XDUH.TO vs. XDIV.TO
Compare and contrast key facts about iShares Core MSCI US Quality Dividend Index ETF (CAD-Hedged) (XDUH.TO) and iShares Core MSCI Canadian Quality Dividend Index ETF (XDIV.TO).
XDUH.TO and XDIV.TO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XDUH.TO is a passively managed fund by iShares that tracks the performance of the Morningstar US Market TR CAD. It was launched on Jun 13, 2017. XDIV.TO is a passively managed fund by iShares that tracks the performance of the MSCI Canada High Dividend Yield 10% Security Capped Index. It was launched on Jun 12, 2017. Both XDUH.TO and XDIV.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: XDUH.TO or XDIV.TO.
Correlation
The correlation between XDUH.TO and XDIV.TO is 0.69, 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
XDUH.TO vs. XDIV.TO - Performance Comparison
Key characteristics
XDUH.TO:
1.00
XDIV.TO:
2.24
XDUH.TO:
1.55
XDIV.TO:
3.04
XDUH.TO:
1.19
XDIV.TO:
1.42
XDUH.TO:
1.29
XDIV.TO:
3.30
XDUH.TO:
4.10
XDIV.TO:
10.04
XDUH.TO:
2.42%
XDIV.TO:
2.02%
XDUH.TO:
9.95%
XDIV.TO:
9.08%
XDUH.TO:
-34.91%
XDIV.TO:
-41.30%
XDUH.TO:
-7.14%
XDIV.TO:
-4.93%
Returns By Period
In the year-to-date period, XDUH.TO achieves a -0.04% return, which is significantly lower than XDIV.TO's 1.03% return.
XDUH.TO
-0.04%
-4.20%
2.59%
9.73%
5.46%
N/A
XDIV.TO
1.03%
-3.20%
11.85%
20.22%
10.39%
N/A
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XDUH.TO vs. XDIV.TO - Expense Ratio Comparison
XDUH.TO has a 0.16% expense ratio, which is higher than XDIV.TO's 0.11% expense ratio. However, 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
XDUH.TO vs. XDIV.TO — Risk-Adjusted Performance Rank
XDUH.TO
XDIV.TO
XDUH.TO vs. XDIV.TO - Risk-Adjusted Performance 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 Canadian Quality Dividend Index ETF (XDIV.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
XDUH.TO vs. XDIV.TO - Dividend Comparison
XDUH.TO's dividend yield for the trailing twelve months is around 2.67%, less than XDIV.TO's 4.35% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|
XDUH.TO iShares Core MSCI US Quality Dividend Index ETF (CAD-Hedged) | 2.67% | 2.67% | 2.55% | 2.40% | 2.62% | 2.67% | 2.36% | 2.75% | 1.41% |
XDIV.TO iShares Core MSCI Canadian Quality Dividend Index ETF | 4.35% | 4.40% | 4.30% | 4.04% | 3.66% | 4.69% | 4.11% | 4.97% | 1.86% |
Drawdowns
XDUH.TO vs. XDIV.TO - Drawdown Comparison
The maximum XDUH.TO drawdown since its inception was -34.91%, smaller than the maximum XDIV.TO drawdown of -41.30%. Use the drawdown chart below to compare losses from any high point for XDUH.TO and XDIV.TO. For additional features, visit the drawdowns tool.
Volatility
XDUH.TO vs. XDIV.TO - Volatility Comparison
The current volatility for iShares Core MSCI US Quality Dividend Index ETF (CAD-Hedged) (XDUH.TO) is 3.35%, while iShares Core MSCI Canadian Quality Dividend Index ETF (XDIV.TO) has a volatility of 3.95%. This indicates that XDUH.TO experiences smaller price fluctuations and is considered to be less risky than XDIV.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.