XDUH.TO vs. XEQT.TO
Compare and contrast key facts about iShares Core MSCI US Quality Dividend Index ETF (CAD-Hedged) (XDUH.TO) and iShares Core Equity ETF Portfolio (XEQT.TO).
XDUH.TO and XEQT.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. XEQT.TO is a passively managed fund by iShares that tracks the performance of the Morningstar Gbl GR CAD. It was launched on Aug 7, 2019. Both XDUH.TO and XEQT.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 XEQT.TO.
Correlation
The correlation between XDUH.TO and XEQT.TO is 0.73, 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
XDUH.TO vs. XEQT.TO - Performance Comparison
Key characteristics
XDUH.TO:
1.00
XEQT.TO:
2.60
XDUH.TO:
1.55
XEQT.TO:
3.60
XDUH.TO:
1.19
XEQT.TO:
1.48
XDUH.TO:
1.29
XEQT.TO:
3.83
XDUH.TO:
4.10
XEQT.TO:
18.43
XDUH.TO:
2.42%
XEQT.TO:
1.38%
XDUH.TO:
9.95%
XEQT.TO:
9.79%
XDUH.TO:
-34.91%
XEQT.TO:
-29.74%
XDUH.TO:
-7.14%
XEQT.TO:
-1.70%
Returns By Period
In the year-to-date period, XDUH.TO achieves a -0.04% return, which is significantly lower than XEQT.TO's 1.04% return.
XDUH.TO
-0.04%
-4.20%
2.59%
9.73%
5.46%
N/A
XEQT.TO
1.04%
-0.97%
9.50%
25.04%
11.52%
N/A
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XDUH.TO vs. XEQT.TO - Expense Ratio Comparison
XDUH.TO has a 0.16% expense ratio, which is lower than XEQT.TO's 0.20% 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%.
Risk-Adjusted Performance
XDUH.TO vs. XEQT.TO — Risk-Adjusted Performance Rank
XDUH.TO
XEQT.TO
XDUH.TO vs. XEQT.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 Equity ETF Portfolio (XEQT.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. XEQT.TO - Dividend Comparison
XDUH.TO's dividend yield for the trailing twelve months is around 2.67%, more than XEQT.TO's 2.01% 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% |
XEQT.TO iShares Core Equity ETF Portfolio | 2.01% | 2.03% | 2.09% | 2.14% | 1.65% | 1.68% | 1.20% | 0.00% | 0.00% |
Drawdowns
XDUH.TO vs. XEQT.TO - Drawdown Comparison
The maximum XDUH.TO drawdown since its inception was -34.91%, which is greater than XEQT.TO's maximum drawdown of -29.74%. Use the drawdown chart below to compare losses from any high point for XDUH.TO and XEQT.TO. For additional features, visit the drawdowns tool.
Volatility
XDUH.TO vs. XEQT.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 Equity ETF Portfolio (XEQT.TO) has a volatility of 4.02%. This indicates that XDUH.TO experiences smaller price fluctuations and is considered to be less risky than XEQT.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.