00%8.08%9.51%5.63%-6.27%22.61%-2.02%21.45%-5.70%8.34%
XDG.TO
iShares Core MSCI Global Quality Dividend Index ETF		15.77%12.26%14.74%7.06%1.78%15.16%-1.68%17.32%0.95%2.08%

Correlation

The correlation between XDUH.TO and XDG.TO is 0.68, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.

Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.68

Correlation (3Y)
Balances recent behavior with more history.

0.61

Correlation (5Y)
Shows whether the relationship held over a longer period.

0.61

Correlation (All Time)
Calculated using the full available price history since Jun 19, 2017

0.53

The correlation between XDUH.TO and XDG.TO shifts across timeframes, from 0.53 (all time) to 0.68 (1 year), reflecting how their relationship changes across market environments.

XDUH.TO vs. XDG.TO - Sectors Allocation Comparison

Sectors
XDUH.TO
XDG.TO

Healthcare

20.3%
22.1%

Industrials

14.3%
11.5%

Consumer Defensive

13.8%
14.9%

Technology

12.9%
5.9%

Energy

10.2%
10.3%

Financial Services

10.2%
14.2%

Consumer Cyclical

9.3%
9.6%

Utilities

3.7%
5.9%

Communication Services

3.6%
3.0%

Basic Materials

1.8%
2.3%

Real Estate

-

0.1%

Healthcare

XDUH.TO
20.3%
XDG.TO
22.1%

Industrials

XDUH.TO
14.3%
XDG.TO
11.5%

Consumer Defensive

XDUH.TO
13.8%
XDG.TO
14.9%

Technology

XDUH.TO
12.9%
XDG.TO
5.9%

Energy

XDUH.TO
10.2%
XDG.TO
10.3%

Financial Services

XDUH.TO
10.2%
XDG.TO
14.2%

Consumer Cyclical

XDUH.TO
9.3%
XDG.TO
9.6%

Utilities

XDUH.TO
3.7%
XDG.TO
5.9%

Communication Services

XDUH.TO
3.6%
XDG.TO
3.0%

Basic Materials

XDUH.TO
1.8%
XDG.TO
2.3%

Real Estate

XDUH.TO

-

XDG.TO
0.1%

Compare stocks, funds, or ETFs

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iShares Core MSCI US Quality Dividend Index ETF (CAD-Hedged)

iShares Core MSCI Global Quality Dividend Index ETF

Often compared with XDUH.TO:
XDUH.TO vs. SCHDXDUH.TO vs. XDGH.TOXDUH.TO vs. XDU.TOXDUH.TO vs. XDIV.TOXDUH.TO vs. ZDY.TOXDUH.TO vs. XHD.TOXDUH.TO vs. XDV.TO
Often compared with XDG.TO:
XDG.TO vs. XDIV.TOXDG.TO vs. XEQT.TOXDG.TO vs. XAW.TOXDG.TO vs. XDU.TOXDG.TO vs. XDGH.TOXDG.TO vs. CYH.TOXDG.TO vs. SCHD

Return for Risk

XDUH.TO vs. XDG.TO — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.
XDUH.TO
XDUH.TO Risk / Return Rank: 6868
Overall Rank
XDUH.TO Sharpe Ratio Rank: 6464
Sharpe Ratio Rank
XDUH.TO Sortino Ratio Rank: 6666
Sortino Ratio Rank
XDUH.TO Omega Ratio Rank: 6666
Omega Ratio Rank
XDUH.TO Calmar Ratio Rank: 8080
Calmar Ratio Rank
XDUH.TO Martin Ratio Rank: 6464
Martin Ratio Rank
XDG.TO
XDG.TO Risk / Return Rank: 8585
Overall Rank
XDG.TO Sharpe Ratio Rank: 8888
Sharpe Ratio Rank
XDG.TO Sortino Ratio Rank: 8989
Sortino Ratio Rank
XDG.TO Omega Ratio Rank: 8585
Omega Ratio Rank
XDG.TO Calmar Ratio Rank: 8282
Calmar Ratio Rank
XDG.TO Martin Ratio Rank: 7979
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

XDUH.TO vs. XDG.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Core MSCI US Quality Dividend Index ETF (CAD-Hedged) (XDUH.TO) and iShares Core MSCI Global Quality Dividend Index ETF (XDG.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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

XDUH.TOXDG.TODifference
Sharpe ratioReturn per unit of total volatility
1.49
2.19

-0.70

Sortino ratioReturn per unit of downside risk
2.18
3.13

-0.96

Omega ratioGain probability vs. loss probability

1.28

1.38

-0.10

Calmar ratioReturn relative to maximum drawdown

2.90

3.10

-0.20

Martin ratioReturn relative to average drawdown

7.77

10.60

-2.83

XDUH.TO vs. XDG.TO - Sharpe Ratio Comparison

The current XDUH.TO Sharpe Ratio is 1.49, which is lower than the XDG.TO Sharpe Ratio of 2.19. The chart below compares the historical Sharpe Ratios of XDUH.TO and XDG.TO, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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Drawdowns

XDUH.TO vs. XDG.TO - Drawdown Comparison

The maximum XDUH.TO drawdown since its inception was -34.91%, which is greater than XDG.TO's maximum drawdown of -27.08%. Use the drawdown chart below to compare losses from any high point for XDUH.TO and XDG.TO.

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Drawdown Indicators

XDUH.TOXDG.TODifference

Max Drawdown

Largest peak-to-trough decline

-34.91%

-27.08%

-7.83%

Max Drawdown (1Y)

Largest decline over 1 year

-6.08%

-7.87%

+1.79%

Max Drawdown (3Y)

Largest decline over 3 years

-14.35%

-12.33%

-2.02%

Max Drawdown (5Y)

Largest decline over 5 years

-17.33%

-12.33%

-5.00%

Current Drawdown

Current decline from peak

-1.41%

-1.59%

+0.18%

Average Drawdown

Average peak-to-trough decline

-4.38%

-3.11%

-1.27%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.27%

2.29%

-0.02%

Volatility

XDUH.TO vs. XDG.TO - Volatility Comparison

The current volatility for iShares Core MSCI US Quality Dividend Index ETF (CAD-Hedged) (XDUH.TO) is 4.00%, while iShares Core MSCI Global Quality Dividend Index ETF (XDG.TO) has a volatility of 4.57%. This indicates that XDUH.TO experiences smaller price fluctuations and is considered to be less risky than XDG.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

XDUH.TOXDG.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

4.00%

4.57%

-0.57%

Volatility (6M)

Calculated over the trailing 6-month period

7.60%

8.97%

-1.37%

Volatility (1Y)

Calculated over the trailing 1-year period

11.98%

11.24%

+0.74%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

13.58%

11.29%

+2.29%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.41%

13.88%

+2.53%

XDUH.TO vs. XDG.TO - Expense Ratio Comparison

XDUH.TO has a 0.16% expense ratio, which is lower than XDG.TO's 0.22% 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%.

Dividends

XDUH.TO vs. XDG.TO - Dividend Comparison

XDUH.TO's dividend yield for the trailing twelve months is around 2.20%, less than XDG.TO's 2.69% yield.

PositionTTM202520242023202220212020201920182017
XDG.TO
iShares Core MSCI Global Quality Dividend Index ETF		2.69%2.92%2.96%3.13%3.27%2.97%3.27%3.18%3.47%1.67%
XDUH.TO
iShares Core MSCI US Quality Dividend Index ETF (CAD-Hedged)		2.20%2.46%2.67%2.55%2.40%2.62%2.67%2.36%2.75%0.76%

Frequently Asked Questions

XDUH.TO and XDG.TO have a correlation of 0.68, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, XDUH.TO is cheaper at 0.16% per year. The better choice depends on whether you care most about return, fees, risk, or income.

XDUH.TO is cheaper with a 0.16% expense ratio, compared with 0.22% for XDG.TO.

XDUH.TO tracks Morningstar US Market TR CAD, while XDG.TO tracks Morningstar Gbl GR CAD. Their fees differ too: 0.16% for XDUH.TO and 0.22% for XDG.TO.

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